BBY Share Price Performance
UK£7.09
2.51 (55.03%)
2.5% undervalued intrinsic discount
UK£7.27
Fair Value
Price UK£7.09
AnalystConsensusTarget UK£7.27
AnalystHighTarget UK£6.10
AnalystLowTarget UK£2.50
Fair ValueUK£7.27
Share Pricen/a
Balfour Beatty plc Stock Price
- 4 Narratives written by author
- 1 Comments on narratives written by author
- 43 Fair Values set on narratives written by author
BBY Community Narratives
AN
Fair Value UK£7.27 2.5% undervalued intrinsic discount
Net Zero Targets And Derisked Projects Will Transform Construction
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AN
Fair Value UK£6.6 7.3% overvalued intrinsic discount
Digital And Green Shifts Will Advance Urban Infrastructure Expansion
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AN
Fair Value UK£5 41.7% overvalued intrinsic discount
Worsening Labor Shortages And Tightening Regulations Will Erode Margins
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Balfour Beatty to profit from govt's drive for growth
Update as of 13 May: Amidst the tariff chaos and thus increased uncertainty about underlying growth trends, and after Balfour's recent quarterly report, I lowered exp. revenue growth to 12 per cent p.a., increased profit margins just a notch to 3.5 per cent and reduced the discount rate slightly to 9 per cent, still resulting in a fair value close to 600p.Read more
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PI
UK£5.99
18.3% overvalued intrinsic discount
PittTheYounger's Fair Value
Revenue
12% p.a.
Profit Margin
3.5%
Future PE
13x
Price in 2029
UK£16.48
Net Zero Targets And Derisked Projects Will Transform Construction
Key Takeaways Strategic focus on energy, defense, and tech-enabled infrastructure projects, combined with selective bidding, drives margin expansion and improved revenue visibility. Shifting risk away from core operations and investing in digital and sustainable solutions strengthens earnings resilience while diversifying revenue through US market and priority sectors.Read more
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AN
UK£7.27
2.5% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
9.65% p.a.
Profit Margin
2.24%
Future PE
18.36x
Price in 2028
UK£9.59
Digital And Green Shifts Will Advance Urban Infrastructure Expansion
Key Takeaways Selective bidding, digital innovation, and sector leadership in green infrastructure are driving sustainable margin expansion, robust cash flow, and long-term earnings growth potential. Strong capital allocation and balance sheet position support increased shareholder returns and strategic acquisitions, enhancing market share and profitability through industry cycles.Read more
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AN
UK£6.6
7.3% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
9.2% p.a.
Profit Margin
2.32%
Future PE
15.71x
Price in 2028
UK£8.39
Worsening Labor Shortages And Tightening Regulations Will Erode Margins
Key Takeaways Skills shortages and an aging workforce threaten project execution, increasing costs and risking delays that could erode margins and constrain future revenue growth. Greater regulatory burdens, legal liabilities, and supply chain shocks will inflate project costs, undermine profitability, and expose the company to heightened market volatility.Read more
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AN
UK£5
41.7% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
7.1% p.a.
Profit Margin
2.25%
Future PE
11.83x
Price in 2028
UK£6.37
Trending Discussion
Recently Updated Narratives
PI
Balfour Beatty to profit from govt's drive for growth
Fair Value: UK£5.99 18.3% overvalued intrinsic discount
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AN
BBY: Execution And Order Book Strength Are Expected To Support Future Returns
Fair Value: UK£7.27 2.5% undervalued intrinsic discount
12 followersusers have followed this narrative
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AN
Worsening Labor Shortages And Tightening Regulations Will Erode Margins
Fair Value: UK£5 41.7% overvalued intrinsic discount
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Snowflake Analysis
Balfour Beatty plc Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Mar 11, 2026
- 0.38
- 4.73%
- 2.06%
- 87.8%
About BBY
- Founded
- 1909
- Employees
- 27311
- CEO
- WebsiteView website
Balfour Beatty plc finances, develops, builds, maintains, and operates infrastructure in the United Kingdom, the United States, and internationally. It operates through three segments: Construction Services, Support Services, Infrastructure Investments. The company constructs buildings, including commercial, healthcare, education, retail, and residential assets; and infrastructure assets comprising highways and railways, as well as other large-scale infrastructure assets, such as waste, water, and energy plants. It also offers a range of services, including design and/or build, mechanical and electrical engineering, shell and core and/or fit-out, and interior refurbishment; support services to various utility assets comprising servicing of power transmission and distribution assets, as well as construction and maintenance of electricity networks, including replacement or new build of overhead lines, underground cabling, cable tunnels, and offshore wind farm maintenance; and maintenance, asset and network management, and design services for highways, railways, and other assets. In addition, the company operates a portfolio of service concession assets comprising roads, healthcare, student accommodation, biomass, and waste and offshore transmission sectors; offers real estate management services, such as property development and asset management services; and develops housing units on land. Balfour Beatty plc was founded in 1909 and is based in London, the United Kingdom.
