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Dunelm Group plcInforme acción LSE:DNLM

Capitalización bursátil UK£1.5b
Precio de las acciones
UK£7.56
UK£11.32
33.3% infravalorado descuento intrínseco
1Y-32.1%
7D-4.5%
Valor de la cartera
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Dunelm Group plc

Informe acción LSE:DNLM

Capitalización de mercado: UK£1.5b

Dunelm Group (DNLM) Resumen de Acciones

Dunelm Group plc se dedica a la venta al por menor de artículos para el hogar en el Reino Unido. Saber más

Análisis fundamental de DNLM
Puntuación del snowflake
Valoración6/6
Crecimiento futuro2/6
Rendimiento pasado3/6
Salud financiera4/6
Dividendos5/6

DNLM Community Fair Values

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See what 66 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Dunelm Group plc

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Dunelm Group
Precios históricos de las acciones
Precio actual de la acciónUK£7.56
Máximo en las últimas 52 semanasUK£12.49
Mínimo de 52 semanasUK£7.38
Beta1.03
Cambio en 1 mes-6.09%
Variación en 3 meses-18.24%
Cambio de 1 año-32.06%
Variación en 3 años-34.70%
Variación en 5 años-48.78%
Variación desde la OPV308.38%

Noticias y actualizaciones recientes

DNLM: Share Repurchases And Dividend Policy Will Support Future Multiple Re Rating

Analysts have trimmed their fair value estimate for Dunelm Group by about £0.60 per share, reflecting slightly more cautious assumptions on growth, margins and P/E, even as recent research includes both a reduced target from Berenberg and upgrades from JPMorgan and Jefferies. Analyst Commentary Recent research on Dunelm Group presents a mix of optimism and caution, with some price targets trimmed and others upgraded, all contributing to a more balanced view of valuation and execution risk.

DNLM: Share Repurchases And Recent Upgrades Will Support Future Multiple Re Rating

Analysts have lifted their price target on Dunelm Group to £11.93, reflecting a slightly higher assumed discount rate and P/E multiple, with recent upgrades from several firms outweighing a more cautious stance from Panmure Liberum. Analyst Commentary Bullish Takeaways Bullish analysts see the raised P/E multiple as support for a higher fair value, suggesting the market may be willing to pay more for Dunelm Group's earnings stream if current execution is maintained.

DNLM: Share Buybacks And Recent Upgrades Will Support Future Multiple Re Rating

Analysts have lifted their price target on Dunelm Group to £11.93. This is a modest adjustment supported by updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations following mixed recent research views from major brokers.

DNLM: Share Buybacks And Recent Upgrades Will Support Multiple Re Rating

Analysts have nudged their price target for Dunelm Group higher to £11.93. This reflects updated views on its discount rate, revenue growth and profit margin assumptions, along with a slightly adjusted future P/E multiple informed by recent mixed broker calls.

Recent updates

DNLM: Share Repurchases And Dividend Policy Will Support Future Multiple Re Rating

Analysts have trimmed their fair value estimate for Dunelm Group by about £0.60 per share, reflecting slightly more cautious assumptions on growth, margins and P/E, even as recent research includes both a reduced target from Berenberg and upgrades from JPMorgan and Jefferies. Analyst Commentary Recent research on Dunelm Group presents a mix of optimism and caution, with some price targets trimmed and others upgraded, all contributing to a more balanced view of valuation and execution risk.

DNLM: Share Repurchases And Recent Upgrades Will Support Future Multiple Re Rating

Analysts have lifted their price target on Dunelm Group to £11.93, reflecting a slightly higher assumed discount rate and P/E multiple, with recent upgrades from several firms outweighing a more cautious stance from Panmure Liberum. Analyst Commentary Bullish Takeaways Bullish analysts see the raised P/E multiple as support for a higher fair value, suggesting the market may be willing to pay more for Dunelm Group's earnings stream if current execution is maintained.

DNLM: Share Buybacks And Recent Upgrades Will Support Future Multiple Re Rating

Analysts have lifted their price target on Dunelm Group to £11.93. This is a modest adjustment supported by updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations following mixed recent research views from major brokers.

