BLWY.F Stock Overview

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

BLWY.F fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	4/6
Past Performance	1/6
Financial Health	4/6
Dividends	3/6

Rewards

Trading at 49.5% below our estimate of its fair value

Earnings are forecast to grow 21.72% per year

Risk Analysis

Shares are highly illiquid

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

Dividend of 2.25% is not well covered by free cash flows

Significant insider selling over the past 3 months

My Notes

Capture your thoughts, links and company narrative

Bellway p.l.c. Competitors

Tri Pointe Homes

NYSE:TPH

US$3.5b

M/I Homes

NYSE:MHO

US$3.6b

Cavco Industries

NasdaqGS:CVCO

US$3.7b

Century Communities

NYSE:CCS

US$2.4b

Price History & Performance

Summary of share price highs, lows and changes for Bellway
Historical stock prices
Current Share Price	UK£41.00
52 Week High	UK£41.00
52 Week Low	UK£32.51
Beta	1.47
1 Month Change	0%
3 Month Change	n/a
1 Year Change	30.12%
3 Year Change	-1.78%
5 Year Change	-6.82%
Change since IPO	248.94%

Recent updates

Shareholder Returns

	BLWY.F	US Consumer Durables	US Market
7D	0%	-6.8%	-2.4%
1Y	30.1%	6.1%	23.4%

Return vs Industry: BLWY.F exceeded the US Consumer Durables industry which returned 6.1% over the past year.

Return vs Market: BLWY.F exceeded the US Market which returned 23.4% over the past year.

Price Volatility

Is BLWY.F's price volatile compared to industry and market?
BLWY.F volatility
BLWY.F Average Weekly Movement	n/a
Consumer Durables Industry Average Movement	6.6%
Market Average Movement	6.3%
10% most volatile stocks in US Market	16.8%
10% least volatile stocks in US Market	3.1%

Stable Share Price: BLWY.F's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: Insufficient data to determine BLWY.F's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1946	2,659	Jason Honeyman	www.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?
BLWY.F fundamental statistics
Market cap	US$3.58b
Earnings (TTM)	US$164.10m
Revenue (TTM)	US$2.99b

21.8x

P/E Ratio

1.2x

P/S Ratio

Is BLWY.F overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BLWY.F income statement (TTM)
Revenue	UK£2.38b
Cost of Revenue	UK£2.00b
Gross Profit	UK£381.10m
Other Expenses	UK£250.60m
Earnings	UK£130.50m

Last Reported Earnings

Jul 31, 2024

Next Earnings Date

Mar 25, 2025

Earnings per share (EPS)	1.10
Gross Margin	16.01%
Net Profit Margin	5.48%
Debt/Equity Ratio	3.8%

How did BLWY.F perform over the long term?

See historical performance and comparison

Dividends

2.3%

Current Dividend Yield

49%

Payout Ratio

Does BLWY.F pay a reliable dividends?

See BLWY.F dividend history and benchmarks

When do you need to buy BLWY.F by to receive an upcoming dividend?
Bellway dividend dates
Ex Dividend Date	Nov 28 2024
Dividend Pay Date	Jan 08 2025
Days until Ex dividend	25 days
Days until Dividend pay date	16 days

Does BLWY.F pay a reliable dividends?

See BLWY.F dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 20:43
End of Day Share Price	2024/10/18 00:00
Earnings	2024/07/31
Annual Earnings	2024/07/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 42 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Emily Biddulph	Barclays
Jonathan Bell	Barclays
Gavin Jago	Barclays