Added to YB: 2026-05-25
Pitch date: 2026-05-22
TW.L [neutral]
Taylor Wimpey plc
Author Info
No bio for this author
Company Info
Taylor Wimpey plc operates as a homebuilder company in the United Kingdom and Spain. It engages in building and delivering various homes and communities.
Market Cap
GBP 2.8B
Pitch Price
N/A
Price Target
155.00
Dividend
9.58%
EV/EBITDA
5.64
P/E
28.41
EV/Sales
0.64
Sector
Household Durables
Category
value
UK Housebuilders - One year on - Taylor Wimpey (TW.) — The One That Disappointed Most
TW.L (update): FY25 rev +13% to £3.8B but profit -54% to £146.5M on £225.8M cladding costs + £18M CMA settlement. Completions +6% to 10,614 but weak order book into 2026. Shares -15% YTD. UBS PT 155p implies 38% upside. 9%+ div yield at risk from margin pressure. Bull: deep value on capacity. Bear: cladding liability + weak orders + rates.
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