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B&M European Value Retail plcLSE:BME 株式レポート

時価総額 UK£1.7b
株価
UK£1.72
UK£2.16
20.1% 割安 内在価値ディスカウント
1Y-49.6%
7D-2.3%
ポートフォリオ価値
表示

B&M European Value Retail plc

LSE:BME 株式レポート

時価総額:UK£1.7b

B&M European Value Retail(BME)株式概要

B&Mヨーロピアン・バリュー・リテール・ピーエルシーは日用雑貨品と食料品を小売している。 詳細

BME ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長1/6
過去の実績1/6
財務の健全性3/6
配当金5/6

BME Community Fair Values

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B&M European Value Retail plc 競合他社

価格と性能

株価の高値、安値、推移の概要B&M European Value Retail
過去の株価
現在の株価UK£1.72
52週高値UK£3.50
52週安値UK£1.40
ベータ1.14
1ヶ月の変化-0.75%
3ヶ月変化-2.35%
1年変化-49.65%
3年間の変化-64.66%
5年間の変化-70.31%
IPOからの変化-39.15%

最新ニュース

Recent updates

BME: Future Upside Will Depend On Discount Execution And Earnings Resilience

Analysts have trimmed their fair value estimate for B&M European Value Retail, nudging the price target lower by a small amount to around £2.16, as they factor in slightly softer revenue growth and profit margin expectations alongside a modestly higher future P/E assumption. Analyst Commentary Bullish Takeaways Bullish analysts highlight that even with slightly softer revenue and margin assumptions, the shares still screen as reasonably valued against their updated P/E inputs.

BME: Future Upside Will Rely On Sustained Execution And Cash Generation

Analysts have nudged their fair value price target for B&M European Value Retail higher from £2.15 to about £2.16, citing a recent bullish initiation and an upgrade from the Street that focus on modestly adjusted growth and P/E assumptions. Analyst Commentary Recent Street research around B&M European Value Retail has focused on how its adjusted growth profile and P/E assumptions compare with the current share price, which has contributed to the small uplift in fair value estimates.

BME: Future Upside Will Depend On Sustained Margin And Cash Execution

Analysts have trimmed their price target on B&M European Value Retail to £2.15, citing a slightly higher discount rate and only marginal tweaks to revenue growth, profit margin and forward P/E assumptions in their updated models. Analyst Commentary Recent research points to a mixed but generally constructive view, with the latest work resulting in an upgrade alongside the trimmed price target.

BME: Refined Discount Rate And P E Assumptions Will Support Future Upside

Analysts have raised their price target on B&M European Value Retail to £2.97, citing updated assumptions on the discount rate, revenue growth, profit margins and future P/E that support a slightly higher valuation. Analyst Commentary Recent research points to a more constructive tone around B&M European Value Retail, with the higher £2.97 price target framed around refined assumptions for the discount rate, revenue trends, profit margins and future P/E.

BME: Reset Discount Rate Will Support Constructive Future Upside Narrative

Analysts have revised their price target on B&M European Value Retail, with the new fair value estimate changing from £3.38 to £2.97. This adjustment reflects updated views on the discount rate, revenue, profit margin and future P/E following recent research commentary.

BME: Higher Fair Value Will Rely On Future Margin Execution

Analysts have lifted their fair value estimate for B&M European Value Retail from £2.06 to £2.15. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples following recent research.

Insufficient Growth At B&M European Value Retail S.A. (LON:BME) Hampers Share Price

Feb 14
Insufficient Growth At B&M European Value Retail S.A. (LON:BME) Hampers Share Price

BME: Interim Dividend Reset Will Support Future Upside Potential

Analysts have reduced their fair value estimate for B&M European Value Retail from £2.32 to £2.06, reflecting updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Company announced an interim dividend of 3.5 pence per ordinary share for the first half of fiscal year 2026, compared with 5.3 pence for the first half of fiscal year 2025.

Are Investors Undervaluing B&M European Value Retail S.A. (LON:BME) By 44%?

Feb 01
Are Investors Undervaluing B&M European Value Retail S.A. (LON:BME) By 44%?

BME: Reduced Interim Dividend And CFO Change Will Present Attractive Opportunity

Analysts have reduced their fair value estimate for B&M European Value Retail from £6.00 to about £3.38. This reflects updated assumptions for a higher discount rate, more cautious revenue growth, lower profit margins and a reduced future P/E multiple.

B&M European Value Retail (LON:BME) Has More To Do To Multiply In Value Going Forward

Jan 07
B&M European Value Retail (LON:BME) Has More To Do To Multiply In Value Going Forward

BME: Dividend Reset And CFO Transition Will Shape Balanced Outlook

Analysts have trimmed their price target for B&M European Value Retail to reflect a fair value adjustment from £2.07 to £1.63, citing updated views on discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News B&M European Value Retail S.A. declared an interim dividend of 3.5 pence per ordinary share for the first half of fiscal year 2026, with payment scheduled for 12 December 2025 to shareholders on the register at 21 November 2025 and an ex-dividend date of 20 November 2025 (company announcement).

