Balfour Beatty plc (BAFYY)
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.
Balfour Beatty plc (BAFYY) trades at $9.28 with AI Score 45/100 (Grade C). Balfour Beatty plc is a global infrastructure company that finances, designs, develops, builds, and maintains infrastructure assets. Market cap: $2.55B, Sector: Industrials.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for BAFYY: BAFYY 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 BAFYY against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
BAFYY: the 1 perspectives are evenly split.
How is this calculated? →Balfour Beatty plc (BAFYY) Industrial Operations Profile
Balfour Beatty plc is a global infrastructure group providing construction, support, and investment services. With operations in the UK, US, and internationally, the company focuses on civil engineering, building, and infrastructure projects. It serves government departments, regulated utilities, and private sector organizations, demonstrating a diversified portfolio.
What Is the Investment Thesis for BAFYY?
Balfour Beatty presents a compelling investment case based on its diversified business model and exposure to growing infrastructure markets. The company's Construction Services segment benefits from increased government spending on infrastructure projects, while the Support Services segment provides stable, recurring revenue through long-term maintenance contracts. The Infrastructure Investments segment offers potential for capital appreciation through the development and sale of infrastructure assets. With a P/E ratio of 15.0 and a dividend yield of 1.71%, BAFYY offers a blend of value and income. Key catalysts include ongoing infrastructure investments and strategic project wins. Potential risks include project delays, cost overruns, and economic downturns affecting construction activity.
Based on FMP financials and quantitative analysis
BAFYY Key Highlights
- Market capitalization of $2.55B reflects Balfour Beatty's significant presence in the infrastructure sector.
- Profit margin of 2.8% indicates the company's ability to generate earnings from its operations.
- Gross margin of 4.8% highlights the efficiency of Balfour Beatty's project management and cost control measures.
- Beta of 0.79 suggests lower volatility compared to the overall market, potentially offering stability to investors.
- Dividend yield of 1.71% provides a steady income stream for shareholders, enhancing the investment appeal.
Who Are BAFYY's Competitors?
BAFYY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AFXXF Afry AB | $12.90 | +0.00% | $1.41B | 50 |
| BLJZY Berli Jucker Public Company Limited | $6.40 | +0.00% | $2.56B | 47 |
| CSRLF CSR Limited | $5.75 | -2.13% | $2.74B | 58 |
| KBDCF Kingboard Holdings Limited | $11.85 | -23.56% | $13.29B | 49 |
| KBDCY Kingboard Holdings Limited | $80.45 | +0.00% | $18.05B | 49 |
| EKIVF Enka Insaat ve Sanayi A.S. | $1.12 | +7.14% | $6.39B | 64 |
| AGX Argan, Inc. | $738.72 | +4.61% | $10.36B | 62 |
| LGN Legence Corp. | $77.08 | +1.64% | $9.33B | 60 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BAFYY's Key Strengths?
- Diversified business model across construction, support services, and infrastructure investments.
- Established presence in the UK, US, and international markets.
- Strong relationships with government and private sector clients.
- Technical expertise in engineering and construction.
What Are BAFYY's Weaknesses?
- Exposure to cyclical demand in the construction industry.
- Potential for project delays and cost overruns.
- Dependence on government spending and infrastructure investments.
- Sensitivity to macroeconomic factors such as interest rates and economic growth.
What Could Drive BAFYY Stock Higher?
- Government infrastructure spending initiatives in the UK and US.
- Potential new contracts for renewable energy projects.
- Adoption of digital technologies to improve project efficiency.
- Strategic acquisitions to expand capabilities and market reach.
What Are the Key Risks for BAFYY?
- Project delays and cost overruns affecting profitability.
- Economic downturns reducing demand for construction services.
- Intense competition from other engineering and construction firms.
- Changes in government regulations and policies impacting infrastructure investments.
- Currency fluctuations affecting the value of ADR shares.
What Are the Growth Opportunities for BAFYY?
- Increased Infrastructure Spending: Governments worldwide are increasing investments in infrastructure projects to stimulate economic growth and improve public services. Balfour Beatty is well-positioned to capitalize on this trend, particularly in the United Kingdom and the United States, where it has a strong presence. The global infrastructure market is projected to reach trillions of dollars in the coming years, providing ample opportunities for growth.
- Expansion in Renewable Energy: The transition to renewable energy is driving demand for new infrastructure projects, such as wind farms, solar power plants, and energy storage facilities. Balfour Beatty can leverage its engineering and construction expertise to secure contracts in this rapidly growing sector. The renewable energy market is expected to experience significant growth, creating opportunities for companies involved in project development and construction.
