Added to YB: 2025-01-29
Pitch date: 2024-12-31
BKG.L [bullish]
The Berkeley Group Holdings plc
-13.94%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
The Berkeley Group Holdings plc, together with its subsidiaries, builds homes and neighbourhoods in the United Kingdom.
Market Cap
GBP 3.1B
Pitch Price
GBP 38.88
Price Target
N/A
Dividend
1.97%
EV/EBITDA
5.52
P/E
9.13
EV/Sales
1.16
Sector
Household Durables
Category
value
Show full summary:
Third Avenue Real Estate Value Fund Portfolio Holding: The Berkeley Group Holdings plc
BKG.L: Premier UK residential developer, 10% of London new builds. 10x P/E, 1.1x P/B (15-yr low). Net cash, 50k+ home land bank. 10%+ annual net worth growth. Well-managed, insider-owned. Expanding to PRS. Buybacks & dividends. Expect rerating as UK rates stabilize. Run-off value upside.
Read full article (1 min)