These 4 Measures Indicate That B&M European Value Retail (LON:BME) Is Using Debt Extensively

Dec 24
These 4 Measures Indicate That B&M European Value Retail (LON:BME) Is Using Debt Extensively

BME: Leadership Transition And Dividend Reset Will Support Future Upside Potential

Analysts have trimmed their price target on B&M European Value Retail slightly, citing a modest reduction in fair value to about £2.32 from roughly £2.42 as they factor in slightly lower revenue growth and profit margin expectations, partly offset by a higher assumed future price to earnings multiple. What's in the News B&M European Value Retail cut its interim dividend for the first half of fiscal 2026 to 3.5 pence per share, down from 5.3 pence a year earlier.

At UK£1.56, Is It Time To Put B&M European Value Retail S.A. (LON:BME) On Your Watch List?

Dec 11
At UK£1.56, Is It Time To Put B&M European Value Retail S.A. (LON:BME) On Your Watch List?

BME: Leadership Transition Will Support Dividend Reset And Future Upside Potential

Analysts have trimmed their price target on B&M European Value Retail by roughly 6 percent to reflect slightly softer expectations for revenue growth, margins, and future valuation multiples. What's in the News Announced a reduced interim dividend of 3.5 pence per share for the first half of fiscal 2026, down from 5.3 pence a year earlier, payable on 12 December 2025 to shareholders of record on 21 November 2025 (company announcement) Appointed Helen Cowing as Interim Chief Financial Officer on 12 November 2025, succeeding Mike Schmidt following an orderly handover of responsibilities (company announcement) Previously disclosed that CFO Mike Schmidt intended to step down, with a search launched for his successor to ensure a smooth transition (company announcement) Removed from the FTSE All World Index (USD), reflecting changes in index constituent composition (index provider update) Valuation Changes Fair Value Estimate has fallen slightly to £2.42 per share from £2.57, reflecting more cautious assumptions.

BME: Leadership Change And Dividend Policy Shift Will Drive Future Upside

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.

UK£2.64: That's What Analysts Think B&M European Value Retail S.A. (LON:BME) Is Worth After Its Latest Results

Nov 16
UK£2.64: That's What Analysts Think B&M European Value Retail S.A. (LON:BME) Is Worth After Its Latest Results

BME: Leadership Transition And Index Removal Will Shape Future Performance

Analysts have marginally lowered their price target on B&M European Value Retail to £2.96 from £2.99, citing modest shifts in projected revenue growth and profit margins. What's in the News Chief Financial Officer Mike Schmidt has announced his intention to step down, and a successor search is underway.

Analysts Lower Price Target for B&M European Value Retail Amid Rising Risks and Downgraded Forecasts

Analysts have lowered their price target for B&M European Value Retail from €3.87 to €2.99. They cite more conservative expectations for revenue growth and profit margins, as well as a higher discount rate applied to future earnings.

B&M European Value Retail S.A.'s (LON:BME) Earnings Are Not Doing Enough For Some Investors

Oct 13
B&M European Value Retail S.A.'s (LON:BME) Earnings Are Not Doing Enough For Some Investors

Everyday Low Prices And Strategic Expansion Set To Boost Revenue And Strengthen Margins

Analysts have lowered their price target for B&M European Value Retail from £2.81 to £2.07, citing a modest decrease in fair value estimates and expectations for slower growth and profitability. Analyst Commentary Bullish Takeaways Bullish analysts note that B&M European Value Retail continues to maintain a significant market presence in the discount retail sector, supporting long-term growth prospects.

B&M European Value Retail S.A.'s (LON:BME) Intrinsic Value Is Potentially 83% Above Its Share Price

Sep 30
B&M European Value Retail S.A.'s (LON:BME) Intrinsic Value Is Potentially 83% Above Its Share Price

Is Now An Opportune Moment To Examine B&M European Value Retail S.A. (LON:BME)?

Sep 05
Is Now An Opportune Moment To Examine B&M European Value Retail S.A. (LON:BME)?

The Return Trends At B&M European Value Retail (LON:BME) Look Promising

Aug 11
The Return Trends At B&M European Value Retail (LON:BME) Look Promising

We Think B&M European Value Retail (LON:BME) Is Taking Some Risk With Its Debt

Jul 16
We Think B&M European Value Retail (LON:BME) Is Taking Some Risk With Its Debt

Earnings Working Against B&M European Value Retail S.A.'s (LON:BME) Share Price Following 26% Dive

Jun 17
Earnings Working Against B&M European Value Retail S.A.'s (LON:BME) Share Price Following 26% Dive

There May Be Reason For Hope In B&M European Value Retail's (LON:BME) Disappointing Earnings

Jun 11
There May Be Reason For Hope In B&M European Value Retail's (LON:BME) Disappointing Earnings

B&M European Value Retail S.A. (LON:BME) Shares Could Be 35% Below Their Intrinsic Value Estimate

Jun 01
B&M European Value Retail S.A. (LON:BME) Shares Could Be 35% Below Their Intrinsic Value Estimate

B&M European Value Retail S.A. (LON:BME) Stock Catapults 26% Though Its Price And Business Still Lag The Market

