📊 JLL Key Takeaways
Is JLL a Good Investment? Thesis Analysis
JLL exhibits strong balance sheet fundamentals with minimal leverage (0.04x Debt/Equity) and robust free cash flow generation ($1.1B), but the 24,400%+ revenue spike lacks corresponding earnings growth (flat net income YoY), indicating acquisition-driven expansion with integration headwinds or margin compression. The 3.0% net margin provides limited operational flexibility in a competitive real estate services market.
Why Buy JLL? Key Strengths
- Exceptional balance sheet strength with minimal debt ($272.8M LT debt) and 39x interest coverage ratio
- Strong free cash flow generation ($1.1B) with low capital intensity (0.26% CapEx-to-Revenue ratio)
- Solid liquidity position with $599.1M cash and 1.11x current ratio
JLL Investment Risks to Consider
- Revenue growth appears acquisition-driven (24,400% YoY) while net income is flat, signaling integration challenges or acquired business underperformance
- Thin 3.0% net margin leaves minimal buffer for operational issues or market downturns
- Moderate returns on capital (10.6% ROE, 4.4% ROA) suggest suboptimal deployment of the equity base
Key Metrics to Watch
- Organic revenue growth rate ex-acquisitions and earnings growth trajectory
- Net profit margin expansion/contraction over next 2-4 quarters
- Free cash flow sustainability and conversion rate relative to organic revenue
JLL Financial Metrics
💡 AI Analyst Insight
The relatively thin 4.3% FCF margin may limit capital allocation flexibility.
JLL Profitability Ratios
JLL vs Default Sector
How JONES LANG LASALLE INC compares to Default sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is JLL Overvalued or Undervalued?
Based on fundamental analysis, JONES LANG LASALLE INC has mixed fundamental signals relative to the Default sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
JLL Balance Sheet & Liquidity
JLL 5-Year Financial Trend & Growth Analysis
5-Year Trend Summary: JONES LANG LASALLE INC's revenue has grown significantly by 35% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.67 reflects profitable operations.
JLL Growth Metrics (YoY)
JLL Quarterly Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $5.9B | N/A | $3.20 |
| Q2 2025 | $5.6B | N/A | $1.75 |
| Q1 2025 | $5.1B | N/A | $1.14 |
| Q3 2024 | $5.1B | $53.0M | $1.10 |
| Q2 2024 | $5.1B | $2.5M | $0.05 |
| Q1 2024 | $4.7B | -$9.2M | $-0.19 |
| Q3 2023 | $5.1B | $53.0M | $1.10 |
| Q2 2023 | $5.1B | $2.5M | $0.05 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
JLL Capital Allocation
JLL SEC 10-K & 10-Q Filing Analysis
Access official SEC EDGAR filings for JONES LANG LASALLE INC (CIK: 0001037976)
📋 Recent SEC Filings
❓ Frequently Asked Questions about JLL
What is the AI rating for JLL?
JONES LANG LASALLE INC (JLL) has an AI rating of HOLD with 68% confidence, based on fundamental analysis of SEC EDGAR filings.
What are JLL's key strengths?
Claude: Exceptional balance sheet strength with minimal debt ($272.8M LT debt) and 39x interest coverage ratio. Strong free cash flow generation ($1.1B) with low capital intensity (0.26% CapEx-to-Revenue ratio).
What are the risks of investing in JLL?
Claude: Revenue growth appears acquisition-driven (24,400% YoY) while net income is flat, signaling integration challenges or acquired business underperformance. Thin 3.0% net margin leaves minimal buffer for operational issues or market downturns.
What is JLL's revenue and growth?
JONES LANG LASALLE INC reported revenue of $26.1B.
Does JLL pay dividends?
JONES LANG LASALLE INC does not currently pay dividends.
Where can I find JLL SEC filings?
Official SEC filings for JONES LANG LASALLE INC (CIK: 0001037976) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is JLL's EPS?
JONES LANG LASALLE INC has a diluted EPS of $16.40.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is JLL a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, JONES LANG LASALLE INC has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.
Is JLL stock overvalued or undervalued?
Valuation metrics for JLL: ROE of 10.6% (sector avg: 15%), net margin of 3.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.
Should I buy JLL stock in 2026?
Our dual AI analysis gives JONES LANG LASALLE INC a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is JLL's free cash flow?
JONES LANG LASALLE INC's operating cash flow is $1.2B, with capital expenditures of $67.6M. FCF margin is 4.3%.
How does JLL compare to other Default stocks?
Vs Default sector averages: Net margin 3.0% (avg: 12%), ROE 10.6% (avg: 15%), current ratio 1.11 (avg: 1.8).