Added to YB: 2025-07-21
Pitch date: 2025-07-18
BME.L [neutral]
B&M European Value Retail S.A.
-29.59%
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 2.32
Price Target
N/A
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 (added to position): High-margin UK discounter with 10%+ operating margin trading at 8x P/E and 5x P/FCF. £1.8B dividends distributed (FY21-24) equals 67% of £2.7B market cap. 14.7% 10-year revenue CAGR. Recent 10% sell-off on decent Q1 results created buying opportunity. Added to position.
Read full article (1 min)