DNLM: Share Buybacks And Recent Upgrades Will Support Multiple Re Rating

Analysts have nudged their price target for Dunelm Group higher to £11.93. This reflects updated views on its discount rate, revenue growth and profit margin assumptions, along with a slightly adjusted future P/E multiple informed by recent mixed broker calls.

DNLM: Share Buybacks And Steady Margins Will Support Multiple Re Rating

Analysts have inched their average Dunelm Group price target slightly lower to about £11.93, reflecting minor tweaks to assumptions on discount rate, margin profile and future P/E after a mix of recent upgrades and a downgrade in Street research. Analyst Commentary Recent Street research on Dunelm Group has been mixed, with two upgrades offset by a downgrade, which helps explain why the average price target has shifted only slightly.

DNLM: Firmer Margins And Reaffirmed FY26 Guidance Will Support Multiple Re Rating

Narrative Update Dunelm Group's analyst price target has edged up to £11.95, with analysts citing slightly firmer revenue growth and profit margin assumptions, alongside a modestly lower discount rate and a marginally reduced future P/E multiple. Analyst Commentary Recent research has produced a mix of optimistic and cautious views on Dunelm Group, with upgrades from JPMorgan and another major broker, alongside a downgrade from a more cautious house.

Multichannel Expansion And Product Elevation Will Shape A Stronger Long Term Outcome

Catalysts About Dunelm Group Dunelm Group is a U.K. based homewares and furniture retailer with both physical stores and a growing digital offering. What are the underlying business or industry changes driving this perspective?

DNLM: Reaffirmed FY26 Profit Guidance Will Support Multiple Re Rating Potential

Analysts have trimmed their fair value estimate for Dunelm Group from £12.21 to £11.94 per share, reflecting slightly softer assumptions on revenue growth and profit margins, even as recent research points to improved margin outlook, solid trading, and the potential for faster growth ahead. Analyst Commentary Bullish Takeaways Bullish analysts highlight the reaffirmed FY26 profit before tax guidance as a sign that management execution is broadly tracking internal plans, which can support confidence in the current valuation framework.

Dunelm Group plc's (LON:DNLM) Intrinsic Value Is Potentially 45% Above Its Share Price

Jan 30
Dunelm Group plc's (LON:DNLM) Intrinsic Value Is Potentially 45% Above Its Share Price

DNLM: Margin Outlook And FY26 Guidance Will Support Re Rating Potential

Our updated analyst price target for Dunelm Group moves slightly lower to £12.21 from £12.87 per share, reflecting analysts' more cautious assumptions on discount rate, revenue growth and profit margins, even as recent Street research highlights mixed sentiment with both target raises and a downgrade. Analyst Commentary Recent Street research on Dunelm Group shows a mix of optimism and caution, with several price target changes and at least one rating downgrade.

Some Shareholders Feeling Restless Over Dunelm Group plc's (LON:DNLM) P/E Ratio

Jan 08
Some Shareholders Feeling Restless Over Dunelm Group plc's (LON:DNLM) P/E Ratio

Is Now The Time To Look At Buying Dunelm Group plc (LON:DNLM)?

Nov 18
Is Now The Time To Look At Buying Dunelm Group plc (LON:DNLM)?

Dunelm Group's (LON:DNLM) Earnings Offer More Than Meets The Eye

Oct 18
Dunelm Group's (LON:DNLM) Earnings Offer More Than Meets The Eye

Dunelm Group (LON:DNLM) Has Announced A Dividend Of £0.28

Oct 10
Dunelm Group (LON:DNLM) Has Announced A Dividend Of £0.28

We Think Dunelm Group (LON:DNLM) Can Stay On Top Of Its Debt

Oct 06
We Think Dunelm Group (LON:DNLM) Can Stay On Top Of Its Debt

Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.28

Sep 12
Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.28

Estimating The Fair Value Of Dunelm Group plc (LON:DNLM)

Sep 11
Estimating The Fair Value Of Dunelm Group plc (LON:DNLM)

Is Now An Opportune Moment To Examine Dunelm Group plc (LON:DNLM)?

