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MJ Gleeson plc (GLE) Fair Value & Analysis

Consumer Cyclical · GB · Market cap 140M GBX

MG MJ Gleeson plc GLE · LSE
Price£2.32
Fair Value£3.77
Upside+62.9%
Quality95/100
Evidence: High Range £3.77 – £3.77

Fair value as of: Jun 24, 2026

From 17 valuation models · updated 5 days ago

Share price +1.0% over the past month.

Price vs Fair Value (12 months)

£3.97 £2.08 Fair Value £3.77 Jun 2025 Jun 2026

12‑month range £2.08 – £3.97 · the £2.32 price screens below the £3.77 fair value. As of Jun 24, 2026.

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Analysis

MJ Gleeson plc (GLE) currently trades at £2.32, while our model-based Fair Value estimate is £3.77 — implying the stock looks roughly 62.9% undervalued today. We read business quality at 95/100 (high quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, MJ Gleeson plc generated revenue of £381M at a net margin of 3.8%. Revenue grew 9.7% year over year. It earns a return on equity of 4.8%. The stock trades on a trailing P/E of 9.6. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 381M GBX
Revenue growth (YoY) +9.7%
Net margin 3.8%
Return on equity 4.8%
Free cash flow −6.0M GBX FY2025
P/E ratio 9.6
More key figures
Operating margin 2.3%
EPS (TTM) £0.2500
Dividend yield 4.5%
EPS growth (YoY) -54.0%
Net debt 779K GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

MJ Gleeson plc engages in house building, and land promotion and sale businesses in the United Kingdom. The company operates through two divisions, Gleeson Homes and Gleeson Land. It builds homes in the North of England and Midlands; and promotes and sells land in the South of England. MJ Gleeson plc was incorporated in 2014 and is headquartered in Sheffield, the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

MJ Gleeson plc reported revenue of £366M in FY2025 versus £289M in FY2021, a compound +6.1%/yr. Reported net income was £15.8M in FY2025, compounding −17.3%/yr from FY2021.

Revenue +6.1%/yr
FY21 £289M
FY22 £373M
FY23 £328M
FY24 £345M
FY25 £366M
Net income −17.3%/yr
FY21 £33.9M
FY22 £35.1M
FY23 £24.2M
FY24 £19.3M
FY25 £15.8M

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Similar stocks

6 more Residential Construction stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
D.R. Horton, Inc D1HI34 R$810.00 R$845.83 +4%
PulteGroup, Inc PHM $118.49 $129.42 +9%
Lennar Corporation LEN $90.90 $120.07 +32%
NVR, Inc NVR $6,353 $8,059 +27%
Toll Brothers, Inc TOL $151.92 $223.66 +47%
Sekisui House, Ltd SKHSY $19.88 $35.50 +79%

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Frequently asked questions

Is MJ Gleeson plc (GLE) undervalued?
As of Jun 24, 2026, our model estimates a fair value of £3.77 versus a price of £2.32 — about +63% (undervalued). Model-based estimate, not financial advice.
What is the fair value of GLE?
Our 21-model fair value for MJ Gleeson plc is £3.77 (as of Jun 24, 2026), built from audited fundamentals. The current price is £2.32.
What is the quality score of GLE?
MJ Gleeson plc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of MJ Gleeson plc (GLE)?
MJ Gleeson plc reported trailing-twelve-month revenue of about £381M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of GLE?
The net profit margin of MJ Gleeson plc is about 3.8%, meaning it keeps roughly 3.8% of revenue as net income. Based on the latest reported figures.
Does MJ Gleeson plc pay a dividend?
MJ Gleeson plc currently shows a dividend yield of about 4.52% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.