Bellway 将来の成長
Future 基準チェック /16
Bellway利益と収益がそれぞれ年間11%と4.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.7% 13.7%なると予測されています。
主要情報
11.0%
収益成長率
13.65%
EPS成長率
| Consumer Durables 収益成長 | 12.6% |
| 収益成長率 | 4.2% |
| 将来の株主資本利益率 | 6.67% |
| アナリストカバレッジ | Good |
| 最終更新日 | 26 Jun 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 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 |
アナリストによる今後の成長予測
収入対貯蓄率: BWYの予測収益成長率 (年間11% ) は 貯蓄率 ( 3.4% ) を上回っています。
収益対市場: BWYの収益 ( 11% ) UK市場 ( 11.4% ) よりも低い成長が予測されています。
高成長収益: BWYの収益は増加すると予測されていますが、大幅には増加しません。
収益対市場: BWYの収益 ( 4.2% ) UK市場 ( 4.6% ) よりも低い成長が予測されています。
高い収益成長: BWYの収益 ( 4.2% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: BWYの 自己資本利益率 は、3年後には低くなると予測されています ( 6.7 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/26 17:47 |
| 終値 | 2026/06/26 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/07/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Bellway p.l.c. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33
| アナリスト | 機関 |
|---|---|
| Jonathan Bell | Barclays |
| Rajesh Patki | Barclays |
| Emily Biddulph | Barclays |