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Breedon Group plc Stock Price

LSE:BREE Community·UK£995.5m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

BREE Share Price Performance

UK£2.87
-1.78 (-38.30%)
UK£4.20
Fair Value
UK£2.87
-1.78 (-38.30%)
31.8% undervalued intrinsic discount
UK£4.20
Fair Value
Price UK£2.87
AnalystConsensusTarget UK£4.20
AnalystHighTarget UK£5.20
AnalystLowTarget UK£3.15

BREE Community Narratives

·
Fair Value UK£4.2 31.8% undervalued intrinsic discount

UK Housing And US Acquisitions Will Advance Decarbonisation Trends

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·
Fair Value UK£5.2 44.8% undervalued intrinsic discount

US Midwest Expansion And Infrastructure Funding Will Underpin Long Term Earnings Resilience

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·
Fair Value UK£3.15 8.9% undervalued intrinsic discount

Infrastructure Tailwinds And Decarbonization Efforts Will Support Stable But Uneven Earnings

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UK£4.2
31.8% undervalued intrinsic discount
Revenue
3.81% p.a.
Profit Margin
6.61%
Future PE
15.25x
Price in 2029
UK£5.57
UK£5.2
44.8% undervalued intrinsic discount
Revenue
5.49% p.a.
Profit Margin
7.46%
Future PE
15.89x
Price in 2029
UK£6.88
UK£3.15
8.9% undervalued intrinsic discount
Revenue
2.23% p.a.
Profit Margin
6.03%
Future PE
13.02x
Price in 2029
UK£4.14

Trending Discussion

Updated Narratives

BREE logo

BREE: Future Upside Will Rely On Dividend Discipline As Cautious Sentiment Evolves

Fair Value: UK£4.2 31.8% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BREE logo

US Midwest Expansion And Infrastructure Funding Will Underpin Long Term Earnings Resilience

Fair Value: UK£5.2 44.8% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BREE logo

Infrastructure Tailwinds And Decarbonization Efforts Will Support Stable But Uneven Earnings

Fair Value: UK£3.15 8.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Very undervalued with mediocre balance sheet.

2 Risks
4 Rewards

Breedon Group plc Key Details

UK£1.7b

Revenue

UK£346.1m

Cost of Revenue

UK£1.4b

Gross Profit

UK£1.3b

Other Expenses

UK£83.8m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 29, 2026
0.24
79.81%
4.89%
49.8%
View Full Analysis

About BREE

Founded
2007
Employees
4780
CEO
Robert Wood
WebsiteView website
www.breedongroup.com

Breedon Group plc, together with its subsidiaries, engages in the quarrying, manufacture, and sale of construction materials and building products in the Great Britain, Ireland, and the United States. The company offers aggregates, asphalt, cement, clay bricks, concrete blocks, roof and ridge tiles, ready-mixed concrete, screed, and trowel-ready mortar. In addition, the company provides minimix, on-site batching, surfacing, and waste recovery solutions. It serves a network of customers across the infrastructure, housebuilding and industrial end-markets. The company was formerly known as Breedon Aggregates Limited and changed its name to Breedon Group plc in August 2016. Breedon Group plc was incorporated in 2007 and is headquartered in Derby, the United Kingdom.

Recent BREE News & Updates

Narrative Update May 15

BREE: Future Upside Will Rely On Dividend Discipline As Cautious Sentiment Evolves

Narrative Update on Breedon Group Analysts have trimmed their average price target for Breedon Group to around £4.20, down from about £4.33. This reflects slightly more cautious assumptions on discount rate, revenue growth and future P/E, partly offset by a modestly firmer profit margin outlook and a series of recent target cuts from Deutsche Bank, RBC Capital and Barclays, alongside a neutral initiation at BNP Paribas.

Recent updates

No updates