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 将来の成長

Future 基準チェック /16

B&M European Value Retail利益と収益がそれぞれ年間1.9%と3.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に23.6% 2.6%なると予測されています。

主要情報

1.9%

収益成長率

2.60%

EPS成長率

Multiline Retail 収益成長4.5%
収益成長率3.8%
将来の株主資本利益率23.58%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

分析記事 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

B&M European Value Retail S.A. ( LON:BME ) last week reported its latest half-yearly results, which makes it a good...

Recent updates

ナラティブの更新 Apr 30

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.
ナラティブの更新 Apr 16

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.
ナラティブの更新 Apr 01

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.
ナラティブの更新 Mar 18

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.
ナラティブの更新 Mar 04

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.
ナラティブの更新 Feb 18

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.
分析記事 Feb 14

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

With a price-to-earnings (or "P/E") ratio of 7.3x B&M European Value Retail S.A. ( LON:BME ) may be sending very...
ナラティブの更新 Feb 03

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.
分析記事 Feb 01

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, B&M European Value Retail fair value estimate is UK£3.18 B&M...
ナラティブの更新 Jan 20

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.
分析記事 Jan 07

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
ナラティブの更新 Jan 06

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).
分析記事 Dec 24

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
ナラティブの更新 Dec 19

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.
分析記事 Dec 11

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

While B&M European Value Retail S.A. ( LON:BME ) might not have the largest market cap around , it received a lot of...
ナラティブの更新 Dec 05

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.
ナラティブの更新 Nov 21

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.
分析記事 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

B&M European Value Retail S.A. ( LON:BME ) last week reported its latest half-yearly results, which makes it a good...
ナラティブの更新 Nov 05

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.
ナラティブの更新 Oct 22

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.
分析記事 Oct 13

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

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
ナラティブの更新 Oct 08

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.
分析記事 Sep 30

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, B&M European Value Retail fair value estimate is UK£4.75 B&M...
分析記事 Sep 05

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

B&M European Value Retail S.A. ( LON:BME ), is not the largest company out there, but it received a lot of attention...
分析記事 Aug 11

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

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 Jul 16

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jun 17

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

B&M European Value Retail S.A. ( LON:BME ) shareholders won't be pleased to see that the share price has had a very...
分析記事 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.'s ( LON:BME ) earnings announcement last week didn't impress shareholders. While the...
分析記事 Jun 01

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

Key Insights B&M European Value Retail's estimated fair value is UK£5.23 based on 2 Stage Free Cash Flow to Equity B&M...
分析記事 Apr 24

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

B&M European Value Retail S.A. ( LON:BME ) shares have had a really impressive month, gaining 26% after a shaky period...
分析記事 Apr 08

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

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
分析記事 Feb 20

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

While B&M European Value Retail S.A. ( LON:BME ) might not have the largest market cap around , it saw significant...
分析記事 Feb 05

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

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 16x, you may...
分析記事 Jan 03

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

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Dec 16

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

Key Insights B&M European Value Retail's estimated fair value is UK£7.34 based on 2 Stage Free Cash Flow to Equity B&M...
User avatar
新しいナラティブ Dec 15

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.
分析記事 Dec 03

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Oct 29

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

B&M European Value Retail S.A. ( LON:BME ), might not be a large cap stock, but it saw significant share price movement...
分析記事 Sep 25

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

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
分析記事 Sep 10

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

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
分析記事 Aug 25

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, B&M European Value Retail fair value estimate is UK£8.99 B&M...
分析記事 Aug 09

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jun 14

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

The board of B&M European Value Retail S.A. ( LON:BME ) has announced that it will pay a dividend of £0.096 per share...
分析記事 Jun 12

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

Despite posting healthy earnings, B&M European Value Retail S.A.'s ( LON:BME ) stock has been quite weak. Our analysis...

業績と収益の成長予測

LSE:BME - アナリストの将来予測と過去の財務データ ( )GBP Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20296,5332472056953
3/31/20286,26222822766015
3/31/20275,99221419864217
3/31/20265,77119318262317
9/27/20255,676249545679N/A
6/27/20255,624284544677N/A
3/29/20255,571319542675N/A
12/29/20245,575323542685N/A
9/28/20245,579326542694N/A
6/28/20245,532347581720N/A
3/30/20245,484367620746N/A
12/30/20235,354361636747N/A
9/23/20235,223355651748N/A
6/23/20235,103352668765N/A
3/25/20234,983348684782N/A
12/25/20224,849368N/AN/AN/A
9/24/20224,714388576677N/A
6/24/20224,694405484584N/A
3/26/20224,673422391491N/A
12/26/20214,750427N/AN/AN/A
9/25/20214,827432520626N/A
6/25/20214,814430629727N/A
3/27/20214,801428739827N/A
12/27/20204,534363709791N/A
9/26/20204,267298679754N/A
6/26/20204,040251552652N/A
3/28/20203,813204425550N/A
9/28/20193,495202247393N/A
6/28/20193,384200N/A384N/A
3/30/20193,273198N/A376N/A
12/31/20183,369204N/A292N/A
9/29/20183,249207N/A297N/A
6/29/20183,140196N/A248N/A
3/31/20183,030186N/A198N/A
12/31/20172,850169N/A167N/A
9/23/20172,671153N/A136N/A
6/23/20172,551148N/A158N/A
3/25/20172,431143N/A179N/A
12/25/20162,321137N/A176N/A
9/24/20162,211130N/A172N/A
6/24/20162,123127N/A157N/A
3/26/20162,035125N/A143N/A
12/26/20151,936118N/A134N/A
9/26/20151,837111N/A125N/A
6/26/20151,74275N/A118N/A

アナリストによる今後の成長予測

収入対貯蓄率: BMEの予測収益成長率 (年間1.9% ) は 貯蓄率 ( 3.4% ) を下回っています。

収益対市場: BMEの収益 ( 1.9% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。

高成長収益: BMEの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BMEの収益 ( 3.8% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。

高い収益成長: BMEの収益 ( 3.8% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: BMEの 自己資本利益率 は、3年後には高くなると予測されています ( 23.6 %)


成長企業の発掘

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2026/05/22 14:05
終値2026/05/22 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 17 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。30

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