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BNZL logo

Bunzl plcLSE:BNZL Stock Report

Market Cap UK£7.5b
Share Price
UK£22.66
My Fair Value
n/a
1Y-34.3%
7D-5.7%
Portfolio Value
​
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Bunzl plc

LSE:BNZL Stock Report

Market Cap: UK£7.5b

Bunzl (BNZL) Stock Overview

Operates as a distribution and services company in the North America, Continental Europe, the United Kingdom, Ireland, and internationally. More details

BNZL fundamental analysis
Snowflake Score
Valuation5/6
Future Growth2/6
Past Performance2/6
Financial Health5/6
Dividends4/6

Rewards

Trading at 37.9% below our estimate of its fair value

Earnings are forecast to grow 4.99% per year

Trading at good value compared to peers and industry

Risk Analysis

Has a high level of debt

Unstable dividend track record


BNZL Community Fair Values

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See what 37 others think this stock is worth. Follow their fair value or set your own to get alerts.

BNZL logo
Bunzl

North America Turnaround And Global Expansion Will Strengthen Outlook

Key Takeaways Recovery in North America, own-brand growth, and strategic acquisitions are set to drive future margin and earnings improvement despite current macro challenges. Strong recurring demand for health, hygiene, safety, and sustainable products supports stable revenues and positions Bunzl for long-term growth amidst changing regulations and market trends.
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UK£26.41
FV
14.2% undervalued intrinsic discount
2.10%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
BNZL logo
Bunzl

E-commerce Demand And Sustainability Trends Will Stimulate Growth

Key Takeaways Bunzl's acquisition strategy, own brand expansion, and digital investments position it for accelerated revenue growth, margin gains, and strong long-term cash generation. Operational resets and alignment with ESG trends are driving sales momentum, service improvement, and sustained premium pricing across its global markets.
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UK£32.8
FV
30.9% undervalued intrinsic discount
3.72%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
BNZL logo
Bunzl

Digitalization And Cost Pressures Will Damage Long-Term Performance

Key Takeaways Accelerating digitalization and sustainability pressures threaten Bunzl's core business model, potentially eroding demand and compressing margins. Heavy M&A reliance, rising costs, and slow tech adoption may weaken long-term growth and competitive positioning.
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UK£19
FV
19.3% overvalued intrinsic discount
0.86%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Draganfly

America Wants Homegrown Drones — Draganfly Is Ready to Deliver

Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.Read more

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3users have liked this narrative
0users have commented on this narrative
77users have followed this narrative
US$9.21
18.9% overvalued intrinsic discount
Jolt_Communications Fair Value
Revenue growth
64.98% p.a.
Profit Margin
15%
Future PE
35x
Share price in 2030
US$14.83

Bunzl plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for Bunzl
Historical stock prices
Current Share PriceUK£22.66
52 Week HighUK£36.22
52 Week LowUK£22.10
Beta0.29
1 Month Change-9.00%
3 Month Change1.16%
1 Year Change-34.28%
3 Year Change-21.89%
5 Year Change-7.89%
Change since IPO10,267.39%

Recent News & Updates

Bunzl (LON:BNZL) Will Pay A Dividend Of £0.202

Oct 28
Bunzl (LON:BNZL) Will Pay A Dividend Of £0.202

Bunzl's (LON:BNZL) Dividend Will Be £0.202

Oct 10
Bunzl's (LON:BNZL) Dividend Will Be £0.202

Bunzl (LON:BNZL) Has More To Do To Multiply In Value Going Forward

Oct 07
Bunzl (LON:BNZL) Has More To Do To Multiply In Value Going Forward

Recent updates

Bunzl (LON:BNZL) Will Pay A Dividend Of £0.202

Oct 28
Bunzl (LON:BNZL) Will Pay A Dividend Of £0.202

Bunzl's (LON:BNZL) Dividend Will Be £0.202

Oct 10
Bunzl's (LON:BNZL) Dividend Will Be £0.202

Bunzl (LON:BNZL) Has More To Do To Multiply In Value Going Forward

Oct 07
Bunzl (LON:BNZL) Has More To Do To Multiply In Value Going Forward

Bunzl plc (LON:BNZL) Investors Are Less Pessimistic Than Expected

Sep 14
Bunzl plc (LON:BNZL) Investors Are Less Pessimistic Than Expected

Bunzl (LON:BNZL) Is Due To Pay A Dividend Of £0.202

Aug 29
Bunzl (LON:BNZL) Is Due To Pay A Dividend Of £0.202

Analysts Are Updating Their Bunzl plc (LON:BNZL) Estimates After Its Interim Results

Aug 28
Analysts Are Updating Their Bunzl plc (LON:BNZL) Estimates After Its Interim Results

Bunzl plc's (LON:BNZL) Share Price Could Signal Some Risk

May 18
Bunzl plc's (LON:BNZL) Share Price Could Signal Some Risk

Bunzl's (LON:BNZL) Shareholders Will Receive A Bigger Dividend Than Last Year

May 02
Bunzl's (LON:BNZL) Shareholders Will Receive A Bigger Dividend Than Last Year

