UK Housing Demand Will Fuel Future Market Expansion

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Mar 25

Updated

28 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

7.5%

7D

2.8%

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1Y

7.5%

7D

2.8%

You can edit this narrative until Nov 29 3:10 AM. Then, changes will post as Updates.

Author's Valuation

UK£14.638.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 28 Nov 25

Fair value Increased 0.059%

PSN: Upcoming Contract Wins And Margin Stability Will Support Measured Performance

Analysts have modestly increased their fair value estimate for Persimmon to $14.63, citing improved revenue growth projections and ongoing margin stability based on recent industry research. Analyst Commentary Recent analyst coverage highlights both optimistic and cautious perspectives regarding Persimmon's future performance.

Shared on 13 Nov 25

Fair value Decreased 1.99%

PSN: Future Housing Demand Will Drive Market Share And Earnings Stability

Persimmon's analyst price target was reduced from £14.50 to £13.00, as analysts cite a softer outlook on profit margins and discount rate adjustments, despite stable revenue growth projections. Analyst Commentary Recent analyst updates reflect a cautious but balanced outlook for Persimmon, with valuation adjustments reflecting both stable growth expectations and concerns about profitability.

Shared on 04 Sep 25

Analysts remain split on Persimmon, with bullish sentiment driven by new site openings and an improved operating outlook balancing persistent near-term concerns over affordability and margins, resulting in an unchanged consensus price target of £14.92. Analyst Commentary Bullish analysts raise targets and recommendations due to Persimmon's continued success in opening new sites and increasing the number of active sites, which supports growth expectations.

Shared on 01 May 25

Fair value Decreased 3.25%

Shared on 23 Apr 25

Fair value Increased 0.33%

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

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

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

UK£14.63

8.4% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

6.73%

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

8.65%

Calculation

UK£454.15m

Earnings '28

x

13.23x

PE Ratio '28

=

UK£6.01b

Market Cap '28

UK£6.01b

Market Cap '28

/

320.34m

No. shares '28

=

UK£18.75

Share Price '28

UK£18.75 Share Price '28

Discounted to 2025 @ 8.66% p.a.

=

UK£14.61

Fair Value '25