BKG.L
Berkeley Group
Real Estate · Homebuilding · LSE
$3,432.00
Data: 2026-05-09
✓ ETHICAL PASS

Unknown MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$3.1B
Total market value of the company
9.07
Very cheap relative to earnings
10.66
Based on estimated future earnings — lower means cheaper
Rev Growth
-7.8%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
10.3%
Return on equity — how efficiently it uses shareholder money
Analyst Target
N/A
Recommendation
N/A
Consensus view from ? analysts covering this stock
About Berkeley Group

Company description not available.

Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
10.2% PASS
Debt must be below 33% of total assets
Cash Ratio
15.2% PASS
Interest-bearing cash below 33% of assets
Receivables
0.7% PASS
Receivables below 49% of assets
Revenue Purity
0.6% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$2,305.36
What our model estimates this business is worth per share
-48.9%
Trading above fair value — no margin of safety
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
94.3th
Ranks in the top 6% of our 13,571 screened universe
Ethical Score
88.8
Valuation Score
65.5
Quality Score
36.0
Combined
68.1

Trading at $3338, 45% above fair value of $2305. Passes all ethical screens. Ranks better than 49% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

MARKUP
Price trending up with increasing momentum
-0.815
Returns do not compensate for the risk — negative edge
-0.1162
No positive edge detected — the data suggests staying out
-0.483
Drawdown risk outweighs the returns — higher risk profile
Annual Return
-21.1%
Historical annualised return based on price data
-43.8%
Largest peak-to-trough decline — the worst it has been
SIDEWAYS
Price consolidating — no clear directional bias
Days in State
12
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

N/A
52W High
$N/A
52W Low
$N/A
Avg Volume
N/A
Average daily shares traded — higher means easier to buy and sell
N/A
Days it would take all short sellers to cover — higher means more crowded
Short % Float
N/A
1.7%
Annual dividend as a percentage of the share price
$3.68
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

18.94
Heavy leverage — higher financial risk if revenues decline
Quick Ratio
N/A
Like current ratio but excludes inventory — stricter test
Gross Margin
N/A
Revenue left after cost of goods — higher means pricing power
Operating Margin
N/A
Profit from core operations before interest and tax
N/A
Negative — the business is spending more than it generates
Revenue (TTM)
N/A
Total revenue over the last 12 months
Net Income
N/A
Loss-making — spending exceeds revenue after all costs
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date Insider Title Type Shares Value
2026-04-30 Berkeley Group Holdings plc 91,581 $3,943,294
2026-04-30 Perrins (Robert Charles Grenville) 7,000 $301,595
2026-04-28 Perrins (Robert Charles Grenville) 7,000 $307,020
2026-04-22 Perrins (Robert Charles Grenville) 1,547,919
2026-04-15 Downey (Rachel) 575 $26,888
2026-04-10 BlackRock Investment Management (UK) Ltd. 191,763
2026-04-07 Perrins (Robert Charles Grenville) 7,000 $295,743
2026-04-02 BlackRock Investment Management (UK) Ltd. 2,937
2026-04-02 Stearn (Richard James) 638 $26,295
2026-04-02 Stearn (Richard James) 1,019 $42,079
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-09

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