The Berkeley Group Holdings plc (BKG) - Net Assets
Based on the latest financial reports, The Berkeley Group Holdings plc (BKG) has net assets worth GBX3.64 Billion GBX (≈ $442.91K USD) as of April 2026. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (GBX6.48 Billion ≈ $788.78K USD) and total liabilities (GBX2.84 Billion ≈ $345.87K USD). 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. Check The Berkeley Group Holdings plc (BKG) strategic asset index to assess the company's strategic physical and investment asset allocation.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | GBX3.64 Billion |
| % of Total Assets | 56.15% |
| Annual Growth Rate | 15.85% |
| 5-Year Change | 16.07% |
| 10-Year Change | 70.35% |
| Growth Volatility | 36.66 |
The Berkeley Group Holdings plc - Net Assets Trend (1986–2026)
This chart illustrates how The Berkeley Group Holdings plc's net assets have evolved over time, based on quarterly financial data. For live market cap and overall valuation, see The Berkeley Group Holdings plc stock valuation.
Annual Net Assets for The Berkeley Group Holdings plc (1986–2026)
The table below shows the annual net assets of The Berkeley Group Holdings plc from 1986 to 2026. Also explore BKG shareholders equity momentum to track the company's year-over-year net asset growth rate.
| Year | Net Assets | Change |
|---|---|---|
| 2026-04-30 | GBX3.64 Billion ≈ $442.91K |
+2.26% |
| 2025-04-30 | GBX3.56 Billion ≈ $433.12K |
-0.02% |
| 2024-04-30 | GBX3.56 Billion ≈ $433.21K |
+6.85% |
| 2023-04-30 | GBX3.33 Billion ≈ $405.44K |
+6.26% |
| 2022-04-30 | GBX3.14 Billion ≈ $381.57K |
-1.24% |
| 2021-04-30 | GBX3.18 Billion ≈ $386.35K |
+2.38% |
| 2020-04-30 | GBX3.10 Billion ≈ $377.38K |
+4.67% |
| 2019-04-30 | GBX2.96 Billion ≈ $360.55K |
+14.36% |
| 2018-04-30 | GBX2.59 Billion ≈ $315.27K |
+21.26% |
| 2017-04-30 | GBX2.14 Billion ≈ $260.00K |
+17.88% |
| 2016-04-30 | GBX1.81 Billion ≈ $220.57K |
+10.68% |
| 2015-04-30 | GBX1.64 Billion ≈ $199.29K |
+13.64% |
| 2014-04-30 | GBX1.44 Billion ≈ $175.36K |
+8.99% |
| 2013-04-30 | GBX1.32 Billion ≈ $160.90K |
+20.24% |
| 2012-04-30 | GBX1.10 Billion ≈ $133.82K |
+17.78% |
| 2011-04-30 | GBX933.78 Million ≈ $113.61K |
+8.29% |
| 2010-04-30 | GBX862.32 Million ≈ $104.92K |
+7.62% |
| 2009-04-30 | GBX801.30 Million ≈ $97.49K |
+17.59% |
| 2008-04-30 | GBX681.41 Million ≈ $82.91K |
-12.82% |
| 2007-04-30 | GBX781.58 Million ≈ $95.10K |
-6.64% |
| 2006-04-30 | GBX837.19 Million ≈ $101.86K |
+34.72% |
| 2005-04-30 | GBX621.41 Million ≈ $75.61K |
-45.61% |
| 2004-04-30 | GBX1.14 Billion ≈ $139.02K |
+8.19% |
| 2003-04-30 | GBX1.06 Billion ≈ $128.50K |
+9.08% |
| 2002-04-30 | GBX968.22 Million ≈ $117.80K |
+20.31% |
| 2001-04-30 | GBX804.75 Million ≈ $97.91K |
+8.93% |
| 2000-04-30 | GBX738.75 Million ≈ $89.88K |
+12.89% |
| 1999-04-30 | GBX654.42 Million ≈ $79.62K |
+13.14% |
| 1998-04-30 | GBX578.39 Million ≈ $70.37K |
+46.63% |
| 1997-04-30 | GBX394.47 Million ≈ $48.00K |
+23.77% |
| 1996-04-30 | GBX318.70 Million ≈ $38.78K |
+42.25% |
| 1995-04-30 | GBX224.04 Million ≈ $27.26K |
+10.16% |
| 1994-04-30 | GBX203.38 Million ≈ $24.75K |
+12.76% |
| 1993-04-30 | GBX180.38 Million ≈ $21.95K |
+38.80% |
| 1992-04-30 | GBX129.96 Million ≈ $15.81K |
+8.18% |
| 1991-04-30 | GBX120.12 Million ≈ $14.62K |
+48.79% |
| 1990-04-30 | GBX80.73 Million ≈ $9.82K |
-2.18% |
| 1989-04-30 | GBX82.53 Million ≈ $10.04K |
+17.71% |
| 1988-04-30 | GBX70.11 Million ≈ $8.53K |
+162.47% |
| 1987-04-30 | GBX26.71 Million ≈ $3.25K |
+164.31% |
| 1986-04-30 | GBX10.11 Million ≈ $1.23K |
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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 121150.0% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (April 2026)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | GBX4.52 Billion | 124.17% |
| Common Stock | GBX5.60 Million | 0.15% |
| Other Comprehensive Income | GBX25.90 Million | 0.71% |
| Total Equity | GBX3.64 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 |
|---|---|
|
Salter Brothers Emerging Companies Ltd
AU:SB2
|
$37.76 Million |
|
TREJHARA SOLUTIONS LIMITED
NSE:TREJHARA
|
$37.76 Million |
|
Canacol Energy Ltd.
