Added to YB: 2025-07-16
Pitch date: 2025-07-15
BME.L [bullish]
B&M European Value Retail S.A.
-30.99%
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 2.27
Price Target
4.72 (+201%)
Dividend
17.07%
EV/EBITDA
5.11
P/E
6.69
EV/Sales
0.70
Sector
Broadline Retail
Category
value
B&M Offers Deep Value with Growth
BME.L: Trading at 7.5x earnings (8.5x on my est), >100% upside potential. Unique UK format with direct-sourced merch + branded FMCG. Market fears margin reset due to grocer competition, but slowdown likely cyclical (weather, inflation changes). Still growing with high returns despite being 'left for dead.'
Read full article (1 min)