The Berkeley Group Holdings plc
The Berkeley Group Holdings plc, together with its subsidiaries, builds homes and neighbourhoods in the United Kingdom. The company engages in the residential-led and mixed-use property development and ancillary activities; and land selling activities. It operates under the Berkeley, St Edward, St George, St James, St Joseph, and St William brands. The Berkeley Group Holdings plc was founded in 1… Read more
The Berkeley Group Holdings plc (BKG) - Net Assets
Latest net assets as of October 2025: GBX3.60 Billion GBX
Based on the latest financial reports, The Berkeley Group Holdings plc (BKG) has net assets worth GBX3.60 Billion GBX as of October 2025.
Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (GBX6.58 Billion) and total liabilities (GBX2.98 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | GBX3.60 Billion |
| % of Total Assets | 54.72% |
| Annual Growth Rate | 16.23% |
| 5-Year Change | 12.11% |
| 10-Year Change | 96.37% |
| Growth Volatility | 37.02 |
The Berkeley Group Holdings plc - Net Assets Trend (1986–2025)
This chart illustrates how The Berkeley Group Holdings plc's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.
Annual Net Assets for The Berkeley Group Holdings plc (1986–2025)
The table below shows the annual net assets of The Berkeley Group Holdings plc from 1986 to 2025.
| Year | Net Assets | Change |
|---|---|---|
| 2025-04-30 | GBX3.56 Billion | -0.02% |
| 2024-04-30 | GBX3.56 Billion | +6.85% |
| 2023-04-30 | GBX3.33 Billion | +6.26% |
| 2022-04-30 | GBX3.14 Billion | -1.24% |
| 2021-04-30 | GBX3.18 Billion | +2.38% |
| 2020-04-30 | GBX3.10 Billion | +4.67% |
| 2019-04-30 | GBX2.96 Billion | +14.36% |
| 2018-04-30 | GBX2.59 Billion | +21.26% |
| 2017-04-30 | GBX2.14 Billion | +17.88% |
| 2016-04-30 | GBX1.81 Billion | +10.68% |
| 2015-04-30 | GBX1.64 Billion | +13.64% |
| 2014-04-30 | GBX1.44 Billion | +8.99% |
| 2013-04-30 | GBX1.32 Billion | +20.24% |
| 2012-04-30 | GBX1.10 Billion | +17.78% |
| 2011-04-30 | GBX933.78 Million | +8.29% |
| 2010-04-30 | GBX862.32 Million | +7.62% |
| 2009-04-30 | GBX801.30 Million | +17.59% |
| 2008-04-30 | GBX681.41 Million | -12.82% |
| 2007-04-30 | GBX781.58 Million | -6.64% |
| 2006-04-30 | GBX837.19 Million | +34.72% |
| 2005-04-30 | GBX621.41 Million | -45.61% |
| 2004-04-30 | GBX1.14 Billion | +8.19% |
| 2003-04-30 | GBX1.06 Billion | +9.08% |
| 2002-04-30 | GBX968.22 Million | +20.31% |
| 2001-04-30 | GBX804.75 Million | +8.93% |
| 2000-04-30 | GBX738.75 Million | +12.89% |
| 1999-04-30 | GBX654.42 Million | +13.14% |
| 1998-04-30 | GBX578.39 Million | +46.63% |
| 1997-04-30 | GBX394.47 Million | +23.77% |
| 1996-04-30 | GBX318.70 Million | +42.25% |
| 1995-04-30 | GBX224.04 Million | +10.16% |
| 1994-04-30 | GBX203.38 Million | +12.76% |
| 1993-04-30 | GBX180.38 Million | +38.80% |
| 1992-04-30 | GBX129.96 Million | +8.18% |
| 1991-04-30 | GBX120.12 Million | +48.79% |
| 1990-04-30 | GBX80.73 Million | -2.18% |
| 1989-04-30 | GBX82.53 Million | +17.71% |
| 1988-04-30 | GBX70.11 Million | +162.47% |
| 1987-04-30 | GBX26.71 Million | +164.31% |
| 1986-04-30 | GBX10.11 Million | -- |
Equity Component Analysis
This analysis shows how different components contribute to The Berkeley Group Holdings plc's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have grown by 118993.3% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (April 2025)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | GBX4.44 Billion | 124.72% |
| Common Stock | GBX6.00 Million | 0.17% |
| Total Equity | GBX3.56 Billion | 100.00% |
The Berkeley Group Holdings plc Competitors by Market Cap
The table below lists competitors of The Berkeley Group Holdings plc ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
NOVOZYMES -B- - Dusseldorf Stock Exchang
DU:NZM2
|
$448.11K |
|
Diadrom Holding AB
ST:DIAH
|
$448.30K |
|
Health and Plant Protein Group Ltd
AU:HPP
|
$448.86K |
|
Nanocap Group AB Series B
ST:NANOC-B
|
$449.01K |
|
WisdomTree U.S. Short-Term Corporate Bond Fund
BATS:QHY
|
$447.94K |
|
Winchester Energy Limited
PINK:WCHEF
|
$447.61K |
|
BIOERA SPA
F:B2A
|
$446.90K |
|
Pace Metals Ltd.
