⚠️ Not investment advice. This is a quantitative research tool; every decision is the user's own responsibility. Past performance does not guarantee future results.⚠️ Not investment advice. Past performance does not guarantee future results.
⚠️ Not investment advice. Past performance does not guarantee future results.
🔓 Sign up freeSee the full rankingSign in with Google
← Back to the full ranking · All companies

Barratt Redrow BTRW.L

United Kingdom Consumer Cyclical
5.1/10
AI Analyst score
3.46 GBP
Last price at analysis date · analyst target 3.33 (-3.7%)
🛒 Where to buy BTRW.LPartner brokers · UK (LSE) · sample 200.00 € orderUK (LSE)
Meridian is paid by these brokers at no extra cost to you; this is not investment advice. Public fee schedules · commission and FX, taxes excluded · Compare all 22 brokers by real cost →
No partner-broker fees for this market yet · Broker cost comparison →
🟡 HOLD — Hold; its strong balance sheet and reasonable valuation offer some support, but reduced activity and sensitivity to mortgage rates limit near-term upside.

Barratt Redrow is the UK's largest housebuilder, dedicated to the development and sale of residential homes across the country. Barratt Redrow, the UK's largest housebuilder, shows solid financial health with net cash (ND/EBITDA of -1.46) and an attractive valuation (forward P/E of 12.17), but faces headwinds from a slowing housing market, reflected in its reduced sales outlook and slower land buying.

Financial health
7.2
Quality / Moat
3.2
Valuation
7.5
Growth
6.3
Dividend
1.5
Momentum
3.1
Risk & Context
4.2

Detailed metrics

Market and fundamental data as of the analysis date.

💵 Valuation
P/E20.33
Fwd P/E12.17
EV/EBITDA7.27
P/B0.62
P/S0.79
PEG0.61
Market cap4.76 B GBP
Enterprise value3.59 B GBP
🏰 Quality and moat
ROIC (approx.)6.5%
Gross margin13.55%
FCF conversion47%
Operating margin8.46%
📈 Profitability and margins
ROE3.11%
ROA2.62%
Net margin4.02%
FCF232.7 M GBP
FCF yield4.89%
🏦 Solvency and liquidity
Total debt247.6 M GBP
Net debt-723.3 M GBP
Cash970.9 M GBP
EBITDA494.4 M GBP
Net debt / EBITDA-1.46
D/E3.18
Current ratio5.03
Quick ratio0.70
🚀 Growth
Revenue growth3.80%
Earnings growth29.40%
EPS (TTM)0.17 GBP
EPS (Fwd)0.28 GBP
💰 Dividend and risk
Dividend yield0.02%
Payout101.8%
Beta1.37
Analyst consensusBuy (19)
Target price3.33 GBP
52-week range2.35 GBP – 4.10 GBP
⚠️ Main risk: The main risk is a more pronounced slowdown in the UK housing market, which could materialize in lower sales volumes and margins, as already suggested by its own reduced guidance.
See the full analysis and compare with the rest of the ranking →

Full AI report

Generated automatically from the metrics, the macro context and the company's news.

Barratt Redrow is the UK's largest housebuilder, dedicated to the development and sale of residential homes across the country. Barratt Redrow, the UK's largest housebuilder, shows solid financial health with net cash (ND/EBITDA of -1.46) and an attractive valuation (forward P/E of 12.17), but faces headwinds from a slowing housing market, reflected in its reduced sales outlook and slower land buying.

Score by category

CategoryScore
Financial health7.2
Quality / Moat3.2
Valuation7.5
Growth6.3
Dividend1.5
Momentum3.1
Risk & Context4.2

OVERALL SCORE: 5.1/10

Context and risks

The UK homebuilding sector is sensitive to mortgage interest rates. The rise in global bond yields, while not company-specific, can pressure housing affordability and demand, a relevant risk for Barratt Redrow.

News considered in the analysis

  • UK Housebuilders surge on new scheme to cut homebuyer deposits — Un esquema gubernamental para reducir los depósitos de los compradores podría impulsar la demanda de viviendas nuevas, beneficiando directamente a Barratt Redrow.
  • European Indexes Largely Higher at Open — Ruido de mercado sin información específica para la empresa.
  • Barratt Redrow PLC (BTDPF) (FY 2026) Earnings Call Highlights: Revenue Tops GBP6 Billion as ... — Los ingresos superan los 6.000 millones de libras, un dato positivo que ya se refleja parcialmente en el precio.
  • Britain’s biggest housebuilder attacks plans for fake chimneys — Noticia de perfil bajo sobre diseño, sin impacto material en los fundamentales.
  • Britain’s biggest housebuilder slows land buying and cuts home sales outlook — La reducción de la compra de terrenos y el recorte de las previsiones de ventas indican una desaceleración del negocio, un dato negativo material.

Verdict: Hold; its strong balance sheet and reasonable valuation offer some support, but reduced activity and sensitivity to mortgage rates limit near-term upside.

Main risk: The main risk is a more pronounced slowdown in the UK housing market, which could materialize in lower sales volumes and margins, as already suggested by its own reduced guidance.

Other Consumer Cyclical companies

Neighbours in the sector ranking, to compare without going back to the index.

See all 1,000+ companies in the index →

Automatically generated analysis from fundamental, market and news data. Not personalised financial advice — a research tool, not an individual recommendation. Past performance does not guarantee future results. Last update of this analysis: 2026-09-28. Legal notice, privacy & cookies.