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Dunelm Group plcLSE:DNLM Rapport sur les actions

Capitalisation boursière UK£1.6b
Prix de l'action
UK£7.78
UK£11.32
31.3% sous-évalué décote intrinsèque
1Y-33.9%
7D7.3%
1D
Valeur du portefeuille
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Dunelm Group plc

LSE:DNLM Rapport sur les actions

Capitalisation boursière : UK£1.6b

Dunelm Group (DNLM) Aperçu de l'action

Dunelm Group plc exerce ses activités dans le domaine de la vente au détail d'articles pour la maison au Royaume-Uni. Plus de détails

DNLM analyse fondamentale
Score flocon de neige
Évaluation6/6
Croissance future2/6
Performances passées3/6
Santé financière4/6
Dividendes5/6

DNLM Community Fair Values

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See what 67 others think this stock is worth. Follow their fair value or set your own to get alerts.

Dunelm Group plc Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Dunelm Group
Historique des cours de bourse
Prix actuel de l'actionUK£7.78
Plus haut sur 52 semainesUK£12.49
Plus bas sur 52 semainesUK£7.07
Bêta0.95
Variation sur 1 mois-1.71%
Variation sur 3 mois-21.03%
Variation sur 1 an-33.94%
Variation sur 3 ans-29.45%
Variation sur 5 ans-47.04%
Évolution depuis l'introduction en bourse320.27%

Nouvelles et mises à jour récentes

Mise à jour du récit May 01

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.
Mise à jour du récit Apr 12

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.
Mise à jour du récit Mar 29

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.
Mise à jour du récit Mar 14

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

Mise à jour du récit May 01

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.
Mise à jour du récit Apr 12

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.
Mise à jour du récit Mar 29

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.
Mise à jour du récit Mar 14

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.
Mise à jour du récit Feb 28

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.
Mise à jour du récit Feb 14

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.
Nouveau récit Feb 01

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?
Mise à jour du récit Jan 30

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.
Article d’analyse Jan 30

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dunelm Group fair value estimate is UK£13.42 Current share...
Mise à jour du récit Jan 16

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.
Article d’analyse Jan 08

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

There wouldn't be many who think Dunelm Group plc's ( LON:DNLM ) price-to-earnings (or "P/E") ratio of 14.9x is worth a...
Article d’analyse Nov 18

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

Dunelm Group plc ( LON:DNLM ), might not be a large cap stock, but it saw significant share price movement during...
Article d’analyse Oct 18

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

Dunelm Group plc's ( LON:DNLM ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Article d’analyse Oct 10

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

Dunelm Group plc's ( LON:DNLM ) investors are due to receive a payment of £0.28 per share on 25th of November. This...
Article d’analyse Oct 06

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse Sep 12

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

Dunelm Group plc's ( LON:DNLM ) investors are due to receive a payment of £0.28 per share on 25th of November. This...
Article d’analyse Sep 11

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

Key Insights Dunelm Group's estimated fair value is UK£13.33 based on 2 Stage Free Cash Flow to Equity With UK£10.81...
Article d’analyse Jun 17

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

While Dunelm Group plc ( LON:DNLM ) might not have the largest market cap around , it saw a significant share price...
Article d’analyse May 02

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

Dunelm Group plc ( LON:DNLM ) shares have had a really impressive month, gaining 27% after a shaky period beforehand...
Article d’analyse Feb 28

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

Dunelm Group plc ( LON:DNLM ) will increase its dividend on the 8th of April to £0.515, which is 1.0% higher than last...
User avatar
Nouveau récit Feb 17

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.
Article d’analyse Feb 14

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

The board of Dunelm Group plc ( LON:DNLM ) has announced that it will be increasing its dividend by 1.0% on the 8th of...
Article d’analyse Jan 19

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

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 16x, you may...
Article d’analyse Dec 14

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

Key Insights The projected fair value for Dunelm Group is UK£15.49 based on 2 Stage Free Cash Flow to Equity Dunelm...
Article d’analyse Nov 15

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

Key Insights Dunelm Group's Annual General Meeting to take place on 21st of November CEO Nick Wilkinson's total...
Article d’analyse Oct 11

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

The board of Dunelm Group plc ( LON:DNLM ) has announced that it will pay a dividend of £0.275 per share on the 26th of...
Article d’analyse Sep 20

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

The market seemed underwhelmed by last week's earnings announcement from Dunelm Group plc ( LON:DNLM ) despite the...
Article d’analyse Sep 14

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

Dunelm Group plc ( LON:DNLM ) will pay a dividend of £0.275 on the 26th of November. This takes the dividend yield to...
Article d’analyse Aug 13

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

Dunelm Group plc ( LON:DNLM ), might not be a large cap stock, but it saw a decent share price growth of 17% on the LSE...
Article d’analyse Jun 08

