BKGFY (Berkeley Group Holdings (The)) Return-on-Tangible-Equity: 7.79% (As of Apr. 2026) — 45% Below Median


BKGFY Berkeley Group Holdings (The) PLC BKGFY
77 GF Score
Price $8.74
GF Value $11.24
Valuation Modestly Undervalued
! 4 Warning Signs
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What is Berkeley Group Holdings (The) Return-on-Tangible-Equity?

Berkeley Group Holdings (The) BKGFY -3.18% 77 Return-on-Tangible-Equity is 7.79% as of Apr. 2026, which is 45% below its 10-year median of 14.04. GuruFocus rates BKGFY with a GF Score™ of 77/100 and a GF Value™ of $11.24 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 93 Homebuilding & Construction companies, Berkeley Group Holdings (The) ranks better than 54.84% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Berkeley Group Holdings (The)'s annualized net income for the quarter that ended in Apr. 2026 was $376 Mil. Berkeley Group Holdings (The)'s average shareholder tangible equity for the quarter that ended in Apr. 2026 was $4,829 Mil. Therefore, Berkeley Group Holdings (The)'s annualized Return-on-Tangible-Equity for the quarter that ended in Apr. 2026 was 7.79%.

The historical rank and industry rank for Berkeley Group Holdings (The)'s Return-on-Tangible-Equity or its related term are showing as below:

BKGFY' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 8.88   Med: 14.04   Max: 33.9
Current: 8.88

During the past 13 years, Berkeley Group Holdings (The)'s highest Return-on-Tangible-Equity was 33.90%. The lowest was 8.88%. And the median was 14.04%.

BKGFY's Return-on-Tangible-Equity is ranked better than
54.84% of 93 companies
in the Homebuilding & Construction industry
Industry Median: 8.37 vs BKGFY: 8.88

Berkeley Group Holdings (The)  (OTCPK:BKGFY) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Berkeley Group Holdings (The) Return-on-Tangible-Equity Related Terms


Berkeley Group Holdings (The) Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Berkeley Group Holdings (The)'s Return-on-Tangible-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Berkeley Group Holdings (The) Return-on-Tangible-Equity Chart

Berkeley Group Holdings (The) Annual Data
Trend Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25 Apr26
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.84 14.21 11.62 11.04 8.99

Berkeley Group Holdings (The) Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
Return-on-Tangible-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 10.87 11.35 10.64 10.11 7.79

BKGFY vs DHI, PHM, LEN: Return-on-Tangible-Equity Comparison

For the Residential Construction subindustry, Berkeley Group Holdings (The)'s Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Berkeley Group Holdings (The) Return-on-Tangible-Equity vs Homebuilding & Construction Industry

For the Homebuilding & Construction industry and Consumer Cyclical sector, Berkeley Group Holdings (The)'s Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Berkeley Group Holdings (The)'s Return-on-Tangible-Equity falls into.


BKGFY
77GF Score
Berkeley Group Holdings (The) PLC BKGFY
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Berkeley Group Holdings (The) Return-on-Tangible-Equity Calculation

Berkeley Group Holdings (The)'s annualized Return-on-Tangible-Equity for the fiscal year that ended in Apr. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Apr. 2026 )  (A: Apr. 2025 )(A: Apr. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Apr. 2026 )  (A: Apr. 2025 )(A: Apr. 2026 )
=428.398/( (4655.19+4876.178 )/ 2 )
=428.398/4765.684
=8.99 %

