Jones Lang LaSalle (JLL)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-10-30
NYSEReal EstateReal Estate - ServicesSnapshot 2026-10-30
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Put JLL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS achieves record $16.4 per share in FY26: Comparison needs review.
View ThesisRevenue is growing steadily — about 11% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskJLL’s Advisory and Resilient revenue streams support the thesis, with revenue growth edging higher. Third-quarter revenue grew 12% year over year, and adjusted EPS beat estimates by 12.5%. JLL trades at 15× P/E versus 19× for peers, with expectations modest against our view. Cash does not yet back reported profits, and the next-quarter miss probability is 20%. The peer comparison is a weak guide because quality does not explain multiples in this sub-industry. Peer multiples imply a price about 10% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. JLL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering JLL (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare JLL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| JLL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Real Estate Services — fair value, gap to price, and forward P/E.
Compare the value case
Put JLL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive strong earnings per share growth
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
2026 EPS outlook and planned $500M accelerated repurchase support earnings growth and disciplined capital allocation.

Leadership changes may disrupt execution of strategic objectives.

Advances: Expand Advisory and Resilient revenue streams
Scarcity in office space supports advisory revenue growth.

Advances: Expand Advisory and Resilient revenue streams
Poaching top team enhances advisory revenue streams.

Advances: Expand Advisory and Resilient revenue streams
Increased revenue from advisory aligns with growth objectives.
Threatens: Drive strong earnings per share growth
Downgrade suggests potential earnings growth concerns.

Advances: Expand Advisory and Resilient revenue streams
Increased demand aligns with expanding advisory revenue streams.

Advances: Disciplined capital allocation including share repurchases
New REIT aligns with disciplined capital allocation strategy.