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dunelm Group fair value estimate is UK£14.20 Dunelm Group's...
Article d’analyse Apr 19

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

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Article d’analyse Mar 29

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Article d’analyse Feb 22

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

Dunelm Group plc's ( LON:DNLM ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Article d’analyse Jan 29

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

While Dunelm Group plc ( LON:DNLM ) might not have the largest market cap around , it saw a double-digit share price...
Article d’analyse Jan 07

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

Key Insights The projected fair value for Dunelm Group is UK£11.68 based on 2 Stage Free Cash Flow to Equity With...
Article d’analyse Nov 28

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Article d’analyse Nov 10

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

Key Insights Dunelm Group's Annual General Meeting to take place on 16th of November Total pay for CEO Nick Wilkinson...
Article d’analyse Oct 26

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Oct 11

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

Dunelm Group plc ( LON:DNLM ), is not the largest company out there, but it received a lot of attention from a...

Rendement pour les actionnaires

DNLMGB Specialty RetailGB Marché
7D7.3%7.0%2.5%
1Y-33.9%-6.8%19.4%

Rendement vs Industrie: DNLM a sous-performé le secteur UK Specialty Retail qui a rapporté -6.8 % au cours de l'année écoulée.

Rendement vs marché: DNLM a sous-performé le marché UK qui a rapporté 19.4 % au cours de l'année écoulée.

Volatilité des prix

Is DNLM's price volatile compared to industry and market?
DNLM volatility
DNLM Average Weekly Movement4.6%
Specialty Retail Industry Average Movement6.0%
Market Average Movement5.7%
10% most volatile stocks in GB Market12.0%
10% least volatile stocks in GB Market3.0%

Cours de l'action stable: DNLM n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché UK.

Volatilité au fil du temps: La volatilité hebdomadaire de DNLM ( 5% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
197912,500Clo Moriartywww.dunelm.com

Dunelm Group plc exerce son activité dans la vente au détail d'articles pour la maison au Royaume-Uni. La société propose des produits d'ameublement et de literie, qui comprennent des meubles de chambre à coucher, de salon, de salle à manger et autres, ainsi que des lits et des matelas, des canapés et des fauteuils ; des produits de literie comprenant du linge de lit, du linge de lit pour bébés et enfants, des couettes, des oreillers et des protections ; des rideaux ; des tapis ; et des stores vénitiens, roulants, romains, verticaux et sur mesure. Elle propose également une gamme de produits de décoration intérieure, tels que des œuvres d'art et des décorations murales, des miroirs, des horloges, des ornements, des tableaux et des cadres, des bougies et des parfums d'ambiance, des fleurs et des plantes, des vases, des plateaux et des bols décoratifs, des décorations pour enfants, des livres de table basse, des pots de fleurs, des coussins, des jetés, des coupe-tirage, des accessoires de cheminée et des sacs de haricots, ainsi que des cadeaux de pendaison de crémaillère, de fiançailles, personnalisés, d'anniversaire et de mariage, et des cartes-cadeaux ; et des produits d'éclairage, notamment des plafonniers, des abat-jour, des lampes de table, des lampadaires, des appliques murales, des lustres, des éclairages à LED, des éclairages de salle de bain, des éclairages extérieurs, des éclairages pour enfants, des guirlandes lumineuses, des pieds de lampe, des lampes à tableau et des éclairages d'armoire, ainsi que des ampoules, des interrupteurs, des câbles flexibles suspendus, des accessoires électriques et des accessoires de câblage.

Dunelm Group plc Résumé des fondamentaux

Comment les bénéfices et les revenus de Dunelm Group se comparent-ils à sa capitalisation boursière ?
DNLM statistiques fondamentales
Capitalisation boursièreUK£1.57b
Bénéfices(TTM)UK£149.50m
Recettes(TTM)UK£1.80b
10.5x
Ratio P/E
0.9x
Ratio P/S

Le site DNLM est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
DNLM compte de résultat (TTM)
RecettesUK£1.80b
Coût des recettesUK£852.50m
Marge bruteUK£951.10m
Autres dépensesUK£801.60m
Les revenusUK£149.50m

Derniers bénéfices déclarés

Dec 27, 2025

Prochaine date de publication des résultats

Sep 08, 2026

Résultat par action (EPS)0.74
Marge brute52.73%
Marge bénéficiaire nette8.29%
Ratio dettes/capitaux propres19.0%

Quelles ont été les performances à long terme de DNLM?

Voir les performances historiques et les comparaisons

Dividendes

9.0%
Rendement actuel des dividendes
61%
Ratio de distribution

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/24 19:06
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2025/12/27
Revenus annuels2025/06/28

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Dunelm Group plc est couverte par 26 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Christodoulos ChaviarasBarclays
Richard TaylorBarclays
Anne CritchlowBerenberg