Goodman Group (ASX:GMG) Shares Could Be 9.1% Undervalued After Data Centre Push

Simply Wall St.06-20

Goodman Group (ASX:GMG) is back in focus after reaffirming an estimated A$0.15 distribution per stapled security for the six months to 30 June 2026, alongside a heavier tilt toward high-density data ...

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Recent momentum appears to...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7155":"工业房地产信托","BK7099":"工业房地产投资信托","WIP":"SPDR FTSE International Government Inflation-Protected Bond ETF","GMG.AU":"GOODMAN GROUP","BK7510":"REITs概念"},"translate_title":"数据中心推动后，Goodman Group(ASX：GMG)股价可能被低估9.1%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WIP":1,"GMG.AU":1.5},"content_text":"Goodman Group (ASX:GMG) is back in focus after reaffirming an estimated A$0.15 distribution per stapled security for the six months to 30 June 2026, alongside a heavier tilt toward high-density data centres. See our latest analysis for Goodman Group. Goodman Group’s A$31.50 share price comes after a strong run, with a 90 day share price return of 23.53%, even though the 1 year total shareholder return is down 8.04% and the 3 year total shareholder return is 65.52%. Recent momentum appears to be rebuilding after earlier weakness. If Goodman Group’s push into AI linked infrastructure has your attention, this can be a good moment to widen your watchlist and check out 49 AI infrastructure stocks With Goodman Group trading at A$31.50, a 90 day return above 20% and some valuation metrics indicating a discount, investors now face the key question: is there still a buying opportunity here, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 9.1% Undervalued Goodman Group’s most followed narrative puts fair value at A$34.64 per security, above the A$31.50 last close, and anchors that view on its data centre and logistics footprint.  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, with a significant increase in Work-In-Progress (WIP) expected to drive revenue and long-term earnings growth.  Read the complete narrative. Want to see how that development pipeline translates into value per security? The narrative leans heavily on compound revenue growth, fatter margins and a richer earnings multiple over time. Result: Fair Value of A$34.64 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Goodman Group’s heavier tilt toward capital intensive data centres, together with potential construction cost overruns, could squeeze project returns and challenge the view that the company is currently undervalued. Find out about the key risks to this Goodman Group narrative. Another View: Goodman Group Looks Expensive On Earnings There is a catch with Goodman Group. On a P/E of 38.1x, the stock trades at more than double the Global Industrial REITs average of 15.4x, above peers at 15.6x, and well above an estimated fair ratio of 16x, which points to valuation risk rather than a simple discount story. For investors weighing this earnings multiple against the earlier fair value estimates, it can be useful to see how the numbers stack up in detail, including how sensitive they might be if sentiment cools or earnings do not track expectations, so See what the numbers say about this price — find out in our valuation breakdown. ASX:GMG P/E Ratio as at Jun 2026Next Steps With Goodman Group pulling opinions in both directions, this is a good time to move quickly, test the numbers for yourself, and weigh the 3 key rewards and 1 important warning sign Looking for more investment ideas beyond Goodman Group? If Goodman Group is already on your radar, do not stop there. Broaden your opportunity set with a few focused screens that surface different types of stocks.  Target potential mispricings by scanning companies that combine quality and value with the 8 high quality undervalued stocks Strengthen your income options by reviewing companies with robust payouts through the 7 dividend fortresses Reduce portfolio shocks by filtering for companies with steadier profiles using the 8 resilient stocks with low risk scores   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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