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Bellway p.l.c.LSE:BWY 주식 보고서

시가총액 UK£2.2b
주가
UK£19.25
UK£37.43
48.6% 저평가 내재 할인율
1Y-31.1%
7D-1.5%
포트폴리오 가치
보기

Bellway p.l.c.

LSE:BWY 주식 리포트

시가총액: UK£2.2b

Bellway (BWY) 주식 개요

Bellway는 자회사와 함께 영국에서 주택 건설 사업을 영위하고 있습니다. 자세히 보기

BWY 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장3/6
과거 실적1/6
재무 건전성5/6
배당2/6

BWY Community Fair Values

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See what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.

Bellway p.l.c. 경쟁사

가격 이력 및 성과

Bellway 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가UK£19.25
52주 최고가UK£29.98
52주 최저가UK£17.63
베타1.41
1개월 변동0.57%
3개월 변동-29.85%
1년 변동-31.05%
3년 변동-21.17%
5년 변동-47.55%
IPO 이후 변동618.28%

최근 뉴스 및 업데이트

Recent updates

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.

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.

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.

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.

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).

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).

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).

Investors Appear Satisfied With Bellway p.l.c.'s (LON:BWY) Prospects

Jan 22
Investors Appear Satisfied With Bellway p.l.c.'s (LON:BWY) Prospects

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.

Bellway (LON:BWY) Is Increasing Its Dividend To £0.49

Nov 25
Bellway (LON:BWY) Is Increasing Its Dividend To £0.49

Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Nov 18
Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.49

Oct 31
Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.49

Bellway (LON:BWY) Is Paying Out A Larger Dividend Than Last Year

Oct 17
Bellway (LON:BWY) Is Paying Out A Larger Dividend Than Last Year

Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?

Oct 11
Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?

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.

Bellway p.l.c. (LON:BWY) Not Lagging Market On Growth Or Pricing

Aug 21
Bellway p.l.c. (LON:BWY) Not Lagging Market On Growth Or Pricing

Bellway (LON:BWY) Has A Somewhat Strained Balance Sheet

Jul 25
Bellway (LON:BWY) Has A Somewhat Strained Balance Sheet

Why Investors Shouldn't Be Surprised By Bellway p.l.c.'s (LON:BWY) 26% Share Price Surge

May 10
Why Investors Shouldn't Be Surprised By Bellway p.l.c.'s (LON:BWY) 26% Share Price Surge

Is Bellway (LON:BWY) Using Too Much Debt?

Apr 18
Is Bellway (LON:BWY) Using Too Much Debt?

Bellway (LON:BWY) Has Announced A Dividend Of £0.21

Mar 28
Bellway (LON:BWY) Has Announced A Dividend Of £0.21
User avatar

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.

A Look At The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Jan 31
A Look At The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

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

Nov 28
Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Bellway (LON:BWY) Has Announced A Dividend Of £0.38

Nov 12
Bellway (LON:BWY) Has Announced A Dividend Of £0.38

Bellway p.l.c.'s (LON:BWY) Earnings Haven't Escaped The Attention Of Investors

Nov 03
Bellway p.l.c.'s (LON:BWY) Earnings Haven't Escaped The Attention Of Investors

Bellway's (LON:BWY) Dividend Will Be £0.38

Oct 18
Bellway's (LON:BWY) Dividend Will Be £0.38

Is There Now An Opportunity In Bellway p.l.c. (LON:BWY)?

Oct 15
Is There Now An Opportunity In Bellway p.l.c. (LON:BWY)?

Calculating The Fair Value Of Bellway p.l.c. (LON:BWY)

Aug 17
Calculating The Fair Value Of Bellway p.l.c. (LON:BWY)

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

Jul 27
Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?

Jul 04
Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?

What Bellway p.l.c.'s (LON:BWY) P/E Is Not Telling You

Jun 14
What Bellway p.l.c.'s (LON:BWY) P/E Is Not Telling You

A Look At The Fair Value Of Bellway p.l.c. (LON:BWY)

May 11
A Look At The Fair Value Of Bellway p.l.c. (LON:BWY)

Bellway (LON:BWY) Is Paying Out Less In Dividends Than Last Year

Apr 26
Bellway (LON:BWY) Is Paying Out Less In Dividends Than Last Year

Bellway's (LON:BWY) Dividend Will Be Reduced To £0.16

Apr 10
Bellway's (LON:BWY) Dividend Will Be Reduced To £0.16

What Does Bellway p.l.c.'s (LON:BWY) Share Price Indicate?

Mar 16
What Does Bellway p.l.c.'s (LON:BWY) Share Price Indicate?

Capital Allocation Trends At Bellway (LON:BWY) Aren't Ideal

Feb 05
Capital Allocation Trends At Bellway (LON:BWY) Aren't Ideal

Lacklustre Performance Is Driving Bellway p.l.c.'s (LON:BWY) Low P/E

Jan 18
Lacklustre Performance Is Driving Bellway p.l.c.'s (LON:BWY) Low P/E

Here's Why We Think Bellway (LON:BWY) Is Well Worth Watching

Jan 03
Here's Why We Think Bellway (LON:BWY) Is Well Worth Watching

At UK£25.34, Is Bellway p.l.c. (LON:BWY) Worth Looking At Closely?

Dec 15
At UK£25.34, Is Bellway p.l.c. (LON:BWY) Worth Looking At Closely?

Bellway (LON:BWY) Is Due To Pay A Dividend Of £0.95

Nov 07
Bellway (LON:BWY) Is Due To Pay A Dividend Of £0.95

Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Nov 03
Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

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

Oct 19
Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

There Are Reasons To Feel Uneasy About Bellway's (LON:BWY) Returns On Capital

Sep 21
There Are Reasons To Feel Uneasy About Bellway's (LON:BWY) Returns On Capital

주주 수익률

BWYGB Consumer DurablesGB 시장
7D-1.5%-2.2%-0.1%
1Y-31.1%-44.9%19.6%

수익률 대 산업: BWY은 지난 1년 동안 -44.9%의 수익을 기록한 UK Consumer Durables 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: BWY은 지난 1년 동안 19.6%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 Movement6.2%
Market Average Movement5.5%
10% most volatile stocks in GB Market11.4%
10% least volatile stocks in GB Market3.2%

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£2.22b
순이익 (TTM)UK£156.80m
매출 (TTM)UK£2.87b
14.2x
주가수익비율(P/E)
0.8x
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)1.36
총이익률16.36%
순이익률5.46%
부채/자본 비율5.4%

BWY의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.7%
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 일수17 days
배당 지급일까지 남은 일수58 days

BWY는 안정적으로 배당을 지급합니까?

BWY 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 10:49
종가2026/05/01 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