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 Apr 25
- ROCE(HY) Lowest at 10.73%
- DEBT-EQUITY RATIO (HY) Highest at -9.35 %
4
With ROE of 21.90%, it has a fair valuation with a 1.10 Price to Book Value
- Over the past year, while the stock has generated a return of 7.11%, its profits have fallen by -3.9% ; the PEG ratio of the company is 2.5
5
Underperformed the market in the last 1 year
- The stock has generated a return of 7.11% in the last 1 year, much lower than market (FTSE 100) returns of 18.23%
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
7.11%
-4.10
23.45%
FTSE 100
19.23%
1.44
12.63%
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
1.10
EV to EBIT
7.14
EV to EBITDA
7.09
EV to Capital Employed
1.11
EV to Sales
1.44
PEG Ratio
2.50
Dividend Yield
0.89%
ROCE (Latest)
15.51%
ROE (Latest)
21.90%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Mildly Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Mildly Bearish (Daily)
KST
Bullish
Mildly Bullish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend0What is working for the Company
NO KEY POSITIVE TRIGGERS
-3What is not working for the Company
ROCE(HY)
Lowest at 10.73%
DEBT-EQUITY RATIO
(HY)
Highest at -9.35 %
Here's what is not working for Berkeley Group Holdings Plc
Debt-Equity Ratio
Highest at -9.35 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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