ScoreWhy is Berkeley Group Holdings Plc ?
1
Company's ability to service its debt is strong with a healthy EBIT to Interest (avg) ratio of 25.01
2
Poor long term growth as Net Sales has grown by an annual rate of 4.83% and Operating profit at 3.58% over the last 5 years
3
Flat results in Oct 25
- ROCE(HY) Lowest at 10.27%
- NET SALES(Q) Lowest at GBP 1,179.5 MM
- NET PROFIT(Q) Lowest at GBP 178.6 MM
4
With ROE of 20.75%, it has a fair valuation with a 1.06 Price to Book Value
- Over the past year, while the stock has generated a return of -3.48%, its profits have fallen by -4.4%
5
Below par performance in long term as well as near term
- Along with generating -3.48% returns in the last 1 year, the stock has also underperformed FTSE 100 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Berkeley Group Holdings Plc should be less than 10%
- Overall Portfolio exposure to Realty should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Realty)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Berkeley Group Holdings Plc for you?
Medium Risk, Low Return
Absolute
Risk Adjusted
Volatility
Berkeley Group Holdings Plc
-4.84%
-3.84
25.18%
FTSE 100
13.98%
1.15
13.60%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
4.83%
EBIT Growth (5y)
3.58%
EBIT to Interest (avg)
25.01
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
28.57%
Dividend Payout Ratio
8.87%
Pledged Shares
0
Institutional Holding
0.04%
ROCE (avg)
18.26%
ROE (avg)
12.91%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
5
Industry P/E
Price to Book Value
1.06
EV to EBIT
7.13
EV to EBITDA
7.08
EV to Capital Employed
1.06
EV to Sales
1.45
PEG Ratio
NA
Dividend Yield
0.92%
ROCE (Latest)
14.94%
ROE (Latest)
20.75%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Mildly Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Bearish
Moving Averages
Mildly Bullish (Daily)
KST
Bullish
Mildly Bullish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend5What is working for the Company
INTEREST COVERAGE RATIO(Q)
Highest at 1,241.21
RAW MATERIAL COST(Y)
Fallen by -3.62% (YoY
DEBTORS TURNOVER RATIO(HY)
Highest at 29.16 times
OPERATING PROFIT MARGIN(Q)
Highest at 20.94 %
-4What is not working for the Company
ROCE(HY)
Lowest at 10.27%
NET SALES(Q)
Lowest at GBP 1,179.5 MM
NET PROFIT(Q)
Lowest at GBP 178.6 MM
Here's what is working for Berkeley Group Holdings Plc
Interest Coverage Ratio
Highest at 1,241.21
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Operating Profit Margin
Highest at 20.94 %
in the last five periodsMOJO Watch
Company's profit margin has improved
Operating Profit to Sales
Debtors Turnover Ratio
Highest at 29.16 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Raw Material Cost
Fallen by -3.62% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Berkeley Group Holdings Plc
Net Sales
Lowest at GBP 1,179.5 MM
in the last five periodsMOJO Watch
Near term sales trend is negative
Net Sales (GBP MM)
Net Profit
Lowest at GBP 178.6 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is negative
Net Profit (GBP MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
GET THE MARKETSMOJO APP
Company
Stocks
Portfolio
"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."
