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GLE

Mj Gleeson PLC

Consumer Products and Services First-pass screen £134m
460/1000 Overall fit
AI beneficiary 35% 25
Operating leverage 25% 55
Valuation 25% 50
Downside protection 15% 70

First-pass take

Defensive housebuilder with excellent fundamentals (25.4% ROCE, fortress balance sheet, structural first-time buyer demand), but zero AI exposure and cyclical housebuilding lack the AI and operating leverage stockemon targets.

Flags

no-ai-exposureno-valuation-databuilding-safety-provisioncyclicaldefensive