Bellway Crecimiento futuro
Future controles de criterios 1/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Bellway de 11% y 4.2% por año respectivamente. Se prevé que el BPA crezca en un 13.7% al año. Se espera que la rentabilidad financiera sea de 6.7% en 3 años.
Información clave
11.0%
Tasa de crecimiento de los beneficios
13.65%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Consumer Durables | 12.5% |
| Tasa de crecimiento de los ingresos | 4.2% |
| Rentabilidad financiera futura | 6.67% |
| Cobertura de analistas | Good |
| Última actualización | 26 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Jun 24
BWY: Future P/E Will Balance Rating Resets And Margin Execution Risks
The analyst fair value estimate for Bellway has been reduced from £19.00 to £17.20 as analysts trim price targets across the sector, citing softer revenue growth assumptions, lower margin expectations and a higher implied future P/E multiple despite generally maintained positive ratings. Analyst Commentary on Bellway Recent research on Bellway points to a more cautious stance from several bearish analysts, even where positive ratings are maintained.
Actualización de narrativa • Jun 09
BWY: Margin Recovery And Execution Will Support Future Re Rating
Bellway's analyst fair value estimate has shifted slightly lower to £36.43 from £37.43 as analysts factor in margin headwinds and pricing risks, which are reflected in recent price target cuts and rating changes across the sector. Analyst Commentary Recent Street research on Bellway points to a mixed backdrop, with some fresh caution around margins and pricing alongside selective optimism on execution and valuation support.
Actualización de narrativa • May 26
BWY: Margin Pressures Will Set Up Future Rebound In Returns
The analyst price target for Bellway has been reduced by £5.09 per share, with analysts pointing to pressure on fair value assumptions, a slightly higher discount rate, and more cautious expectations for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Bellway highlights a mix of cautious and more constructive views around valuation, execution risk, and future growth potential.Actualización de narrativa • May 07
BWY: Future P/E Will Reflect Mixed Rating Shifts And Execution Risks
Bellway's analyst price target has been adjusted from £24.44 to £19.00 as analysts factor in revised assumptions for revenue growth, profit margins and discount rates, informed by recent target cuts at several banks and a rating upgrade at Peel Hunt. Analyst Commentary Recent research on Bellway shows a mix of views, with some upgrades highlighting company specific strengths and several price target cuts pointing to lingering concerns about growth, profitability and execution risks.Artículo de análisis • May 07
Should You Investigate Bellway p.l.c. (LON:BWY) At UK£19.95?
While Bellway p.l.c. ( LON:BWY ) might not have the largest market cap around , it saw a decent share price growth of...Actualización de narrativa • Apr 22
BWY: Reset Expectations And Earnings Quality Will Support Future Re Rating
Analysts have reduced their price target for Bellway by £3.40 per share, reflecting revised expectations for revenue growth, profit margins and future P/E multiples following recent research updates from several major banks. Analyst Commentary Recent research on Bellway points to a mixed backdrop, but there are several clear positives that bullish analysts highlight when they look at valuation, execution and potential growth in earnings quality.Actualización de narrativa • Apr 08
BWY: Earnings Execution And Margins Will Support Higher Future Pricing
Bellway’s analyst fair value estimate has shifted from £36.26 to £37.43, as analysts factor in updated assumptions on the discount rate, revenue growth, profit margins and future P/E following a mix of recent price target cuts and one upgrade. Analyst Commentary Recent Street research on Bellway has been mixed, with one upgrade and several price target revisions.Actualización de narrativa • Mar 24
BWY: Future P/E Reset Will Support Cautious Yet Bullish Undervaluation View
Analysts have trimmed their price target on Bellway to £3,390 from £3,410, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bearish analysts have used the latest price target trim to £3,390 as a signal that their assumptions on valuation, required return and earnings visibility remain conservative.Actualización de narrativa • Mar 09
