Breedon Group plc

AIM:BREE Stock Report

Market Cap: UK£1.2b

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

Breedon Group Management

Management criteria checks 4/4

Breedon Group's CEO is Rob Wood, appointed in Apr 2021, has a tenure of 2.08 years. total yearly compensation is £1.78M, comprised of 34% salary and 66% bonuses, including company stock and options. directly owns 0.08% of the company’s shares, worth £934.04K. The average tenure of the management team and the board of directors is 2.1 years and 3 years respectively.

Key information

Rob Wood

Chief executive officer

UK£1.8m

Total compensation

CEO salary percentage34.03%
CEO tenure2.1yrs
CEO ownership0.08%
Management average tenure2.1yrs
Board average tenure3yrs

Recent management updates

Analysis Article Jan 26

The Chief Financial Officer of Breedon Group plc (LON:BREE), James Brotherton, Just Bought A Few More Shares

Whilst it may not be a huge deal, we thought it was good to see that the Breedon Group plc ( LON:BREE ) Chief Financial...
Analysis Article Jan 06

Have Insiders Been Selling Breedon Group plc (LON:BREE) Shares?

We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. On...

Recent updates

Analysis Article Mar 31

Breedon Group (LON:BREE) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jan 07

Should You Think About Buying Breedon Group plc (LON:BREE) Now?

Breedon Group plc ( LON:BREE ), is not the largest company out there, but it received a lot of attention from a...
Analysis Article Dec 15

Does Breedon Group (LON:BREE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Oct 07

Is Now The Time To Look At Buying Breedon Group plc (LON:BREE)?

Breedon Group plc ( LON:BREE ), is not the largest company out there, but it saw a double-digit share price rise of...
Analysis Article Sep 02

Does Breedon Group (LON:BREE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Jul 29

Here's Why We Think Breedon Group (LON:BREE) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Jul 06

At UK£0.58, Is It Time To Put Breedon Group plc (LON:BREE) On Your Watch List?

Breedon Group plc ( LON:BREE ), might not be a large cap stock, but it received a lot of attention from a substantial...
Analysis Article May 24

These 4 Measures Indicate That Breedon Group (LON:BREE) Is Using Debt Safely

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Mar 30

At UK£0.83, Is It Time To Put Breedon Group plc (LON:BREE) On Your Watch List?

While Breedon Group plc ( LON:BREE ) might not be the most widely known stock at the moment, it saw significant share...
Analysis Article Dec 09

Should You Think About Buying Breedon Group plc (LON:BREE) Now?

Breedon Group plc ( LON:BREE ), is not the largest company out there, but it received a lot of attention from a...
Analysis Article Nov 06

Does Breedon Group (LON:BREE) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Oct 19

Is Breedon Group plc (LON:BREE) Trading At A 43% Discount?

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Breedon Group plc...
Analysis Article Sep 09

Should You Investigate Breedon Group plc (LON:BREE) At UK£1.02?

While Breedon Group plc ( LON:BREE ) might not be the most widely known stock at the moment, it received a lot of...
Analysis Article Jul 27

Breedon Group (LON:BREE) Seems To Use Debt Rather Sparingly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jun 09

At UK£1.11, Is It Time To Put Breedon Group plc (LON:BREE) On Your Watch List?

Breedon Group plc ( LON:BREE ), might not be a large cap stock, but it received a lot of attention from a substantial...
Analysis Article May 27

Breedon Group plc (LON:BREE) Shares Could Be 30% Below Their Intrinsic Value Estimate

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Breedon Group plc...
Analysis Article Apr 18

Is Breedon Group (LON:BREE) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Mar 09

Is Now The Time To Look At Buying Breedon Group plc (LON:BREE)?

Breedon Group plc ( LON:BREE ), is not the largest company out there, but it saw a decent share price growth in the...
Analysis Article Feb 16

Breedon Group plc's (LON:BREE) Intrinsic Value Is Potentially 41% Above Its Share Price

In this article we are going to estimate the intrinsic value of Breedon Group plc ( LON:BREE ) by taking the expected...
Analysis Article Jan 26

The Chief Financial Officer of Breedon Group plc (LON:BREE), James Brotherton, Just Bought A Few More Shares

Whilst it may not be a huge deal, we thought it was good to see that the Breedon Group plc ( LON:BREE ) Chief Financial...
Analysis Article Jan 21

Are Institutions Heavily Invested In Breedon Group plc's (LON:BREE) Shares?

A look at the shareholders of Breedon Group plc ( LON:BREE ) can tell us which group is most powerful. Generally...
Analysis Article Jan 06

Have Insiders Been Selling Breedon Group plc (LON:BREE) Shares?

