BAB Share Price Performance
UK£0
-4.98 (-100.00%)
Price UK£0
Fair ValueUK£13.08
Share Pricen/a
Calculating The Intrinsic Value Of Babcock International Group PLC (LON:BAB)
Jan 08
Babcock International Group PLC Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 98 Fair Values set on narratives written by author
BAB Community Narratives
AN
Fair Value UK£13.08 13.3% overvalued intrinsic discount
Skynet Success And Global Partnerships Ignite Growth In Aerospace And Defense
0users have liked this narrative
1users have commented on this narrative
46users have followed this narrative
AN
Fair Value UK£11.15 32.9% overvalued intrinsic discount
UK And European Cuts Will Shrink Revenue Amid Tech Rivalry
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value UK£16 7.4% undervalued intrinsic discount
Rising Defense Budgets And Nuclear Expansion Will Drive Resilience
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
Rising Defense Budgets And Nuclear Expansion Will Drive Resilience
Key Takeaways Structurally higher defense and nuclear spending, plus international partnerships, position Babcock for sustained organic revenue growth well beyond current forecasts. Operational improvements, digital investments, and high-margin nuclear contracts could drive margins and returns above existing targets, strengthening long-term earnings potential.Read more
30
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
UK£16
7.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
6.03% p.a.
Profit Margin
6.4%
Future PE
26.62x
Price in 2029
UK£20.2
UK And European Cuts Will Shrink Revenue Amid Tech Rivalry
Key Takeaways Reliance on major government contracts, especially in defense, exposes Babcock to revenue risks from budget cuts, procurement changes, or market shifts toward new technologies. Ongoing legacy contract losses, high capital and pension costs, and limited financial flexibility threaten margins, cash flow, and dividend sustainability.Read more
21
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
UK£11.15
32.9% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
4.48% p.a.
Profit Margin
5.78%
Future PE
21.46x
Price in 2028
UK£14.06
Skynet Success And Global Partnerships Ignite Growth In Aerospace And Defense
Key Takeaways Strong operational performance and successful contract deliveries are expected to positively impact revenue growth and improve margins across sectors. Strategic international partnerships and improved cash flow allow for investment in new market opportunities, enhancing earnings stability and growth potential.Read more
262
users have viewed this narrative0users have liked this narrative
1users have commented on this narrative
46users have followed this narrative
AN
UK£13.08
13.3% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.78% p.a.
Profit Margin
5.88%
Future PE
24.69x
Price in 2028
UK£16.62
Trending Discussion
Recently Updated Narratives
AN
BAB: Street Upgrade And Defense Contracts Will Support Higher Future Earnings Power
Fair Value: UK£16 7.4% undervalued intrinsic discount
3 followersusers have followed this narrative
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative
AN
BAB: Elevated Earnings Multiple Will Likely Expose Execution Risks Ahead
Fair Value: UK£11.15 32.9% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
BAB: Medium-Term Prospects Will Improve As Long-Term Defence Contracts Mature
Fair Value: UK£13.08 13.3% overvalued intrinsic discount
46 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Babcock International Group PLC Key Details
About BAB
- Founded
- 1891
- Employees
- 27000
- CEO
- WebsiteView website
Babcock International Group PLC, together with its subsidiaries, engages in the design, development, manufacture, and integration of specialist systems for aerospace, defense, and security in the United Kingdom, rest of Europe, Africa, North America, Australasia, and internationally. It operates through four segments: Marine, Nuclear, Land, and Aviation. The company offers type 31 frigates, project lurcher, jackal contract, ground deployed advanced mortar system, general logistics vehicle, Babcock's LGE, and armored land cruiser 300. It also provides weapons handling systems, autonomous and uncrewed aerial systems, and engineering and systems integration. In addition, the company is involved in the design, integration, and through-life support of various connected combat, support, and surveillance vehicles; integration of long-range fires and C4ISTAR systems; provision of system engineering and general vehicle architecture services; and specialist vehicle conversions. Further, it provides equipment support, frontline support, and training services. The company was founded in 1891 and is based in London, the United Kingdom.
