Added to YB: 2026-08-14
Pitch date: 2026-08-12
KGF.L [neutral]
Kingfisher plc
+1.14%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
Kingfisher plc, together with its subsidiaries, supplies home improvement products and services in the United Kingdom, Ireland, France, Poland, and internationally.
Market Cap
GBP 5.3B
Pitch Price
GBP 3.24
Price Target
N/A
Dividend
3.85%
EV/EBITDA
5.50
P/E
23.35
EV/Sales
0.55
Sector
Specialty Retail
Category
special_situation
Takeover Ideas: Kingfisher
KGF.L (pass): B&Q owner, £5.36bn cap; author skeptical of rumored £7bn bid (+30%). FY26 net profit £245m, FY25 £185m; blended £215m = 32.5x P/E, or 16.4x on generous £427m broker forecast. NAV £6.16bn but real assets only £0.46bn cash + £1.12bn PP&E. Buyer would overpay 500% over book.
Read full article (1 min)