Added to YB: 2025-03-07
Pitch date: 2025-03-06
BME.L [bullish]
B&M European Value Retail plc
+15.18%
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 2.43
Price Target
N/A
Dividend
3.93%
EV/EBITDA
6.70
P/E
14.58
EV/Sales
0.78
Sector
Broadline Retail
Category
growth
B&M European Value Retail: A Bargain Store and a Bargain Stock
BME.L: Discount retailer w/ 26.6% CAGR over 18 yrs, 20%+ ROIC. Down 50% on 6.3% earnings decline. 60%+ mkt cap returned via dividends FY21-24. Trades at 7.5x P/E. Growth plan: UK 1200 stores, France expansion, Heron Foods dev. Risks: CEO resignation, economic uncertainty. Bull case: 3% LFL growth, significant upside potential.
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