Bellway (BWY) Competitors

GBX 2,537.66
+41.66 (+1.67%)
(As of 04:48 PM ET)

BWY vs. RDW, VTY, PSN, BDEV, TW, BKG, CRN, INCH, TUI, and JET2

Should you be buying Bellway stock or one of its competitors? The main competitors of Bellway include Redrow (RDW), Vistry Group (VTY), Persimmon (PSN), Barratt Developments (BDEV), Taylor Wimpey (TW), The Berkeley Group (BKG), Cairn Homes (CRN), Inchcape (INCH), TUI (TUI), and Jet2 (JET2). These companies are all part of the "consumer cyclical" sector.

Bellway vs.

Bellway (LON:BWY) and Redrow (LON:RDW) are both mid-cap consumer cyclical companies, but which is the better investment? We will contrast the two companies based on the strength of their community ranking, dividends, earnings, media sentiment, analyst recommendations, institutional ownership, profitability, valuation and risk.

Redrow has a net margin of 11.23% compared to Bellway's net margin of 7.63%. Redrow's return on equity of 10.56% beat Bellway's return on equity.

Company Net Margins Return on Equity Return on Assets
Bellway7.63% 6.33% 4.55%
Redrow 11.23%10.56%5.89%

Bellway pays an annual dividend of GBX 111 per share and has a dividend yield of 4.4%. Redrow pays an annual dividend of GBX 25 per share and has a dividend yield of 3.9%. Bellway pays out 6,166.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Redrow pays out 3,906.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Bellway has higher revenue and earnings than Redrow. Redrow is trading at a lower price-to-earnings ratio than Bellway, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Bellway£2.87B1.05£219M£1.801,406.67
Redrow£1.85B1.15£208M£0.641,003.91

Bellway has a beta of 1.43, meaning that its stock price is 43% more volatile than the S&P 500. Comparatively, Redrow has a beta of 1.66, meaning that its stock price is 66% more volatile than the S&P 500.

72.4% of Bellway shares are owned by institutional investors. Comparatively, 63.5% of Redrow shares are owned by institutional investors. 0.8% of Bellway shares are owned by insiders. Comparatively, 25.1% of Redrow shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Bellway received 39 more outperform votes than Redrow when rated by MarketBeat users. Likewise, 70.69% of users gave Bellway an outperform vote while only 64.33% of users gave Redrow an outperform vote.

CompanyUnderperformOutperform
BellwayOutperform Votes
820
70.69%
Underperform Votes
340
29.31%
RedrowOutperform Votes
781
64.33%
Underperform Votes
433
35.67%

Bellway currently has a consensus target price of GBX 2,711.25, suggesting a potential upside of 7.42%. Redrow has a consensus target price of GBX 699.50, suggesting a potential upside of 8.45%. Given Redrow's higher possible upside, analysts plainly believe Redrow is more favorable than Bellway.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Bellway
0 Sell rating(s)
2 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.50
Redrow
0 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Redrow had 2 more articles in the media than Bellway. MarketBeat recorded 3 mentions for Redrow and 1 mentions for Bellway. Bellway's average media sentiment score of 0.59 beat Redrow's score of 0.54 indicating that Bellway is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Bellway
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Redrow
0 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Bellway beats Redrow on 10 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BWY and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BWY vs. The Competition

MetricBellwayResidential Construction IndustryCyclical SectorLON Exchange
Market Cap£3.00B£2.07B£2.39B£1.40B
Dividend Yield4.20%4.86%4.45%11.99%
P/E Ratio1,406.67624.33353.281,718.47
Price / Sales1.0595.93286.18310,536.80
Price / Cash6.325.4725.4432.83
Price / Book0.870.952.322.51
Net Income£219M£176.64M£189.39M£179.82M
7 Day Performance3.77%1.55%1.79%13.80%
1 Month Performance-5.80%-0.22%-0.94%4.25%
1 Year Performance5.50%16.81%7.38%16.60%

Bellway Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
RDW
Redrow
0.7319 of 5 stars
GBX 644
+0.9%
GBX 699.50
+8.6%
+28.9%£2.13B£1.85B1,006.252,189
VTY
Vistry Group
0.3306 of 5 stars
GBX 1,162
+3.8%
GBX 956
-17.7%
+49.1%£3.96B£3.56B1,815.634,517
PSN
Persimmon
0.4854 of 5 stars
GBX 1,334.50
+1.3%
GBX 1,320.40
-1.1%
+3.8%£4.26B£2.77B1,668.134,825News Coverage
Positive News
BDEV
Barratt Developments
1.6051 of 5 stars
GBX 457.10
+1.2%
GBX 514.63
+12.6%
-6.6%£4.45B£4.39B2,077.736,728
TW
Taylor Wimpey
0.7421 of 5 stars
GBX 133.85
+1.2%
GBX 135.50
+1.2%
+8.2%£4.74B£3.51B1,338.505,236High Trading Volume
BKG
The Berkeley Group
0.5461 of 5 stars
GBX 4,682
+1.3%
GBX 4,614.86
-1.4%
+6.9%£4.97B£2.54B1,112.112,802Positive News
CRN
Cairn Homes
0 of 5 stars
GBX 138.60
+2.2%
N/A+48.7%£893.83M£666.81M1,260.00351Gap Down
INCH
Inchcape
3.2712 of 5 stars
GBX 726
+0.3%
GBX 1,045
+43.9%
+3.7%£3.00B£11.45B1,116.9222,000Analyst Report
TUI
TUI
0.8591 of 5 stars
GBX 592.50
+0.6%
GBX 766.50
+29.4%
+6.0%£3.01B£21.22B493.7552,661
JET2
Jet2
2.0565 of 5 stars
GBX 1,488
-0.1%
GBX 1,850
+24.3%
+11.8%£3.19B£5.87B817.5811,716Analyst Report

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This page (LON:BWY) was last updated on 4/26/2024 by MarketBeat.com Staff

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