We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. On...
Analysis Article Dec 22

Should Breedon Group (LON:BREE) Be Disappointed With Their 35% Profit?

When we invest, we're generally looking for stocks that outperform the market average. And in our experience, buying...
Analysis Article Dec 10

Breedon Group (LON:BREE) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Nov 27

Breedon Group plc's (LON:BREE) Stock Is Going Strong: Have Financials A Role To Play?

Most readers would already be aware that Breedon Group's (LON:BREE) stock increased significantly by 17% over the past...

CEO Compensation Analysis

How has Rob Wood's remuneration changed compared to Breedon Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2022UK£2mUK£605k

UK£113m

Sep 30 2022n/an/a

UK£108m

Jun 30 2022n/an/a

UK£104m

Mar 31 2022n/an/a

UK£91m

Dec 31 2021UK£2mUK£534k

UK£79m

Sep 30 2021n/an/a

UK£75m

Jun 30 2021n/an/a

UK£71m

Mar 31 2021n/an/a

UK£52m

Dec 31 2020UK£750kUK£410k

UK£34m

Sep 30 2020n/an/a

UK£33m

Jun 30 2020n/an/a

UK£32m

Mar 31 2020n/an/a

UK£55m

Dec 31 2019UK£1mUK£408k

UK£78m

Sep 30 2019n/an/a

UK£76m

Jun 30 2019n/an/a

UK£73m

Mar 31 2019n/an/a

UK£69m

Dec 31 2018UK£1mUK£384k

UK£65m

Sep 30 2018n/an/a

UK£60m

Jun 30 2018n/an/a

UK£55m

Mar 31 2018n/an/a

UK£56m

Dec 31 2017UK£681kUK£326k

UK£57m

Sep 30 2017n/an/a

UK£51m

Jun 30 2017n/an/a

UK£45m

Mar 31 2017n/an/a

UK£41m

Dec 31 2016UK£744kUK£300k

UK£37m

Compensation vs Market: Rob's total compensation ($USD2.22M) is about average for companies of similar size in the UK market ($USD2.42M).

Compensation vs Earnings: Rob's compensation has been consistent with company performance over the past year.


CEO

Rob Wood (55 yo)

2.1yrs
Tenure
UK£1,778,000
Compensation

Mr. Rob Wood has been Chief Executive Officer at Breedon Group plc since April 1, 2021 and served as Group Finance Director since February 27, 2014 until April 1, 2021. Mr. Wood serves as Group Financial C...


Leadership Team

NamePositionTenureCompensationOwnership
Rob Wood
CEO & Director2.1yrsUK£1.78m0.080%
£ 934.0k
James Brotherton
CFO & Director2.1yrsUK£960.00k0.0044%
£ 51.8k
Louise Turner-Smith
Head of Investor Relationsno datano data0.00069%
£ 8.1k
James Atherton-Ham
Group General Counsel1.3yrsno datano data
Caroline Roberts
Group People Director1.6yrsno datano data
Mike Pearce
Managing Director of Breedon GB Materials5.2yrsno data0.0074%
£ 86.9k
Jude Lagan
Managing Director of Breedon Cement5yrsno data0.031%
£ 357.6k
Nigel Clamp
Group Head of Health3.8yrsno datano data
Donna Hunt
Group Head of Sustainability2.9yrsno datano data
James Haluch
Managing Director of Breedon Surfacing Solutions2.2yrsno datano data
Pat Gilroy
Managing Director of Breedon Irelandless than a yearno datano data
2.1yrs
Average Tenure

Experienced Management: BREE's management team is considered experienced (2.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Rob Wood
CEO & Director9.3yrsUK£1.78m0.080%
£ 934.0k
James Brotherton
CFO & Director2.1yrsUK£960.00k0.0044%
£ 51.8k
Carol Hui
Independent Non-Executive Director3yrsUK£61.00k0.0012%
£ 13.8k
Clive Watson
Senior Independent Director3.7yrsUK£71.00k0.0091%
£ 106.9k
Amit Bhatia
Non-Executive Chairman6.8yrsUK£175.00k0.030%
£ 345.0k
Helen Miles
Independent Non-Executive Director2.1yrsUK£52.00kno data
Pauline Lafferty
Independent Non-Executive Director1.8yrsUK£67.00kno data
3.0yrs
Average Tenure
55yo
Average Age

Experienced Board: BREE's board of directors are considered experienced (3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2023/05/16 05:54
End of Day Share Price 2023/05/16 00:00
Earnings2022/12/31
Annual Earnings2022/12/31

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.

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 Github.

Analyst Sources

Breedon Group plc is covered by 22 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Emily BiddulphBarclays
Rajesh PatkiBarclays
Robert ChantryBerenberg