Lendlease Group (ASX:LLC) Tariff Resilience Score: 6/10 (As of Jun. 28, 2026)


ASX:LLC Lendlease Group ASX:LLC
56 GF Score
Price A$3.16
GF Value A$4.49
Valuation Possible Value Trap
! 5 Warning Signs
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What is Lendlease Group Tariff Resilience Score?

Lendlease Group ASX:LLC -0.32% 56 Tariff Resilience Score is 6 as of Jun. 28, 2026. GuruFocus rates ASX:LLC with a GF Score™ of 56/100 and a GF Value™ of A$4.49 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 1,873 Real Estate companies, Lendlease Group ranks better than 95.14% on this metric.

Lendlease Group has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Lendlease Group has Lendlease Group, a global property and infrastructure company, faces moderate tariff risks due to its international projects. However, its diversified portfolio and ability to pass costs to clients provide some resilience.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Lendlease Group might have Average Resilient.

Lendlease Group  (ASX:LLC) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Lendlease Group Tariff Resilience Score Related Terms

Lendlease Group Tariff Resilience Score Competitor Comparison

For the Real Estate - Diversified subindustry, Lendlease Group's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Lendlease Group Tariff Resilience Score vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Lendlease Group's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Lendlease Group's Tariff Resilience Score falls into.


ASX:LLC
56GF Score
Lendlease Group ASX:LLC
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
Lendlease Group (ASX:LLC) has a Tariff Resilience Score of 6 as of Jun. 28, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Lendlease Group ranks #91 out of 1873 companies in the Real Estate industry, placing it in the top 4.9%.
Is Lendlease Group's Tariff Resilience Score too high?
Lendlease Group's current Tariff Resilience Score is 6. Based on the distribution chart, Lendlease Group ranks #91 out of 1873 companies in the Real Estate industry, which is in the top quartile — a strong position relative to peers. Overall, Lendlease Group has a GF Score™ of 56/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Lendlease Group's Tariff Resilience Score compare to competitors?
According to the Real Estate industry distribution chart, Lendlease Group ranks #91 out of 1873 companies for Tariff Resilience Score. This places Lendlease Group in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Real Estate company?
A good Tariff Resilience Score depends on the Real Estate industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Lendlease Group's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lendlease Group stock overvalued right now?
Based on GuruFocus' analysis, Lendlease Group (ASX:LLC) is currently considered Possible Value Trap. The stock's GF Value™ is A$4.49, compared to a current price of A$3.16 — trading 29.6% below its estimated fair value. The current Tariff Resilience Score is 6. Lendlease Group's overall GF Score™ is 56/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Lendlease Group (ASX:LLC), the current Tariff Resilience Score is 6 as of Jun. 28, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Lendlease Group (ASX:LLC) Overvalued in 2026?

Based on GuruFocus' analysis, Lendlease Group stock appears to be undervalued. The current stock price of A$3.16 is trading 29.6% below its estimated GF Value™ of A$4.49. GuruFocus considers Lendlease Group to be Possible Value Trap.

Key valuation signals for ASX:LLC:

  • Tariff Resilience Score: 6
  • GF Value™: A$4.49 vs. price of A$3.16 (29.6% below fair value)
  • GF Score™: 56/100 with 5 warning signs

No single metric tells the full story. See the ASX:LLC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Lendlease Group Business Description

Other Exchanges LLESY:USALLC:Germany
Address 300 Barangaroo Avenue, Level 14, Tower Three, International Towers Sydney, Exchange Place, Barangaroo, Sydney, NSW, AUS, 2000
Lendlease has three segments: investments, development, and construction. Lendlease operates locally and overseas across all three segments. However, in the future, its development and construction businesses will be solely in Australia, while the investment management platform will maintain exposure to international real estate assets. Historically, the investments segment contributed about one-third of group EBITDA, development around half, and construction the remaining. The group is targeting an earnings mix between investments/development/construction of 50%/35%/15% post the current restructure, shifting more weights to the defensive and higher margin investments segment. Sales proceeds from asset divestments will primarily be used to repay debt and buy back securities.
56GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$3.16
Price
A$4.49
GF Value