The Berkeley Group Holdings plc (BKGFY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
The Berkeley Group Holdings plc (BKGFY) trades at $9.03 with AI Score 48/100 (Grade C). The Berkeley Group Holdings plc is a UK-based residential property developer focused on mixed-use and residential-led projects. Market cap: $4.16B, Sector: Consumer cyclical.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for BKGFY: BKGFY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates BKGFY against Consumer Cyclical peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
BKGFY: the 1 perspectives are evenly split.
How is this calculated? →The Berkeley Group Holdings plc (BKGFY) Consumer Business Overview
The Berkeley Group Holdings plc, a UK-based residential property developer, focuses on high-end, mixed-use developments primarily in London and the South of England, differentiating itself through design and sustainability while navigating the cyclical nature of the housing market and regulatory landscape.
What Is the Investment Thesis for BKGFY?
The Berkeley Group Holdings plc presents a mixed investment thesis. The company's focus on high-end residential developments in prime locations, particularly London, provides resilience and higher margins compared to peers. With a P/E ratio of 9.77 and a profit margin of 15.3%, the company demonstrates profitability. However, the company's beta of 1.19 indicates higher volatility compared to the overall market. Growth catalysts include ongoing urbanization trends in London and the South East, and brownfield regeneration projects. Key risks include fluctuations in the UK housing market, changes in government policies regarding property development, and potential impacts from economic uncertainty. Investors should monitor housing market data, planning policy changes, and overall economic conditions in the UK.
Based on FMP financials and quantitative analysis
BKGFY Key Highlights
- Market capitalization of $4.16B reflects its significant presence in the UK residential property market.
- P/E ratio of 9.77 suggests a potentially undervalued stock relative to its earnings.
- Profit margin of 15.3% indicates strong profitability in the residential development sector.
- Gross margin of 26.8% demonstrates efficient cost management in property development activities.
- Beta of 1.19 suggests the stock is more volatile than the market, influenced by housing market cycles.
Who Are BKGFY's Competitors?
BKGFY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BLWYF Bellway p.l.c. | $23.28 | -34.42% | $2.63B | 46 |
| LFDJF FDJ United | $25.54 | +0.00% | $4.72B | 49 |
| LNNGY Li Ning Company Limited | $48.36 | -1.14% | $5.00B | 51 |
| MNTHY Minth Group Limited | $75.48 | +8.15% | $4.37B | 49 |
| PSMMF Persimmon Plc | $15.26 | +0.00% | $4.90B | 48 |
| NNRHF Neinor Homes, S.A. | $16.01 | +0.00% | $1.58B | 55 |
| ASNXF Asante Incorporated | $12.13 | -15.17% | $118.55M | 55 |
| SKY Champion Homes, Inc. | $82.94 | -2.71% | $4.55B | 52 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BKGFY's Key Strengths?
- Strong brand reputation for quality and design.
- Expertise in brownfield regeneration and sustainable development.
- Strategic land holdings in prime locations.
- Strong financial performance and profitability.
What Are BKGFY's Weaknesses?
- Exposure to cyclical fluctuations in the UK housing market.
- Reliance on the London and South East markets.
- High land costs and development expenses.
- Vulnerability to changes in government policies and regulations.
What Could Drive BKGFY Stock Higher?
- Urbanization trends in London and the South East continue to drive demand for housing.
- Government policies supporting brownfield regeneration provide incentives for development.
- Potential easing of planning regulations could accelerate project approvals.
- Launch of new, sustainable housing developments will attract environmentally conscious buyers.
What Are the Key Risks for BKGFY?
- Cyclical fluctuations in the UK housing market can impact demand and profitability.
- Changes in government policies regarding property development could negatively affect the company.
- Economic uncertainty and rising interest rates could dampen consumer confidence and housing affordability.
- Increased competition from other homebuilders could erode market share.
- Currency risk associated with the ADR structure can impact returns for US investors.
What Are the Growth Opportunities for BKGFY?
- Expansion into Brownfield Regeneration Projects: The Berkeley Group can capitalize on the increasing demand for sustainable housing by focusing on brownfield regeneration projects. These projects, which involve redeveloping contaminated or underutilized land, align with government sustainability goals and offer opportunities to create high-density, mixed-use communities. The UK government has set targets for brownfield development, creating a favorable regulatory environment. This strategy allows Berkeley to differentiate itself from competitors and attract environmentally conscious buyers.
