Barratt Redrow Valuation

Is BTDP.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of BTDP.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: BTDP.F ($5.72) is trading below our estimate of fair value ($10.05)

Significantly Below Fair Value: BTDP.F is trading below fair value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for BTDP.F?

Other financial metrics that can be useful for relative valuation.

BTDP.F key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue1.2x
Enterprise Value/EBITDA13.8x
PEG Ratio1.2x

Price to Earnings Ratio vs Peers

How does BTDP.F's PE Ratio compare to its peers?

The above table shows the PE ratio for BTDP.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average15.8x
TMHC Taylor Morrison Home
8.9x8.8%US$7.3b
MTH Meritage Homes
7.9x1.1%US$6.5b
SKY Champion Homes
36.9x28.4%US$5.4b
KBH KB Home
9.4x7.1%US$5.8b
BTDP.F Barratt Redrow
52.1x42.7%US$5.9b

Price-To-Earnings vs Peers: BTDP.F is expensive based on its Price-To-Earnings Ratio (52.1x) compared to the peer average (15.7x).


Price to Earnings Ratio vs Industry

How does BTDP.F's PE Ratio compare vs other companies in the US Consumer Durables Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a9.1%
n/an/an/a
No. of CompaniesPE048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a9.1%
n/an/an/a
No more companies

Price-To-Earnings vs Industry: BTDP.F is expensive based on its Price-To-Earnings Ratio (52.1x) compared to the US Consumer Durables industry average (11.5x).


Price to Earnings Ratio vs Fair Ratio

What is BTDP.F's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

BTDP.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio52.1x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate BTDP.F's Price-To-Earnings Fair Ratio for valuation analysis.


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst BTDP.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
US$7.39
0%
10.5%US$9.69US$6.37n/a16
Nov ’25US$5.72
US$7.56
+32.1%
10.0%US$9.86US$6.48n/a16
Oct ’25US$6.15
US$7.76
+26.2%
10.3%US$10.17US$6.69n/a16
Sep ’25n/a
US$7.41
0%
13.2%US$10.02US$5.67n/a15
Aug ’25US$6.53
US$6.98
+6.9%
14.6%US$9.81US$5.55n/a14
Jul ’25US$5.75
US$6.86
+19.3%
13.9%US$9.35US$5.44n/a14
Jun ’25n/a
US$6.81
0%
13.9%US$9.27US$5.39n/a13
May ’25US$5.66
US$6.78
+19.7%
14.2%US$9.25US$5.37n/a13
Apr ’25US$6.02
US$6.67
+10.9%
16.9%US$9.36US$4.68n/a13
Mar ’25n/a
US$6.92
0%
19.8%US$9.55US$4.69n/a13
Feb ’25n/a
US$6.99
0%
16.9%US$9.54US$4.69n/a16
Jan ’25US$7.48
US$6.56
-12.3%
18.4%US$9.52US$4.68n/a16
Dec ’24US$6.40
US$6.46
+1.0%
18.1%US$9.56US$4.70n/a16
Nov ’24US$4.75
US$6.25
+31.5%
18.3%US$9.17US$4.50US$5.7217
Oct ’24US$5.40
US$6.20
+14.8%
18.3%US$9.20US$4.52US$6.1519
Sep ’24US$5.45
US$6.52
+19.7%
18.7%US$9.58US$4.71n/a19
Aug ’24n/a
US$6.58
0%
18.7%US$9.65US$4.74US$6.5319
Jul ’24n/a
US$7.02
0%
15.7%US$9.57US$5.47US$5.7519
Jun ’24US$5.97
US$6.96
+16.5%
14.6%US$9.38US$5.35n/a18
May ’24n/a
US$6.68
0%
14.0%US$8.83US$5.35US$5.6617
Apr ’24n/a
US$6.32
0%
15.9%US$8.76US$4.81US$6.0216
Mar ’24n/a
US$6.19
0%
15.6%US$8.54US$4.69n/a17
Feb ’24n/a
US$6.22
0%
15.1%US$8.79US$4.83n/a17
Jan ’24US$5.00
US$6.10
+22.0%
17.6%US$8.77US$4.70US$7.4817
Dec ’23US$4.63
US$6.03
+30.3%
18.1%US$8.69US$4.36US$6.4017
Nov ’23US$4.39
US$5.89
+34.2%
20.8%US$8.14US$4.08US$4.7516

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.


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