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BRCK Group (BRCK) Fair Value & Analysis

Industrials · GB · Market cap 160M GBX

BG BRCK Group BRCK · LSE
Price£0.4950
Fair Value£0.3300
Upside-33.3%
Quality57/100
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Healthy Growth
Thin margins · 0.2% net margin
Low debt · generates free cash flow
7.00% dividend yield
Trails peers (4/13)
Narrow moat 30/100
Evidence: High Range £0.2700 – £0.3300 Share as image

Fair value as of: Jul 20, 2026

From 26 valuation models · updated 21 days ago

Fair value updated Jul 20, 2026, revised from £0.4300 to £0.3300 (−23.3%) since Jun 25, 2026. Share price +6.3% over the past month.

A solid business, but screening 33% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (£0.3300). The favourable scenario is already priced in.
  • Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

£0.8592 £0.3671 Fair Value £0.3300 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.

How to read this chart

60‑month range £0.3671 – £0.8592 · fair‑value band £0.2700 – £0.3300 · the £0.4950 price screens above the £0.3300 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 20, 2026.

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Analysis

BRCK Group (BRCK) currently trades at £0.4950, while our model-based Fair Value estimate is £0.3300, implying the stock looks roughly 33.3% overvalued today. The Quality Score stands at 57/100 (solid 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, BRCK Group generated revenue of £653M at a net margin of 1.6%. Revenue grew 4.9% year over year. It earns a return on equity of 5.6%. Net debt stands at £81.7M. Fundamentals as of Jul 20, 2026

Our scenario range runs from £0.2700 (bear case) to £0.3300 (bull case); at £0.4950, the current price sits above 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. For context, the median of 10 Industrials peers we cover trades at -35% fair-value upside, at -33%, BRCK 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF £0.6000 £1.02 £1.68 80
Residual Income £0.3400 £0.3100 £0.1900 76
Rev-Margin DCF £0.8700 £1.65 £3.28 74
All 26 models by family
DCF Models
FCF DCF £0.6500 £0.9400 £1.80 38
Owner Earnings £0.5900 £1.25 £2.39 31
5Y Revenue Exit £0.7800 £1.43 £2.81 39
5Y EBITDA Exit £1.17 £2.22 £4.29 41
5Y P/E Exit £0.2200 £0.3700 £0.5500 38
10Y Revenue Exit £0.7000 £1.65 £2.27 36
10Y EBITDA Exit £0.9700 £2.37 £4.84 37
10Y P/E Exit £0.3800 £0.6200 £0.9500 35
Earnings-Based
Graham-Dodd £0.0300 £0.1900 £0.2700 54
Lynch FV £0.1000 £0.1400 £0.1800 50
PEG = 1.0 £0.1000 £0.1400 £0.1800 46
EPV £0.4900 £0.5500 £0.6100 59
Dividend Discount
Gordon GGM £0.2400 £0.4100 £0.5300 70
DDM Multi-Stage £0.2400 £0.3900 £0.4400 61
Multiples
P/E Multiple £0.0600 £0.0800 £0.1100 63
P/S Multiple £0.0500 £0.0700 £0.0900 58
P/B Multiple £0.0500 £0.0700 £0.0900 55
EV/EBIT £1.13 £1.53 £1.94 53
EV/EBITDA £1.45 £1.96 £2.47 54
EV/Revenue £0.7800 £1.15 £1.53 43
Asset-Based
NCAV (Graham) £0.2800 £0.3700 £0.5500 50
Growth DCF
Growth DCF £0.6000 £1.02 £1.68 80
Rev-Margin DCF £0.8700 £1.65 £3.28 74
Economic Profit
Residual Income £0.3400 £0.3100 £0.1900 76
ROIC Compounder £0.4900 £0.5600 £0.6900 72
Growth Earnings
Growth-Adj P/E £0.1300 £0.1800 £0.2400 68

Widest divergence: DCF Models (£1.25) versus Multiples (£0.0800). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 653M GBX
Revenue growth (YoY) +4.9%
Net margin 1.6%
Return on equity 5.6%
Free cash flow 20.0M GBX FY2026
P/E ratio 16.7
More key figures
Operating margin 4.8%
EPS (TTM) £0.0300
Dividend yield 7.0%
EPS growth (YoY) +96.2%
Net debt 81.7M GBX FY2026

Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 57/100

Of which business quality 57 · Market factors (momentum, volatility) 47

Profitability 39
Margins and returns on capital today
Quality Growth 46
Are margins and returns improving?
Cashflow 62
Earnings quality: real cash, not paper profit
Fin. Strength 52
Balance sheet, leverage, solvency risk
Investment 92
Disciplined investing over empire-building
Low Volatility 74
Calm price path (market factor)
Momentum 35
Price trend over the last 3–12 months (market factor)
52W Momentum 37
Distance to the 52-week high (market factor)
Net Issuance 69
Buybacks instead of dilution

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

BRCK Group plc, together with its subsidiaries, distributes specialist products and services to the construction industry in the United Kingdom.It operates through four segments: Bricks and Building Materials; Importing; Distribution; and Contracting.

