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Jardine Matheson Holdings Limited (J36) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Jardine Matheson Holdings Limited

J36Market cap $16BPrice $57.2

CountryBermuda

SectorIndustrials

IndustryConglomerates

Runs a sprawling empire of businesses across Asia — supermarkets, luxury cars, real estate, and hotels — under brands like Jardine's, Mandarin Oriental, and Hongkong Land. Built on 19th-century trading roots, it still shapes how millions of Asians shop, drive, and live today.

In Bastion Portfolios?

52W Return-4%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-3%2

Revenue Forecast

Rev CAGR (1y)-7%1

Rev CAGR (3y)+1%1

Rev CAGR (5y)+1%2

Earnings Forecast

EPS Growth Y+1+43%9

EPS Growth Y+2+10%7

EPS Growth Y+3+6%5

Quality

Margins

EBIT Margin8%4

Net Income Margin3%3

Free Cash Flow Margin11%6

Debt

Net Debt/EBITDA1.94

Efficiency

ROE4%3

ROA4%5

Earnings Stability55

GEAR+WEAK27

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)109

P/E Ratio (Forward 3y)98

P/BV0.610

EV Multiples

EV/EBITDA Fwd69

EV/EBIT Fwd109

Yield

Free Cash Flow Yield21.8%10

Dividend Yieldna–

Momentum

Short term

1 month return-5%5

3 month return-7%4

YTD return-15%3

Mid term

Price vs 52wHigh72%4

1 year return-9%4

Long term

3 year return+42%5

5 year return+31%5

Risk Shield

Price Risk

Beta0.76

Volatility33%6

Free Cash Flow

Free Cash Flow Margin11%6

Free Cash Flow Yield21.8%10

Quality

ROCE4%3

Earnings Stability55

Net Debt/EBITDA1.94

02Growth

Is it actually growing, and how fast?

J36Jardine Matheson Holdings

Revenue FY25$34.2B

GROWTH RATING↗

VERY WEAK7 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-3%2

Revenue, next 1Y-7%1

Revenue, next 3Y, CAGR+1%1

Revenue, next 5Y, CAGR+1%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+43%9

EPS growth, FY27E+10%7

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 10%/yr vs revenue 0.8%/yr), so margins should widen.

WATCH

After shrinking over the last 3 years, revenue is set to grow 0.8%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 93% of companies worldwide.

Revenue fell 3%/yr over the last 3 years, behind 80% of companies worldwide.2/10

Revenue is set to grow 0.8%/yr over the next 3 years, behind most of the market.1/10

Over five years revenue is set to grow 1%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

J36Jardine Matheson Holdings

Total return Current42.2%

Price return Current3.5%

MOMENTUM RATING↗

WEAK31 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-7%4

YTD return-15%3

MID & LONG-TERM▾SCORE

% of 52-week high72%4

1-year return-9%4

3-year return+42%5

5-year return+31%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+42% over three years and +31% over five), roughly average for the market.

It's down 9% over the past year, now 28% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-5%) and over three months (-7%).

WEAKNESSES

The stock is underperforming so far this year (-15%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the stock is underperforming so far this year.

04Value

Are you paying a fair price for it?

Stop guessing on Jardine Matheson Holdings Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

J36Jardine Matheson Holdings

Revenue FY25$34.2B

GROWTH RATING↗

VERY WEAK7 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-3%2

Revenue, next 1Y-7%1

Revenue, next 3Y, CAGR+1%1

Revenue, next 5Y, CAGR+1%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+43%9

EPS growth, FY27E+10%7

EPS growth, FY28E+6%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 10%/yr vs revenue 0.8%/yr), so margins should widen.

WATCH

After shrinking over the last 3 years, revenue is set to grow 0.8%/yr from here.

WEAKNESSES

Growth is the weak spot here, trailing 93% of companies worldwide.

Revenue fell 3%/yr over the last 3 years, behind 80% of companies worldwide.2/10

Revenue is set to grow 0.8%/yr over the next 3 years, behind most of the market.1/10

Over five years revenue is set to grow 1%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

J36Jardine Matheson Holdings

Total return Current42.2%

Price return Current3.5%

MOMENTUM RATING↗

WEAK31 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-7%4

YTD return-15%3

MID & LONG-TERM▾SCORE

% of 52-week high72%4

1-year return-9%4

3-year return+42%5

5-year return+31%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+42% over three years and +31% over five), roughly average for the market.

It's down 9% over the past year, now 28% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-5%) and over three months (-7%).

WEAKNESSES

The stock is underperforming so far this year (-15%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Jardine Matheson Holdings Limited. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community