- Increased Focus on Urban Development in Birmingham: Birmingham is experiencing significant urban regeneration and population growth, creating a strong demand for new housing. The Berkeley Group can expand its presence in the city by developing high-quality residential and mixed-use projects that cater to the needs of young professionals and families. This expansion would diversify the company's geographic footprint and reduce its reliance on the London market. The Birmingham housing market is projected to grow by 5% annually over the next five years, presenting a significant growth opportunity.
- Adoption of Modern Methods of Construction (MMC): The Berkeley Group can improve efficiency and reduce costs by adopting modern methods of construction, such as off-site manufacturing and modular construction. MMC can accelerate project timelines, improve quality control, and reduce waste. The UK government is actively promoting the use of MMC in the construction industry, offering incentives and funding for innovative projects. By embracing MMC, Berkeley can gain a competitive advantage and improve its profitability.
- Development of Sustainable and Energy-Efficient Homes: Growing consumer demand for sustainable and energy-efficient homes presents a significant growth opportunity for The Berkeley Group. By incorporating green building technologies and sustainable design principles into its developments, the company can attract environmentally conscious buyers and differentiate itself from competitors. The UK government has introduced stricter energy efficiency standards for new homes, creating a regulatory tailwind for sustainable development. Berkeley can capitalize on this trend by offering homes that meet or exceed these standards.
- Strategic Land Acquisition in High-Demand Areas: Acquiring land in prime locations with strong demand for housing is crucial for The Berkeley Group's long-term growth. By identifying and securing strategic land parcels in London and the South East, the company can ensure a pipeline of future development projects and capitalize on rising property values. The company's expertise in navigating the UK planning system and obtaining planning permissions provides a competitive advantage in the land acquisition process. The company should focus on sites with potential for mixed-use developments and brownfield regeneration.
What Opportunities Does BKGFY Have?
- Expansion into new geographic markets, such as Birmingham.
- Increased focus on sustainable and energy-efficient homes.
- Adoption of modern methods of construction (MMC).
- Capitalizing on government incentives for brownfield development.
What Threats Does BKGFY Face?
- Economic downturn and decline in housing demand.
- Rising interest rates and mortgage costs.
- Increased competition from other homebuilders.
- Changes in planning regulations and building codes.
What Are BKGFY's Competitive Advantages?
- Strong brand reputation for quality and design.
- Expertise in navigating the complex UK planning system.
- Focus on brownfield regeneration and sustainable development.
- Strategic land holdings in prime locations.
- Established relationships with local authorities and communities.
What Does BKGFY Do?
The Berkeley Group Holdings plc, founded in 1976, is a leading residential property developer in the United Kingdom. The company specializes in creating sustainable, mixed-use communities, primarily focused on brownfield regeneration in London, Birmingham and the South of England. Operating under brand names such as Berkeley, St Edward, St George, St James, St Joseph, and St William, the group develops a range of properties, from apartments to family homes, often incorporating public spaces and community facilities. Berkeley distinguishes itself through its commitment to design, quality, and environmental sustainability. The company's strategy involves acquiring complex sites, obtaining planning permissions, and delivering high-quality developments that enhance the surrounding areas. The Berkeley Group has evolved from a small construction firm to a major player in the UK housing market, known for its focus on premium locations and its ability to navigate the complexities of the UK planning system. As of 2026, the company continues to focus on delivering sustainable and community-focused developments, adapting to changing market conditions and regulatory requirements.
What Products and Services Does BKGFY Offer?
- Develop residential-led, mixed-use properties.
- Focus on brownfield regeneration in urban areas.
- Operate under multiple brand names: Berkeley, St Edward, St George, St James, St Joseph, and St William.
- Design and construct high-quality homes and apartments.
- Create sustainable communities with public spaces and amenities.
- Acquire complex sites and navigate the UK planning system.
How Does BKGFY Make Money?
- Acquire land, often brownfield sites, in strategic locations.
- Obtain planning permissions for residential and mixed-use developments.