Full company description

BRCK Group plc, together with its subsidiaries, distributes specialist products and services to the construction industry in the United Kingdom.It operates through four segments: Bricks and Building Materials; Importing; Distribution; and Contracting. The company offers bricks, blocks, cladding systems, roofing, radiators, tiles, doors and windows, AS WELL AS stone, EV chargers, and solar PV products; and operates as an installer of materials from UK and European manufacturing partners. It also provides contracting services, including fire strategy cladding remediation and commercial re-roofing; and supplies and installs traditional slate, tile and metal roofing and flooring. The company serves construction industry, including house builders, developers, contractors, general builders, and retail. The company was formerly known as Brickability Group Plc and change its name to BRCK Group plc in February 2026. BRCK Group plc was incorporated in 1985 and is headquartered in Bracknell, the United Kingdom.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

BRCK Group reported revenue of £645M in FY2026 versus £520M in FY2022, a compound +5.5%/yr. Reported net income was £1.3M in FY2026, compounding −43.0%/yr from FY2022.

Growth Quality 85/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
£645M
Latest YoY
+1.3%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−1.8%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+28.9%
Avg. growth/yr (8Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+65.1%
Revenue +5.5%/yr
FY22 £520M
FY23 £681M
FY24 £594M
FY25 £637M
FY26 £645M
Net income −43.0%/yr
FY22 £12.4M
FY23 £27.7M
FY24 £15.4M
FY25 £6.5M
FY26 £1.3M

BRCK screens 33% overvalued. Compare with W.W. Grainger, Inc →

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Cite: Fair Value Calculator (2026). "BRCK Group Fair Value". https://www.fairvalue-calculator.com/stock/BRCK

Peer Group

Industrial Distribution · 102 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.

Quality Score 57 · Below median
Fair Value upside −33% · Below median
Return on equity (TTM) 1% · Bottom 25%
Return on assets 4% · Below median
Net margin (TTM) 0% · Bottom 25%
Operating margin (TTM) 3% · Below median
Revenue growth -3% · Bottom 25%
Dividend yield (TTM) 7.0% · Top 25%
Debt / equity 0.34× · Higher than median

Valuation Multiples vs Industrial Distribution median · lower = cheaper

P/B 1.21× · Cheaper than median
P/S (TTM) 0.34× · Cheaper than median
P/FCF 10.8× · Pricier than median
EV/EBITDA 5.5× · Cheaper than 75% of peers

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.

VALUE 0 · sector 19
FUTURE 0 · sector 19
PAST 3 · sector 37
HEALTH 83 · sector 90
DIVIDEND 100 · sector 31

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Industrial Distribution stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).

Stock Price Fair Value vs Fair Value
W.W. Grainger, Inc GWW $1,376 $625.61 -55%
Fastenal Company FAST $45.49 $20.64 -55%
Ferguson Enterprises Inc FERG $232.02 $151.92 -35%
WESCO International, Inc WCC $326.71 $213.01 -35%
Watsco, Inc WSO $385.16 $268.10 -30%
Toromont Industries Ltd TIH C$232.22 C$127.90 -45%
Applied Industrial Technologies, Inc AIT $329.35 $191.65 -42%
Finning International Inc FTT C$102.50 C$76.38 -25%
Addtech AB ADDTB kr 329.20 kr 156.35 -53%
Core & Main, Inc CNM $44.66 $49.47 +11%

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Frequently asked questions

Is BRCK Group (BRCK) overvalued or undervalued?
As of Jul 20, 2026, our model estimates a fair value of £0.3300 versus a price of £0.4950, about −33% (overvalued).
What is the fair value of BRCK?
Our model-based fair value for BRCK Group is £0.3300 (as of Jul 20, 2026), built from audited fundamentals. The current price is £0.4950.
What is the quality score of BRCK?
BRCK Group has a Quality Score of 57/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of BRCK Group (BRCK)?
BRCK Group reported trailing-twelve-month revenue of about £653M (latest available figure, as of Jul 20, 2026).
What is the net profit margin of BRCK?
The net profit margin of BRCK Group is about 1.6%, meaning it keeps roughly 1.6% of revenue as net income. Based on the latest reported figures.
Does BRCK Group pay a dividend?
BRCK Group currently shows a dividend yield of about 6.96% relative to its recent price (as of Jul 20, 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.

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