BWY Share Price Performance
UK£20.04
-5.24 (-20.73%)
37.1% undervalued intrinsic discount
UK£31.86
Fair Value
Price UK£20.04
AnalystConsensusTarget UK£31.86
AnalystLowTarget UK£24.44
AnalystHighTarget UK£37.43
Fair ValueUK£31.86
Share Pricen/a
Bellway p.l.c. Stock Price
- 3 Narratives written by author
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- 18 Fair Values set on narratives written by author
BWY Community Narratives
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Fair Value UK£31.86 37.1% undervalued intrinsic discount
New Facilities And Efficient Operations Will Secure Future Success
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Fair Value UK£24.44 18.0% undervalued intrinsic discount
UK Housing Slowdown And Rising Costs Will Suppress Margins
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Fair Value UK£37.43 46.5% undervalued intrinsic discount
UK Housing Demand And Offsite Manufacturing Will Drive Expansion
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UK Housing Demand And Offsite Manufacturing Will Drive Expansion
Key Takeaways Expansion into higher-margin strategic land and adoption of advanced construction methods are set to drive structural profitability gains and margin improvements. Strong housing demand and enhanced capital efficiency provide sustained growth potential, allowing Bellway to outperform market expectations in returns and earnings.Read more
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UK£37.43
46.5% undervalued intrinsic discount
Fair Value
Revenue
8.8% p.a.
Profit Margin
10.53%
Future PE
13.82x
Price in 2029
UK£48.27
UK Housing Slowdown And Rising Costs Will Suppress Margins
Key Takeaways Demographic shifts, regulatory burdens, and legacy remediation costs are expected to constrain revenue growth and compress profit margins over the medium to long term. Heavy exposure to expensive land and lower-margin assets heightens capital risk, while rising build costs and labour shortages threaten sustained margin recovery.Read more
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UK£24.44
18.0% undervalued intrinsic discount
Fair Value
Revenue
7.68% p.a.
Profit Margin
8.57%
Future PE
12.47x
Price in 2029
UK£31.3
New Facilities And Efficient Operations Will Secure Future Success
Key Takeaways Focus on capital efficiency and improved RoCE is expected to enhance earnings and financial health, driving shareholder value. Strategic land bank and operational improvements signal potential revenue growth and net margin boosts from high-margin plots.Read more
85
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UK£31.86
37.1% undervalued intrinsic discount
Fair Value
Revenue
6.82% p.a.
Profit Margin
8.79%
Future PE
16.31x
Price in 2029
UK£41.04
Trending Discussion
Recently Updated Narratives
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BWY: Earnings Execution And Margins Will Support Higher Future Pricing
Fair Value: UK£37.43 46.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
BWY: Future P/E Reset Will Support Cautious Yet Bullish Undervaluation View
Fair Value: UK£24.44 18.0% undervalued intrinsic discount
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BWY: Dividend Policy And Margin Outlook Will Support Future Returns
Fair Value: UK£31.86 37.1% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
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Snowflake Analysis
Bellway p.l.c. Key Details
Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
Oct 13, 2026
- 1.36
- 16.36%
- 5.46%
- 5.4%
About BWY
- Founded
- 1946
- Employees
- 2719
- CEO
- WebsiteView website
Bellway p.l.c., together with its subsidiaries, engages in the homebuilding business in the United Kingdom. It builds and sells homes ranging from one-bedroom apartments to six-bedroom family homes, as well as provides homes to housing associations for social housing. It offers homes under Bellway, Ashberry, and Bellway London brands. The company was founded in 1946 and is headquartered in Newcastle upon Tyne, the United Kingdom.
