BTRW: Integration Moves And Dividend Raise Will Lift Shareholder Returns

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

15 Dec 25

Views

229

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-14.8%

7D

2.8%

Loading

1Y

-14.8%

7D

2.8%

You can edit this narrative until Dec 16 7:05 AM. Then, changes will post as Updates.

Author's Valuation

UK£4.9625.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 15 Dec 25

Fair value Decreased 2.51%

BTRW: Margin Resilience And Cash Generation Will Support Future Share Performance

Analysts raised their price target for Barratt Redrow to a range of 530 to 575 GBp from 510 to 550 GBp, citing slightly lower growth assumptions offset by marginally stronger profit margin expectations and a modestly reduced discount rate that together support a higher valuation multiple. Analyst Commentary Recent target price increases from bullish analysts reflect confidence that Barratt Redrow can deliver on margin resilience and cash generation, even as top line growth expectations moderate.

Shared on 29 Nov 25

Fair value Decreased 0.66%

BTRW: Rising Demand in Key Housing Markets Will Support Share Performance

Analysts have increased their price targets for Barratt Redrow, with recent updates raising expectations by £0.20 to £0.25 per share. This change is attributed to robust revenue growth projections and sustained profitability estimates.

Shared on 15 Nov 25

Fair value Decreased 0.22%

BTRW: Future Profit Margins Will Drive Share Performance Beyond Market Uncertainties

Barratt Redrow’s analyst price target has risen modestly, with recent adjustments reflecting a new consensus level. Analysts cite improved future profit margins and steady revenue growth forecasts as reasons for these changes.

Shared on 01 Nov 25

Fair value Decreased 1.56%

Analysts have modestly revised their price targets for Barratt Redrow upwards. The consensus has moved from £5.21 to £5.13 per share, reflecting cautious optimism based on updated sector outlooks and company performance metrics.

Shared on 04 Sep 25

Due to ongoing macroeconomic uncertainty, subdued UK housing market activity, and near-term margin pressures, analysts have trimmed earnings forecasts and taken a more cautious outlook, resulting in the consensus analyst price target for Barratt Redrow remaining steady at £5.21. Analyst Commentary Ongoing macroeconomic uncertainty and subdued UK housing market activity have driven price target reductions.

Shared on 01 May 25

Fair value Decreased 6.91%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 2.97%

AnalystConsensusTarget has decreased revenue growth from 17.4% to 15.3% and increased future PE multiple from 16.5x to 18.7x.

AnalystConsensusTarget Fair Value

UK£4.96

25.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

7.05%

Consumer Durables revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.76%

Calculation

UK£559.63m

Earnings '28

x

15.89x

PE Ratio '28

=

UK£8.89b

Market Cap '28

UK£8.89b

Market Cap '28

/

1.39b

No. shares '28

=

UK£6.38

Share Price '28

UK£6.38 Share Price '28

Discounted to 2025 @ 8.79% p.a.

=

UK£4.96

Fair Value '25