Valuation Lendlease Global Commercial REIT

Stocks

Market Closed - Singapore S.E. 05:04:32 2026-10-20 EDT			5-day change	1st Jan Change
0.5250 ^SGD	-0.94%		-2.78%	-15.32%

10-19	STI Finishes Flat as Tech Woes, Earnings Caution Weigh on Sentiment	MT
10-19	Lendlease Global Commercial REIT CEO Resigns	MT

Data adjusted to current consolidation scope

Fiscal Period: June	2022	2023	2024	2025	2026	2027	2028	2029
Market Cap ¹	1,810	1,534	1,331	1,272	1,896	1,747	-	-
Change	-	-15.28%	-13.22%	-4.4%	49.06%	-7.89%	-	-
Enterprise Value (EV) ¹	3,209	2,992	2,833	2,871	3,509	3,359	3,359	3,357
Change	-	-6.76%	-5.31%	1.36%	22.21%	-4.25%	-0.03%	-0.04%
P/E	8.09x	15.1x	22.6x	24x	15.3x	15.4x	15.2x	14.7x
PBR	1.02x	0.84x	0.74x	0.69x	0.81x	0.75x	0.76x	0.77x
PEG	-	-0.3x	-0.5x	-1.9x	0.2x	-1.85x	16.25x	4.49x
Capitalization / Revenue	17.8x	7.49x	6.02x	6.16x	8.95x	7.12x	6.91x	6.74x
EV / Revenue	31.6x	14.6x	12.8x	13.9x	16.6x	13.7x	13.3x	12.9x
EV / EBITDA	53.8x	22.9x	19.7x	22.5x	27x	21.8x	21.1x	20.4x
EV / EBIT	53.8x	22.9x	19.7x	22.5x	27x	21.8x	21.1x	20.4x
EV / FCF	-1.83x	17.7x	23.4x	19.5x	26.3x	20.6x	17.7x	17.3x
FCF Yield	-54.6%	5.64%	4.28%	5.14%	3.8%	4.85%	5.66%	5.78%
Dividend per Share ²	0.0485	0.047	0.0387	0.036	0.037	0.0382	0.0388	0.0394
Rate of return	6.1%	7.12%	6.91%	6.92%	6.49%	7.27%	7.39%	7.5%
EPS ²	0.0983	0.0436	0.0248	0.0217	0.0373	0.0342	0.0345	0.0356
Distribution rate	49.3%	108%	156%	166%	99.2%	112%	112%	111%
Net sales ¹	101.7	204.9	220.9	206.5	211.9	245.2	252.7	259.3
EBITDA ¹	59.64	130.9	143.5	127.5	129.7	153.8	159.1	164.8
EBIT ¹	59.64	130.9	143.5	127.5	129.7	153.8	159.3	164.8
Net income ¹	140.4	99.92	58.23	52.41	107	101.8	104.6	107.1
Net Debt ¹	1,398	1,458	1,502	1,599	1,612	1,613	1,612	1,611
Reference price ²	0.7950	0.6600	0.5600	0.5200	0.5700	0.5250	0.5250	0.5250
Nbr of stocks (in thousands)	2,277,126	2,323,662	2,376,578	2,446,669	3,327,029	3,327,029	-	-
Announcement Date	8/7/22	8/7/23	8/5/24	8/4/25	8/3/26	-	-	-

¹SGD in Million²SGD

Estimates

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
LENDLEASE GLOBAL COMMERCIAL REIT	15.5x	13.77x	21.95x	7.2%	1.38B
PROLOGIS, INC.	37.83x	17.73x	22.84x	3.45%	118B
SIMON PROPERTY GROUP, INC.	30.83x	13.94x	17.63x	4.45%	65.52B
REALTY INCOME CORPORATION	36.71x	14.67x	15.17x	5.88%	52.36B
GOODMAN GROUP	18.01x	15.24x	17.35x	1.15%	37.53B
SEGRO PLC	15.73x	24.64x	26.98x	3.65%	16.15B
KIMCO REALTY CORPORATION	26.52x	10.62x	14.63x	4.73%	15.22B
UNIBAIL-RODAMCO-WESTFIELD SE	7.96x	11.66x	14.29x	6.27%	14.26B
CAPITALAND INTEGRATED COMMERCIAL TRUST	17.73x	15.95x	23.19x	5.42%	13.8B
REGENCY CENTERS CORPORATION	29.1x	11.15x	16.28x	4.19%	13.23B
Average	23.59x	14.94x	19.03x	4.64%	34.74B
Weighted average by Cap.	30.23x	15.71x	19.35x	4.06%