Added to YB: 2025-12-03
Pitch date: 2025-11-30
JSG.L [bullish]
Johnson Service Group PLC
-0.72%
current return
Author Info
No bio for this author
Company Info
Johnson Service Group PLC, together with its subsidiaries, provides textile rental and related services in the United Kingdom and Ireland.
Market Cap
GBP 540.4M
Pitch Price
GBP 1.38
Price Target
4.15 (+203%)
Dividend
3.04%
EV/EBITDA
4.33
P/E
16.25
EV/Sales
1.30
Sector
Commercial Services and Supplies
Category
value
Mary Mount - 'ROCK TURNER' - Johnson Service Group PLC
JSG.L: UK linen/workwear rental at 4.4x EV/EBITDA, 20% OCF yield. 3yr contracts, low churn, mid-digit organic growth, 12-13% ROIC. Heavy capex (2x depreciation) for expansion/automation. Risks: energy costs, recession impact, labor inflation. Upside: £100M cash gen on £600M sales could support 3x current market cap if capex normalizes.
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