New Facilities And Efficient Operations Will Secure Future Success

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

05 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

6.8%

7D

-4.4%

Loading

1Y

6.8%

7D

-4.4%

You can edit this narrative until Sep 6 10:25 AM. Then, changes will post as Updates.

Author's Valuation

UK£31.1313.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Sep 25

Analysts maintain a cautious stance on Bellway amid uncertainty over 2026 volume growth and UK housing market pressures, balanced by recent resilient trading and earnings potential, resulting in an unchanged consensus price target of £31.13. Analyst Commentary Mixed views on Bellway's ability to deliver fiscal 2026 volume growth, with some analysts anticipating increased operational challenges.

Shared on 01 May 25

Fair value Decreased 0.28%

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 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 5.89%

AnalystConsensusTarget has decreased future PE multiple from 16.6x to 14.4x.

Shared on 19 Mar 25

Fair value Increased 2.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 1.74%

AnalystConsensusTarget Fair Value

UK£31.13

13.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

6.59%

Consumer Durables revenue growth rate

0.17%

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

8.78%

Calculation

UK£300.92m

Earnings '28

x

15.56x

PE Ratio '28

=

UK£4.68b

Market Cap '28

UK£4.68b

Market Cap '28

/

118.67m

No. shares '28

=

UK£39.47

Share Price '28

UK£39.47 Share Price '28

Discounted to 2025 @ 8.43% p.a.

=

UK£30.96

Fair Value '25