company background image
BWY logo

Bellway LSE:BWY Stock Report

Last Price

UK£24.22

Market Cap

UK£2.9b

7D

11.6%

1Y

-10.3%

Updated

20 Jan, 2025

Data

Company Financials +

Bellway p.l.c.

LSE:BWY Stock Report

Market Cap: UK£2.9b

BWY Stock Overview

Engages in the homebuilding business in the United Kingdom. More details

BWY fundamental analysis
Snowflake Score
Valuation4/6
Future Growth4/6
Past Performance1/6
Financial Health4/6
Dividends3/6

Rewards

Trading at 14.1% below our estimate of its fair value

Earnings are forecast to grow 21.82% per year

Analysts in good agreement that stock price will rise by 33.1%

Risk Analysis

Profit margins (5.5%) are lower than last year (10.7%)

Dividend of 2.23% is not well covered by free cash flows


My Notes

Capture your thoughts, links and company narrative

Bellway p.l.c. Competitors

Taylor Wimpey

LSE:TW.

UK£4.1b

Persimmon

LSE:PSN

UK£3.9b

Berkeley Group Holdings

LSE:BKG

UK£3.8b

Barratt Redrow

LSE:BTRW

UK£6.2b

Price History & Performance

Summary of share price highs, lows and changes for Bellway
Historical stock prices
Current Share PriceUK£24.22
52 Week HighUK£33.84
52 Week LowUK£21.56
Beta1.46
1 Month Change1.00%
3 Month Change-22.37%
1 Year Change-10.30%
3 Year Change-13.59%
5 Year Change-39.62%
Change since IPO803.73%

Recent News & Updates

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Nov 28
Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Recent updates

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Nov 28
Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Bellway (LON:BWY) Has Announced A Dividend Of £0.38

Nov 12
Bellway (LON:BWY) Has Announced A Dividend Of £0.38

Bellway p.l.c.'s (LON:BWY) Earnings Haven't Escaped The Attention Of Investors

Nov 03
Bellway p.l.c.'s (LON:BWY) Earnings Haven't Escaped The Attention Of Investors

Bellway's (LON:BWY) Dividend Will Be £0.38

Oct 18
Bellway's (LON:BWY) Dividend Will Be £0.38

Is There Now An Opportunity In Bellway p.l.c. (LON:BWY)?

Oct 15
Is There Now An Opportunity In Bellway p.l.c. (LON:BWY)?

Calculating The Fair Value Of Bellway p.l.c. (LON:BWY)

Aug 17
Calculating The Fair Value Of Bellway p.l.c. (LON:BWY)

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Jul 27
Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?

Jul 04
Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?

What Bellway p.l.c.'s (LON:BWY) P/E Is Not Telling You

Jun 14
What Bellway p.l.c.'s (LON:BWY) P/E Is Not Telling You

A Look At The Fair Value Of Bellway p.l.c. (LON:BWY)

May 11
A Look At The Fair Value Of Bellway p.l.c. (LON:BWY)

Bellway (LON:BWY) Is Paying Out Less In Dividends Than Last Year

Apr 26
Bellway (LON:BWY) Is Paying Out Less In Dividends Than Last Year

Bellway's (LON:BWY) Dividend Will Be Reduced To £0.16

Apr 10
Bellway's (LON:BWY) Dividend Will Be Reduced To £0.16

What Does Bellway p.l.c.'s (LON:BWY) Share Price Indicate?

Mar 16
What Does Bellway p.l.c.'s (LON:BWY) Share Price Indicate?

Capital Allocation Trends At Bellway (LON:BWY) Aren't Ideal

Feb 05
Capital Allocation Trends At Bellway (LON:BWY) Aren't Ideal

Lacklustre Performance Is Driving Bellway p.l.c.'s (LON:BWY) Low P/E

Jan 18
Lacklustre Performance Is Driving Bellway p.l.c.'s (LON:BWY) Low P/E

Here's Why We Think Bellway (LON:BWY) Is Well Worth Watching

Jan 03
Here's Why We Think Bellway (LON:BWY) Is Well Worth Watching

At UK£25.34, Is Bellway p.l.c. (LON:BWY) Worth Looking At Closely?

Dec 15
At UK£25.34, Is Bellway p.l.c. (LON:BWY) Worth Looking At Closely?

Bellway (LON:BWY) Is Due To Pay A Dividend Of £0.95

Nov 07
Bellway (LON:BWY) Is Due To Pay A Dividend Of £0.95

Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Nov 03
Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Oct 19
Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

There Are Reasons To Feel Uneasy About Bellway's (LON:BWY) Returns On Capital

Sep 21
There Are Reasons To Feel Uneasy About Bellway's (LON:BWY) Returns On Capital

Should You Investigate Bellway p.l.c. (LON:BWY) At UK£19.21?

