Update shared on 21 Nov 2025
Fair value Decreased 13%Analysts have revised their price target for B&M European Value Retail downward from £2.96 to £2.57. This change is due to adjustments to discount rate assumptions and slightly lower projected profit margins.
What's in the News
- B&M European Value Retail announced an interim dividend of 3.5 pence per ordinary share for the first half of fiscal year 2026, reduced from 5.3 pence in the prior year. The dividend will be paid on 12 December 2025 to shareholders on record as of 21 November 2025 (Key Developments).
- Helen Cowing has been appointed as Interim Chief Financial Officer, succeeding Mike Schmidt. Mike Schmidt will complete a handover before leaving the company (Key Developments).
- B&M European Value Retail was removed from the FTSE All-World Index (USD) (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has decreased from £2.96 to £2.57, reflecting a lower expected fair value for the shares.
- Discount Rate has risen slightly from 11.16% to 11.35%, suggesting a marginally higher perceived risk or cost of capital.
- Revenue Growth Outlook has remained largely stable, ticking up from 4.82% to 4.83%.
- Net Profit Margin has edged down from 4.34% to 4.33%, indicating a minor anticipated decline in profitability.
- Future P/E Ratio has dropped from 14.67x to 12.64x, which implies lower valuation multiples based on projected earnings.
Disclaimer
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