B&S Group S.A.

LSE:0A90 Stock Report

Market Cap: €370.0m

B&S Group Valuation

Is 0A90 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0A90 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 0A90 (€4.43) is trading below our estimate of fair value (€11.67)

Significantly Below Fair Value: 0A90 is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0A90?

Key metric: As 0A90 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0A90. This is calculated by dividing 0A90's market cap by their current earnings.
What is 0A90's PE Ratio?
PE Ratio9.3x
Earnings€39.96m
Market Cap€369.96m

Price to Earnings Ratio vs Peers

How does 0A90's PE Ratio compare to its peers?

The above table shows the PE ratio for 0A90 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average8.9x
SUP Supreme
8.6x-1.2%UK£192.4m
SNWS Smiths News
5.8x-2.7%UK£147.4m
ULTP Ultimate Products
10.2x10.8%UK£107.1m
INCH Inchcape
10.9x9.6%UK£3.1b
0A90 B&S Group
9.3x19.5%€370.0m

Price-To-Earnings vs Peers: 0A90 is expensive based on its Price-To-Earnings Ratio (9.3x) compared to the peer average (8.9x).

Price to Earnings Ratio vs Industry

How does 0A90's PE Ratio compare vs other companies in the European Retail Distributors Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
0A90 9.3xIndustry Avg. 13.7xNo. of Companies4PE01020304050+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0A90 is good value based on its Price-To-Earnings Ratio (9.3x) compared to the European Retail Distributors industry average (13.1x).

Price to Earnings Ratio vs Fair Ratio

What is 0A90's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0A90 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio9.3x
Fair PE Ratio14x

Price-To-Earnings vs Fair Ratio: 0A90 is good value based on its Price-To-Earnings Ratio (9.3x) compared to the estimated Fair Price-To-Earnings Ratio (14x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0A90 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€4.43
€7.13
+61.0%
1.8%€7.25€7.00n/a2
Nov ’25€4.61
€7.13
+54.6%
1.8%€7.25€7.00n/a2
Oct ’25€4.68
€7.13
+52.2%
1.8%€7.25€7.00n/a2
Sep ’25€4.76
€7.13
+49.7%
1.8%€7.25€7.00n/a2
Aug ’25€4.71
€7.13
+51.3%
1.8%€7.25€7.00n/a2
Jul ’25€5.02
€7.13
+41.9%
1.8%€7.25€7.00n/a2
Jun ’25€4.77
€7.13
+49.5%
1.8%€7.25€7.00n/a2
May ’25€4.96
€6.63
+33.6%
9.4%€7.25€6.00n/a2
Nov ’24€3.44
€5.50
+60.1%
9.1%€6.00€5.00€4.612
Oct ’24€3.53
€5.50
+55.8%
9.1%€6.00€5.00€4.682
Sep ’24€3.70
€5.50
+48.8%
9.1%€6.00€5.00€4.762
Aug ’24€4.01
€5.50
+37.3%
9.1%€6.00€5.00€4.712
Jul ’24€3.90
€5.50
+41.0%
9.1%€6.00€5.00€5.022
Jun ’24€3.69
€5.50
+49.2%
9.1%€6.00€5.00€4.772
May ’24€3.93
€5.50
+40.1%
9.1%€6.00€5.00€4.962
Apr ’24€3.98
€7.00
+75.8%
14.3%€8.00€6.00€3.642
Mar ’24€4.01
€7.00
+74.4%
14.3%€8.00€6.00€3.782
Feb ’24€5.04
€7.00
+38.9%
14.3%€8.00€6.00€3.712
Jan ’24€4.93
€7.00
+42.0%
14.3%€8.00€6.00€3.712
Dec ’23€5.24
€7.00
+33.6%
14.3%€8.00€6.00€3.682
Nov ’23€5.46
€7.00
+28.2%
14.3%€8.00€6.00€3.442

Analyst Forecast: Target price is more than 20% higher than the current share price, but there are not enough analysts covering the stock to determine statistical confidence in agreement.

Discover undervalued companies

Frasers Group

UK£3.2b

Frasers Group Plc, together with its subsidiaries, retails sports and leisure clothing, footwear, homeware, furniture, sports equipment and bicycles, accessories, and apparel through department stores, shops, and online in the United Kingdom, Europe, the United States, Asia, Oceania, and internationally.

FRAS

UK£7.48

7D

-0.07%

1Y

-13.9%

Tokmanni Group Oyj

€665.0m

Operates as a discount retailer in Finland, Sweden, and Denmark.

0RG2

€11.33

7D

-0.9%

1Y

-12.8%

Inchcape

UK£3.1b

Operates as an automotive distributor and retailer.

INCH

UK£7.67

7D

-1.4%

1Y

16.0%