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1. Company Snapshot

1.a. Company Description

MJ Gleeson plc engages in low-cost house building and land promotion activities in the United Kingdom.The company operates through two divisions, Gleeson Homes and Gleeson Land.It also engages in the house building activities in the north of England and Midlands; and sale of land in the south of England.


The company was incorporated in 2014 and is headquartered in Sheffield, the United Kingdom.

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1.b. Last Insights on GLE

MJ Gleeson's recent performance was positively driven by its strong financial results, with FY 2025 revenue growing 5.9% to £365.8m. The company's earnings per share (EPS) also beat expectations, indicating robust operational performance. Additionally, insider buying activity and the company's undervalued status have drawn investor attention. With a challenging UK market backdrop, MJ Gleeson's resilience and growth potential have been highlighted, making it an attractive opportunity for investors seeking undervalued small-cap stocks with strong fundamentals.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.52%)

6. Segments

Gleeson Homes

Expected Growth: 4.5%

Gleeson Homes' focus on affordable, high-quality homes in the North of England, coupled with the UK's housing shortage and government initiatives to boost home ownership, drives growth in the region.

Gleeson Land

Expected Growth: 5.5%

Growing demand for new homes in the UK, driven by government initiatives and a shortage of housing supply, will fuel Gleeson Land's growth. The company's strategic land trading business model, which focuses on acquiring and promoting land for residential development, is well-positioned to capitalize on this trend.

7. Detailed Products

Affordable Homes

MJ Gleeson plc provides affordable homes for people in need, focusing on regeneration and urban renewal projects.

Urban Regeneration

The company specializes in urban regeneration projects, transforming underutilized or derelict sites into thriving communities.

Land Development

MJ Gleeson plc acquires and develops land for residential and commercial use, working with local authorities and stakeholders.

Strategic Land

The company identifies and acquires strategic land for future development, working with local authorities and stakeholders.

8. MJ Gleeson plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for MJ Gleeson plc is medium due to the availability of alternative housing options, but the company's focus on affordable housing and partnerships with local authorities reduces the threat.

Bargaining Power Of Customers

The bargaining power of customers is low due to the lack of negotiating power of individual homebuyers and the company's strong brand reputation.

Bargaining Power Of Suppliers

The bargaining power of suppliers is medium due to the company's dependence on a few large suppliers, but the company's scale and long-term contracts mitigate the risk.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the UK housebuilding industry, including regulatory hurdles and the need for significant capital investment.

Intensity Of Rivalry

The intensity of rivalry is high due to the competitive nature of the UK housebuilding industry, with several large players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 1.77%
Debt Cost 8.68%
Equity Weight 98.23%
Equity Cost 8.68%
WACC 8.68%
Leverage 1.80%

11. Quality Control: MJ Gleeson plc passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Metrovacesa

A-Score: 6.7/10

Value: 3.8

Growth: 6.7

Quality: 5.3

Yield: 9.4

Momentum: 7.5

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
Cairn Homes

A-Score: 6.3/10

Value: 6.4

Growth: 8.4

Quality: 6.4

Yield: 6.9

Momentum: 4.0

Volatility: 6.0

1-Year Total Return ->

View Full Report
Stock-Card
Kaufman & Broad

A-Score: 6.3/10

Value: 7.7

Growth: 4.7

Quality: 6.1

Yield: 10.0

Momentum: 2.0

Volatility: 7.3

1-Year Total Return ->

View Full Report
Stock-Card
Aedas Homes

A-Score: 5.9/10

Value: 4.2

Growth: 9.3

Quality: 4.1

Yield: 10.0

Momentum: 2.0

Volatility: 5.7

1-Year Total Return ->

View Full Report
Stock-Card
Neinor Homes

A-Score: 5.9/10

Value: 3.1

Growth: 3.6

Quality: 6.2

Yield: 10.0

Momentum: 8.0

Volatility: 4.3

1-Year Total Return ->

View Full Report
Stock-Card
MJ Gleeson

A-Score: 4.4/10

Value: 8.2

Growth: 4.6

Quality: 5.9

Yield: 5.0

Momentum: 0.0

Volatility: 3.0

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

3.92$

Current Price

3.92$

Potential

-0.00%

Expected Cash-Flows