BKGFY (Berkeley Group Holdings (The)) ROE %: 7.75% (As of Apr. 2026) — 48% Below Median


BKGFY Berkeley Group Holdings (The) PLC BKGFY
79 GF Score
Price $9.85
GF Value $11.36
Valuation Modestly Undervalued
! 8 Warning Signs
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What is Berkeley Group Holdings (The) ROE %?

Berkeley Group Holdings (The) BKGFY +7.60% 79 ROE % is 7.75% as of Apr. 2026, which is 48% below its 10-year median of 14.85. GuruFocus rates BKGFY with a GF Score™ of 79/100 and a GF Value™ of $11.36 (Modestly Undervalued). The stock has 8 warning signs investors should review. Among 95 Homebuilding & Construction companies, Berkeley Group Holdings (The) ranks better than 61.05% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. 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 Total Stockholders Equity over the quarter that ended in Apr. 2026 was $4,852 Mil. Therefore, Berkeley Group Holdings (The)'s annualized ROE % for the quarter that ended in Apr. 2026 was 7.75%.

The historical rank and industry rank for Berkeley Group Holdings (The)'s ROE % or its related term are showing as below:

BKGFY' s ROE % Range Over the Past 10 Years
Min: 10.26   Med: 14.85   Max: 33.65
Current: 10.26

During the past 13 years, Berkeley Group Holdings (The)'s highest ROE % was 33.65%. The lowest was 10.26%. And the median was 14.85%.

BKGFY's ROE % is ranked better than
61.05% of 95 companies
in the Homebuilding & Construction industry
Industry Median: 7.88 vs BKGFY: 10.26

Berkeley Group Holdings (The)  (OTCPK:BKGFY) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Apr. 2026 )
=Net Income/Total Stockholders Equity
=376.044/4852.4005
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(376.044 / 3240.376)*(3240.376 / 8753.3055)*(8753.3055 / 4852.4005)
=Net Margin %*Asset Turnover*Equity Multiplier
=11.6 %*0.3702*1.8039
=ROA %*Equity Multiplier
=4.29 %*1.8039
=7.75 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Apr. 2026 )
=Net Income/Total Stockholders Equity
=376.044/4852.4005
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (376.044 / 531.36) * (531.36 / 542.664) * (542.664 / 3240.376) * (3240.376 / 8753.3055) * (8753.3055 / 4852.4005)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7077 * 0.9792 * 16.75 % * 0.3702 * 1.8039
=7.75 %

Note: The net income data used here is two times the semi-annual (Apr. 2026) net income data. The Revenue data used here is two times the semi-annual (Apr. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % 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 ROE %s can be extremely high.


Berkeley Group Holdings (The) ROE % Related Terms


Berkeley Group Holdings (The) ROE % Historical Data

* Premium members only.

The historical data trend for Berkeley Group Holdings (The)'s ROE % 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) ROE % Chart

Berkeley Group Holdings (The) Annual Data
Trend Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25 Apr26
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.76 14.13 11.56 10.99 8.95

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
ROE % 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 10.82 11.29 10.59 10.06 7.75

BKGFY vs DHI, PHM, LEN: ROE % Comparison

For the Residential Construction subindustry, Berkeley Group Holdings (The)'s ROE %, along with its competitors' market caps and ROE % 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) ROE % vs Homebuilding & Construction Industry

For the Homebuilding & Construction industry and Consumer Cyclical sector, Berkeley Group Holdings (The)'s ROE % distribution charts can be found below:

* The bar in red indicates where Berkeley Group Holdings (The)'s ROE % falls into.


