Obermatt

Johnson Service Group

LSE:JSG · GB0004762810
Commercial Services & SuppliesMedium

360

86
EV / EBIT65
Price / Owner Earnings43
Owner Earnings Yield41
Dividend Yield67
Price/Sales23
EV / Gross Profit96
Price/Book36
Return on Capital71
Cash Return on Capital49
Return on Equity52
EBIT Margin74
Gross Profitability100
Cash Conversion85
Accruals50
Owner Earnings Margin65
Sales growth45
Profit Growth38
Long-Term EPS Growth74
Owner Earnings Growth48
Reinvestment28
Price momentum65
Debt load63
Refinancing43
Debt Payback45
Liquidity71
Analyst ratings70
Opinion Changes50
Price Target Upside58
Market mood87
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Johnson Service Group clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUK
IndustryCommercial Services & Supplies
SizeMedium
TypePublic Company
ExchangeLSE
Founded1953
Employees40
Websitejsg.com
ISINGB0004762810
Last UpdateApr 2, 2026
Themes
Packaging ServicesEnvironment, Health and Safety (EH&S)

Description

Johnson Service Group PLC, together with its subsidiaries, provides textile rental and related services. Business Segments The company operates within various business segments that align with its overarching strategy, focusing on enhancing custome…

Analysis

Quality compounder

Johnson Service Group PLC is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is fair. You pay 19.2× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 6% yearly growth; analysts expect 12%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is adequate. The company scores 12/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
65
2026

All-time high

65

Jun 2026

All-time low

37

Mar 2026

Average rank

51

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
23
Price/Earnings
41
Price/Book
36
Dividend Yield
67
Value (overall)
19

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →