Obermatt

Berkeley Group

LSE:BKG · GB00BP0RGD03
Household DurablesLarge

360

56
EV / EBIT85
Price / Owner Earnings78
Owner Earnings Yield98
Dividend Yield57
Price/Sales26
EV / Gross Profit56
Price/Book62
Return on Capital55
Cash Return on Capital60
Return on Equity49
EBIT Margin95
Gross Profitability11
Cash Conversion20
Accruals28
Owner Earnings Margin92
Sales growth10
Profit Growth92
Long-Term EPS Growth5
Owner Earnings Growth65
Reinvestment92
Price momentum41
Debt load77
Refinancing78
Debt Payback100
Liquidity72
Analyst ratings22
Opinion Changes50
Price Target Upside29
Market mood63
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Berkeley Group clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUK
IndustryHousehold Durables
SizeLarge
TypePublic Company
ExchangeLSE
Founded2004
Employees1,831
ISINGB00BP0RGD03
Last UpdateApr 2, 2026

Description

The Berkeley Group Holdings plc engages in the residential-led and mixed-use property development and ancillary activities. Business Segments The company operates through premium developments, affordable housing initiatives, regeneration projects,…

Analysis

Middle-of-the-road

The Berkeley Group Holdings plc is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is attractive. You pay 8.1× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -6% yearly growth; analysts expect -3%. The price, in other words, assumes less than the experts do.

The trajectory is tepid and the balance sheet is sturdy. The company scores 12/20 on our value-creation score: creating some value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
77
2023202420252026

All-time high

83

Mar 2026

All-time low

15

Apr 2025

Average rank

45

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
26
23
17
19
Price/Earnings
64
66
48
53
Price/Book
62
61
44
66
Dividend Yield
57
65
70
64
Value (overall)
46
41
38
32

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →