Balfour Beatty plc (BLFBY) Fair Value & Analysis
Industrials · US · Market cap $5.6B
Balfour Beatty plc
BLFBY · US
Fair value as of: Jul 15, 2026
From 26 valuation models · updated 26 days ago
Fair value updated Jul 15, 2026, revised from $27.64 to $25.20 (−8.8%) since Jun 24, 2026. Share price +5.8% over the past month.
A solid business, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- Our model range runs from $18.90 (bear) to $31.50 (bull), base $25.20. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 72/100 (solid quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.
How to read this chart
60‑month range $4.92 – $24.95 · fair‑value band $18.90 – $31.50 · the $24.13 price screens below the $25.20 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.
Analysis
Balfour Beatty plc (BLFBY) currently trades at $24.13, while our model-based Fair Value estimate is $25.20, implying the stock looks roughly 4.4% fairly valued today. The Quality Score stands at 72/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Balfour Beatty plc generated revenue of $9.5B at a net margin of 2.8%. Revenue grew 14.2% year over year. It earns a return on equity of 23.1%. The stock trades on a trailing P/E of 16.9. Fundamentals as of Jul 15, 2026
Our scenario range runs from $18.90 (bear case) to $31.50 (bull case); at $24.13, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 2% below its 52-week high and 95% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -45% fair-value upside, at 4%, BLFBY screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models ($28.68) versus Asset-Based ($3.22). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 69 · Market factors (momentum, volatility) 73
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Balfour Beatty plc finances, develops, builds, maintains, and operates infrastructure in the United Kingdom, the United States, and internationally. It operates through three segments: Construction Services, Support Services, Infrastructure Investments.
Full company description
Balfour Beatty plc finances, develops, builds, maintains, and operates infrastructure in the United Kingdom, the United States, and internationally. It operates through three segments: Construction Services, Support Services, Infrastructure Investments. The company constructs buildings, including commercial, healthcare, education, retail, and residential assets; and infrastructure assets comprising highways and railways, as well as other large-scale infrastructure assets, such as waste, water, and energy plants. It also offers a range of services, including design and/or build, mechanical and electrical engineering, shell and core and/or fit-out, and interior refurbishment; support services to various utility assets comprising servicing of power transmission and distribution assets, as well as construction and maintenance of electricity networks, including replacement or new build of overhead lines, underground cabling, cable tunnels, and offshore wind farm maintenance; and maintenance, asset and network management, and design services for highways, railways, and public assets. In addition, the company operates a portfolio of service concession assets comprising roads, healthcare, student accommodation, biomass, and waste and offshore transmission sectors; offers real estate management services, such as property development and asset management services; and develops housing units on land. Balfour Beatty plc was founded in 1909 and is based in London, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Balfour Beatty plc reported revenue of $9.5B in FY2025 versus $7.2B in FY2021, a compound +7.2%/yr. Reported net income was $263M in FY2025, compounding +17.1%/yr from FY2021.
Watch BLFBY: get an alert when its fair value changes →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Balfour Beatty among winners of $8B U.S. Defense infrastructure multiple-award contract
- How The New Price Target Is Shaping The Story For Balfour Beatty (LSE:BBY)
- Pleasing Signs As A Number Of Insiders Buy Balfour Beatty Stock
- Balfour Beatty plc's (LON:BBY) Stock Has Fared Decently: Is the Market Following Strong Financials?
Peer Group
Engineering & Construction · 837 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Engineering & Construction median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Larsen & Toubro Limited LT | ₹3,815 | ₹1,994 | -48% |
| Samsung C&T Corporation 028260 | 346,000 KRW | 268,779 KRW | -22% |
| Hyundai Engineering & Construction Co 000720 | 99,000 KRW | 63,993 KRW | -35% |
| United Integrated Services Co 2404 | 1,250 TWD | 925.62 TWD | -26% |
| Samsung E&A Co 028050 | 42,550 KRW | 44,840 KRW | +5% |
| Rail Vikas Nigam Limited RVNL | ₹232.67 | ₹61.46 | -74% |
| Daewoo Engineering & Construction Co 047040 | 16,240 KRW | 6,507 KRW | -60% |
| NBCC (India) Limited NBCC | ₹96.32 | ₹48.22 | -50% |
| Cemindia Projects Limited CEMPRO | ₹1,330 | ₹730.69 | -45% |
| KEPCO Engineering & Construction Company 052690 | 92,700 KRW | 20,172 KRW | -78% |
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Frequently asked questions
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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.
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