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JB Hi-Fi Limited (JBH) Fair Value & Analysis

Consumer Cyclical · AU · Market cap A$7.9B

JH JB Hi-Fi Limited JBH · AU
PriceA$78.48
Fair ValueA$69.91
Upside-10.9%
Quality59/100
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Evidence: High Range A$51.45 – A$88.37

Fair value as of: Jun 24, 2026

From 26 valuation models · updated 8 days ago

Fair value updated Jun 24, 2026 — revised from A$80.38 to A$69.91 (−13.0%) since Jun 23, 2026. Share price +8.2% over the past month.

Price vs Fair Value (12 months)

A$119.48 A$70.35 Fair Value A$69.91 Jun 2025 Jul 2026

12‑month range A$70.35 – A$119.48 · fair‑value band A$51.45 – A$88.37 · the A$78.48 price screens above the A$69.91 fair value. As of Jun 24, 2026.

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Analysis

JB Hi-Fi Limited (JBH) currently trades at A$78.48, while our model-based Fair Value estimate is A$69.91 — implying the stock looks roughly 10.9% overvalued today. We read business quality at 59/100 (solid quality), in the Consumer Cyclical 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, JB Hi-Fi Limited generated revenue of A$11.0B at a net margin of 4.4%. Revenue grew 7.3% year over year. It earns a return on equity of 29.2%. Net debt stands at A$430M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) A$11.0B
Revenue growth (YoY) +7.3%
Net margin 4.4%
Return on equity 29.2%
Free cash flow A$629M FY2025
P/E ratio 16.4
More key figures
Operating margin 7.4%
EPS (TTM) A$4.40
Dividend yield 4.4%
EPS growth (YoY) +7.2%
Net debt A$430M FY2025

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

About the company

JB Hi-Fi Limited retails home consumer products. The company operates through four segments: JB Hi-Fi Australia, JB Hi-Fi New Zealand, The Good Guys, and e&s. It provides computers and tablets; IT accessories and PC parts; headphones, speakers, and audio; smart homes; mobile phones; home appliances comprising large and small appliances, and personal care devices; gaming devices; turntables and vinyl accessories; and collectibles and merchandise, such as trading cards. The company also offers outdoors and travel products, including electric scooters and accessories, garden and outdoor living, and travel products; smart watches, fitness trackers, smart rings, fitness equipment, smart drink bottles, massagers, heat pads, smart scales and health monitors, air treatment, and sleep solutions; drones and cameras; office supplies comprising writing, stationery, notebooks, journals, planners, office tech, office furniture, and filing and storage products; and content creator gear. …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

JB Hi-Fi Limited reported revenue of A$10.6B in FY2025 versus A$8.9B in FY2021, a compound +4.3%/yr. Reported net income was A$462M in FY2025, compounding −2.2%/yr from FY2021.

Revenue +4.3%/yr
FY21 A$8.9B
FY22 A$9.2B
FY23 A$9.6B
FY24 A$9.6B
FY25 A$10.6B
Net income −2.2%/yr
FY21 A$506M
FY22 A$545M
FY23 A$525M
FY24 A$439M
FY25 A$462M

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Recent news

External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.

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Frequently asked questions

Is JB Hi-Fi Limited (JBH) undervalued?
As of Jun 24, 2026, our model estimates a fair value of A$69.91 versus a price of A$78.48 — about −11% (overvalued). Model-based estimate, not financial advice.
What is the fair value of JBH?
Our model-based fair value for JB Hi-Fi Limited is A$69.91 (as of Jun 24, 2026), built from audited fundamentals. The current price is A$78.48.
What is the quality score of JBH?
JB Hi-Fi Limited has a Quality Score of 59/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of JB Hi-Fi Limited (JBH)?
JB Hi-Fi Limited reported trailing-twelve-month revenue of about A$11.0B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of JBH?
The net profit margin of JB Hi-Fi Limited is about 4.4%, meaning it keeps roughly 4.4% of revenue as net income. Based on the latest reported figures.
Does JB Hi-Fi Limited pay a dividend?
JB Hi-Fi Limited currently shows a dividend yield of about 4.41% 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.