Added to YB: 2025-04-09
Pitch date: 2025-02-21
BMRRY [bullish]
B&M European Value Retail S.A.
-30.83%
current return
Author Info
No bio for this author
Company Info
B&M European Value Retail S.A. retails general merchandise products and groceries. The company operates a chain of stores under the B&M, Heron Foods, and B&M Express brand names in the United Kingdom, as well as stores under the B&M brand name in France.
Market Cap
GBP 1.7B
Pitch Price
GBP 13.08
Price Target
N/A
Dividend
17.07%
EV/EBITDA
5.11
P/E
6.69
EV/Sales
0.70
Sector
Broadline Retail
Category
value
B&M European Value Retail S.A. - $BMRRY
BMRRY: Discount retailer, 7-8x P/E, 50% ROE. High-single digit profit growth expected. Q4 SSS improving, share buybacks in 2H CY25. Challenges: UK consumer, e-commerce, management style. Bull case: recession-resistant, attractive store economics, potential re-rating to 11-14x P/E. Risks: UK economy, online competition.
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