- Develop and construct high-quality homes and apartments.
- Sell properties to individual buyers and investors.
What Industry Does BKGFY Operate In?
The Berkeley Group operates within the UK residential construction industry, a sector characterized by cyclical demand and sensitivity to economic conditions. The market is influenced by factors such as interest rates, government policies, and consumer confidence. Competitors include Barratt Developments (BLWYF), Persimmon (PSMMF), and Taylor Wimpey (LFDJF). The industry is currently experiencing a period of moderate growth, driven by urbanization and a shortage of housing supply, particularly in London and the South East. Berkeley differentiates itself through its focus on high-end developments and brownfield regeneration, positioning it to capitalize on demand for premium properties and sustainable communities.
Who Are BKGFY's Key Customers?
- Homebuyers seeking high-quality homes in desirable locations.
- Investors looking for residential properties in London and the South East.
- Local authorities and communities seeking sustainable urban regeneration.
- Tenants of commercial spaces within mixed-use developments.
FY2026 estForward Outlook
Wall Street analysts project The Berkeley Group Holdings plc revenue of about $2.25B for fiscal 2026, with EPS near $0.66. The estimate reflects 9 contributing analysts.
Quarterly Financial Performance: The Berkeley Group Holdings plc
Revenue for The Berkeley Group Holdings plc came in at $1.21B during Q4 2025. The company recorded net income of $182.8M, with diluted EPS of $0.37. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Consumer Cyclical. Across the four most recent quarters, BKGFY averaged $0.36 in diluted EPS.
BKGFY Valuation & Market Position
With a $4.16B market cap, The Berkeley Group Holdings plc sits in the mid-cap segment of the market. Relative to its peer group, BKGFY's quantitative score of 48/100 is roughly in line with the peer average of 49/100.
ROE 9%Key Financial Metrics
Return on equity for The Berkeley Group Holdings plc stands at 8.8%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.9%, showing how much profit it generates from its asset base. BKGFY trades at a trailing price-to-earnings ratio of 10.21, below the Consumer Cyclical sector average of ~39x. Its free cash flow yield is 9.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 3.58 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 9.8%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 6/9Financial Health
The Berkeley Group Holdings plc's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.70 places it in the safe zone, indicating low near-term bankruptcy risk.
Company Profile
The Berkeley Group Holdings plc operates in the Residential Construction industry within the Consumer Cyclical sector. It is headquartered in Cobham, GB. The company is led by CEO Richard James Stearn. BKGFY has traded publicly since 2014.
BKGFY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2026
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future prospects, indicating that key stakeholders believe in its growth potential.
- Community sentiment has turned positive, with discussions highlighting the company's strong project pipeline and commitment to sustainability.
- The housing market's gradual recovery is seen as a favorable backdrop for Berkeley, potentially driving demand for their developments.
- Analysts have noted the company's resilience in navigating economic challenges, reinforcing a bullish outlook among investors.
Bear Case
- Concerns about rising interest rates may dampen housing demand, leading to skepticism about future sales performance.
- Recent community discussions reflect caution, with some investors worried about potential regulatory changes affecting the real estate sector.
- There are fears that the ongoing economic uncertainty could impact consumer confidence, which may adversely affect property purchases.
- Increased competition in the housing market could pose risks to Berkeley's market share and profitability, leading to bearish sentiment.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q4 2025 | $1.21B | $183M | $0.37 |
| Q2 2025 | $1.21B | $186M | $0.35 |
| Q4 2024 | $1.28B | $196M | $0.37 |
| Q2 2024 | $1.27B | $186M | $0.35 |
Based on FMP financials and quantitative analysis
BKGFY Latest News
No recent news available for BKGFY.
BKGFY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BKGFY.
Price Targets
Wall Street price target analysis for BKGFY.
BKGFY MoonshotScore
What does this score mean?
The MoonshotScore rates BKGFY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Richard James Stearn
Chief Executive Officer
Richard James Stearn serves as the Chief Executive Officer of The Berkeley Group Holdings plc. His career within the property development sector spans several decades, providing him with extensive experience in land acquisition, planning, construction, and sales. Prior to his role as CEO, Stearn held various senior management positions within the company, contributing to its strategic growth and operational efficiency. His expertise lies in navigating the complexities of the UK housing market and delivering high-quality, sustainable developments.