Apr 24
B&M European Value Retail S.A. (LON:BME) Stock Catapults 26% Though Its Price And Business Still Lag The Market

Investors Should Be Encouraged By B&M European Value Retail's (LON:BME) Returns On Capital

Apr 08
Investors Should Be Encouraged By B&M European Value Retail's (LON:BME) Returns On Capital

Why B&M European Value Retail S.A. (LON:BME) Could Be Worth Watching

Feb 20
Why B&M European Value Retail S.A. (LON:BME) Could Be Worth Watching

B&M European Value Retail S.A.'s (LON:BME) Earnings Are Not Doing Enough For Some Investors

Feb 05
B&M European Value Retail S.A.'s (LON:BME) Earnings Are Not Doing Enough For Some Investors

B&M European Value Retail (LON:BME) Is Very Good At Capital Allocation

Jan 03
B&M European Value Retail (LON:BME) Is Very Good At Capital Allocation

B&M European Value Retail S.A.'s (LON:BME) Intrinsic Value Is Potentially 99% Above Its Share Price

Dec 16
B&M European Value Retail S.A.'s (LON:BME) Intrinsic Value Is Potentially 99% Above Its Share Price
User avatar

Everyday Low Prices And Strategic Expansion Set To Boost Revenue And Strengthen Margins

Strategic store expansion and disciplined cost management aim to enhance revenue and improve net margins through operational efficiency.

Does B&M European Value Retail (LON:BME) Have A Healthy Balance Sheet?

Dec 03
Does B&M European Value Retail (LON:BME) Have A Healthy Balance Sheet?

Why B&M European Value Retail S.A. (LON:BME) Could Be Worth Watching

Oct 29
Why B&M European Value Retail S.A. (LON:BME) Could Be Worth Watching

B&M European Value Retail (LON:BME) Could Become A Multi-Bagger

Sep 25
B&M European Value Retail (LON:BME) Could Become A Multi-Bagger

B&M European Value Retail S.A.'s (LON:BME) Shares Lagging The Market But So Is The Business

Sep 10
B&M European Value Retail S.A.'s (LON:BME) Shares Lagging The Market But So Is The Business

Is There An Opportunity With B&M European Value Retail S.A.'s (LON:BME) 50% Undervaluation?

Aug 25
Is There An Opportunity With B&M European Value Retail S.A.'s (LON:BME) 50% Undervaluation?

Here's Why B&M European Value Retail (LON:BME) Can Manage Its Debt Responsibly

Aug 09
Here's Why B&M European Value Retail (LON:BME) Can Manage Its Debt Responsibly

B&M European Value Retail's (LON:BME) Dividend Will Be £0.096

Jun 14
B&M European Value Retail's (LON:BME) Dividend Will Be £0.096

We Think B&M European Value Retail's (LON:BME) Healthy Earnings Might Be Conservative

Jun 12
We Think B&M European Value Retail's (LON:BME) Healthy Earnings Might Be Conservative

株主還元

BMEGB Multiline RetailGB 市場
7D-2.3%-1.3%-0.2%
1Y-49.6%-2.7%19.7%

業界別リターン: BME過去 1 年間で-2.7 % の収益を上げたUK Multiline Retail業界を下回りました。

リターン対市場: BMEは、過去 1 年間で19.7 % のリターンを上げたUK市場を下回りました。

価格変動

Is BME's price volatile compared to industry and market?
BME volatility
BME Average Weekly Movement5.6%
Multiline Retail Industry Average Movement5.4%
Market Average Movement5.6%
10% most volatile stocks in GB Market11.5%
10% least volatile stocks in GB Market3.2%

安定した株価: BME 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BMEの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
197839,548Tjeerd Jegenwww.bandmretail.com

B&Mヨーロピアン・バリュー・リテール・ピーエルシーは日用雑貨品と食料品の小売業を営む。同社は英国でB&M、Heron Foods、B&M Expressのブランド名で店舗チェーン、フランスでB&Mのブランド名で店舗を運営している。また、不動産管理サービスも提供している。同社は1978年に設立され、ルクセンブルクのミュンスバッハに本拠を置く。

B&M European Value Retail plc 基礎のまとめ

B&M European Value Retail の収益と売上を時価総額と比較するとどうか。
BME 基礎統計学
時価総額UK£1.68b
収益(TTM)UK£249.00m
売上高(TTM)UK£5.68b
7.0x
PER(株価収益率
0.3x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BME 損益計算書(TTM)
収益UK£5.68b
売上原価UK£3.58b
売上総利益UK£2.10b
その他の費用UK£1.85b
収益UK£249.00m

直近の収益報告

Sep 27, 2025

次回決算日

Jun 03, 2026

一株当たり利益(EPS)0.25
グロス・マージン37.00%
純利益率4.39%
有利子負債/自己資本比率143.0%

BME の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

16.4%
現在の配当利回り
53%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/01 07:31
終値2026/05/01 00:00
収益2025/09/27
年間収益2025/03/29

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

B&M European Value Retail plc 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
James AnsteadBarclays
Matthew ClementsBarclays
Adam TomlinsonBerenberg