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

COMMON STOCK | Residential Construction | LSE

Last Closing Price

GBX 4,675.00

Change

-14.00 (-0.30)%

Market Cap

GBX 5.70B

Volume

0.24M

Average Target Price

GBX 5,240.00 (+12.09%)
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, St William, Berkeley First, Berkeley Commercial, Berkeley Partnership, and Berkeley Modular 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: 2021-05-13 )

Largest Industry Peers for Residential Construction

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

-17.00 (-0.55%)

GBX9.87B 15.49 10.75
BDEV:LSE Barratt Developments plc

-0.80 (-0.11%)

GBX7.72B 19.20 12.01
TW:LSE Taylor Wimpey plc

-0.90 (-0.51%)

GBX6.38B 28.21 18.58
BWY:LSE Bellway p.l.c

-26.00 (-0.74%)

GBX4.36B 23.92 17.08
CSP:LSE Countryside Properties PLC

-2.50 (-0.49%)

GBX2.66B 14.15 77.32
RDW:LSE Redrow plc

-9.40 (-1.37%)

GBX2.41B 18.69 12.92
CRST:LSE Crest Nicholson Holdings plc

+1.00 (+0.24%)

GBX1.08B 8.57 125.13
GLV:LSE Glenveagh Properties PLC

-0.02 (-2.22%)

GBX0.77B 275.17 100.54
CRN:LSE Cairn Homes plc

-2.70 (-2.99%)

GBX0.69B 60.20 35.62
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 -1.41% 14% F 27% F
Dividend Return 0.19% 25% F 34% F
Total Return -1.22% 14% F 27% F
Trailing 12 Months  
Capital Gain 19.41% 14% F 33% F
Dividend Return 2.97% 67% D+ 60% D-
Total Return 22.38% 14% F 34% F
Trailing 5 Years  
Capital Gain 58.96% 69% D+ 65% D
Dividend Return 15.99% 20% F 62% D-
Total Return 74.95% 54% F 69% D+
Average Annual (5 Year Horizon)  
Capital Gain 13.85% 79% C+ 74% C
Dividend Return 2.55% 15% F 65% D
Total Return 16.41% 71% C- 74% C
Risk Return Profile  
Volatility (Standard Deviation) 20.94% 93% A 52% F
Risk Adjusted Return 78.37% 100% A+ 84% B
Market Capitalization 5.70B 79% C+ 95% A
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 16.22 64% D 55% F
Price/Book Ratio 1.86 36% F 46% F
Price / Cash Flow Ratio 18.46 7% F 26% F
EV/EBITDA 10.22 86% B 62% D-
Management Effectiveness  
Return on Equity 12.16% 86% B 79% C+
Return on Invested Capital 10.96% 79% C+ 78% C+
Return on Assets 5.15% 79% C+ 79% C+
Debt to Equity Ratio 9.67% 63% D 72% 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 1.13 93% A 27% 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 Rating

Target Price Action Rating Action Analyst Rating Price Date

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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Superior capital utilization

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

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than 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.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
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