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JGS Fair Value & Analysis

Consumer Non-Cyclicals · PH · Market cap 442B PHP

J JGS JGS · PSE
Price25.00 PHP
Fair Value20.51 PHP
Upside-18.0%
Quality55/100
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Mixed Growth
Thin margins · 0.0% net margin
Moderate debt
Trails peers (1/9)
Moderate moat 51/100
Evidence: High Range 15.38 PHP – 25.63 PHP Share as image

Fair value as of: Jul 10, 2026

From 8 valuation models · updated 30 days ago

Fair value updated Jul 10, 2026, revised from 20.59 PHP to 20.51 PHP (−0.4%) since Jun 26, 2026. Share price −0.4% over the past month.

A solid business, but screening 18% overvalued on our models.

What matters now

  • Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
  • Our model range runs from 15.38 PHP (bear) to 25.63 PHP (bull), base 20.51 PHP. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 55/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

63.41 PHP 14.42 PHP Fair Value 20.51 PHP Feb 2021 Jul 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 10, 2026.

How to read this chart

60‑month range 14.42 PHP – 63.41 PHP · fair‑value band 15.38 PHP – 25.63 PHP · the 25.00 PHP price screens above the 20.51 PHP fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 10, 2026.

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Analysis

JGS (JGS) currently trades at 25.00 PHP, while our model-based Fair Value estimate is 20.51 PHP, implying the stock looks roughly 18.0% overvalued today. The Quality Score stands at 55/100 (solid quality), in the Consumer Non-Cyclicals 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).

The stock trades on a trailing P/E of 33.6. Fundamentals as of Jul 10, 2026

Our scenario range runs from 15.38 PHP (bear case) to 25.63 PHP (bull case); at 25.00 PHP, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 45% above its 52-week low. For context, the median of 10 Consumer Non-Cyclicals peers we cover trades at 15% fair-value upside, at -18%, JGS screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Residual Income 16.39 PHP 16.91 PHP 17.31 PHP 76
Gordon GGM 1.73 PHP 3.77 PHP 6.35 PHP 70
P/E Multiple 19.90 PHP 26.54 PHP 33.17 PHP 63
All 8 models by family
Earnings-Based
Graham-Dodd 8.20 PHP 31.14 PHP 42.16 PHP 54
Lynch FV 7.56 PHP 10.80 PHP 14.04 PHP 50
Dividend Discount
Gordon GGM 1.73 PHP 3.77 PHP 6.35 PHP 70
DDM Multi-Stage 1.73 PHP 3.09 PHP 3.93 PHP 61
Multiples
P/E Multiple 19.90 PHP 26.54 PHP 33.17 PHP 63
P/B Multiple 15.38 PHP 20.51 PHP 25.63 PHP 55
Asset-Based
NCAV (Graham) 10.31 PHP 13.81 PHP 20.62 PHP 50
Economic Profit
Residual Income 16.39 PHP 16.91 PHP 17.31 PHP 76

Widest divergence: Multiples (20.51 PHP) versus Dividend Discount (3.09 PHP). Highest evidence: Residual Income (76).

Quality Score breakdown

Overall quality 55/100

Of which business quality 52 · Market factors (momentum, volatility) 50

Profitability 26
Margins and returns on capital today
Quality Growth 55
Are margins and returns improving?
Cashflow 51
Earnings quality: real cash, not paper profit
Fin. Strength 47
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 48
Calm price path (market factor)
Momentum 47
Price trend over the last 3–12 months (market factor)
52W Momentum 56
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

JGS reported revenue of 379B PHP in FY2024 versus 204B PHP in FY2020, a compound +16.7%/yr. Reported net income was 21.3B PHP in FY2024.

Growth Quality 28/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2024)
379B PHP
Latest YoY
+10.3%
Avg. growth/yr (3Y)
+19.6%
Avg. growth/yr (5Y)
+4.6%
Avg. growth/yr (10Y)
+7.4%
Revenue +16.7%/yr
FY20 204B PHP
FY21 221B PHP
FY22 301B PHP
FY23 343B PHP
FY24 379B PHP
Net income
FY20 −468M PHP
FY21 5.1B PHP
FY22 651M PHP
FY23 20.0B PHP
FY24 21.3B PHP

JGS screens 18% overvalued. Compare with DMC →

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Cite: Fair Value Calculator (2026). "JGS Fair Value". https://www.fairvalue-calculator.com/stock/JGS

Peer Group

Communication Services · 1202 stocks

How this stock ranks against its sector: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median. (Industry “Consumer Goods Conglomerates” was too small, so the broader sector is used.)

Quality Score 55 · Above median
Fair Value upside −18% · Below median
Return on assets 0% · Below median
Net margin (TTM) 0% · Below median
Operating margin (TTM) 0% · Below median
Revenue growth 0% · Below median
Debt / equity 0.59× · Higher than 75% of peers

Valuation Multiples vs Communication Services median · lower = cheaper

P/E (TTM) 33.6× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 9 · sector 20
FUTURE 0 · sector 8
PAST 0 · sector 12
HEALTH 71 · sector 97
DIVIDEND 0 · sector 54

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Consumer Goods Conglomerates stocks, each showing price versus our Fair Value estimate (as of Jul 10, 2026).

Stock Price Fair Value vs Fair Value
DMC DMC 7.24 PHP 14.48 PHP +100%
BCOR BCOR 9.50 PHP 2.72 PHP -71%
FB FB 49.00 PHP 49.03 PHP +0%
URC URC 61.20 PHP 47.86 PHP -22%
PGOLD PGOLD 39.30 PHP 62.75 PHP +60%
RRHI RRHI 38.00 PHP 43.51 PHP +15%
CNPF CNPF 32.50 PHP 64.84 PHP +100%
540743 540743 ₹556.65 ₹616.73 +11%
DNL DNL 3.64 PHP 3.43 PHP -6%
KEEPR KEEPR 1.86 PHP 6.15 PHP +231%

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Frequently asked questions

Is JGS overvalued or undervalued?
As of Jul 10, 2026, our model estimates a fair value of 20.51 PHP versus a price of 25.00 PHP, about −18% (overvalued).
What is the fair value of JGS?
Our model-based fair value for JGS is 20.51 PHP (as of Jul 10, 2026), built from audited fundamentals. The current price is 25.00 PHP.
What is the quality score of JGS?
JGS has a Quality Score of 55/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the net profit margin of JGS?
The net profit margin of JGS is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

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.

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