- Digital Transformation: The adoption of digital technologies, such as BIM and AI, is transforming the engineering and construction industry. Balfour Beatty can enhance its efficiency, reduce costs, and improve project outcomes by embracing these technologies. Digital transformation also enables better collaboration, data-driven decision-making, and enhanced risk management.
- Strategic Acquisitions: Balfour Beatty can pursue strategic acquisitions to expand its capabilities, enter new markets, and gain access to new technologies. Acquisitions can also help the company consolidate its position in existing markets and achieve economies of scale. Careful selection and integration of acquisitions are crucial for realizing the potential benefits.
- Public-Private Partnerships (PPPs): PPPs are becoming increasingly popular as a way to finance and deliver infrastructure projects. Balfour Beatty has experience in developing and financing PPP projects, which can provide a stable stream of revenue and attractive returns on investment. The PPP market is expected to grow as governments seek innovative ways to address infrastructure needs.
What Opportunities Does BAFYY Have?
- Increased infrastructure spending by governments worldwide.
- Expansion in renewable energy and sustainable infrastructure projects.
- Adoption of digital technologies to improve efficiency and reduce costs.
- Strategic acquisitions to expand capabilities and enter new markets.
What Threats Does BAFYY Face?
- Intense competition from other engineering and construction firms.
- Economic downturns affecting construction activity.
- Changes in government regulations and policies.
- Geopolitical risks and uncertainties.
What Are BAFYY's Competitive Advantages?
- Established Reputation: Balfour Beatty has a long history and a strong reputation in the infrastructure industry.
- Diversified Business Model: The company operates across multiple segments and geographies, reducing its reliance on any single market or sector.
- Strong Relationships: Balfour Beatty has established relationships with government agencies, regulated utilities, and private sector clients.
- Technical Expertise: The company possesses deep technical expertise in engineering, construction, and infrastructure management.
What Does BAFYY Do?
Founded in 1909, Balfour Beatty plc has evolved into a leading international infrastructure group. Initially focused on tramway electrification and power generation, the company expanded its capabilities to encompass a broad range of construction and engineering services. Today, Balfour Beatty operates through three primary segments: Construction Services, Support Services, and Infrastructure Investments. The Construction Services segment undertakes civil engineering, building, and rail projects. The Support Services segment manages and maintains essential infrastructure networks, including water, gas, electricity, and highways. The Infrastructure Investments segment focuses on acquiring, operating, and disposing of infrastructure assets such as roads, hospitals, and renewable energy projects. Balfour Beatty serves a diverse clientele, including government agencies, regulated utilities, and private sector organizations across the United Kingdom, the United States, and other international markets. The company is headquartered in London.
What Products and Services Does BAFYY Offer?
- Finances infrastructure projects.
- Designs infrastructure solutions.
- Develops infrastructure assets.
- Builds infrastructure projects.
- Maintains infrastructure assets.
- Provides construction services including civil engineering and rail engineering.
- Offers support services for water, gas, and electricity networks.
- Acquires and operates infrastructure assets like roads and hospitals.
How Does BAFYY Make Money?
- Construction Services: Generates revenue through civil engineering, building, and rail engineering projects.
- Support Services: Earns revenue by designing, upgrading, managing, and maintaining infrastructure networks.
- Infrastructure Investments: Derives revenue from the acquisition, operation, and disposal of infrastructure assets.
- Public-Private Partnerships: Develops and finances public and private infrastructure projects.
What Industry Does BAFYY Operate In?
Balfour Beatty operates in the global engineering and construction industry, which is characterized by intense competition and cyclical demand. The industry is influenced by macroeconomic factors such as government spending on infrastructure, economic growth, and interest rates. Key trends include the increasing adoption of digital technologies, such as Building Information Modeling (BIM), and a growing focus on sustainable construction practices. Balfour Beatty competes with other large engineering and construction firms, such as AFXXF (Acciona S.A.) and BLJZY (Bilfinger SE), vying for projects in various sectors and geographies.
Who Are BAFYY's Key Customers?
- Government departments and agencies.
- Regulated utilities (water, gas, electricity).
- Private sector organizations.
- Transportation authorities.
- Healthcare providers.
ROE 24%Key Financial Metrics
Return on equity for Balfour Beatty plc stands at 23.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.3%, showing how much profit it generates from its asset base. BAFYY trades at a trailing price-to-earnings ratio of 15.05, below the Industrials sector average of ~30x. Its free cash flow yield is 15.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.02 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.6%, the inverse of the P/E and a quick read on earnings relative to price.
Balfour Beatty plc (BAFYY) Valuation Context
Valued at $2.55B, BAFYY is classified as a mid-cap stock. Relative to its peer group, BAFYY's quantitative score of 45/100 is roughly in line with the peer average of 51/100.