BWY: Future P/E Repricing Will Support Constructive Undervaluation Case
Analysts have trimmed their price target for Bellway slightly to £3,390 from £3,410, reflecting updated views on revenue growth, profit margins and future P/E assumptions, while retaining a broadly constructive stance on the shares. Analyst Commentary The small trim in the price target to £3,390 from £3,410 signals that bearish analysts see a little less headroom for upside, even while the broader stance on the shares remains constructive.Actualización de narrativa • Feb 23
BWY: Dividend Policy And Margin Outlook Will Support Future Returns
Analysts have nudged their Bellway price target slightly higher to £31.86 from £31.78, reflecting small adjustments to fair value assumptions, the discount rate, revenue growth, profit margin and expected future P/E. What's in the News Shareholders approved new Articles of Association at the AGM held on 27 November 2025, updating Bellway's corporate bylaws (AGM filing).Actualización de narrativa • Feb 09
BWY: Higher P/E Assumptions And Dividend Policy Will Support Future Returns
Analysts have nudged their fair value estimate for Bellway slightly lower to £31.78 from £31.88, citing small adjustments to the discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations. What's in the News Shareholders approved the adoption of new Articles of Association at the AGM held on 27 November 2025, updating Bellway's company bylaws and governance framework (AGM, 27 November 2025).Actualización de narrativa • Jan 25
BWY: Fair Outlook Will Balance Higher Discount Rate And Dividend Decisions
Analysts have lifted their price target on Bellway from £24.50 to £27.45, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E as the key drivers of the change. What's in the News Shareholders approved new Articles of Association at the AGM held on 27 November 2025, updating the company’s governing document (AGM resolution).Artículo de análisis • Jan 22
Investors Appear Satisfied With Bellway p.l.c.'s (LON:BWY) Prospects
Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 20x might make it look like a sell right now...Actualización de narrativa • Jan 11
BWY: Higher P/E Assumptions Will Support A Stronger Future Share Price
Analysts have nudged their price target on Bellway higher, with one recent move taking it to £3,090 from £3,000. This reflects updated assumptions on fair value, discount rate, growth and P/E expectations.Artículo de análisis • Nov 25
Bellway (LON:BWY) Is Increasing Its Dividend To £0.49
Bellway p.l.c. ( LON:BWY ) will increase its dividend from last year's comparable payment on the 14th of January to...Artículo de análisis • Nov 18
Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)
Key Insights The projected fair value for Bellway is UK£33.54 based on 2 Stage Free Cash Flow to Equity Current share...Artículo de análisis • Oct 31
Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.49
Bellway p.l.c.'s ( LON:BWY ) dividend will be increasing from last year's payment of the same period to £0.49 on 14th...Artículo de análisis • Oct 17
Bellway (LON:BWY) Is Paying Out A Larger Dividend Than Last Year
Bellway p.l.c. ( LON:BWY ) has announced that it will be increasing its dividend from last year's comparable payment on...Artículo de análisis • Oct 11
Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?
Bellway p.l.c. ( LON:BWY ), is not the largest company out there, but it saw significant share price movement during...Actualización de narrativa • Sep 05
New Facilities And Efficient Operations Will Secure Future Success
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.Artículo de análisis • Aug 21
Bellway p.l.c. (LON:BWY) Not Lagging Market On Growth Or Pricing
LSE:BWY 1 Year Share Price vs Fair Value Explore Bellway's Fair Values from the Community and select yours With a...Artículo de análisis • Jul 25
Bellway (LON:BWY) Has A Somewhat Strained Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Artículo de análisis • May 10
Why Investors Shouldn't Be Surprised By Bellway p.l.c.'s (LON:BWY) 26% Share Price Surge
Bellway p.l.c. ( LON:BWY ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...Artículo de análisis • Apr 18
Is Bellway (LON:BWY) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Mar 28
Bellway (LON:BWY) Has Announced A Dividend Of £0.21
The board of Bellway p.l.c. ( LON:BWY ) has announced that it will pay a dividend of £0.21 per share on the 1st of...