V:PACE
|
$446.82K |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in The Berkeley Group Holdings plc's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 3,560,500,000 to 3,559,800,000, a change of -700,000 (-0.0%).
- Net income of 382,000,000 contributed positively to equity growth.
- Dividend payments of 251,800,000 reduced retained earnings.
- Share repurchases of 129,700,000 reduced equity.
- Other comprehensive income decreased equity by 25,300,000.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | GBX382.00 Million | +10.73% |
| Dividends Paid | GBX251.80 Million | -7.07% |
| Share Repurchases | GBX129.70 Million | -3.64% |
| Other Comprehensive Income | GBX-25.30 Million | -0.71% |
| Other Changes | GBX24.10 Million | +0.68% |
| Total Change | GBX- | -0.02% |
Book Value vs Market Value Analysis
This analysis compares The Berkeley Group Holdings plc's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 108.50x
- The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
- The price-to-book ratio has decreased from 10609.13x to 108.50x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 1986-04-30 | GBX0.35 | GBX3668.00 | x |
| 1987-04-30 | GBX1.02 | GBX3668.00 | x |
| 1988-04-30 | GBX1.60 | GBX3668.00 | x |
| 1989-04-30 | GBX1.64 | GBX3668.00 | x |
| 1990-04-30 | GBX1.61 | GBX3668.00 | x |
| 1991-04-30 | GBX2.59 | GBX3668.00 | x |
| 1992-04-30 | GBX1.85 | GBX3668.00 | x |
| 1993-04-30 | GBX2.59 | GBX3668.00 | x |
| 1994-04-30 | GBX2.47 | GBX3668.00 | x |
| 1995-04-30 | GBX2.71 | GBX3668.00 | x |
| 1996-04-30 | GBX3.68 | GBX3668.00 | x |
| 1997-04-30 | GBX3.91 | GBX3668.00 | x |
| 1998-04-30 | GBX5.10 | GBX3668.00 | x |
| 1999-04-30 | GBX5.18 | GBX3668.00 | x |
| 2000-04-30 | GBX5.81 | GBX3668.00 | x |
| 2001-04-30 | GBX6.30 | GBX3668.00 | x |
| 2002-04-30 | GBX7.43 | GBX3668.00 | x |
| 2003-04-30 | GBX7.86 | GBX3668.00 | x |
| 2004-04-30 | GBX9.15 | GBX3668.00 | x |
| 2005-04-30 | GBX5.15 | GBX3668.00 | x |
| 2006-04-30 | GBX6.93 | GBX3668.00 | x |
| 2007-04-30 | GBX6.47 | GBX3668.00 | x |
| 2008-04-30 | GBX5.64 | GBX3668.00 | x |
| 2009-04-30 | GBX6.10 | GBX3668.00 | x |
| 2010-04-30 | GBX6.32 | GBX3668.00 | x |
| 2011-04-30 | GBX6.87 | GBX3668.00 | x |
| 2012-04-30 | GBX7.82 | GBX3668.00 | x |
| 2013-04-30 | GBX8.85 | GBX3668.00 | x |
| 2014-04-30 | GBX10.04 | GBX3668.00 | x |
| 2015-04-30 | GBX11.60 | GBX3668.00 | x |
| 2016-04-30 | GBX13.05 | GBX3668.00 | x |
| 2017-04-30 | GBX16.19 | GBX3668.00 | x |
| 2018-04-30 | GBX20.26 | GBX3668.00 | x |
| 2019-04-30 | GBX24.04 | GBX3668.00 | x |
| 2020-04-30 | GBX25.68 | GBX3668.00 | x |
| 2021-04-30 | GBX27.05 | GBX3668.00 | x |
| 2022-04-30 | GBX26.74 | GBX3668.00 | x |
| 2023-04-30 | GBX30.24 | GBX3668.00 | x |
| 2024-04-30 | GBX33.24 | GBX3668.00 | x |
| 2025-04-30 | GBX33.81 | GBX3668.00 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently The Berkeley Group Holdings plc utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 10.73%
- The company shows good efficiency in utilizing shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 15.36%
- • Asset Turnover: 0.37x
- • Equity Multiplier: 1.88x
- Recent ROE (10.73%) is below the historical average (15.02%), suggesting potential challenges in capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 1986 | 22.52% | 7.16% | 1.17x | 2.69x | GBX1.27 Million |