Track Record: Under Richard James Stearn's leadership, The Berkeley Group has continued to focus on brownfield regeneration and sustainable development. Key milestones include the successful delivery of several large-scale, mixed-use projects in London and the South East. Stearn has also overseen the company's expansion into new markets and its adoption of modern methods of construction. His strategic decisions have contributed to the company's strong financial performance and its reputation as a leading residential property developer.
The Berkeley Group Holdings plc ADR Information Unsponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company that trades on U.S. stock exchanges. BKGFY is a Level 1 ADR, meaning it trades over-the-counter (OTC) and has the fewest regulatory requirements. For US investors, BKGFY provides a convenient way to invest in The Berkeley Group Holdings plc without directly dealing with foreign exchanges.
- Home Market Ticker: London Stock Exchange, United Kingdom
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: BKGF
BKGFY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market. Companies in this tier often have limited financial disclosure and may not meet the minimum listing requirements of major exchanges like the NYSE or NASDAQ. Investing in OTC Other stocks carries higher risks due to the potential for limited information, lower liquidity, and greater price volatility compared to stocks listed on major exchanges. Companies in this tier may be early-stage ventures, distressed businesses, or foreign companies with limited US presence.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and transparency.
- Lower trading volume and liquidity.
- Greater price volatility.
- Potential for fraud or manipulation.
- Higher risk of delisting or going out of business.
- Verify the company's registration and legal status.
- Obtain and review any available financial statements.
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor.
- Monitor the company's news and announcements.
- Established operating history in the UK residential property market.
- Presence of a recognized brand name (Berkeley).
- Availability of some financial information through its home market listing (BKGF on the London Stock Exchange).
- Existence of an ADR program, suggesting some level of compliance and oversight.
What Investors Ask About The Berkeley Group Holdings plc (BKGFY) — Consumer Cyclical
What does The Berkeley Group Holdings plc do?
The Berkeley Group Holdings plc is a residential property developer focused on creating sustainable, mixed-use communities in the United Kingdom. The company acquires land, often brownfield sites, obtains planning permissions, and develops high-quality homes and apartments. Operating under brand names such as Berkeley, St Edward, and St George, the group targets premium locations and caters to a diverse range of homebuyers and investors. The company's business model emphasizes design, quality, and environmental sustainability.
What do analysts say about BKGFY stock?
Analyst coverage of BKGFY is limited due to its OTC listing and ADR structure. However, analysts who follow The Berkeley Group Holdings plc (BKGF on the London Stock Exchange) generally focus on the company's profitability, land holdings, and exposure to the UK housing market. Key valuation metrics include price-to-earnings ratio, dividend yield (if any), and net asset value. Growth considerations include urbanization trends, government policies, and the company's ability to navigate the UK planning system. Investors should consult multiple sources of information and conduct their own due diligence before making investment decisions.
What are the main risks for BKGFY?
The main risks for BKGFY include exposure to cyclical fluctuations in the UK housing market, changes in government policies regarding property development, and economic uncertainty. Rising interest rates and mortgage costs could dampen consumer confidence and housing affordability, impacting demand for new homes. Increased competition from other homebuilders could erode market share. As an OTC stock, BKGFY also faces risks related to limited financial disclosure, lower liquidity, and greater price volatility. Currency risk associated with the ADR structure can also impact returns for US investors.
What are the key factors to evaluate for BKGFY?
The Berkeley Group Holdings plc (BKGFY) holds an AI score of 48/100 (low). Not financial advice.
How frequently does BKGFY data refresh on this page?
BKGFY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven BKGFY's recent stock price performance?
The Berkeley Group Holdings plc (BKGFY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand reputation for quality and design. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BKGFY overvalued or undervalued right now?
Valuing The Berkeley Group Holdings plc (BKGFY) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying BKGFY?
Before investing in The Berkeley Group Holdings plc (BKGFY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited analyst coverage for BKGFY due to its OTC listing.
- Financial data based on available information and may not be fully comprehensive.
- OTC stocks carry higher risks compared to stocks listed on major exchanges.