Nueva narrativa • Feb 09
Expansion Of Outlets And Ashberry Brand Will Boost Future Private Sales Volume
Strong balance sheet and strategic initiatives set the stage for multiyear volume growth and improved returns, boosting revenue and earnings.Artículo de análisis • Jan 31
A Look At The Intrinsic Value Of Bellway p.l.c. (LON:BWY)
Key Insights The projected fair value for Bellway is UK£28.27 based on 2 Stage Free Cash Flow to Equity With UK£26.06...Artículo de análisis • Nov 28
Does Bellway (LON:BWY) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Artículo de análisis • Nov 12
Bellway (LON:BWY) Has Announced A Dividend Of £0.38
Bellway p.l.c. ( LON:BWY ) will pay a dividend of £0.38 on the 8th of January. This payment takes the dividend yield to...Artículo de análisis • Nov 03
Bellway p.l.c.'s (LON:BWY) Earnings Haven't Escaped The Attention Of Investors
Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 25.6x might make it look like a strong sell right...Artículo de análisis • Oct 18
Bellway's (LON:BWY) Dividend Will Be £0.38
The board of Bellway p.l.c. ( LON:BWY ) has announced that it will pay a dividend on the 8th of January, with investors...Artículo de análisis • Oct 15
Is There Now An Opportunity In Bellway p.l.c. (LON:BWY)?
Bellway p.l.c. ( LON:BWY ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...Artículo de análisis • Aug 17
Calculating The Fair Value Of Bellway p.l.c. (LON:BWY)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Bellway fair value estimate is UK£33.69 With UK£30.26 share...Artículo de análisis • Jul 27
Does Bellway (LON:BWY) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Artículo de análisis • Jul 04
Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?
Bellway p.l.c. ( LON:BWY ), is not the largest company out there, but it received a lot of attention from a substantial...Artículo de análisis • Jun 14
What Bellway p.l.c.'s (LON:BWY) P/E Is Not Telling You
It's not a stretch to say that Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 14.7x right now seems...Artículo de análisis • May 11
A Look At The Fair Value Of Bellway p.l.c. (LON:BWY)
Key Insights The projected fair value for Bellway is UK£22.92 based on 2 Stage Free Cash Flow to Equity Bellway's...Artículo de análisis • Apr 26
Bellway (LON:BWY) Is Paying Out Less In Dividends Than Last Year
Bellway p.l.c. ( LON:BWY ) is reducing its dividend from last year's comparable payment to £0.16 on the 1st of July...Artículo de análisis • Apr 10
Bellway's (LON:BWY) Dividend Will Be Reduced To £0.16
Bellway p.l.c. ( LON:BWY ) is reducing its dividend from last year's comparable payment to £0.16 on the 1st of July...Artículo de análisis • Mar 16
What Does Bellway p.l.c.'s (LON:BWY) Share Price Indicate?
While Bellway p.l.c. ( LON:BWY ) might not have the largest market cap around , it saw a double-digit share price rise...Artículo de análisis • Feb 05
Capital Allocation Trends At Bellway (LON:BWY) Aren't Ideal
There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Artículo de análisis • Jan 18
Lacklustre Performance Is Driving Bellway p.l.c.'s (LON:BWY) Low P/E
Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 8.4x might make it look like a buy right now...Artículo de análisis • Jan 03
Here's Why We Think Bellway (LON:BWY) Is Well Worth Watching
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Artículo de análisis • Dec 15
At UK£25.34, Is Bellway p.l.c. (LON:BWY) Worth Looking At Closely?
