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Dunelm Group plcLSE:DNLM 株式レポート

時価総額 UK£1.6b
株価
UK£7.78
UK£11.32
31.3% 割安 内在価値ディスカウント
1Y-33.9%
7D7.3%
1D
ポートフォリオ価値
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Dunelm Group plc

LSE:DNLM 株式レポート

時価総額:UK£1.6b

Dunelm Group(DNLM)株式概要

Dunelm Group plc は英国で家庭用品の小売りを行っている。 詳細

DNLM ファンダメンタル分析
スノーフレーク・スコア
評価6/6
将来の成長2/6
過去の実績3/6
財務の健全性4/6
配当金5/6

DNLM Community Fair Values

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Dunelm Group plc 競合他社

価格と性能

株価の高値、安値、推移の概要Dunelm Group
過去の株価
現在の株価UK£7.78
52週高値UK£12.49
52週安値UK£7.07
ベータ0.95
1ヶ月の変化-1.71%
3ヶ月変化-21.03%
1年変化-33.94%
3年間の変化-29.45%
5年間の変化-47.04%
IPOからの変化320.27%

最新ニュース

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

株主還元

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

業界別リターン: DNLM過去 1 年間で-6.8 % の収益を上げたUK Specialty Retail業界を下回りました。

リターン対市場: DNLMは、過去 1 年間で19.4 % のリターンを上げたUK市場を下回りました。

価格変動

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%

安定した株価: DNLM 、 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: DNLMの 週次ボラティリティ ( 5% ) 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
197912,500Clo Moriartywww.dunelm.com

Dunelm Group plc は英国で家庭用品の小売りを行っている。ベッドルーム、リビングルーム、ダイニングルーム、その他の家具、ベッド、マットレス、ソファ、アームチェアなどの家具・ベッド製品、ベッドリネン、ドーマ、ベビー・子供用寝具、羽毛布団、枕、プロテクターなどの寝具製品、カーテン、ラグ、ベネチアンブラインド、ローラーブラインド、ローマンブラインド、バーチカルブラインド、オーダーメイドブラインドなどを扱っている。また、ウォールアートや装飾品、鏡、時計、オーナメント、写真やフレーム、キャンドルやホームフレグランス、花や植物、花瓶、装飾トレイやボウル、子供用装飾品、コーヒーテーブルの本、植木鉢、クッション、スロー、風よけ、暖炉のおまけ、ビーンバッグなどの家庭用装飾品や、新築祝い、婚約祝い、名入れ、記念日、結婚祝い、ギフトカードなども取り扱っている;シーリングライト、ランプシェード、テーブルランプ、フロアランプ、ウォールライト、シャンデリア、LED照明、バスルーム照明、アウトドア照明、キッズ照明、ストリングライト、ランプベース、ピクチャーライト、キャビネットライトなどの照明製品、電球、照明スイッチ、ペンダントフレックスケーブル、電気・配線アクセサリー。さらに、調理、ダイニング、電気、ユーティリティ、ペット用品からなるキッチンとユーティリティ製品、バスルームアクセサリー、旅行・荷物、家、衣類・靴、収納家具、食品収納などの収納製品、子供用寝室、家具、子供部屋、アクセサリー製品、ツリー、装飾、ギフトなどのクリスマス製品、部屋着、食事の下ごしらえ、冬用ランドリー製品も提供している。さらに、壁紙、ペンキ、DIYとアップサイクル、装飾用具と用品も提供している。同社は、店舗網を通じて営業しているほか、オンラインストアでも商品を販売している。同社は1979年に設立され、イギリスのシストンに本社を置いている。

Dunelm Group plc 基礎のまとめ

Dunelm Group の収益と売上を時価総額と比較するとどうか。
DNLM 基礎統計学
時価総額UK£1.57b
収益(TTM)UK£149.50m
売上高(TTM)UK£1.80b
10.5x
PER(株価収益率
0.9x
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
DNLM 損益計算書(TTM)
収益UK£1.80b
売上原価UK£852.50m
売上総利益UK£951.10m
その他の費用UK£801.60m
収益UK£149.50m

直近の収益報告

Dec 27, 2025

次回決算日

Sep 08, 2026

一株当たり利益(EPS)0.74
グロス・マージン52.73%
純利益率8.29%
有利子負債/自己資本比率19.0%

DNLM 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

9.0%
現在の配当利回り
61%
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2026/05/24 04:30
終値2026/05/22 00:00
収益2025/12/27
年間収益2025/06/28

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

Dunelm Group plc 12 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。26

アナリスト機関
Christodoulos ChaviarasBarclays
Richard TaylorBarclays
Anne CritchlowBerenberg