BKGFY
79GF Score
Berkeley Group Holdings (The) PLC BKGFY
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Berkeley Group Holdings (The) ROE % Calculation

Berkeley Group Holdings (The)'s annualized ROE % for the fiscal year that ended in Apr. 2026 is calculated as

ROE %=Net Income (A: Apr. 2026 )/( (Total Stockholders Equity (A: Apr. 2025 )+Total Stockholders Equity (A: Apr. 2026 ))/ count )
=428.398/( (4677.792+4899.327)/ 2 )
=428.398/4788.5595
=8.95 %

Berkeley Group Holdings (The)'s annualized ROE % for the quarter that ended in Apr. 2026 is calculated as

ROE %=Net Income (Q: Apr. 2026 )/( (Total Stockholders Equity (Q: Oct. 2025 )+Total Stockholders Equity (Q: Apr. 2026 ))/ count )
=376.044/( (4805.474+4899.327)/ 2 )
=376.044/4852.4005
=7.75 %

* 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 ROE %, the net income of the last fiscal year and the average total shareholder 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. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 7.75% mean?
Berkeley Group Holdings (The) (BKGFY) has a ROE % of 7.75% as of Apr. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Berkeley Group Holdings (The) and its competitors. This is 48% below median its historical median of 14.85. Over the past decade, Berkeley Group Holdings (The)'s ROE % has ranged from 10.26 to 33.65. According to the industry distribution chart, Berkeley Group Holdings (The) ranks #37 out of 95 companies in the Homebuilding & Construction industry, placing it in the top 38.9%.
Is Berkeley Group Holdings (The)'s ROE % too high?
Berkeley Group Holdings (The)'s current ROE % of 7.75% is 48% below median its 10-year median of 14.85. Over the past 10 years, this metric has ranged from a low of 10.26 to a high of 33.65. The Homebuilding & Construction industry median ROE % is 7.88. Berkeley Group Holdings (The)'s value of 7.75% is 1.6% below this industry median. Based on the distribution chart, Berkeley Group Holdings (The) ranks #37 out of 95 companies in the Homebuilding & Construction industry, which is above the industry midpoint. Overall, Berkeley Group Holdings (The) has a GF Score™ of 79/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Berkeley Group Holdings (The)'s ROE % compare to DHI and PHM?
According to the Homebuilding & Construction industry distribution chart, Berkeley Group Holdings (The) ranks #37 out of 95 companies for ROE %. This puts Berkeley Group Holdings (The) in the upper half of its industry. The industry median ROE % is 7.88. Berkeley Group Holdings (The)'s value of 7.75% is 1.6% below this benchmark. Historically, Berkeley Group Holdings (The)'s own ROE % has ranged from 10.26 to 33.65 over the past decade. While the company's 10-year median is 14.85 vs. the industry median of 7.88, 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 ROE % for a Homebuilding & Construction company?
The median ROE % among Homebuilding & Construction companies is 7.88, based on 95 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Berkeley Group Holdings (The)'s current ROE % of 7.75% is 1.6% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Berkeley Group Holdings (The) and its competitors. For the Homebuilding & Construction industry, the median ROE % is 7.88 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Berkeley Group Holdings (The)'s current ROE % is 7.75%, which is 48% below median its own 10-year median of 14.85. 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 $11.36, compared to a current price of $9.85 — trading 13.3% below its estimated fair value. The current ROE % is 7.75%, which is 48% below median its 10-year median of 14.85 and 1.6% below the Homebuilding & Construction industry median of 7.88. Berkeley Group Holdings (The)'s overall GF Score™ is 79/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Berkeley Group Holdings (The) (BKGFY), the current ROE % is 7.75% 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 $9.85 is trading 13.3% below its estimated GF Value™ of $11.36. GuruFocus considers Berkeley Group Holdings (The) to be Modestly Undervalued.

Key valuation signals for BKGFY:

  • ROE %: 7.75% (48% below median its 10-year median of 14.85)
  • GF Value™: $11.36 vs. price of $9.85 (13.3% below fair value)
  • GF Score™: 79/100 with 8 warning signs
  • Industry Position: 1.6% below the Homebuilding & Construction median (#37 of 95)

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.
79GF Score

Get the complete analysis for BKGFY

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$9.85
Price
$11.36
GF Value