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Balfour Beatty Community
LSE:BBY Community
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Balfour Beatty
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Balfour Beatty
PI
PittTheYounger
Community Contributor
Balfour Beatty to profit from govt's drive for growth
Update as of 15 April: My original P/E ratio projection of 15 appears too ambitious two weeks after Donald Trump's "Liberation Day"; yet for the reasons given below, I will leave both my revenue and margin projections intact for now, resulting in a new fair value of about 680p. Venerable Balfour Beatty plc is a household name in the UK, and for a good reason: The construction and infrastructure behemoth is present on construction sites across the UK.
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UK£6.83
FV
35.8% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
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4
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10 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
13.1% undervalued
intrinsic discount
8.93%
Revenue growth p.a.
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1 day ago
author updated this narrative
Your Valuation for
BBY
BBY
Balfour Beatty
Your Fair Value
UK£
Current Price
UK£4.39
48.2% overvalued
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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