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Balfour Beatty Community
LSE:BBY Community
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Balfour Beatty
PI
PittTheYounger
Community Contributor
Balfour Beatty to profit from govt's drive for growth
Update as of 13 May: Amidst the tariff chaos and thus increased uncertainty about underlying growth trends, and after Balfour's recent quarterly report, I lowered exp. revenue growth to 12 per cent p.a., increased profit margins just a notch to 3.5 per cent and reduced the discount rate slightly to 9 per cent, still resulting in a fair value close to 600p.
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UK£5.99
FV
16.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
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5
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17 days ago
author updated this narrative
Balfour Beatty
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Energy Infrastructure Projects With National Grid And SSE Will Position For Future Success
Key Takeaways Strong backlog and focus on high-growth sectors like energy infrastructure position Balfour Beatty for long-term revenue and margin improvement. Strategic diversification and investment in digitalization enhance operational efficiency and support sustainable earnings growth, particularly in the U.S. market.
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UK£5.05
FV
0.8% undervalued
intrinsic discount
8.93%
Revenue growth p.a.
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about 24 hours ago
author updated this narrative
Your Valuation for
BBY
BBY
Balfour Beatty
Your Fair Value
UK£
Current Price
UK£5.01
9.3% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-302m
12b
2015
2018
2021
2024
2025
2027
2030
Revenue UK£11.9b
Earnings UK£257.0m
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