Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
KLR.L
Strong BuyFull HouseAPPROVEKeller Group plc · Industrials · United Kingdom · $2.8B · Avg Vol: $6M/d
Keller Group demonstrates strong momentum and value, reinforced by a significant, active buyback program (1.22% of shares) and positive EPS consensus revisions. Its specialized engineering services are critical for industrial site preparation as global manufacturing capacity expands.
COMPANY DESCRIPTION
Keller Group plc is the world's largest independent ground engineering contractor, providing specialist geotechnical solutions for a diverse range of construction and infrastructure projects globally. The company's competitive moat is its unparalleled expertise in complex ground engineering techniques, such as foundations, ground improvement, and earth retention, which allows it to undertake the most challenging projects. Keller is a global leader and a highly specialized niche player essential to major construction and infrastructure development.
FINANCIAL SUMMARY (GBP)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 2.9B | 3.0B | 3.0B | 3.1B | 1.6% | 3.2B | 3.3B | 3.5B | 6.0% |
| EPS (GBp) | — | 63.30 | 122.80 | 197.40 | 202.40 | 47.3% | 221.05 | 237.05 | 255.71 | 12.4% |
| Shares | — | 72.2M | 72.2M | 71.4M | 69.2M | -4.1% | 67.7M | — | — | — |
| Debt | 198.3M | 400.0M | 388.7M | 334.6M | 310.4M | 11.9% | 312.4M | — | — | — |
| Equity | — | 494.5M | 515.3M | 593.7M | 641.4M | 9.1% | — | — | — | — |
| Op CF | — | 54.8M | 197.0M | 265.9M | 258.4M | 67.7% | 268.5M | — | — | — |
| Inv CF | — | -89.0M | -70.7M | -57.7M | -71.2M | — | — | — | — | — |
| Fin CF | — | 41.0M | -67.7M | -145.2M | -111.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of KLR.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| KLR.L | Keller Group plc(you) | $2.8B | 97 | Strong Buy |
| MGNS.L | Morgan Sindall Group plc | $2.8B | 94 | Strong Buy |
| HILS.L | Hill & Smith PLC | $3.2B | 83 | Strong Buy |
| RNWH.L | Renew Holdings plc | $1.0B | 89 | Strong Buy |
| COST.L | Costain Group PLC | $822M | 94 | Strong Buy |
| GFRD.L | Galliford Try Holdings plc | $813M | 93 | Strong Buy |
| BBY.L | Balfour Beatty plc | $5.6B | 79 | Buy |
| KIE.L | Kier Group plc | $1.5B | 75 | Buy |
| SFR.L | Severfield plc | $152M | 91 | Strong Buy |
| BAB.L | Babcock International Group PLC | $7.0B | 48 | Hold |
Peer medians: ROE 11.3% · P/E 21.5x · Gross margin 36.5%