Bellway p.l.c. ( LON:BWY ), might not be a large cap stock, but it led the LSE gainers with a relatively large price...Artículo de análisis • Nov 07
Bellway (LON:BWY) Is Due To Pay A Dividend Of £0.95
Bellway p.l.c.'s ( LON:BWY ) investors are due to receive a payment of £0.95 per share on 10th of January. This payment...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 7/31/2028 | 3,268 | 219 | 237 | 321 | 13 |
| 7/31/2027 | 3,124 | 189 | 234 | 318 | 16 |
| 7/31/2026 | 3,064 | 207 | 120 | 229 | 16 |
| 1/31/2026 | 2,874 | 157 | 72 | 83 | N/A |
| 10/31/2025 | 2,828 | 157 | 100 | 111 | N/A |
| 7/31/2025 | 2,783 | 158 | 127 | 139 | N/A |
| 4/30/2025 | 2,660 | 152 | 54 | 63 | N/A |
| 1/31/2025 | 2,537 | 147 | -19 | -13 | N/A |
| 10/31/2024 | 2,458 | 139 | -43 | -39 | N/A |
| 7/31/2024 | 2,380 | 131 | -67 | -65 | N/A |
| 4/30/2024 | 2,625 | 175 | -1 | 1 | N/A |
| 1/31/2024 | 2,870 | 219 | 65 | 67 | N/A |
| 10/31/2023 | 3,139 | 292 | 149 | 152 | N/A |
| 7/31/2023 | 3,407 | 365 | 234 | 236 | N/A |
| 4/30/2023 | 3,486 | 294 | 241 | 242 | N/A |
| 1/31/2023 | 3,566 | 222 | 248 | 248 | N/A |
| 10/31/2022 | 3,551 | 232 | 146 | 147 | N/A |
| 7/31/2022 | 3,537 | 243 | 45 | 45 | N/A |
| 4/30/2022 | 3,359 | 327 | 27 | 28 | N/A |
| 1/31/2022 | 3,182 | 412 | 9 | 11 | N/A |
| 10/31/2021 | 3,152 | 401 | 219 | 222 | N/A |
| 7/31/2021 | 3,123 | 391 | 429 | 433 | N/A |
| 4/30/2021 | 2,764 | 287 | 409 | 414 | N/A |
| 1/31/2021 | 2,405 | 183 | 389 | 396 | N/A |
| 10/31/2020 | 2,315 | 188 | 162 | 169 | N/A |
| 7/31/2020 | 2,225 | 193 | -66 | -58 | N/A |
| 4/30/2020 | 2,746 | 358 | 78 | 86 | N/A |
| 1/31/2020 | 3,267 | 523 | 222 | 229 | N/A |
| 10/31/2019 | 3,240 | 531 | N/A | 260 | N/A |
| 7/31/2019 | 3,213 | 539 | N/A | 292 | N/A |
| 4/30/2019 | 3,167 | 539 | N/A | N/A | N/A |
| 1/31/2019 | 3,121 | 540 | N/A | 288 | N/A |
| 10/31/2018 | 3,039 | 530 | N/A | 271 | N/A |
| 7/31/2018 | 2,958 | 520 | N/A | 254 | N/A |
| 4/30/2018 | 2,846 | 504 | N/A | N/A | N/A |
| 1/31/2018 | 2,734 | 488 | N/A | 195 | N/A |
| 10/31/2017 | 2,647 | 471 | N/A | 174 | N/A |
| 7/31/2017 | 2,559 | 454 | N/A | 153 | N/A |
| 4/30/2017 | 2,431 | 438 | N/A | 95 | N/A |
| 1/31/2017 | 2,304 | 422 | N/A | 36 | N/A |
| 10/31/2016 | 2,272 | 412 | N/A | 100 | N/A |
| 7/31/2016 | 2,241 | 403 | N/A | 163 | N/A |
| 4/30/2016 | 2,130 | 371 | N/A | 147 | N/A |
| 1/31/2016 | 2,019 | 339 | N/A | 132 | N/A |
| 10/31/2015 | 1,892 | 311 | N/A | 81 | N/A |
| 7/31/2015 | 1,765 | 283 | N/A | 29 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (11% al año) de BWY es superior a la tasa de ahorro (3.4%).
Beneficios vs. Mercado: Se prevé que los beneficios (11% al año) de BWY crezcan menos que el mercado UK (11.4% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de BWY crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (4.2% al año) de BWY crezcan más despacio que el mercado de UK (4.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 4.2% al año) de BWY crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de BWY sea baja dentro de 3 años (6.7%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/29 09:46 |
| Precio de las acciones al final del día | 2026/06/26 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2025/07/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Bellway p.l.c. está cubierta por 33 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jonathan Bell | Barclays |
| Rajesh Patki | Barclays |
| Emily Biddulph | Barclays |