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L1 Global Long Short Fund Limited (GLS) Fair Value & Analysis

Financial Services · AU · Market cap A$988M

LG L1 Global Long Short Fund Limited GLS · AU
PriceA$1.95
Fair ValueA$0.3000
Upside-84.6%
Quality69/100
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Evidence: High Range A$0.2300 – A$0.3800

Fair value as of: Jun 26, 2026

From 15 valuation models · updated 7 days ago

Share price +14.3% over the past month.

Price vs Fair Value (12 months)

A$1.96 A$1.21 Fair Value A$0.3000 Jun 2025 Jul 2026

12‑month range A$1.21 – A$1.96 · fair‑value band A$0.2300 – A$0.3800 · the A$1.95 price screens above the A$0.3000 fair value. As of Jun 26, 2026.

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Analysis

L1 Global Long Short Fund Limited (GLS) currently trades at A$1.95, while our model-based Fair Value estimate is A$0.3000 — implying the stock looks roughly 84.6% overvalued today. We read business quality at 69/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, L1 Global Long Short Fund Limited generated revenue of A$97.2M at a net margin of 60.8%. It earns a return on equity of 8.8%. The balance sheet holds a net cash position of A$41.7M. The stock trades on a trailing P/E of 60.2. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) A$97.2M
Revenue growth (YoY) +589%
Net margin 60.8%
Return on equity 8.8%
Free cash flow −A$1.3M FY2025
P/E ratio 60.2
More key figures
Operating margin 90.5%
EPS (TTM) A$0.0300
Dividend yield 2.3%
EPS growth (YoY) +665%
Net cash A$41.7M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

L1 Global Long Short Fund Limited is a closed-ended equity mutual fund launched and managed by L1 Capital Pty. Limited. It invests in the public equity markets across the globe. The fund invests in stocks of companies operating across diversified sectors. It invests in value stocks of companies. The fund employs fundamental analysis with a bottom up approach to create its portfolio. It benchmarks the performance of its portfolio against the MSCI All Country World Net Index. L1 Global Long Short Fund Limited was founded on June 29, 1994 and is domiciled in Australia.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

L1 Global Long Short Fund Limited reported revenue of A$20.9M in FY2025 versus A$103M in FY2021, a compound −33.0%/yr. Reported net income was A$9.7M in FY2025, compounding −38.6%/yr from FY2021.

Revenue −33.0%/yr
FY21 A$103M
FY22 −A$20.8M
FY23 A$60.6M
FY24 A$28.6M
FY25 A$20.9M
Net income −38.6%/yr
FY21 A$68.3M
FY22 −A$19.4M
FY23 A$37.9M
FY24 A$12.8M
FY25 A$9.7M

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Frequently asked questions

Is L1 Global Long Short Fund Limited (GLS) undervalued?
As of Jun 26, 2026, our model estimates a fair value of A$0.3000 versus a price of A$1.95 — about −85% (overvalued). Model-based estimate, not financial advice.
What is the fair value of GLS?
Our model-based fair value for L1 Global Long Short Fund Limited is A$0.3000 (as of Jun 26, 2026), built from audited fundamentals. The current price is A$1.95.
What is the quality score of GLS?
L1 Global Long Short Fund Limited has a Quality Score of 69/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of L1 Global Long Short Fund Limited (GLS)?
L1 Global Long Short Fund Limited reported trailing-twelve-month revenue of about A$97.2M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of GLS?
The net profit margin of L1 Global Long Short Fund Limited is about 60.8%, meaning it keeps roughly 60.8% of revenue as net income. Based on the latest reported figures.
Does L1 Global Long Short Fund Limited pay a dividend?
L1 Global Long Short Fund Limited currently shows a dividend yield of about 2.25% relative to its recent price (as of Jun 26, 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.