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ISIN
US08425P1049

Highlights

Market Cap
$4.46B
Enterprise Value
$4.01B
EPS (TTM)
$1.66
PE Ratio
5.51
PEG Ratio
12.06
Total Revenue (TTM)
$5.35B
Gross Profit (TTM)
$1.42B
EBITDA (TTM)
$1.17B
Year Range
$8.91 - $9.40
ROA (TTM)
12.29%
ROE (TTM)
22.46%

Share Price Chart


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Berkeley Group Holdings PLC ADR

Often compared with BKGFY:
BKGFY vs. BWY.LBKGFY vs. TQQQ

Performance

BKGFY Performance Chart


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S&P 500 Index

Returns By Period


Berkeley Group Holdings PLC ADR

1D
1.55%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BKGFY Monthly Returns History

Based on dividend-adjusted daily data since May 28, 2026, BKGFY's average daily return is -0.28%, while the average monthly return is -0.43%.

Historically, 0% of months were positive and 100% were negative. The best month was May 2026 with a return of -0.4%, while the worst month was Jun 2026 at -0.4%. The longest winning streak lasted 0 consecutive months, and the longest losing streak was 2 months.

On a daily basis, BKGFY closed higher 33% of trading days. The best single day was Jun 2, 2026 with a return of +1.6%, while the worst single day was Jun 1, 2026 at -2.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.43%-0.44%-0.87%

Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Berkeley Group Holdings PLC ADR (BKGFY) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History


Berkeley Group Holdings PLC ADR doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Berkeley Group Holdings PLC ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Berkeley Group Holdings PLC ADR was 2.38%, occurring on Jun 1, 2026. The portfolio has not yet recovered.

The current Berkeley Group Holdings PLC ADR drawdown is 0.87%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-2.38%Jun 2026
3d
5d 23hMay 2026 - now

Drawdown Indicators


BKGFYBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-2.38%

-56.78%

+54.40%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.87%

0.00%

-0.87%

Average Drawdown

Average peak-to-trough decline

-1.23%

-10.72%

+9.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Berkeley Group Holdings PLC ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Berkeley Group Holdings PLC ADR is priced in the market compared to other companies in the Residential Construction industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BKGFY, comparing it with other companies in the Residential Construction industry. Currently, BKGFY has a P/E ratio of 5.5. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BKGFY compared to other companies in the Residential Construction industry. BKGFY currently has a PEG ratio of 12.1. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BKGFY relative to other companies in the Residential Construction industry. Currently, BKGFY has a P/S ratio of 0.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BKGFY in comparison with other companies in the Residential Construction industry. Currently, BKGFY has a P/B value of 1.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

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