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Employees: 147
Size Lifestyle Communities (LIC.AX) is an Australia Consumer Discretionary company (Homebuilding) with a market value of $364M, the 304th largest of 316 Australia companies the cockpit tracks. Shares closed at A$4.32 on 6 Nov 2026.
Performance Over six months the shares fell 11.8%, against -9.3% for the median peer and +4.1% for the Australia market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue grew 38.6% over the last twelve months (peer median +0.2%); the operating margin is 1.9% (peer median 5.8%).
Valuation It trades at 22.0× forward earnings against a peer median of 13.3× (3rd most expensive of 10).
Price implies For today's price to make sense, revenue must grow about 30% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is +21 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 8.9 points below its cost of capital (9.2% WACC).
Next results Next results expected around 8 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | A$206M | A$206M | A$151M | A$243M | A$232M |
| Revenue growth | — | +37% | -38% | +5% | — |
| Gross profit | A$55.2M | A$55.2M | -A$14.8M | A$65.0M | A$74.3M |
| EBITDA | n/a | A$7.55M | -A$57.9M | A$27.0M | A$37.6M |
| Net income | A$46.9M | A$46.9M | -A$195M | A$50.0M | A$81.9M |
| Free cash flow | A$92.1M | A$92.1M | -A$150,000 | -A$126M | -A$38.9M |
| Capital expenditure | A$2.83M | A$2.83M | A$4.80M | A$11.0M | A$8.53M |
| Total debt | n/a | A$293M | A$466M | A$328M | A$376M |
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.
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 | LIC.AX | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.9% | -4.0% | 5th highest of 21 |
| 6-month return | -11.8% | -9.3% | 10th lowest of 21 |
| Distance from 52-week high | -29.9% | -30.2% | 11th highest of 21 |
| Revenue growth (TTM) | +38.6% | +0.2% | 3rd highest of 20 |
| Operating margin | 1.9% | 5.8% | 4th lowest of 20 |
| Forward P/E | 22.0× | 13.3× | 3rd most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | 29.6% | -0.2% | 2nd most demanding of 12 |
| Growth delivered (Del g) | +8.3% | -0.5% | 2nd highest of 12 |
| Hurdle (Req g minus delivered) | +21.2 pp | -0.1 pp | 3rd most demanding of 12 |
| ROIC minus cost of capital | -8.9 pp | -3.4 pp | 4th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lifestyle Communities LIC.AX | Australia | $364M | -12% | +39% | 2% | 22.0× | 29.6% | +8.3% |
| Huang Hsiang Construction 2545.TW | Taiwan | $359M | -18% | -62% | 6% | n/a | n/a | n/a |
| King's Town Construction 2524.TW | Taiwan | $357M | -11% | -78% | 30% | n/a | n/a | n/a |
| Inmobiliaria del Sur ISUR.MC | Spain | $351M | +4% | -5% | 17% | 19.6× | -0.2% | +18.9% |
| Prince Housing & Development 2511.TW | Taiwan | $393M | +1% | +21% | 6% | n/a | 0.2% | -4.8% |
| MT Hojgaard Holding A/S MTHH.CO | Denmark | $329M | -16% | -13% | 4% | 13.3× | n/a | n/a |
| Selvaag Bolig SBO.OL | Norway | $319M | -3% | +181% | 6% | 12.1× | n/a | n/a |
| Yungshin Construction & Development 5508.TWO | Taiwan | $315M | -3% | +35% | 32% | n/a | 1.0% | -3.9% |
| Hung Ching Development & Construction 2527.TW | Taiwan | $308M | +15% | -20% | 22% | n/a | -4.7% | -28.3% |
| Kaufman & Broad KOF.PA | France | $437M | -19% | 0% | 8% | 7.3× | -16.2% | -0.5% |
| YeaShin International Development 5213.TWO | Taiwan | $448M | -24% | -32% | 18% | n/a | n/a | n/a |
| Mears MER.L | United Kingdom | $455M | +9% | +2% | 6% | 9.7× | -10.5% | +7.1% |
| BOXABL BXBL | United States | $466M | -81% | n/a | n/a | n/a | n/a | n/a |
| Nagawa 9663.T | Japan | $475M | -8% | +3% | 13% | n/a | 4.9% | +3.8% |
| Hangzhou Landscaping 605303.SS | China | $484M | -17% | -34% | -27% | n/a | n/a | n/a |
| Tama Home 1419.T | Japan | $486M | -26% | +2% | 2% | 20.5× | n/a | n/a |
| GC Construction 1489.HK | Hong Kong | $495M | +646% | -51% | -23% | n/a | 30.4% | -10.0% |
| Smith Douglas Homes SDHC | United States | $499M | -25% | 0% | 3% | 60.2× | n/a | n/a |
| China Wuyi 000797.SZ | China | $517M | -24% | +78% | -5% | n/a | -8.0% | +4.2% |
| Hovnanian Enterprises HOV | United States | $594M | -6% | -10% | 3% | 25.4× | 4.8% | +4.9% |
| Kindom Development 2520.TW | Taiwan | $600M | +15% | +10% | 16% | 7.0× | -13.2% | -3.5% |