BAE Systems plc BA.L
Composite 54/100; the shares have moved about 31% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 41/100 — a slight mark against it.
Quality ranks 66/100 — a moderate point in its favour. Balance-sheet strength ranks 63/100 — a moderate point in its favour. Income ranks 58/100 — a slight point in its favour.
Valuation ranks 41/100 — a slight mark against it. Momentum ranks 43/100 — a slight mark against it. Growth ranks 45/100 — a slight mark against it.
What the company does BAE Systems plc designs and manufactures defense, aerospace, and security solutions globally across five segments: Electronic Systems, Platforms & Services, Air, Maritime, and Cyber & Intelligence.
Key financials BAE reports strong profitability with ROE 18.1%, ROA 4.5%, and ROCE 20.8%. Margins stand at Gross 13.2%, Operating 10.2%, and Net 7.3%. Revenue and EPS growth are 6.7% and 8.7%, respectively, with a dividend yield of 1.8% and payout ratio 50.1%.
Stock health The stock shows mixed signals: Piotroski F-Score 9/9 and Altman Z 3.65 indicate financial health, but the current ratio is 0.99. Momentum is positive over 12 months (13.19%) but down 14.40% from its 52-week high, with RSI(14) at 64.30.
Price vs fair value The stock trades at a **PREMIUM of 13.80%** versus our fair-value estimate and a **discount of 13.55%** versus the analyst 12-month target. - BAE lifted guidance as defense spending booms (The Wall Street Journal) - Rolls-Royce and BAE benefit from higher global defense spending (PA Media: Money) - FTSE 100 hits new highs, supporting sector sentiment (PA Media: Money) - Guidance upgrades from BoE rate decision boosted equities (Proactive)
Looking forward Forward P/E is 23.20 (vs. trailing 30.07), and PEG is 0.78, suggesting potential value despite the premium. Analysts (18 firms) see upside to 2293.78, while our fair value of 1742.05 implies limited margin of safety.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.