Goodman Group (ASX:GMG): Assessing Valuation After Recent Quiet Share Price Moves

Simply Wall St.09-11

Goodman Group (ASX:GMG) has recently popped up on investor radars after a steady few sessions on the ASX, though there is no specific event pushing the stock today. Sometimes that in itself is enough ...

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Sometimes that in itself is enough ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/real-estate/asx-gmg/goodman-group-shares/news/goodman-group-asxgmg-assessing-valuation-after-recent-quiet\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goodman Group (ASX:GMG): Assessing Valuation After Recent Quiet Share Price Moves</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoodman Group (ASX:GMG): Assessing Valuation After Recent Quiet Share Price Moves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-11 21:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/au/real-estate/asx-gmg/goodman-group-shares/news/goodman-group-asxgmg-assessing-valuation-after-recent-quiet><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goodman Group (ASX:GMG) has recently popped up on investor radars after a steady few sessions on the ASX, though there is no specific event pushing the stock today. Sometimes that in itself is enough ...</p>\n\n<a href=\"https://simplywall.st/stocks/au/real-estate/asx-gmg/goodman-group-shares/news/goodman-group-asxgmg-assessing-valuation-after-recent-quiet\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7155","symbol_name":"工业房地产信托","start_time":0,"source_url":"https://simplywall.st/stocks/au/real-estate/asx-gmg/goodman-group-shares/news/goodman-group-asxgmg-assessing-valuation-after-recent-quiet","article_id":"2566915362","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551732-choice1-main-header/1585186732782"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/au/real-estate/asx-gmg/goodman-group-shares/news/goodman-group-asxgmg-assessing-valuation-after-recent-quiet","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2566915362","pubTimestamp":1757598422,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Goodman Group (ASX:GMG) has recently popped up on investor radars after a steady few sessions on the ASX, though there is no specific event pushing the stock today. Sometimes that in itself is enough to catch people’s attention; when price action perks up or drifts down without a headline, it can make you wonder if there is more going on beneath the surface. For Goodman Group, a real estate heavyweight, such movements often spark debate among investors trying to size up whether it is simply...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7155":"工业房地产信托","WIP":"SPDR FTSE International Government Inflation-Protected Bond ETF","BK7099":"工业房地产投资信托","GMG.AU":"GOODMAN GROUP","BK7510":"REITs概念"},"translate_title":"嘉民集团(ASX：GMG)：在近期股价平静波动后评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WIP":1,"GMG.AU":1},"content_text":"Goodman Group (ASX:GMG) has recently popped up on investor radars after a steady few sessions on the ASX, though there is no specific event pushing the stock today. Sometimes that in itself is enough to catch people’s attention; when price action perks up or drifts down without a headline, it can make you wonder if there is more going on beneath the surface. For Goodman Group, a real estate heavyweight, such movements often spark debate among investors trying to size up whether it is simply business as usual, or if expectations are quietly being reset.\n\nLooking at the bigger picture, shareholders have seen a mixed ride. Goodman Group’s shares are down just under 2% over the past year with modest negative momentum since the start of the year, but the long-term performance is still eye-catching. There have been gains of 90% in three years and nearly doubling over five years. Annual revenue and profit growth both remain in positive territory, suggesting ongoing strength despite recent softness in the stock price.\n\nWith that in mind, the core question is whether Goodman’s recent slip is a window for value, or if the broader market is simply factoring in all the future growth already. Is there still room for upside, or is this industrial giant fully priced in?\nAdvertisementMost Popular Narrative: 10.9% Undervalued According to the most widely followed narrative, Goodman Group is currently trading below the consensus analyst fair value. This positions the company as attractively priced and suggests there may be upside potential implied by long-term growth forecasts.  Acceleration in data center development, supported by secured power in high-barrier-to-entry metro locations and capital partnerships, positions Goodman to benefit from AI, cloud, and digital infrastructure demand. A significant increase in Work-In-Progress (WIP) is expected to drive revenue and long-term earnings growth.  Goodman’s future could hinge on a bold expansion blueprint. Eager to discover which ambitious growth projections underpin this bullish view? The narrative fuels speculation with lofty financial targets and premium profit multiples. This sets the stage for a valuation calculation that defies expectations. Curious what precise assumptions power this case for significant upside? Result: Fair Value of $37.82 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the ambitious push into data centers brings risks. Cost overruns or softer-than-expected demand could quickly challenge the upbeat analyst outlook. Find out about the key risks to this Goodman Group narrative. Another View: Looking Through a Different Lens While optimism surrounds Goodman Group’s growth and its price looks attractive against analyst targets, a closer look at its earnings ratio compared to the industry average presents a challenge to this upbeat scenario. Could expectations already be fully baked in? See what the numbers say about this price — find out in our valuation breakdown. ASX:GMG PE Ratio as at Sep 2025 Stay updated when valuation signals shift by adding Goodman Group to your watchlist or portfolio. Alternatively, explore our screener to discover other companies that fit your criteria.\n Build Your Own Goodman Group Narrative If you are unconvinced by these perspectives, or want to form your own view, you can build an independent narrative in just a few minutes. Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Goodman Group. Looking for more investment ideas? Don't just watch from the sidelines while others find standout opportunities. Make your next move with Simply Wall Street’s powerful stock screeners and level up your portfolio today.  Uncover companies at the forefront of artificial intelligence breakthroughs by checking out AI penny stocks. This can help you position yourself ahead of emerging market trends. Target exceptional yields and build reliable passive income when you scan our list of dividend stocks with yields > 3%. Spot undervalued businesses primed for potential upside using undervalued stocks based on cash flows so you never miss out on value picks others might overlook.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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