Berkeley Group Holdings PLC ADR (BKGFY)
Company Info
| ISIN | US08425P1049 |
|---|---|
| Sector | Consumer Cyclical |
| Industry | Residential Construction |
Highlights
| Market Cap | $7.36B |
|---|---|
| EPS (TTM) | $0.98 |
| PE Ratio | 14.20 |
| Total Revenue (TTM) | $2.46B |
| Gross Profit (TTM) | $644.50M |
| EBITDA (TTM) | $484.50M |
| Year Range | $9.45 - $14.58 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: BKGFY vs. TQQQ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Berkeley Group Holdings PLC ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Berkeley Group Holdings PLC ADR had a return of 13.31% year-to-date (YTD) and 37.75% in the last 12 months. Over the past 10 years, Berkeley Group Holdings PLC ADR had an annualized return of 15.35%, outperforming the S&P 500 benchmark which had an annualized return of 10.90%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.31% | 17.95% |
| 1 month | 2.83% | 3.05% |
| 6 months | 14.90% | 10.78% |
| 1 year | 37.75% | 26.90% |
| 5 years (annualized) | 13.58% | 14.03% |
| 10 years (annualized) | 15.35% | 10.90% |
Monthly Returns
The table below presents the monthly returns of BKGFY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.30% | -3.94% | 3.07% | -1.80% | 13.03% | -13.07% | 13.34% | 13.31% | |||||
| 2023 | 12.44% | -0.45% | 3.99% | 7.71% | -12.94% | 2.50% | 12.12% | -6.64% | -2.58% | -2.30% | 19.84% | 1.83% | 35.99% |
| 2022 | -12.91% | -7.19% | -5.80% | 4.02% | 3.34% | -14.57% | 14.03% | -17.10% | -13.46% | 8.59% | 13.56% | -0.00% | -29.46% |
| 2021 | -11.26% | -1.49% | 8.30% | 4.60% | 3.56% | -4.32% | 6.12% | -1.38% | -11.48% | 1.50% | -5.06% | 14.12% | -0.04% |
| 2020 | 6.77% | -11.31% | -16.08% | 20.98% | -4.05% | 1.65% | 13.59% | 6.89% | -10.46% | -4.03% | 17.68% | 5.00% | 20.90% |
| 2019 | 11.42% | 5.12% | -3.65% | -2.08% | -1.25% | -1.79% | -0.63% | 0.06% | 9.79% | 11.48% | 2.00% | 9.36% | 45.50% |
| 2018 | 1.28% | -5.85% | 3.48% | 3.05% | 0.84% | -13.17% | -0.91% | -0.62% | 1.04% | -11.93% | 1.32% | 3.35% | -18.29% |
| 2017 | 0.65% | 3.17% | 15.95% | 3.91% | -1.00% | -0.24% | 8.20% | 5.06% | 0.61% | 10.24% | -1.05% | 8.09% | 66.63% |
| 2016 | -7.75% | -9.70% | 3.83% | -6.68% | 12.92% | -36.14% | 12.59% | 2.49% | -4.23% | -13.94% | 4.18% | 16.35% | -32.90% |
| 2015 | -2.54% | 1.66% | 21.96% | 11.46% | -0.10% | 1.21% | -2.44% | 1.28% | -9.50% | 20.45% | 46.67% | ||
| 2014 | 129.75% | 0.09% | -0.19% | -8.41% | -1.11% | 7.01% | 5.04% | 133.66% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BKGFY is 83, placing it in the top 17% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Berkeley Group Holdings PLC ADR (BKGFY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Berkeley Group Holdings PLC ADR granted a 1.26% dividend yield in the last twelve months. The annual payout for that period amounted to $0.17 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.17 | $0.32 | $0.05 | $1.13 | $1.66 | $0.05 | $0.29 | $0.38 | $0.31 | $0.63 | $0.64 |
Dividend yield | 1.26% | 2.66% | 0.55% | 8.75% | 11.81% | 0.39% | 3.00% | 3.17% | 4.09% | 5.34% | 7.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Berkeley Group Holdings PLC ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.17 | ||||
| 2023 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $0.00 | $1.13 |
| 2020 | $0.00 | $0.00 | $1.11 | $0.25 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.00 | $1.66 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
| 2018 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.02 | $0.29 |
| 2017 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.33 | $0.63 | ||
| 2014 | $0.33 | $0.00 | $0.00 | $0.00 | $0.31 | $0.64 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 50.83%, occurring on Sep 29, 2022. Recovery took 470 trading sessions.
The current Berkeley Group Holdings PLC ADR drawdown is 7.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.83% | Sep 3, 2021 | 270 | Sep 29, 2022 | 470 | Aug 14, 2024 | 740 |
| -48.12% | Dec 17, 2015 | 99 | Jul 6, 2016 | 101 | Oct 24, 2017 | 200 |
| -42.49% | Jan 27, 2020 | 22 | Mar 23, 2020 | 93 | Aug 17, 2020 | 115 |
| -27.04% | Jan 31, 2018 | 65 | Dec 17, 2018 | 65 | Oct 15, 2019 | 130 |
| -20.14% | Jul 7, 2014 | 62 | Oct 10, 2014 | 26 | Apr 24, 2015 | 88 |
Volatility
Volatility Chart
The current Berkeley Group Holdings PLC ADR volatility is 11.62%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Berkeley Group Holdings PLC ADR compared to its peers in the Residential Construction industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BKGFY in comparison to other companies of the Residential Construction industry. Currently, BKGFY has a PE value of 14.2. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BKGFY in comparison to other companies of the Residential Construction industry. Currently, BKGFY has a PEG value of 0.0. This PEG value is considered to be low compared to the rest of the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Berkeley Group Holdings PLC ADR.
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Income Statement
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