Added to YB: 2025-11-06
Pitch date: 2025-11-03
BME.L [neutral]
B&M European Value Retail plc
+70.7%
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 plc operates as a European variety discount retailer in the United Kingdom and France.
Market Cap
GBP 2.4B
Pitch Price
GBP 1.64
Price Target
N/A
Dividend
3.93%
EV/EBITDA
6.70
P/E
14.58
EV/Sales
0.78
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)