BKGFY:OTC-The Berkeley Group Holdings plc (USD)

COMMON STOCK | Residential Construction | OTC

Last Closing Price

USD 63.21

Change

0.00 (0.00)%

Market Cap

USD 6.98B

Volume

274.00

Average Target Price

N/A
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

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SKHSY Sekisui House, Ltd

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BTDPY Barratt Developments plc

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BTDPF Barratt Developments plc

N/A

USD10.85B 19.62 17.38
TWODF Taylor Wimpey plc

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TWODY Taylor Wimpey plc

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CYRBY Cyrela Brazil Realty S.A. Empr..

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GFASY Gafisa S.A

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USD0.26B 56.30 10.20

ETFs Containing BKGFY

Symbol Name Weight Mer Price(Change) Market Cap
SDG iShares MSCI Global Impac.. 0.00 % 0.49 %

+0.78 (+0.83%)

USD0.46B

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 2.71% 42% F 32% F
Dividend Return 0.21% 11% F 3% F
Total Return 2.92% 45% F 32% F
Trailing 12 Months  
Capital Gain 33.92% 60% D- 39% F
Dividend Return 3.24% 44% F 43% F
Total Return 37.16% 55% F 39% F
Trailing 5 Years  
Capital Gain 49.40% 79% C+ 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 49.40% 79% C+ 54% F
Average Annual (5 Year Horizon)  
Capital Gain 15.57% 71% C- 58% F
Dividend Return 2.22% 27% F 49% F
Total Return 17.79% 57% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 25.49% 81% B- 71% C-
Risk Adjusted Return 69.81% 95% A 91% A-
Market Capitalization 6.98B 62% D- 85% 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 15.48 65% D 50% F
Price/Book Ratio 1.77 33% F 51% F
Price / Cash Flow Ratio 22.60 10% F 9% F
EV/EBITDA 14.22 44% F 28% F
Management Effectiveness  
Return on Equity 12.16% 78% C+ 78% C+
Return on Invested Capital 10.96% 76% C 75% C
Return on Assets 5.15% 60% D- 85% B
Debt to Equity Ratio 9.67% 42% F 66% D
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 67% D+ 40% 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 (USD)

Quarterly Financials (USD)

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:
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.

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.

Superior Earnings Growth

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

Superior Revenue Growth

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

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.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

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