WallStSmart

Jones Lang LaSalle Incorporated (JLL)vsKennedy-Wilson Holdings Inc (KW)

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Smart Verdict

WallStSmart Research — data-driven comparison

Jones Lang LaSalle Incorporated generates 4841% more annual revenue ($26.76B vs $541.50M). KW leads profitability with a 10.9% profit margin vs 3.4%. JLL appears more attractively valued with a PEG of 0.95. JLL earns a higher WallStSmart Score of 71/100 (B).

JLL

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 5.0Value: 8.7Quality: 7.0
Piotroski: 7/9Altman Z: 3.12

KW

Hold

47

out of 100

Grade: D+

Growth: 2.0Profit: 5.5Value: 6.0Quality: 3.0
Piotroski: 4/9Altman Z: 0.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JLLUndervalued (+46.3%)

Margin of Safety

+46.3%

Fair Value

$564.71

Current Price

$295.71

$269.00 discount

UndervaluedFair: $564.71Overvalued
KWUndervalued (+76.4%)

Margin of Safety

+76.4%

Fair Value

$41.49

Current Price

$11.01

$30.48 discount

UndervaluedFair: $41.49Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JLL5 strengths · Avg: 8.8/10
EPS GrowthGrowth
192.1%10/10

Earnings expanding 192.1% YoY

Altman Z-ScoreHealth
3.1210/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.958/10

Growing faster than its price suggests

P/E RatioValuation
16.1x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

KW1 strengths · Avg: 8.0/10
Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

JLL3 concerns · Avg: 2.7/10
Profit MarginProfitability
3.4%3/10

3.4% margin — thin

Operating MarginProfitability
3.3%3/10

Operating margin of 3.3%

Free Cash FlowQuality
$-819.90M2/10

Negative free cash flow — burning cash

KW4 concerns · Avg: 2.5/10
Market CapQuality
$1.53B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.9%3/10

ROE of 3.9% — below average capital efficiency

P/E RatioValuation
91.8x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-0.8%2/10

Revenue declined 0.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : JLL

The strongest argument for JLL centers on EPS Growth, Altman Z-Score, PEG Ratio. Revenue growth of 11.1% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.

Bull Case : KW

The strongest argument for KW centers on Price/Book. PEG of 1.10 suggests the stock is reasonably priced for its growth.

Bear Case : JLL

The primary concerns for JLL are Profit Margin, Operating Margin, Free Cash Flow. Thin 3.4% margins leave little buffer for downturns.

Bear Case : KW

The primary concerns for KW are Market Cap, Return on Equity, P/E Ratio. A P/E of 91.8x leaves little room for execution misses. Debt-to-equity of 3.20 is elevated, increasing financial risk.

Key Dynamics to Monitor

JLL profiles as a value stock while KW is a declining play — different risk/reward profiles.

JLL carries more volatility with a beta of 1.29 — expect wider price swings.

JLL is growing revenue faster at 11.1% — sustainability is the question.

KW generates stronger free cash flow (-97M), providing more financial flexibility.

Bottom Line

JLL scores higher overall (71/100 vs 47/100) and 11.1% revenue growth. KW offers better value entry with a 76.4% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Jones Lang LaSalle Incorporated

REAL ESTATE · REAL ESTATE SERVICES · USA

Jones Lang LaSalle Incorporated, a professional services company, provides real estate and investment management services in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Chicago, Illinois.

Kennedy-Wilson Holdings Inc

REAL ESTATE · REAL ESTATE SERVICES · USA

Kennedy-Wilson Holdings, Inc. is a real estate investment company. The company is headquartered in Beverly Hills, California.

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