Dividend compounder review

BWY

Bellway p.l.c. · LSE · GB

Consumer Cyclical · Residential Construction

Score55.00/100
Confidence92.00/100
DecisionReject
RatingWeak Candidate
Scoring

Quality breakdown

Dividend Reliability 16.5 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 7.0 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 17.5 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 13.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 1.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years34
Dividend Yield1.31%
Payout Ratio53.2%
Dividend Cut 5YYes
Net Income£130.5M
Free Cash Flow£-66.9M
FCF Covers DividendNo
Debt / Equity5.39
P/E13.3
Revenue Growth 5Y-8.7%
Net Margin5.5%
ROE4.5%
Price vs Trend-25.6%
3Y Return-10.3%
5Y Return-46.8%
CurrencyGBP
Warnings

Review flags

Dividend yield normalized from payment history because provider yield looked inconsistent.
Dividend cut or material annual decrease detected in the last five completed years.
Free cash flow is negative.
Free cash flow does not cover dividends paid.
Debt to equity is elevated at 5.39.
Dividend diary

Activity record

BWY dividend review warning Warning · Warning

Debt to equity is elevated at 5.39.

Dividend cut -53.1% Dividend Cut · Negative

Payment changed from 49 to 23.

BWY dividend payment 23 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

Dividend increased 133.3% Dividend Increase · Positive

Payment changed from 21 to 49.

BWY dividend payment 49 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

Dividend decreased -44.7% Dividend Decrease · Negative

Payment changed from 38 to 21.

BWY dividend payment 21 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

Dividend increased 137.5% Dividend Increase · Positive

Payment changed from 16 to 38.

BWY dividend payment 38 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

Dividend cut -83.2% Dividend Cut · Negative

Payment changed from 95 to 16.

BWY dividend payment 16 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

Dividend increased 111.1% Dividend Increase · Positive

Payment changed from 45 to 95.

BWY dividend payment 95 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

BWY dividend payment 45 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

BWY dividend payment 95 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

BWY dividend payment 45 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

BWY dividend payment 82.5 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

BWY dividend payment 35 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..

BWY dividend payment 50 GBP Dividend Payment · Info

Recorded dividend payment for Bellway p.l.c..