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The Berkeley Group Holdings plc (42B0) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

The Berkeley Group Holdings plc

42B0Market cap $3.85BPrice $42.4

Country🇬🇧United Kingdom

SectorConsumer

IndustryHousehold

Builds homes across London and the South East, focusing on complex urban regeneration sites developers avoid. Turns brownfield land into thousands of new homes yearly, making it one of Britain's biggest bets on solving the housing crisis.

In Bastion Portfolios?

52W Return-21%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+0%3

Revenue Forecast

Rev CAGR (1y)-16%1

Rev CAGR (3y)-7%1

Rev CAGR (5y)-4%1

Earnings Forecast

EPS Growth Y+1-17%2

EPS Growth Y+2-6%3

EPS Growth Y+3+0%4

Quality

Margins

EBIT Margin19%7

Net Income Margin13%7

Free Cash Flow Margin11%6

Debt

Net Debt/EBITDA-0.810

Efficiency

ROE9%4

ROA5%6

Earnings Stability44

GEAR+AVERAGE36

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)126

P/BV0.810

EV Multiples

EV/EBITDA Fwd79

EV/EBIT Fwd710

Yield

Free Cash Flow Yield9.0%9

Dividend Yieldna–

Momentum

Short term

1 month return-6%4

3 month return-1%6

YTD return-15%3

Mid term

Price vs 52wHigh75%4

1 year return-15%3

Long term

3 year return-17%2

5 year return-19%3

Risk Shield

Price Risk

Beta0.94

Volatility33%6

Free Cash Flow

Free Cash Flow Margin11%6

Free Cash Flow Yield9.0%9

Quality

ROCE9%5

Earnings Stability44

Net Debt/EBITDA-0.810

02Growth

Is it actually growing, and how fast?

42B0The Berkeley Group Holdings

Revenue FY26$3.2B

GROWTH RATING↗

VERY WEAK2 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+0%3

Revenue, next 1Y-16%1

Revenue, next 3Y, CAGR-7%1

Revenue, next 5Y, CAGR-4%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-17%2

EPS growth, FY28E-6%3

EPS growth, FY29E+0%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 98% of companies worldwide.

Revenue held flat over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to shrink 7%/yr over the next 3 years, behind most of the market.1/10

Revenue held flat over the last 3 years, but it is set to shrink 7%/yr from here.

Over five years revenue is set to shrink 4%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall along with revenue (EPS about -6%/yr vs revenue -7%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

42B0The Berkeley Group Holdings

Total return Current6.5%

Price return Current−11.2%

MOMENTUM RATING↗

WEAK21 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%4

3-month return-1%6

YTD return-15%3

MID & LONG-TERM▾SCORE

% of 52-week high75%4

1-year return-15%3

3-year return-17%2

5-year return-19%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over the past month (-6%) and over three months (-1%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-17% over three years and -19% over five), behind 70% of the market.

It's down 15% over the past year, now 25% below its 52-week high. That is a touch behind the market.

The stock is underperforming so far this year (-15%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on The Berkeley Group Holdings plc. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

42B0The Berkeley Group Holdings

Revenue FY26$3.2B

GROWTH RATING↗

VERY WEAK2 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+0%3

Revenue, next 1Y-16%1

Revenue, next 3Y, CAGR-7%1

Revenue, next 5Y, CAGR-4%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27E-17%2

EPS growth, FY28E-6%3

EPS growth, FY29E+0%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

None flagged.

WEAKNESSES

Growth is the weak spot here, trailing 98% of companies worldwide.

Revenue held flat over the last 3 years, behind 70% of companies worldwide.3/10

Revenue is set to shrink 7%/yr over the next 3 years, behind most of the market.1/10

Revenue held flat over the last 3 years, but it is set to shrink 7%/yr from here.

Over five years revenue is set to shrink 4%/yr, behind 90% of companies worldwide.1/10

Earnings are set to fall along with revenue (EPS about -6%/yr vs revenue -7%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: the 3-year revenue record is weak.

03Price Momentum

Is the market behind it right now?

42B0The Berkeley Group Holdings

Total return Current6.5%

Price return Current−11.2%

MOMENTUM RATING↗

WEAK21 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-6%4

3-month return-1%6

YTD return-15%3

MID & LONG-TERM▾SCORE

% of 52-week high75%4

1-year return-15%3

3-year return-17%2

5-year return-19%3

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over the past month (-6%) and over three months (-1%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-17% over three years and -19% over five), behind 70% of the market.

It's down 15% over the past year, now 25% below its 52-week high. That is a touch behind the market.

The stock is underperforming so far this year (-15%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on The Berkeley Group Holdings plc. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community