Added to YB: 2025-09-24
Pitch date: 2025-08-07
BME.L [bullish]
B&M European Value Retail S.A.
-14.19%
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 2.18
Price Target
4.00 (+113%)
Dividend
16.69%
EV/EBITDA
5.15
P/E
6.84
EV/Sales
0.71
Sector
Broadline Retail
Category
value
B&M European Value Retail S.A. - $BME.L
BME.L: UK discount retailer at 6.0x normalized FCF after stock fell 60%+. New stores deliver 20%+ IRRs, <12mo payback. Targeting 1,200 UK stores vs 777 today. Management transition risk from Arora brothers to new CEO Jegen. Q1 LFL +1.3% shows turnaround. PE buyout candidate or redomicile for buybacks.
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