Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Barratt Redrow plc is a leading British residential property developer operating across England, Wales, and Scotland. Formed in October 2024 through the £2.5 billion acquisition of Redrow by Barratt Developments, it combines decades of expertise to deliver high-quality new homes, targeting first-time buyers, families, and trade-up markets. The company owns prominent consumer brands including Barratt Homes, Barratt London, David Wilson Homes, and Redrow, alongside Wilson Bowden Developments for commercial properties and Oregon Timber Frame for manufacturing. Headquartered in Coalville, Leicestershire, Barratt Redrow focuses on sustainable practices, with commitments to zero-carbon homes by 2030 and net-zero operations by 2040. It has earned a 5-star rating in the Home Builders Federation Customer Satisfaction Survey for 15 consecutive years as of 2024. In the year to June 2025, it reported £5.6 billion in revenue and £273.7 million pre-tax profit, aiming for 22,000 annual home completions across 32 UK divisions. As a FTSE 100 constituent, it plays a pivotal role in addressing the UK's housing needs while navigating regulatory scrutiny and building safety remediation.
£2.81
+£0.02 (+0.57%)
EOD Jul 3, 2026
Operating margin is thin at 5.12%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 33.8%, still solid. Free cash flow declined 90% despite revenue growth, conversion is weakening.
Free cash flow declined 90% versus the prior year, cash generation momentum has weakened.
21.2x earnings, 443.5x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
£5.58B
▲ +33.8% YoY
Net Income (TTM)
£186M
▲ +63.4% YoY
Op. Margin
5.12%
▲ +0.9pp YoY
ROIC
2.82%
▲ +0.8pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
£9M
▼ -90.2% YoY
Op. Cash Flow (TTM)
£39M
▼ -71.3% YoY
Net Debt
-£714M
Net Cash Position
Cash & Equiv.
£970M
3Y CAGR: +1.9%
3Y CAGR: -71.8%
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At a P/E of 21.2 and a price-to-free-cash-flow of 443.5, Barratt Redrow (BTRW.XLON) trades above a two-stage DCF intrinsic value of about £0.63 per share, so at £2.81 the stock looks overvalued (77.6% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Barratt Redrow scores 24/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 6.5%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about £0.63 per share for BTRW.XLON, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around £0.47. At today's £2.81, that puts the stock about 77.6% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Barratt Redrow scores 24 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 5.1% operating margin and a 2.8% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Barratt Redrow pays a regular dividend of about £0.18 per share per year (typically in quarterly installments), a yield of roughly 6.5% at the current price. That is a payout ratio of about 133.7% of earnings, so the dividend is stretched at this level. Barratt Redrow has grown the dividend at roughly 34.4% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For BTRW.XLON's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. BTRW.XLON currently trades above its estimated intrinsic value and scores 24/100 on quality (lower-quality). It also yields about 6.5%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.