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Added to YB: 2025-09-24

Pitch date: 2025-08-07

BME.L [bullish]

B&M European Value Retail plc

+32.06%

current return

Author Info

No bio for this author

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

4.00 (+43%)

Dividend

3.93%

EV/EBITDA

6.70

P/E

14.58

EV/Sales

0.78

Sector

Broadline Retail

Category

value

Show full summary:
B&M European Value Retail S.A. - $BME.L

BME.L: UK discount retailer at 6.0x normalized FCF after stock fell 60%+. New stores deliver 20%+ IRRs, <12mo payback. Targeting 1,200 UK stores vs 777 today. Management transition risk from Arora brothers to new CEO Jegen. Q1 LFL +1.3% shows turnaround. PE buyout candidate or redomicile for buybacks.

Read full article (64 min)