The Berkeley Group Holdings plc, together with its subsidiaries, engages in the residential-led and mixed-use property development activities in the United Kingdom. More Details
Excellent balance sheet second-rate dividend payer.
Share Price & News
How has Berkeley Group Holdings's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: BKG is not significantly more volatile than the rest of UK stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: BKG's weekly volatility (4%) has been stable over the past year.
7 Day Return
GB Consumer Durables
1 Year Return
GB Consumer Durables
Return vs Industry: BKG underperformed the UK Consumer Durables industry which returned 44.1% over the past year.
Return vs Market: BKG underperformed the UK Market which returned 25.6% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Berkeley Group Holdings's share price compared to the market and industry in the last 5 years?
Simply Wall St News
11 hours ago | Simply Wall StIs The Berkeley Group Holdings plc (LON:BKG) A Good Fit For Your Dividend Portfolio?
1 week ago | Simply Wall StWhat Is The Berkeley Group Holdings plc's (LON:BKG) Share Price Doing?
3 weeks ago | Simply Wall StHave Insiders Been Selling The Berkeley Group Holdings plc (LON:BKG) Shares?
Is Berkeley Group Holdings undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: BKG (£48.97) is trading above our estimate of fair value (£35.15)
Significantly Below Fair Value: BKG is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: BKG is good value based on its PE Ratio (16.4x) compared to the UK Consumer Durables industry average (29x).
PE vs Market: BKG is good value based on its PE Ratio (16.4x) compared to the UK market (26.4x).
Price to Earnings Growth Ratio
PEG Ratio: BKG is poor value based on its PEG Ratio (3.9x)
Price to Book Ratio
PB vs Industry: BKG is overvalued based on its PB Ratio (2x) compared to the GB Consumer Durables industry average (1.6x).
How is Berkeley Group Holdings forecast to perform in the next 1 to 3 years based on estimates from 18 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: BKG's forecast earnings growth (4.2% per year) is above the savings rate (0.9%).
Earnings vs Market: BKG's earnings (4.2% per year) are forecast to grow slower than the UK market (17.4% per year).
High Growth Earnings: BKG's earnings are forecast to grow, but not significantly.
Revenue vs Market: BKG's revenue (3.7% per year) is forecast to grow slower than the UK market (5.2% per year).
High Growth Revenue: BKG's revenue (3.7% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: BKG's Return on Equity is forecast to be low in 3 years time (12.3%).
How has Berkeley Group Holdings performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BKG has high quality earnings.
Growing Profit Margin: BKG's current net profit margins (19.8%) are lower than last year (23.5%).
Past Earnings Growth Analysis
Earnings Trend: BKG's earnings have declined by 0.4% per year over the past 5 years.
Accelerating Growth: BKG's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: BKG had negative earnings growth (-28.8%) over the past year, making it difficult to compare to the Consumer Durables industry average (-45.9%).
Return on Equity
High ROE: BKG's Return on Equity (12%) is considered low.
How is Berkeley Group Holdings's financial position?
Financial Position Analysis
Short Term Liabilities: BKG's short term assets (£5.2B) exceed its short term liabilities (£1.8B).
Long Term Liabilities: BKG's short term assets (£5.2B) exceed its long term liabilities (£695.1M).
Debt to Equity History and Analysis
Debt Level: BKG's debt to equity ratio (9.7%) is considered satisfactory.
Reducing Debt: BKG's debt to equity ratio has increased from 0% to 9.7% over the past 5 years.
Debt Coverage: BKG's debt is well covered by operating cash flow (67.6%).
Interest Coverage: BKG's interest payments on its debt are well covered by EBIT (110.3x coverage).
What is Berkeley Group Holdings's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: BKG's dividend (2.37%) is higher than the bottom 25% of dividend payers in the UK market (1.36%).
High Dividend: BKG's dividend (2.37%) is low compared to the top 25% of dividend payers in the UK market (4.02%).
Stability and Growth of Payments
Stable Dividend: BKG has been paying a dividend for less than 10 years and during this time payments have been volatile.
Growing Dividend: BKG's dividend payments have increased, but the company has only paid a dividend for 8 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (39%), BKG's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: BKG's dividends in 3 years are forecast to be covered by earnings (65.4% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Rob Perrins (55 yo)
Mr. Rob C. Perrins, BSC (Hons), FCA, has been Chief Executive of The Berkeley Group Holdings plc since September 9, 2009. Mr. Perrins served as Managing Director of The Berkeley Group Holdings plc since Se...
CEO Compensation Analysis
Compensation vs Market: Rob's total compensation ($USD11.35M) is above average for companies of similar size in the UK market ($USD2.07M).
Compensation vs Earnings: Rob's compensation has been consistent with company performance over the past year.
Experienced Management: BKG's management team is considered experienced (4.8 years average tenure).
Experienced Board: BKG's board of directors are considered experienced (8.5 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: BKG insiders have sold more shares than they have bought in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
The Berkeley Group Holdings plc's company bio, employee growth, exchange listings and data sources
- Name: The Berkeley Group Holdings plc
- Ticker: BKG
- Exchange: LSE
- Founded: 1976
- Industry: Homebuilding
- Sector: Consumer Durables
- Market Cap: UK£5.956b
- Shares outstanding: 121.62m
- Website: https://www.berkeleygroup.co.uk
Number of Employees
- The Berkeley Group Holdings plc
- Berkeley House
- 19 Portsmouth Road
- KT11 1JG
- United Kingdom
The Berkeley Group Holdings plc, together with its subsidiaries, engages in the residential-led and mixed-use property development activities in the United Kingdom. It operates under the Berkeley, St Edwar...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/05/11 01:45|
|End of Day Share Price||2021/05/10 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.