Dunelm Group Inkomsten in het verleden
Verleden criteriumcontroles 3/6
Dunelm Group heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 3%, terwijl de Specialty Retail-industrie de winst zag dalen met 11.1% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 6.8%. Het rendement op eigen vermogen van Dunelm Group is 91.4%, en het heeft een nettomarge van 8.3%.
Belangrijke informatie
2.96%
Groei van de winst
2.99%
Groei van de winst per aandeel
| Specialty Retail Groei van de industrie | 17.00% |
| Inkomstengroei | 6.80% |
| Rendement op eigen vermogen | 91.38% |
| Nettomarge | 8.29% |
| Volgende winstupdate | 08 Sep 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • Jul 23
DNLM: Reassuring Q4 Trading Update Will Support Earnings Resilience
The analyst price target for Dunelm Group has been trimmed by £0.93 to reflect a slightly lower fair value estimate of £13.32. Analysts are factoring in softer revenue growth assumptions, a modestly lower profit margin outlook and a marginally higher future P/E expectation, while recent Street research has shifted towards more cautious but still generally constructive views on the stock.
Narratiefupdate • Jul 09
DNLM: Softer Consumer Backdrop Will Shape A More Measured Outlook
The latest Narrative Update on Dunelm Group reflects a reduced analyst price target to £850 from £1,200, as analysts incorporate softer UK consumer confidence and slower recent retail spending into lower fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent analyst commentary around Dunelm Group points to a more cautious tone, with price targets reset and ratings trimmed as weaker UK consumer confidence and slower retail spending are factored into valuation models.
Narratiefupdate • Jun 25
DNLM: Softer UK Confidence Is Expected To Offer Longer Term Upside
The analyst price target for Dunelm Group has been revised lower to £850 from £1,200, as analysts point to softer UK consumer confidence and slower recent retail spending when reassessing the stock. Analyst Commentary Recent research updates on Dunelm Group reflect a mixed tone, with some analysts trimming price targets while still seeing upside, and others turning more cautious as UK consumer confidence and retail spending soften.Narratiefupdate • Jun 10
DNLM: Softer Consumer Data Is Expected To Support Future Re Rating
Narrative Update: Dunelm Group Analyst Price Target Shift The analyst price target for Dunelm Group has been reduced, reflecting a slightly lower fair value estimate of £11.04 from £11.31, as analysts factor in softer UK consumer confidence and slower recent retail spending, along with modest adjustments to revenue growth, profit margin assumptions, and future P/E expectations. Analyst Commentary Recent research on Dunelm Group highlights a mix of cautious and constructive views as analysts reassess valuation in light of softer UK consumer confidence and slower retail spending data.Narratiefupdate • May 27
DNLM: Refined Discount Rate And Margins Are Expected To Support Re Rating
Narrative Update Dunelm Group's analyst price target has been trimmed by £18 to £1,332, as analysts factor in slightly lower fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research points to a modest trimming of Dunelm Group's assessed fair value, reflected in a series of price target adjustments from £1,350 to £1,332 per share.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...
Nieuw narratief • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Opbrengsten en kosten
Opbrengsten en kosten
Hoe Dunelm Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 27 Dec 25 | 1,804 | 150 | 729 | 0 |
| 27 Sep 25 | 1,787 | 153 | 720 | 0 |
| 28 Jun 25 | 1,771 | 156 | 711 | 0 |
| 28 Mar 25 | 1,749 | 154 | 689 | 0 |
| 28 Dec 24 | 1,728 | 152 | 682 | 0 |
| 28 Sep 24 | 1,717 | 152 | 676 | 0 |
| 29 Jun 24 | 1,707 | 151 | 670 | 0 |
| 29 Mar 24 | 1,691 | 150 | 660 | 0 |
| 30 Dec 23 | 1,676 | 150 | 650 | 0 |
| 30 Sep 23 | 1,658 | 151 | 636 | 0 |
| 01 Jul 23 | 1,639 | 152 | 622 | 0 |
| 01 Apr 23 | 1,630 | 151 | 621 | 0 |
| 31 Dec 22 | 1,621 | 151 | 620 | 0 |
| 30 Sep 22 | 1,601 | 161 | 606 | 0 |
| 02 Jul 22 | 1,581 | 171 | 592 | 0 |
| 02 Apr 22 | 1,497 | 162 | 568 | 0 |
| 25 Dec 21 | 1,412 | 152 | 544 | 0 |
| 25 Sep 21 | 1,374 | 141 | 533 | 0 |
| 26 Jun 21 | 1,336 | 129 | 522 | 0 |
| 26 Mar 21 | 1,264 | 120 | 490 | 0 |
| 26 Dec 20 | 1,192 | 110 | 458 | 0 |
| 26 Sep 20 | 1,125 | 99 | 436 | 0 |
| 27 Jun 20 | 1,058 | 88 | 415 | 0 |
| 27 Mar 20 | 1,096 | 100 | 421 | 0 |
| 28 Dec 19 | 1,134 | 113 | 426 | 0 |
| 28 Sep 19 | 1,117 | 107 | 422 | 0 |
| 29 Jun 19 | 1,100 | 101 | 419 | 0 |
| 29 Mar 19 | 1,078 | 93 | 410 | 0 |
| 29 Dec 18 | 1,057 | 84 | 402 | 0 |
| 29 Sep 18 | 1,053 | 79 | 400 | 0 |
| 30 Jun 18 | 1,050 | 73 | 399 | 0 |
| 31 Mar 18 | 1,045 | 74 | 396 | 0 |
| 30 Dec 17 | 1,041 | 74 | 394 | 0 |
| 30 Sep 17 | 998 | 74 | 375 | 0 |
| 01 Jul 17 | 956 | 73 | 356 | 0 |
| 01 Apr 17 | 924 | 80 | 340 | 0 |
| 31 Dec 16 | 893 | 87 | 324 | 0 |
| 30 Sep 16 | 887 | 95 | 316 | 0 |
| 02 Jul 16 | 881 | 102 | 309 | 0 |
| 02 Apr 16 | 879 | 102 | 306 | 0 |
| 02 Jan 16 | 878 | 102 | 303 | 0 |
| 02 Oct 15 | 857 | 99 | 296 | 0 |
Kwaliteitswinsten: DNLM heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (8.3%) DNLM } zijn lager dan vorig jaar (8.8%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van DNLM is de afgelopen 5 jaar met 3% per jaar gegroeid.
Versnelling van de groei: De winstgroei DNLM is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.
Winst versus industrie: DNLM had het afgelopen jaar een negatieve winstgroei ( -1.7% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Specialty Retail ( 48.9% ).
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 91.4% ) van DNLM wordt als uitstekend beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/24 20:58 |
| Aandelenkoers aan het einde van de dag | 2026/08/24 00:00 |
| Inkomsten | 2025/12/27 |
| Jaarlijkse inkomsten | 2025/06/28 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Dunelm Group plc wordt gevolgd door 26 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Christodoulos Chaviaras | Barclays |
| Richard Taylor | Barclays |
| Adam Tomlinson | Berenberg |