Bunzl (LON:BNZL) Is Increasing Its Dividend To £0.538

Apr 18
Bunzl (LON:BNZL) Is Increasing Its Dividend To £0.538

It's Unlikely That Bunzl plc's (LON:BNZL) CEO Will See A Huge Pay Rise This Year

Apr 16
It's Unlikely That Bunzl plc's (LON:BNZL) CEO Will See A Huge Pay Rise This Year

Estimating The Intrinsic Value Of Bunzl plc (LON:BNZL)

Apr 11
Estimating The Intrinsic Value Of Bunzl plc (LON:BNZL)

Bunzl (LON:BNZL) Has Announced That It Will Be Increasing Its Dividend To £0.538

Mar 22
Bunzl (LON:BNZL) Has Announced That It Will Be Increasing Its Dividend To £0.538

Bunzl's (LON:BNZL) Shareholders Will Receive A Bigger Dividend Than Last Year

Mar 07
Bunzl's (LON:BNZL) Shareholders Will Receive A Bigger Dividend Than Last Year
User avatar

US Retail Model Changes And Acquisitions To Strengthen Market Position

Acquisitions and brand penetration aim to boost revenue and profitability through expanded markets and improved margins.

There's Reason For Concern Over Bunzl plc's (LON:BNZL) Price

Jan 13
There's Reason For Concern Over Bunzl plc's (LON:BNZL) Price

Bunzl (LON:BNZL) Hasn't Managed To Accelerate Its Returns

Dec 26
Bunzl (LON:BNZL) Hasn't Managed To Accelerate Its Returns

Bunzl (LON:BNZL) Seems To Use Debt Quite Sensibly

Nov 25
Bunzl (LON:BNZL) Seems To Use Debt Quite Sensibly

Bunzl (LON:BNZL) Is Due To Pay A Dividend Of £0.201

Nov 07
Bunzl (LON:BNZL) Is Due To Pay A Dividend Of £0.201

Shareholder Returns

BNZLGB Trade DistributorsGB Market
7D-5.7%-2.2%0.5%
1Y-34.3%-12.1%17.5%

Return vs Industry: BNZL underperformed the UK Trade Distributors industry which returned -12.1% over the past year.

Return vs Market: BNZL underperformed the UK Market which returned 17.5% over the past year.

Price Volatility

Is BNZL's price volatile compared to industry and market?
BNZL volatility
BNZL Average Weekly Movement2.7%
Trade Distributors Industry Average Movement3.8%
Market Average Movement4.7%
10% most volatile stocks in GB Market10.8%
10% least volatile stocks in GB Market2.6%

Stable Share Price: BNZL has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: BNZL's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
185426,978Frank Van Zantenwww.bunzl.com

Bunzl plc operates as a distribution and services company in the North America, Continental Europe, the United Kingdom, Ireland, and internationally. The company offers personal protection and safety equipment, including gloves, boots, hard hats, ear and eye protection, other workwear, as well as cleaning and hygiene supplies and asset protection products; and healthcare consumables, such as gloves, masks, swabs, gowns, bandages, healthcare devices, and other healthcare related equipment. It also provides cleaning and hygiene materials comprising chemicals and hygiene paper; goods-not-for-resale, including food packaging, films, labels, and other store supplies; non-food consumables, such as food packaging, disposable tableware, guest amenities, catering equipment, and agricultural supplies; and other products.

Bunzl plc Fundamentals Summary

How do Bunzl's earnings and revenue compare to its market cap?
BNZL fundamental statistics
Market capUK£7.46b
Earnings (TTM)UK£483.60m
Revenue (TTM)UK£11.82b
15.1x
P/E Ratio
0.6x
P/S Ratio

Is BNZL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BNZL income statement (TTM)
RevenueUK£11.82b
Cost of RevenueUK£8.48b
Gross ProfitUK£3.34b
Other ExpensesUK£2.86b
EarningsUK£483.60m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Mar 02, 2026

Earnings per share (EPS)1.50
Gross Margin28.26%
Net Profit Margin4.09%
Debt/Equity Ratio81.8%

How did BNZL perform over the long term?

See historical performance and comparison

Dividends

3.3%
Current Dividend Yield
51%
Payout Ratio

Does BNZL pay a reliable dividends?

See BNZL dividend history and benchmarks
When do you need to buy BNZL by to receive an upcoming dividend?
Bunzl dividend dates
Ex Dividend DateNov 13 2025
Dividend Pay DateJan 05 2026
Days until Ex dividend9 days
Days until Dividend pay date62 days

Does BNZL pay a reliable dividends?

See BNZL dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/03 18:35
End of Day Share Price 2025/11/03 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Bunzl plc is covered by 33 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Paul Daniel CheckettsBarclays
James RosenthalBarclays
Thomas BurltonBerenberg