Company Profile
Balfour Beatty plc operates in the Engineering & Construction industry within the Industrials sector. It is headquartered in London, GB. The company is led by CEO Stephen J. Tarr. BAFYY has traded publicly since 2012.
F-Score 8/9Financial Health
Balfour Beatty plc's Piotroski F-Score is 8/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 3.61 places it in the safe zone, indicating low near-term bankruptcy risk.
BAFYY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Diversified business model across construction, support services, and infrastructure investments.
- Established presence in the UK, US, and international markets.
- Strong relationships with government and private sector clients.
- Technical expertise in engineering and construction.
Bear Case
- Exposure to cyclical demand in the construction industry.
- Potential for project delays and cost overruns.
- Dependence on government spending and infrastructure investments.
- Sensitivity to macroeconomic factors such as interest rates and economic growth.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2024 | $3.88B | $96M | $0.18 |
Based on FMP financials and quantitative analysis
BAFYY Latest News
No recent news available for BAFYY.
BAFYY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BAFYY.
Price Targets
Wall Street price target analysis for BAFYY.
BAFYY MoonshotScore
What does this score mean?
The MoonshotScore rates BAFYY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Stephen J. Tarr
Managing Director
Stephen J. Tarr serves as a Managing Director at Balfour Beatty plc. Information regarding his detailed career history, education, and previous roles is not available in the provided data. However, as a managing director, he holds a significant leadership position within the company.
Track Record: Specific achievements and milestones under Stephen J. Tarr's leadership are not detailed in the provided data. However, as a managing director, he is responsible for overseeing the company's operations and strategic direction.
Balfour Beatty plc ADR Information Unsponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. BAFYY is a Level 1 ADR, meaning it trades over-the-counter (OTC) without needing to meet the strict listing requirements of exchanges like the NYSE or NASDAQ. This allows U.S. investors to easily invest in Balfour Beatty.
- Home Market Ticker: London Stock Exchange, United Kingdom
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: BAFY
BAFYY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market, indicating that Balfour Beatty plc (BAFYY) has limited regulatory oversight and reporting requirements compared to companies listed on major exchanges like the NYSE or NASDAQ. Companies in this tier often have minimal financial disclosure, making it more challenging for investors to assess their financial health and operational performance. Investing in OTC Other stocks carries higher risks due to the lack of stringent listing standards and regulatory scrutiny.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited regulatory oversight and reporting requirements.
- Lack of readily available financial information.
- Lower trading volumes and wider bid-ask spreads.
- Increased price volatility and risk of significant losses.
- Potential for fraud and manipulation.
- Verify the company's registration and legal status.
- Obtain and review the company's financial statements, if available.
- 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 before making any investment decisions.
- Established history as Balfour Beatty plc, a recognized international infrastructure group.
- Operations in multiple segments and geographies.
- Relationships with government and private sector clients.
- Presence on the OTC market may be due to ADR structure rather than financial distress.
What Investors Ask About Balfour Beatty plc (BAFYY) — Industrials
What does Balfour Beatty plc do?
Balfour Beatty plc is a global infrastructure group that finances, designs, develops, builds, and maintains infrastructure assets. The company operates through three segments: Construction Services, Support Services, and Infrastructure Investments. It serves government departments, regulated utilities, and private sector organizations in the United Kingdom, the United States, and internationally. Its projects include civil engineering, building, and rail infrastructure.
What are the main risks for BAFYY?
The main risks for BAFYY include project delays and cost overruns, economic downturns affecting construction activity, intense competition from other engineering and construction firms, changes in government regulations and policies, and currency fluctuations affecting the value of ADR shares. As an OTC stock, BAFYY also faces risks related to limited regulatory oversight, lower trading volumes, and increased price volatility.
What are the key factors to evaluate for BAFYY?
Balfour Beatty plc (BAFYY) holds an AI score of 45/100 (low). P/E: 15.0x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does BAFYY data refresh on this page?
BAFYY 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 BAFYY's recent stock price performance?
Balfour Beatty plc (BAFYY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified business model across construction, support services, and infrastructure investments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BAFYY overvalued or undervalued right now?
Balfour Beatty plc (BAFYY) trades at 15.0x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying BAFYY?
Before investing in Balfour Beatty plc (BAFYY), 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).
Why might investors consider adding BAFYY to a portfolio?
Key strength of Balfour Beatty plc (BAFYY): Diversified business model across construction, support services, and infrastructure investments. Weigh rewards against risks and diversify. Not financial advice.
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.
- Information is based on available data and may not be exhaustive.
- Analyst consensus and detailed financial forecasts are not available.