Jun 17
Is Now An Opportune Moment To Examine Dunelm Group plc (LON:DNLM)?

What Dunelm Group plc's (LON:DNLM) 27% Share Price Gain Is Not Telling You

May 02
What Dunelm Group plc's (LON:DNLM) 27% Share Price Gain Is Not Telling You

Dunelm Group's (LON:DNLM) Upcoming Dividend Will Be Larger Than Last Year's

Feb 28
Dunelm Group's (LON:DNLM) Upcoming Dividend Will Be Larger Than Last Year's
User avatar

Investments In Automation And Store Expansion Will Strengthen Market Position In Homewares And Furniture

Dunelm's strategic expansion and product innovation are poised to boost market share and revenue in the homewares sector.

Dunelm Group (LON:DNLM) Will Pay A Larger Dividend Than Last Year At £0.515

Feb 14
Dunelm Group (LON:DNLM) Will Pay A Larger Dividend Than Last Year At £0.515

Dunelm Group plc's (LON:DNLM) Low P/E No Reason For Excitement

Jan 19
Dunelm Group plc's (LON:DNLM) Low P/E No Reason For Excitement

Is There An Opportunity With Dunelm Group plc's (LON:DNLM) 28% Undervaluation?

Dec 14
Is There An Opportunity With Dunelm Group plc's (LON:DNLM) 28% Undervaluation?

Shareholders May Be A Bit More Conservative With Dunelm Group plc's (LON:DNLM) CEO Compensation For Now

Nov 15
Shareholders May Be A Bit More Conservative With Dunelm Group plc's (LON:DNLM) CEO Compensation For Now

Dunelm Group (LON:DNLM) Is Due To Pay A Dividend Of £0.275

Oct 11
Dunelm Group (LON:DNLM) Is Due To Pay A Dividend Of £0.275

Dunelm Group's (LON:DNLM) Earnings Offer More Than Meets The Eye

Sep 20
Dunelm Group's (LON:DNLM) Earnings Offer More Than Meets The Eye

Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.275

Sep 14
Dunelm Group (LON:DNLM) Will Pay A Dividend Of £0.275

At UK£11.78, Is Dunelm Group plc (LON:DNLM) Worth Looking At Closely?

Aug 13
At UK£11.78, Is Dunelm Group plc (LON:DNLM) Worth Looking At Closely?

Is There An Opportunity With Dunelm Group plc's (LON:DNLM) 24% Undervaluation?

Jun 08
Is There An Opportunity With Dunelm Group plc's (LON:DNLM) 24% Undervaluation?

Investors Should Be Encouraged By Dunelm Group's (LON:DNLM) Returns On Capital

Apr 19
Investors Should Be Encouraged By Dunelm Group's (LON:DNLM) Returns On Capital

We Think Dunelm Group (LON:DNLM) Can Stay On Top Of Its Debt

Mar 29
We Think Dunelm Group (LON:DNLM) Can Stay On Top Of Its Debt

We Like Dunelm Group's (LON:DNLM) Earnings For More Than Just Statutory Profit

Feb 22
We Like Dunelm Group's (LON:DNLM) Earnings For More Than Just Statutory Profit

Is It Time To Consider Buying Dunelm Group plc (LON:DNLM)?

Jan 29
Is It Time To Consider Buying Dunelm Group plc (LON:DNLM)?

A Look At The Fair Value Of Dunelm Group plc (LON:DNLM)

Jan 07
A Look At The Fair Value Of Dunelm Group plc (LON:DNLM)

We Like Dunelm Group's (LON:DNLM) Returns And Here's How They're Trending

Nov 28
We Like Dunelm Group's (LON:DNLM) Returns And Here's How They're Trending

Shareholders May Be More Conservative With Dunelm Group plc's (LON:DNLM) CEO Compensation For Now

Nov 10
Shareholders May Be More Conservative With Dunelm Group plc's (LON:DNLM) CEO Compensation For Now

Does Dunelm Group (LON:DNLM) Have A Healthy Balance Sheet?

