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Jun 5 2025, 07:00 IST/BST
Breedon Group
Attractive fundamentals but lacking catalysts
- Sectors : Building Materials
- Companies : Breedon Group
DAVY VIEW
Breedon has a clear strategy, credible management team, proven resilience and positive organic growth prospects in 2025/26. It has also performed well as a stock, up 50% over the past 18 months. Neither M&A nor meaningful earnings momentum are likely over the next 6-9 months and, as such, we downgrade the stock to ‘Neutral’ with a price target of £5.00.