Jul 07
Should You Investigate Bellway p.l.c. (LON:BWY) At UK£19.21?

Bellway (LON:BWY) Will Be Hoping To Turn Its Returns On Capital Around

Jun 11
Bellway (LON:BWY) Will Be Hoping To Turn Its Returns On Capital Around

Bellway (LON:BWY) Has A Pretty Healthy Balance Sheet

Apr 26
Bellway (LON:BWY) Has A Pretty Healthy Balance Sheet

Is Now The Time To Look At Buying Bellway p.l.c. (LON:BWY)?

Mar 31
Is Now The Time To Look At Buying Bellway p.l.c. (LON:BWY)?

Is There An Opportunity With Bellway p.l.c.'s (LON:BWY) 20% Undervaluation?

Mar 10
Is There An Opportunity With Bellway p.l.c.'s (LON:BWY) 20% Undervaluation?

Bellway (LON:BWY) Will Want To Turn Around Its Return Trends

Feb 17
Bellway (LON:BWY) Will Want To Turn Around Its Return Trends

These 4 Measures Indicate That Bellway (LON:BWY) Is Using Debt Reasonably Well

Jan 05
These 4 Measures Indicate That Bellway (LON:BWY) Is Using Debt Reasonably Well

Should You Investigate Bellway p.l.c. (LON:BWY) At UK£19.04?

Dec 13
Should You Investigate Bellway p.l.c. (LON:BWY) At UK£19.04?

Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.95

Nov 07
Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.95

Bellway (LON:BWY) Is Paying Out A Larger Dividend Than Last Year

Oct 21
Bellway (LON:BWY) Is Paying Out A Larger Dividend Than Last Year

The Returns On Capital At Bellway (LON:BWY) Don't Inspire Confidence

Sep 17
The Returns On Capital At Bellway (LON:BWY) Don't Inspire Confidence

Should You Investigate Bellway p.l.c. (LON:BWY) At UK£23.94?

Aug 11
Should You Investigate Bellway p.l.c. (LON:BWY) At UK£23.94?

Bellway (LON:BWY) Will Want To Turn Around Its Return Trends

Jun 18
Bellway (LON:BWY) Will Want To Turn Around Its Return Trends

Is Now The Time To Look At Buying Bellway p.l.c. (LON:BWY)?

Apr 30
Is Now The Time To Look At Buying Bellway p.l.c. (LON:BWY)?

Shareholder Returns

BWYGB Consumer DurablesGB Market
7D11.6%7.7%3.3%
1Y-10.3%-20.6%10.6%

Return vs Industry: BWY exceeded the UK Consumer Durables industry which returned -20.6% over the past year.

Return vs Market: BWY underperformed the UK Market which returned 10.6% over the past year.

Price Volatility

Is BWY's price volatile compared to industry and market?
BWY volatility
BWY Average Weekly Movement4.5%
Consumer Durables Industry Average Movement4.7%
Market Average Movement4.9%
10% most volatile stocks in GB Market10.8%
10% least volatile stocks in GB Market2.6%

Stable Share Price: BWY has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: BWY's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19462,659Jason Honeymanwww.bellwayplc.co.uk

Bellway p.l.c., together with its subsidiaries, engages in the homebuilding business in the United Kingdom. The company 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.

Bellway p.l.c. Fundamentals Summary

How do Bellway's earnings and revenue compare to its market cap?
BWY fundamental statistics
Market capUK£2.87b
Earnings (TTM)UK£130.50m
Revenue (TTM)UK£2.38b

22.0x

P/E Ratio

1.2x

P/S Ratio

Is BWY overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BWY income statement (TTM)
RevenueUK£2.38b
Cost of RevenueUK£2.00b
Gross ProfitUK£381.10m
Other ExpensesUK£250.60m
EarningsUK£130.50m

Last Reported Earnings

Jul 31, 2024

Next Earnings Date

Mar 25, 2025

Earnings per share (EPS)1.10
Gross Margin16.01%
Net Profit Margin5.48%
Debt/Equity Ratio3.8%

How did BWY perform over the long term?

See historical performance and comparison

Dividends

2.2%

Current Dividend Yield

49%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/20 17:27
End of Day Share Price 2025/01/17 00:00
Earnings2024/07/31
Annual Earnings2024/07/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Bellway p.l.c. is covered by 41 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Gavin JagoBarclays
Emily BiddulphBarclays
Jonathan BellBarclays