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Budimex SA (BDX) Fair Value & Analysis

Industrials · PL · Market cap 17.0B PLN

BS Budimex SA BDX · WAR
Price716.00 PLN
Fair Value558.88 PLN
Upside-21.9%
Quality94/100
Evidence: High Range 373.06 PLN – 769.11 PLN

Fair value as of: Jun 24, 2026

From 26 valuation models · updated 5 days ago

Share price +6.2% over the past month.

Price vs Fair Value (12 months)

778.03 PLN 487.06 PLN Fair Value 558.88 PLN Jun 2025 Jun 2026

12‑month range 487.06 PLN – 778.03 PLN · fair‑value band 373.06 PLN – 769.11 PLN · the 716.00 PLN price screens above the 558.88 PLN fair value. As of Jun 24, 2026.

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Analysis

Budimex SA (BDX) currently trades at 716.00 PLN, while our model-based Fair Value estimate is 558.88 PLN — implying the stock looks roughly 21.9% overvalued today. We read business quality at 94/100 (high quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Budimex SA generated revenue of 9.3B PLN at a net margin of 7.8%. Revenue declined 8.9% year over year. It earns a return on equity of 50.6%. The balance sheet holds a net cash position of 2.9B PLN. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 9.3B PLN
Revenue growth (YoY) -8.9%
Net margin 7.8%
Return on equity 50.6%
Free cash flow 395M PLN FY2025
P/E ratio 23.6
More key figures
Operating margin 7.1%
EPS (TTM) 28.21 PLN
Dividend yield 4.8%
EPS growth (YoY) -24.6%
Net cash 2.9B PLN FY2024

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Budimex SA, together with its subsidiaries, operates as a construction company in Poland, Germany, Slovakia, Czechia, Latvia, rest of the European Union, and internationally. It operates through Construction Business and Service Activities segments. The company carries out road, bridge, and hydraulic engineering construction projects; general contracting of public buildings, as well as commercial, industrial, military, residential, and sports facilities; railroad projects with infrastructure facilities, such as platforms, stations, and overpasses, including railroad lines; and railroad construction comprising equipment and transportation services, as well as installation of railroad superstructure, turnouts, and welding services. It also constructs gas and steam units, gas transmission pipelines, and thermal waste conversion installations; installs water treatment stations and flue gas desulfurization or denitrification; and provides laboratory and technological facilities. In addit…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Budimex SA reported revenue of 9.4B PLN in FY2025 versus 7.9B PLN in FY2021, a compound +4.5%/yr. Reported net income was 748M PLN in FY2025, compounding +12.6%/yr from FY2021.

Revenue +4.5%/yr
FY21 7.9B PLN
FY22 8.6B PLN
FY23 9.8B PLN
FY24 9.1B PLN
FY25 9.4B PLN
Net income +12.6%/yr
FY21 466M PLN
FY22 534M PLN
FY23 738M PLN
FY24 616M PLN
FY25 748M PLN

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Frequently asked questions

Is Budimex SA (BDX) undervalued?
As of Jun 24, 2026, our model estimates a fair value of 558.88 PLN versus a price of 716.00 PLN — about −22% (overvalued). Model-based estimate, not financial advice.
What is the fair value of BDX?
Our 21-model fair value for Budimex SA is 558.88 PLN (as of Jun 24, 2026), built from audited fundamentals. The current price is 716.00 PLN.
What is the quality score of BDX?
Budimex SA has a Quality Score of 94/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Budimex SA (BDX)?
Budimex SA reported trailing-twelve-month revenue of about 9.3B PLN (latest available figure, as of Jun 24, 2026).
What is the net profit margin of BDX?
The net profit margin of Budimex SA is about 7.8%, meaning it keeps roughly 7.8% of revenue as net income. Based on the latest reported figures.
Does Budimex SA pay a dividend?
Budimex SA currently shows a dividend yield of about 4.84% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.