Oct 26
Does Dunelm Group (LON:DNLM) Have A Healthy Balance Sheet?

Is Dunelm Group plc (LON:DNLM) Potentially Undervalued?

Oct 11
Is Dunelm Group plc (LON:DNLM) Potentially Undervalued?

Rentabilidad de los accionistas

DNLMGB Specialty RetailMercado GB
7D-4.5%-2.1%-0.2%
1Y-32.1%-9.3%19.7%

Rentabilidad vs. Industria: Los resultados de DNLM fueron inferiores a los de la industria UK Specialty Retail, que obtuvo un rendimiento del -9.3% el año pasado.

Rentabilidad vs. Mercado: DNLM obtuvo unos resultados inferiores a los del mercado UK, que fueron del 19.7% el año pasado.

Volatilidad de los precios

Is DNLM's price volatile compared to industry and market?
DNLM volatility
DNLM Average Weekly Movement4.2%
Specialty Retail Industry Average Movement5.0%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.5%
10% least volatile stocks in GB Market3.2%

Precio estable de las acciones: DNLM no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado UK.

Volatilidad a lo largo del tiempo: La volatilidad semanal de DNLM (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
197912,500Clo Moriartywww.dunelm.com

Dunelm Group plc se dedica a la venta al por menor de artículos para el hogar en el Reino Unido. La empresa ofrece productos de mobiliario y camas, que incluyen muebles de dormitorio, salón, comedor y otros muebles, así como camas y colchones, y sofás y sillones; productos de ropa de cama que comprenden ropa de cama, dorma, ropa de cama para bebés y niños, edredones, almohadas y protectores; cortinas; alfombras; y persianas venecianas, enrollables, romanas, verticales y a medida. También ofrece una gama de productos de decoración para el hogar, como arte mural y decoración, espejos, relojes, adornos, cuadros y marcos, velas y fragancias para el hogar, flores y plantas, jarrones, bandejas y cuencos decorativos, decoración infantil, libros de sobremesa, macetas, cojines, mantas, protectores contra corrientes de aire, extras para chimeneas y sacos de alubias, así como regalos de inauguración, compromiso, personalizados, de aniversario, de boda y tarjetas regalo; y productos de iluminación, como lámparas de techo, pantallas de lámparas, lámparas de mesa, lámparas de pie, apliques de pared, lámparas de araña, iluminación led, iluminación para baños, iluminación para exteriores, iluminación infantil, luces de cuerda, pies de lámparas, luces para cuadros y luces para armarios, así como bombillas, interruptores de luz, cables flexibles colgantes y accesorios eléctricos y de cableado.

Resumen de fundamentos de Dunelm Group plc

¿Cómo se comparan los beneficios e ingresos de Dunelm Group con su capitalización de mercado?
Estadísticas fundamentales de DNLM
Capitalización bursátilUK£1.51b
Beneficios(TTM)UK£149.50m
Ingresos (TTM)UK£1.80b
10.2x
Ratio precio-beneficio (PE)
0.8x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de DNLM
IngresosUK£1.80b
Coste de los ingresosUK£852.50m
Beneficio brutoUK£951.10m
Otros gastosUK£801.60m
BeneficiosUK£149.50m

Últimos beneficios comunicados

Dec 27, 2025

Próxima fecha de beneficios

Sep 08, 2026

Beneficios por acción (BPA)0.74
Margen bruto52.73%
Margen de beneficio neto8.29%
Ratio deuda/patrimonio19.0%

¿Cómo se ha desempeñado DNLM a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

9.3%
Rentabilidad actual por dividendo
61%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/01 13:12
Precio de las acciones al final del día2026/05/01 00:00
Beneficios2025/12/27
Ingresos anuales2025/06/28

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Dunelm Group plc está cubierta por 25 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christodoulos ChaviarasBarclays
Richard TaylorBarclays
Anne CritchlowBerenberg