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Bellway p.l.c.LSE:BWY 주식 보고서

시가총액 UK£2.1b
주가
UK£18.66
UK£31.86
41.4% 저평가 내재 할인율
1Y-29.7%
7D1.0%
1D
포트폴리오 가치
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Bellway p.l.c.

LSE:BWY 주식 리포트

시가총액: UK£2.1b

BWY Community Fair Values

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Bellway p.l.c. 경쟁사

가격 이력 및 성과

Bellway 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가UK£18.66
52주 최고가UK£29.98
52주 최저가UK£17.63
베타1.37
1개월 변동-4.55%
3개월 변동-33.74%
1년 변동-29.69%
3년 변동-17.72%
5년 변동-47.85%
IPO 이후 변동596.27%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
User avatar
새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 Nov 03

Estimating The Intrinsic 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£18.77 Current share price of...
분석 기사 Oct 19

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

주주 수익률

BWYGB Consumer DurablesGB 시장
7D1.0%2.6%2.5%
1Y-29.7%-43.0%19.4%

수익률 대 산업: BWY은 지난 1년 동안 -43%의 수익을 기록한 UK Consumer Durables 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: BWY은 지난 1년 동안 19.4%를 기록한 UK 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is BWY's price volatile compared to industry and market?
BWY volatility
BWY Average Weekly Movement7.8%
Consumer Durables Industry Average Movement6.0%
Market Average Movement5.7%
10% most volatile stocks in GB Market12.0%
10% least volatile stocks in GB Market3.0%

안정적인 주가: BWY는 지난 3개월 동안 UK 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: BWY의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19462,719Jason Honeymanwww.bellwayplc.co.uk

Bellway는 자회사와 함께 영국에서 주택 건설 사업을 영위하고 있습니다. 1베드룸 아파트부터 6베드룸 가족 주택까지 다양한 주택을 건설 및 판매하며, 사회주택을 위한 주택 조합에 주택을 공급합니다. 벨웨이, 애쉬베리, 벨웨이 런던 브랜드로 주택을 공급하고 있습니다.

Bellway p.l.c. 기초 지표 요약

Bellway의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
BWY 기초 통계
시가총액UK£2.14b
순이익 (TTM)UK£156.80m
매출 (TTM)UK£2.87b
13.7x
주가수익비율(P/E)
0.7x
주가매출비율(P/S)

BWY는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
BWY 손익계산서 (TTM)
매출UK£2.87b
매출원가UK£2.40b
총이익UK£470.00m
기타 비용UK£313.20m
순이익UK£156.80m

최근 보고된 실적

Jan 31, 2026

다음 실적 발표일

Oct 13, 2026

주당순이익(EPS)1.37
총이익률16.36%
순이익률5.46%
부채/자본 비율5.4%

BWY의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.9%
현재 배당 수익률
54%
배당 성향

BWY는 안정적으로 배당을 지급합니까?

BWY 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 BWY를 매수해야 하나요?
Bellway 배당 일정
배당락일May 21 2026
배당 지급일Jul 01 2026
배당락일까지 남은 일수3 days
배당 지급일까지 남은 일수38 days

BWY는 안정적으로 배당을 지급합니까?

BWY 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 11:42
종가2026/05/22 00:00
수익2026/01/31
연간 수익2025/07/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Bellway p.l.c.는 32명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gavin JagoBarclays
Rajesh PatkiBarclays
Jonathan BellBarclays