0.84%
5.46%
-7.33%
-8.30%
-4.78%
-7.37%
-34.05%
AI Spotlight on BWY
Company Description
Bellway p.l.c., together with its subsidiaries, engages in the home building 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 and Ashberry brands.
The company was incorporated in 1978 and is headquartered in Newcastle upon Tyne, the United Kingdom.
Market Data
| Last Price | 2628 |
| Change Percentage | 0.84% |
| Open | 2644 |
| Previous Close | 2606 |
| Market Cap ( Millions) | 3118 |
| Volume | 43510 |
| Year High | 3384 |
| Year Low | 21.82 |
| M A 50 | 2391.92 |
| M A 200 | 2724.97 |
Financial Ratios
| FCF Yield | -2.15% |
| Dividend Yield | 2.06% |
| ROE | 3.78% |
| Debt / Equity | 3.75% |
| Net Debt / EBIDTA | 4.69% |
| Price To Book | 0.91 |
| Price Earnings Ratio | 24.07 |
| Price To FCF | -46.57 |
| Price To sales | 1.31 |
| EV / EBITDA | 13.97 |
News
- Jan -24 - 10 terraced houses that will tempt you to move
- Jan -24 - UK's most and least affordable places for house prices revealed
- Jan -22 - Five castles fit for The Traitors
- Jan -21 - Homeowners paying off mortgages into their 70s up by 156%
- Jan -21 - FTSE housing stocks set to benefit from property market rebound
- Jan -17 - 9 properties with potential to add value
- Jan -16 - 3 UK Stocks Estimated To Be Up To 42% Below Intrinsic Value
- Jan -02 - The UK’s top property hotspots in 2025
- Dec -27 - Seven of 2024's most expensive properties
- Dec -17 - The features that make properties desirable, according to buyers
- Dec -13 - 9 homes that are perfect for parties
- Dec -11 - 3 UK Exchange Stocks Estimated To Be Undervalued By Up To 40.8%
- Dec -06 - 9 hot properties close to independent high streets
- Dec -06 - UK house prices hit record high in November
- Dec -03 - Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?
- Nov -12 - UK Stocks Trading Below Estimated Fair Value In November 2024
- Nov -04 - Bellway's (LON:BWY) Dividend Will Be £0.38
- Oct -29 - If you believe in fossil fuels, this underappreciated stock has just hit an attractive entry point
- Oct -28 - Stamp duty concerns ahead of budget as UK house prices rise amid record sales
- Oct -28 - Stamp duty concerns ahead of budget as UK house prices rise amid record sales
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Housing - Private
Expected Growth : 4.65 %
What the company do ?
Housing - Private from Bellway p.l.c. refers to the private housing segment of Bellway, a UK-based homebuilder, focusing on building and selling private homes.
Why we expect these perspectives ?
Bellway p.l.c.'s 4.65% growth in Housing - Private segment is driven by increasing demand for new homes, strategic land acquisition, and partnerships with housing associations. Additionally, the company's focus on affordable housing and its ability to navigate the UK's complex planning system have contributed to its growth.
Segment n°2 -> Housing - Social
Expected Growth : 4.65 %
What the company do ?
Housing - Social from Bellway p.l.c. refers to the provision of affordable housing solutions, focusing on social housing projects, partnering with housing associations and local authorities.
Why we expect these perspectives ?
Bellway p.l.c.'s Housing - Social segment growth of 4.65% is driven by increasing demand for affordable housing, government initiatives to boost social housing supply, and partnerships with local authorities to deliver mixed-tenure developments. Additionally, the company's focus on brownfield site regeneration and provision of high-quality, energy-efficient homes also contributes to its growth.
Segment n°3 -> Non-housing
Expected Growth : 4.83 %
What the company do ?
Non-housing from Bellway p.l.c. refers to the segment of the company's business that focuses on commercial and mixed-use developments, excluding residential housing projects.
Why we expect these perspectives ?
Bellway p.l.c.'s non-housing segment growth of 4.83% is driven by increasing demand for commercial and industrial spaces, strategic land acquisitions, and partnerships with local authorities. Additionally, the company's focus on brownfield redevelopment and urban regeneration projects has contributed to the growth, as well as its ability to capitalize on the UK's infrastructure development initiatives.
Bellway P.L.C. Products
| Product Range | What is it ? |
|---|---|
| Homes | Bellway p.l.c. builds and sells a wide range of new homes, from one-bedroom apartments to five-bedroom detached houses, catering to various customer needs and preferences. |
| Part Exchange | Bellway's Part Exchange scheme allows customers to trade in their existing property as part payment for a new Bellway home, simplifying the moving process. |
| Assisted Move | Bellway's Assisted Move service helps customers sell their existing property, providing a smooth transition to their new Bellway home. |
| Incentives and Offers | Bellway offers various incentives and promotions, such as Help to Buy, Stamp Duty paid, and other limited-time offers, to make purchasing a new home more affordable and attractive. |
Bellway p.l.c.'s Porter Forces
Threat Of Substitutes
Bellway p.l.c. operates in a highly competitive industry, and there are many substitutes available to customers. However, the company's focus on quality and customer service helps to differentiate it from its competitors.
Bargaining Power Of Customers
Bellway p.l.c. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's strong brand reputation and quality products reduce the likelihood of customers switching to competitors.
Bargaining Power Of Suppliers
Bellway p.l.c. relies on a network of suppliers for materials and services. While the company has some bargaining power due to its size, suppliers also have some bargaining power due to the specialized nature of their products.
Threat Of New Entrants
The UK housebuilding industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This reduces the threat of new entrants to the market.
Intensity Of Rivalry
The UK housebuilding industry is highly competitive, with many established players competing for market share. Bellway p.l.c. must continually innovate and improve its products and services to remain competitive.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 12.66% |
| Debt Cost | 5.09% |
| Equity Weight | 87.34% |
| Equity Cost | 11.08% |
| WACC | 10.33% |
| Leverage | 14.50% |
Bellway p.l.c. : Quality Control
Bellway p.l.c. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| BDEV.L | Barratt Developments plc engages in the housebuilding and commercial development businesses in Great Britain. It acquires and develops land; plans, designs, and constructs homes, apartments, penthouses, and communities; and retail, … |
| TW.L | Taylor Wimpey plc operates a residential developer in the United Kingdom and Spain. It builds and delivers various homes and communities, including apartments to six-bedroom houses. Taylor Wimpey plc was … |
| PSN.L | Persimmon Plc, together with its subsidiaries, operates as a house builder in the United Kingdom. The company offers family housing under the Persimmon Homes brand name; executive housing under the … |
| BKG.L | The Berkeley Group Holdings plc, together with its subsidiaries, engages in the residential-led and mixed-use property development activities in the United Kingdom. The company is also involved in land selling … |
| RDW.L | Redrow plc focuses on housebuilding activities in the United Kingdom. The company acquires land; and develops and sells residential housing properties. Redrow plc was founded in 1974 and is based … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Redrow
A-Score
1-Year Total Return ->
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Taylor Wimpey
A-Score
1-Year Total Return ->
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Berkeley
A-Score
1-Year Total Return ->
4
Barratt Developments
A-Score
1-Year Total Return ->
5
Bellway
A-Score
1-Year Total Return ->
6
