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Australian developer and operator of land-lease residential lifestyle communities for over-50s.
Australian developer and operator of land-lease residential lifestyle communities for over-50s.
Sells the home to the resident, who leases the land beneath it and pays a regular site fee, so it earns a development margin up front and then recurring rent from each home that stays in the community. This differs from a retirement village, where residents typically buy a right to occupy.
In one line: A manufactured-housing community operator like ELS/Sun Communities.
Moat: narrow (scale, brand, installed base). Established development pipeline and brand in the growing land-lease sector give scale advantages over smaller operators.
Headquarters: Gold Coast, Australia · Founded: 2013
Size Gemlife Communities (GLF.AX) is an Australia Real Estate company (Real Estate Development) with a market value of $1.05B, the 173rd largest of 316 Australia companies the cockpit tracks. Shares closed at A$4.00 on 6 Nov 2026.
Performance Over six months the shares fell 9.1%, against -12.7% for the median peer and +4.1% for the Australia market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 8.5% over the last twelve months (peer median -17.0%); the operating margin is 32.2% (peer median 1.9%).
Valuation It trades at 12.3× forward earnings against a peer median of 11.2× (6th most expensive of 12).
Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | A$337M | A$284M | A$268M | A$249M | A$139M |
| Revenue growth | — | +6% | +7% | +79% | — |
| Gross profit | A$170M | A$141M | A$127M | A$118M | A$63.5M |
| EBITDA | A$113M | A$95.3M | A$106M | A$99.4M | A$45.2M |
| Net income | A$55.8M | A$48.2M | A$55.6M | A$52.7M | A$51.0M |
| Free cash flow | A$34.0M | A$4.35M | A$35.6M | A$48.7M | A$10.6M |
| Capital expenditure | A$717,000 | A$536,000 | A$4.23M | A$8.90M | A$8.50M |
| Total debt | n/a | A$475M | A$779M | n/a | n/a |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Gemlife Communities GLF.AX | $1.05B | -9% | +8% | 32% | 12.3× | n/a |
| Ingenia Communities INA.AX | $1.48B | +36% | +8% | 29% | 14.4× | n/a |
| Stockland SGP.AX | $7.74B | +15% | +15% | 20% | 12.4× | n/a |
| Lifestyle Communities LIC.AX | $364M | -12% | +39% | 2% | 22.0× | 29.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | GLF.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.1% | +0.2% | 7th lowest of 21 |
| 6-month return | -9.1% | -12.7% | 9th highest of 21 |
| Distance from 52-week high | -26.5% | -28.5% | 10th highest of 21 |
| Revenue growth (TTM) | +8.5% | -17.0% | 6th highest of 20 |
| Operating margin | 32.2% | 1.9% | 5th highest of 20 |
| Forward P/E | 12.3× | 11.2× | 6th most expensive of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Gemlife Communities GLF.AX | Australia | $1.05B | -9% | +8% | 32% | 12.3× | n/a | n/a |
| Mercialys MERY.PA | France | $1.05B | -15% | +3% | 69% | 7.7× | n/a | n/a |
| Sunac China 1918.HK | Hong Kong | $1.06B | -64% | -29% | -27% | n/a | n/a | n/a |
| Marcus & Millichap MMI | United States | $1.05B | -9% | +12% | 1% | 56.1× | n/a | n/a |
| Hotel101 Global HBNB | United States | $1.07B | -29% | +1,178% | 2% | n/a | n/a | n/a |
| Token 1766.T | Japan | $1.07B | -1% | +5% | 6% | 8.2× | n/a | n/a |
| Black Peony (Group) 600510.SS | China | $1.04B | -37% | -24% | -14% | n/a | n/a | n/a |
| Beijing Capital Development 600376.SS | China | $1.04B | -41% | -35% | -15% | n/a | n/a | n/a |
| PLAZZA PLAN.SW | Switzerland | $1.08B | -4% | +6% | 76% | 40.0× | n/a | n/a |
| 5I5J 000560.SZ | China | $1.03B | -2% | -21% | -6% | 44.9× | n/a | n/a |
| Zhuhai Zhumian 600185.SS | China | $1.08B | -27% | -49% | 17% | 17.3× | n/a | n/a |
| Cinda Real Estate 600657.SS | China | $1.08B | -19% | -44% | -97% | n/a | n/a | n/a |
| Ichigo 2337.T | Japan | $1.09B | -13% | -17% | 29% | 9.0× | n/a | n/a |
| Vivenio Residencial SOCIMI YVIV.MC | Spain | $1.09B | -1% | +34% | 60% | n/a | n/a | n/a |
| Shenzhen Kingkey Smart Agriculture Times 000048.SZ | China | $1.10B | -7% | -17% | -15% | 10.4× | n/a | n/a |
| China Sports Industry 600158.SS | China | $1.01B | -41% | 0% | -9% | n/a | n/a | n/a |
| AEDAS Homes AEDAS.MC | Spain | $1.10B | +1% | -25% | 10% | 9.1× | n/a | n/a |
| Fermi FRMI | United States | $1.01B | -70% | n/a | n/a | n/a | n/a | n/a |
| Shanghai AJ 600643.SS | China | $1.00B | -12% | -41% | -180% | n/a | n/a | n/a |
| WeWork India Management WEWORK.NS | India | $1.00B | +26% | +25% | 24% | 62.0× | n/a | n/a |
| Cibus Real Estate AB (publ) CIBUS.ST | Sweden | $1.11B | -12% | +20% | 75% | 11.2× | n/a | n/a |