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B&M European Value Retail plcLSE:BME Stock Report

Market Cap UK£1.6b
Share Price
UK£1.64
UK£2.16
24.0% undervalued intrinsic discount
1Y-52.5%
7D-0.2%
Portfolio Value
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B&M European Value Retail plc

LSE:BME Stock Report

Market Cap: UK£1.6b

B&M European Value Retail (BME) Stock Overview

B&M European Value Retail plc retails general merchandise products and groceries. More details

BME fundamental analysis
Snowflake Score
Valuation4/6
Future Growth1/6
Past Performance1/6
Financial Health3/6
Dividends5/6

BME Community Fair Values

Create Narrative

See what 156 others think this stock is worth. Follow their fair value or set your own to get alerts.

B&M European Value Retail plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for B&M European Value Retail
Historical stock prices
Current Share PriceUK£1.64
52 Week HighUK£3.45
52 Week LowUK£1.40
Beta1.09
1 Month Change-9.30%
3 Month Change-12.34%
1 Year Change-52.45%
3 Year Change-64.83%
5 Year Change-71.59%
Change since IPO-42.12%

Recent News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Narrative Update 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).
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...

Shareholder Returns

BMEGB Multiline RetailGB Market
7D-0.2%4.6%0.2%
1Y-52.5%-8.5%16.8%

Return vs Industry: BME underperformed the UK Multiline Retail industry which returned -10.7% over the past year.

Return vs Market: BME underperformed the UK Market which returned 18% over the past year.

Price Volatility

Is BME's price volatile compared to industry and market?
BME volatility
BME Average Weekly Movement5.4%
Multiline Retail Industry Average Movement5.3%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.9%
10% least volatile stocks in GB Market3.1%

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

Volatility Over Time: BME's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
197839,548Tjeerd Jegenwww.bandmretail.com

B&M European Value Retail plc retails general merchandise products and groceries. The company operates a chain of stores under the B&M, Heron Foods, and B&M Express brand names in the United Kingdom, as well as stores under the B&M brand name in France. It also offers property management services.

B&M European Value Retail plc Fundamentals Summary

How do B&M European Value Retail's earnings and revenue compare to its market cap?
BME fundamental statistics
Market capUK£1.65b
Earnings (TTM)UK£249.00m
Revenue (TTM)UK£5.68b
6.6x
P/E Ratio
0.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BME income statement (TTM)
RevenueUK£5.68b
Cost of RevenueUK£3.58b
Gross ProfitUK£2.10b
Other ExpensesUK£1.85b
EarningsUK£249.00m

Last Reported Earnings

Sep 27, 2025

Next Earnings Date

Jun 03, 2026

Earnings per share (EPS)0.25
Gross Margin37.00%
Net Profit Margin4.39%
Debt/Equity Ratio143.0%

How did BME perform over the long term?

See historical performance and comparison

Dividends

17.2%
Current Dividend Yield
53%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/19 11:52
End of Day Share Price 2026/05/19 00:00
Earnings2025/09/27
Annual Earnings2025/03/29

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

B&M European Value Retail plc is covered by 30 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
James AnsteadBarclays
Matthew ClementsBarclays
Adam TomlinsonBerenberg