Added to YB: 2025-08-04
Pitch date: 2025-07-31
BME.L [bullish]
B&M European Value Retail S.A.
-28.34%
current return
Author Info
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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 2.19
Price Target
901.00 (+57343%)
Dividend
17.07%
EV/EBITDA
5.11
P/E
6.69
EV/Sales
0.70
Sector
Broadline Retail
Category
value
Position Increase - B&M European Value Retail (BME.L)
BME.L increase position: UK discount giant (14.7% 10yr rev CAGR, 27% EPS CAGR) trading at 8x P/E, 5x P/FCF. 10%+ op margin, returned £1.8B dividends over FY21-24 (67% of £2.7B mkt cap). Asset-light model, store payback <1yr. 1,100+ stores, targeting 1,200+ UK, France expansion. CEO succession in progress, strong mgmt bench.
Read full article (41 min)