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Dunelm Group plcLSE:DNLM Rapporto sulle azioni

Cap. di mercato UK£1.6b
Prezzo delle azioni
UK£7.78
UK£11.32
31.3% sottovalutato sconto intrinseco
1Y-33.9%
7D7.3%
1D
Valore del portafoglio
Vista

Dunelm Group plc

Report azionario LSE:DNLM

Capitalizzazione di mercato: UK£1.6b

Dunelm Group (DNLM) Panoramica del titolo

Dunelm Group plc si occupa della vendita al dettaglio di articoli per la casa nel Regno Unito. Maggiori dettagli

DNLM analisi fondamentale
Punteggio fiocco di neve
Valutazione6/6
Crescita futura2/6
Prestazioni passate3/6
Salute finanziaria4/6
Dividendi5/6

DNLM Community Fair Values

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Concorrenti di Dunelm Group plc

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Dunelm Group
Prezzi storici delle azioni
Prezzo attuale dell'azioneUK£7.78
Massimo di 52 settimaneUK£12.49
Minimo di 52 settimaneUK£7.07
Beta0.95
Variazione di 1 mese-4.19%
Variazione a 3 mesi-20.34%
Variazione di 1 anno-33.94%
Variazione a 3 anni-29.45%
Variazione a 5 anni-47.04%
Variazione dall'IPO320.27%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Nuova narrazione 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?
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Rendimenti per gli azionisti

DNLMGB Specialty RetailGB Mercato
7D7.3%5.6%0.3%
1Y-33.9%-8.8%18.8%

Ritorno vs Industria: DNLM ha avuto una performance inferiore rispetto al UK Specialty Retail che ha registrato un rendimento -8.8 % nell'ultimo anno.

Rendimento vs Mercato: DNLM ha avuto una performance inferiore al mercato UK che ha registrato un rendimento 18.8 % nell'ultimo anno.

Volatilità dei prezzi

Is DNLM's price volatile compared to industry and market?
DNLM volatility
DNLM Average Weekly Movement4.6%
Specialty Retail Industry Average Movement5.9%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.9%
10% least volatile stocks in GB Market3.1%

Prezzo delle azioni stabile: DNLM non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato UK.

Volatilità nel tempo: La volatilità settimanale ( 5% ) di DNLM è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
197912,500Clo Moriartywww.dunelm.com

Dunelm Group plc si occupa della vendita al dettaglio di articoli per la casa nel Regno Unito. L'azienda offre prodotti per l'arredamento e i letti, che comprendono mobili per la camera da letto, il soggiorno, la sala da pranzo e altri mobili, oltre a letti e materassi, divani e poltrone; prodotti per la biancheria da letto che comprendono lenzuola, dorma, biancheria per bambini e ragazzi, piumoni, cuscini e protezioni; tende; tappeti; tende veneziane, a rullo, romane, verticali e su misura. Offre anche una gamma di prodotti per l'arredamento della casa, come opere d'arte e decorazioni murali, specchi, orologi, ornamenti, quadri e cornici, candele e profumi per la casa, fiori e piante, vasi, vassoi e ciotole decorativi, decorazioni per bambini, libri per tavolini da caffè, vasi per piante, cuscini, coperte, escluse le correnti d'aria, complementi per caminetti e sacchi di fagioli, oltre a regali per la casa, per il fidanzamento, personalizzati, per l'anniversario, per il matrimonio e carte regalo; e prodotti per l'illuminazione, tra cui plafoniere, paralumi, lampade da tavolo, lampade da terra, applique, lampadari, illuminazione a led, illuminazione per il bagno, illuminazione per esterni, illuminazione per bambini, luci a stringa, basi per lampade, luci per quadri e luci per armadietti, oltre a lampadine, interruttori, cavi flessibili a sospensione, accessori elettrici e di cablaggio.

Dunelm Group plc Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Dunelm Group con la sua capitalizzazione di mercato?
DNLM statistiche fondamentali
Capitalizzazione di mercatoUK£1.57b
Utili (TTM)UK£149.50m
Ricavi(TTM)UK£1.80b
10.5x
Rapporto P/E
0.9x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
DNLM Conto economico (TTM)
RicaviUK£1.80b
Costo del fatturatoUK£852.50m
Profitto lordoUK£951.10m
Altre speseUK£801.60m
UtiliUK£149.50m

Ultimi utili riportati

Dec 27, 2025

Prossima data di guadagno

Sep 08, 2026

Utile per azione (EPS)0.74
Margine lordo52.73%
Margine di profitto netto8.29%
Rapporto debito/patrimonio netto19.0%

Come si è comportato DNLM nel lungo periodo?

Vedi performance storica e confronto

Dividendi

9.0%
Rendimento attuale del dividendo
61%
Rapporto di remunerazione

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 02:08
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/27
Utili annuali2025/06/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Dunelm Group plc è coperta da 26 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Christodoulos ChaviarasBarclays
Richard TaylorBarclays
Anne CritchlowBerenberg