TO:CNE
|
$37.76 Million |
|
BioSmart Co.Ltd
KQ:038460
|
$37.77 Million |
|
Arribatec Solutions ASA
OL:ARR
|
$37.75 Million |
|
XTI Aerospace, Inc.
NASDAQ:XTIA
|
$37.75 Million |
|
Chin Yang Ind
KO:003780
|
$37.75 Million |
|
Dabomb Protein
TWO:6578
|
$37.74 Million |
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 2025 to 2026, total equity changed from 3,559,800,000 to 3,640,200,000, a change of 80,400,000 (2.3%).
- Net income of 318,300,000 contributed positively to equity growth.
- Share repurchases of 233,000,000 reduced equity.
- Other comprehensive income increased equity by 25,900,000.
Equity Change Factors (2025 to 2026)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | GBX318.30 Million | +8.74% |
| Share Repurchases | GBX233.00 Million | -6.4% |
| Other Comprehensive Income | GBX25.90 Million | +0.71% |
| Other Changes | GBX-30.80 Million | -0.85% |
| Total Change | GBX- | 2.26% |
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: 89.06x
- 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 9747.21x to 89.06x 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 | GBX3370.00 | x |
| 1987-04-30 | GBX1.02 | GBX3370.00 | x |
| 1988-04-30 | GBX1.60 | GBX3370.00 | x |
| 1989-04-30 | GBX1.64 | GBX3370.00 | x |
| 1990-04-30 | GBX1.61 | GBX3370.00 | x |
| 1991-04-30 | GBX2.59 | GBX3370.00 | x |
| 1992-04-30 | GBX1.85 | GBX3370.00 | x |
| 1993-04-30 | GBX2.59 | GBX3370.00 | x |
| 1994-04-30 | GBX2.47 | GBX3370.00 | x |
| 1995-04-30 | GBX2.71 | GBX3370.00 | x |
| 1996-04-30 | GBX3.68 | GBX3370.00 | x |
| 1997-04-30 | GBX3.91 | GBX3370.00 | x |
| 1998-04-30 | GBX5.10 | GBX3370.00 | x |
| 1999-04-30 | GBX5.18 | GBX3370.00 | x |
| 2000-04-30 | GBX5.81 | GBX3370.00 | x |
| 2001-04-30 | GBX6.30 | GBX3370.00 | x |
| 2002-04-30 | GBX7.43 | GBX3370.00 | x |
| 2003-04-30 | GBX7.86 | GBX3370.00 | x |
| 2004-04-30 | GBX9.15 | GBX3370.00 | x |
| 2005-04-30 | GBX5.15 | GBX3370.00 | x |
| 2006-04-30 | GBX6.93 | GBX3370.00 | x |
| 2007-04-30 | GBX6.47 | GBX3370.00 | x |
| 2008-04-30 | GBX5.64 | GBX3370.00 | x |
| 2009-04-30 | GBX6.10 | GBX3370.00 | x |
| 2010-04-30 | GBX6.32 | GBX3370.00 | x |
| 2011-04-30 | GBX6.87 | GBX3370.00 | x |
| 2012-04-30 | GBX7.82 | GBX3370.00 | x |
| 2013-04-30 | GBX8.85 | GBX3370.00 | x |
| 2014-04-30 | GBX10.04 | GBX3370.00 | x |
| 2015-04-30 | GBX11.60 | GBX3370.00 | x |
| 2016-04-30 | GBX13.05 | GBX3370.00 | x |
| 2017-04-30 | GBX16.19 | GBX3370.00 | x |
| 2018-04-30 | GBX20.26 | GBX3370.00 | x |
| 2019-04-30 | GBX24.04 | GBX3370.00 | x |
| 2020-04-30 | GBX25.68 | GBX3370.00 | x |
| 2021-04-30 | GBX27.05 | GBX3370.00 | x |
| 2022-04-30 | GBX26.74 | GBX3370.00 | x |
| 2023-04-30 | GBX30.24 | GBX3370.00 | x |
| 2024-04-30 | GBX33.24 | GBX3370.00 | x |
| 2025-04-30 | GBX33.81 | GBX3370.00 | x |
| 2026-04-30 | GBX37.84 | GBX3370.00 | 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): 8.74%
- The company has moderate efficiency in generating returns from equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 13.36%
- • Asset Turnover: 0.37x
- • Equity Multiplier: 1.78x
- Recent ROE (8.74%) is below the historical average (14.87%), 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 |
| 2026 | 8.74% | 13.36% | 0.37x | 1.78x | GBX-45.72 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: $1,293,364,778
- Average return on equity (ROE) among peers: 10.47%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| The Berkeley Group Holdings plc (BKG) | GBX3.64 Billion | 22.52% | 0.78x | $37.76 Million |
| Barratt Redrow plc (BTRW) | $5.60 Billion | 9.48% | 0.43x | $53.11 Million |
| Bellway PLC (BWY) | $1.22 Billion | 8.91% | 0.36x | $28.22 Million |
| Cairn Homes PLC (CRN) | $758.21 Million | 15.11% | 0.40x | $17.37 Million |
| Crest Nicholson Holdings plc (CRST) | $397.20 Million | 16.09% | 0.95x | $1.84 Million |
| MJ Gleeson plc (GLE) | $203.90 Million | 16.32% | 0.38x | $1.73 Million |
| Persimmon PLC (PSN) | $320.75 Million | 13.97% | 0.95x | $45.09 Million |
| Springfield Properties Plc (SPR) | $26.21 Million | -3.91% | 1.61x | $1.68 Million |
| Taylor Wimpey PLC (TW) | $728.20 Million | 7.64% | 1.08x | $33.72 Million |
| Vistry Group PLC (VTY) | $2.39 Billion | 10.63% | 0.61x | $10.02 Million |
About 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