Berkeley Group Holdings (The)'s annualized Return-on-Tangible-Equity for the quarter that ended in Apr. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Apr. 2026 )  (Q: Oct. 2025 )(Q: Apr. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Apr. 2026 )  (Q: Oct. 2025 )(Q: Apr. 2026 )
=376.044/( (4782.51+4876.178)/ 2 )
=376.044/4829.344
=7.79 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Apr. 2026) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 7.79% mean?
Berkeley Group Holdings (The) (BKGFY) has a Return-on-Tangible-Equity of 7.79% as of Apr. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Berkeley Group Holdings (The) and its competitors. This is 45% below median its historical median of 14.04. Over the past decade, Berkeley Group Holdings (The)'s Return-on-Tangible-Equity has ranged from 8.88 to 33.90. According to the industry distribution chart, Berkeley Group Holdings (The) ranks #42 out of 93 companies in the Homebuilding & Construction industry, placing it in the top 45.2%.
Is Berkeley Group Holdings (The)'s Return-on-Tangible-Equity too high?
Berkeley Group Holdings (The)'s current Return-on-Tangible-Equity of 7.79% is 45% below median its 10-year median of 14.04. Over the past 10 years, this metric has ranged from a low of 8.88 to a high of 33.90. The Homebuilding & Construction industry median Return-on-Tangible-Equity is 8.37. Berkeley Group Holdings (The)'s value of 7.79% is 6.9% below this industry median. Based on the distribution chart, Berkeley Group Holdings (The) ranks #42 out of 93 companies in the Homebuilding & Construction industry, which is above the industry midpoint. Overall, Berkeley Group Holdings (The) has a GF Score™ of 77/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Berkeley Group Holdings (The)'s Return-on-Tangible-Equity compare to DHI and PHM?
According to the Homebuilding & Construction industry distribution chart, Berkeley Group Holdings (The) ranks #42 out of 93 companies for Return-on-Tangible-Equity. This puts Berkeley Group Holdings (The) in the upper half of its industry. The industry median Return-on-Tangible-Equity is 8.37. Berkeley Group Holdings (The)'s value of 7.79% is 6.9% below this benchmark. Historically, Berkeley Group Holdings (The)'s own Return-on-Tangible-Equity has ranged from 8.88 to 33.90 over the past decade. While the company's 10-year median is 14.04 vs. the industry median of 8.37, Berkeley Group Holdings (The) has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Equity for a Homebuilding & Construction company?
The median Return-on-Tangible-Equity among Homebuilding & Construction companies is 8.37, based on 93 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Berkeley Group Holdings (The)'s current Return-on-Tangible-Equity of 7.79% is 6.9% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Berkeley Group Holdings (The) and its competitors. For the Homebuilding & Construction industry, the median Return-on-Tangible-Equity is 8.37 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Berkeley Group Holdings (The)'s current Return-on-Tangible-Equity is 7.79%, which is 45% below median its own 10-year median of 14.04. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Berkeley Group Holdings (The) stock overvalued right now?
Based on GuruFocus' analysis, Berkeley Group Holdings (The) (BKGFY) is currently considered Modestly Undervalued. The stock's GF Value™ is $11.24, compared to a current price of $8.74 — trading 22.2% below its estimated fair value. The current Return-on-Tangible-Equity is 7.79%, which is 45% below median its 10-year median of 14.04 and 6.9% below the Homebuilding & Construction industry median of 8.37. Berkeley Group Holdings (The)'s overall GF Score™ is 77/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Berkeley Group Holdings (The) (BKGFY), the current Return-on-Tangible-Equity is 7.79% as of Apr. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Berkeley Group Holdings (The) (BKGFY) Overvalued in 2026?

Based on GuruFocus' analysis, Berkeley Group Holdings (The) stock appears to be undervalued. The current stock price of $8.74 is trading 22.2% below its estimated GF Value™ of $11.24. GuruFocus considers Berkeley Group Holdings (The) to be Modestly Undervalued.

Key valuation signals for BKGFY:

  • Return-on-Tangible-Equity: 7.79% (45% below median its 10-year median of 14.04)
  • GF Value™: $11.24 vs. price of $8.74 (22.2% below fair value)
  • GF Score™: 77/100 with 4 warning signs
  • Industry Position: 6.9% below the Homebuilding & Construction median (#42 of 93)

No single metric tells the full story. See the BKGFY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Berkeley Group Holdings (The) Business Description

Address 19 Portsmouth Road, Berkeley House, Cobham, Surrey, GBR, KT11 1JG
Berkeley Group is a UK homebuilder specializing in large-scale brownfield redevelopment projects in and around London. The group is vertically integrated through the land development, construction, and sales and marketing segments of the residential property development value chain. It also has a nascent proprietary built-to-rent platform.
77GF Score

Get the complete analysis for BKGFY

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$8.74
Price
$11.24
GF Value