| 1987 | 20.67% | 10.44% | 1.00x | 1.98x | GBX2.85 Million |
| 1988 | 16.25% | 12.38% | 0.82x | 1.60x | GBX4.38 Million |
| 1989 | 17.23% | 10.23% | 0.92x | 1.84x | GBX5.97 Million |
| 1990 | 0.16% | 0.14% | 0.93x | 1.31x | GBX-7.94 Million |
| 1991 | 0.09% | 0.11% | 0.56x | 1.49x | GBX-11.90 Million |
| 1992 | 6.32% | 6.49% | 0.72x | 1.35x | GBX-4.79 Million |
| 1993 | 5.78% | 5.73% | 0.74x | 1.37x | GBX-7.61 Million |
| 1994 | 12.68% | 11.30% | 0.82x | 1.36x | GBX5.44 Million |
| 1995 | 11.16% | 8.83% | 0.87x | 1.45x | GBX2.61 Million |
| 1996 | 9.06% | 8.64% | 0.72x | 1.45x | GBX-3.01 Million |
| 1997 | 12.59% | 10.23% | 0.79x | 1.56x | GBX10.22 Million |
| 1998 | 11.88% | 11.46% | 0.74x | 1.41x | GBX10.86 Million |
| 1999 | 11.81% | 11.08% | 0.78x | 1.37x | GBX11.82 Million |
| 2000 | 13.44% | 12.43% | 0.73x | 1.49x | GBX25.43 Million |
| 2001 | 14.50% | 13.99% | 0.63x | 1.63x | GBX36.18 Million |
| 2002 | 14.13% | 14.01% | 0.63x | 1.59x | GBX40.01 Million |
| 2003 | 14.65% | 13.44% | 0.72x | 1.51x | GBX49.07 Million |
| 2004 | 14.19% | 12.73% | 0.81x | 1.37x | GBX47.81 Million |
| 2005 | 22.38% | 17.49% | 0.50x | 2.56x | GBX76.87 Million |
| 2006 | 24.15% | 22.02% | 0.84x | 1.31x | GBX118.43 Million |
| 2007 | 17.34% | 14.76% | 0.68x | 1.73x | GBX57.39 Million |
| 2008 | 20.23% | 13.90% | 0.75x | 1.93x | GBX69.69 Million |
| 2009 | 10.75% | 12.27% | 0.46x | 1.91x | GBX6.00 Million |
| 2010 | 9.28% | 12.95% | 0.36x | 2.01x | GBX-6.19 Million |
| 2011 | 10.23% | 12.81% | 0.36x | 2.25x | GBX2.17 Million |
| 2012 | 14.41% | 15.23% | 0.48x | 1.96x | GBX48.53 Million |
| 2013 | 15.86% | 15.28% | 0.55x | 1.89x | GBX77.46 Million |
| 2014 | 20.32% | 18.07% | 0.55x | 2.05x | GBX148.77 Million |
| 2015 | 25.86% | 19.98% | 0.62x | 2.08x | GBX259.71 Million |
| 2016 | 22.29% | 19.74% | 0.53x | 2.12x | GBX222.82 Million |
| 2017 | 30.19% | 23.69% | 0.60x | 2.12x | GBX431.41 Million |
| 2018 | 29.41% | 26.83% | 0.60x | 1.83x | GBX502.98 Million |
| 2019 | 21.17% | 21.21% | 0.60x | 1.67x | GBX331.07 Million |
| 2020 | 13.22% | 21.35% | 0.34x | 1.82x | GBX99.94 Million |
| 2021 | 13.31% | 19.19% | 0.40x | 1.75x | GBX105.16 Million |
| 2022 | 15.38% | 20.55% | 0.36x | 2.10x | GBX168.79 Million |
| 2023 | 13.98% | 18.26% | 0.37x | 2.06x | GBX132.47 Million |
| 2024 | 11.17% | 16.13% | 0.35x | 1.96x | GBX41.55 Million |
| 2025 | 10.73% | 15.36% | 0.37x | 1.88x | GBX26.02 Million |
Industry Comparison
This section compares The Berkeley Group Holdings plc's net assets metrics with peer companies in the Residential Construction industry.
Industry Context
- Industry: Residential Construction
- Average net assets among peers: $812,374,167
- Average return on equity (ROE) among peers: 12.35%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| The Berkeley Group Holdings plc (BKG) | GBX3.60 Billion | 22.52% | 0.83x | $448.06K |
| Barratt Redrow plc (BTRW) | $3.35 Billion | 9.11% | 0.53x | $650.42K |
| Bellway PLC (BWY) | $1.22 Billion | 8.91% | 0.36x | $324.36K |
| Crest Nicholson Holdings plc (CRST) | $-99.00 Million | 0.00% | 0.00x | $50.59K |
| MJ Gleeson plc (GLE) | $244.93 Million | 13.83% | 0.28x | $26.99K |
| Springfield Properties Plc (SPR) | $29.25 Million | 13.90% | 1.76x | $19.14K |
| Watkin Jones PLC (WJG) | $126.23 Million | 28.36% | 0.99x | $8.93K |