BKG:LSE-The Berkeley Group Holdings plc (GBX)

COMMON STOCK | Residential Construction | LSE

Last Closing Price

GBX 4,582.00

Change

0.00 (0.00)%

Market Cap

GBX 5.15B

Volume

0.48M

Avg Analyst Target

GBX 5,214.67 (+13.81%)

Avg User Target

GBX
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

The Berkeley Group Holdings plc, together with its subsidiaries, engages in the residential-led and mixed-use property development activities in the United Kingdom. It operates under the Berkeley, St Edward, St George, St James, St Joseph, and St William brand names. The company was founded in 1976 and is headquartered in Cobham, the United Kingdom.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-09-18 )

Largest Industry Peers for Residential Construction

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
PSN:LSE Persimmon Plc

N/A

GBX8.87B 11.25 7.65
BDEV:LSE Barratt Developments plc

N/A

GBX6.93B 10.62 6.66
TW:LSE Taylor Wimpey plc

N/A

GBX6.10B 12.58 8.27
BWY:LSE Bellway p.l.c

N/A

GBX4.24B 23.27 17.32
CSP:LSE Countryside Properties PLC

N/A

GBX2.69B 14.15 97.91
RDW:LSE Redrow plc

N/A

GBX2.53B 19.59 6.78
CRST:LSE Crest Nicholson Holdings plc

N/A

GBX1.06B 18.14 9.85
GLV:LSE Glenveagh Properties PLC

N/A

GBX0.96B 78.20 44.22
CRN:LSE Cairn Homes plc

N/A

GBX0.76B 49.15 29.09
MCS:LSE McCarthy & Stone plc

N/A

GBX0.64B 21.39 12.11

ETFs Containing BKG

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Residential Construction)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -10.77% 8% F 13% F
Dividend Return 0.26% 33% F 50% F
Total Return -10.50% 8% F 13% F
Trailing 12 Months  
Capital Gain -5.02% 8% F 16% F
Dividend Return 0.28% 22% F 28% F
Total Return -4.74% 8% F 16% F
Trailing 5 Years  
Capital Gain 61.69% 67% D+ 69% D+
Dividend Return 14.28% 20% F 61% D-
Total Return 75.98% 58% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 19.82% 92% A- 77% C+
Dividend Return 2.21% 17% F 63% D
Total Return 22.03% 77% C+ 76% C
Risk Return Profile  
Volatility (Standard Deviation) 285.09% 46% F 12% F
Risk Adjusted Return 7.73% 46% F 27% F
Market Capitalization 5.15B 77% C+ 84% B
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Residential Construction)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.73 77% C+ 62% D-
Price/Book Ratio 1.62 38% F 50% F
Price / Cash Flow Ratio 15.88 23% F 32% F
EV/EBITDA 7.57 77% C+ 70% C-
Management Effectiveness  
Return on Equity 13.47% 85% B 64% D
Return on Invested Capital 11.50% 62% D- 81% B-
Return on Assets 5.60% 62% D- 68% D+
Debt to Equity Ratio 9.45% 57% F 70% C-
Technical Ratios  
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 1.05 92% A- 39% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (GBX)

Quarterly Financials (GBX)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector