Professional
Added to YB: 2025-10-17
Pitch date: 2025-09-30
BNZL.L [bullish]
Bunzl plc
-6.73%
current return
Author Info
No bio for this author
Company Info
Bunzl plc operates as a distribution and services company in the North America, Continental Europe, the United Kingdom, Ireland, and internationally.
Market Cap
GBP 7.7B
Pitch Price
GBP 23.05
Price Target
N/A
Dividend
3.08%
EV/EBITDA
8.71
P/E
16.44
EV/Sales
0.85
Sector
Trading Companies and Distributors
Category
turnaround
Oakmark International Fund New Position: Bunzl plc
BNZL.L (new position): Leading distributor in defensive foodservice/hygiene markets w/ scale advantages. Recent North America execution issues drove shares to 15-yr low valuations despite no structural industry changes. Mgmt addressing problems quickly. Expect return to stable growth driving earnings growth + multiple re-rating.
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