Added to YB: 2025-11-06
Pitch date: 2025-11-03
BME.L [neutral]
B&M European Value Retail S.A.
-7.17%
current return
Author Info
D Invests is a self taught investor with a focus on quality and value. This newsletter focuses on businesses within their portfolio past and present. Their aim is to double their investments every 5 years resulting in a target 15% CAGR. Sign up for the newsletter.
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 1.69
Price Target
N/A
Dividend
17.07%
EV/EBITDA
5.11
P/E
6.69
EV/Sales
0.70
Sector
Broadline Retail
Category
dividend
D Invests | Portfolio Update October 2025 - Buy: B&M European Value Retail S.A.
BME.L (holding update): UK discount retailer (777 stores, targeting 1,200) trading at 6x P/E, 8.3% dividend yield after profit warnings & mgmt changes. Top-2 player vs Home Bargains, expanding France post-Babou acquisition. France pop similar to UK suggests major growth potential. Collecting dividends while waiting for re-rating.
Read full article (2 min)