Added to YB: 2025-08-04
Pitch date: 2025-07-31
BME.L [bullish]
B&M European Value Retail plc
+31.76%
current return
Author Info
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Company Info
B&M European Value Retail plc operates as a European variety discount retailer in the United Kingdom and France.
Market Cap
GBP 2.4B
Pitch Price
GBP 2.12
Price Target
901.00 (+32125%)
Dividend
3.93%
EV/EBITDA
6.70
P/E
14.58
EV/Sales
0.78
Sector
Broadline Retail
Category
value
Position Increase - B&M European Value Retail (BME.L)
BME.L increase position: UK discount giant (14.7% 10yr rev CAGR, 27% EPS CAGR) trading at 8x P/E, 5x P/FCF. 10%+ op margin, returned £1.8B dividends over FY21-24 (67% of £2.7B mkt cap). Asset-light model, store payback <1yr. 1,100+ stores, targeting 1,200+ UK, France expansion. CEO succession in progress, strong mgmt bench.
Read full article (41 min)