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B&M European Value Retail S.A.

LSE:BME Stock Report

Market Cap: UK£2.6b

B&M European Value Retail (BME) Stock Overview

Operates general merchandise and grocery stores. More details

BME fundamental analysis
Snowflake Score
Valuation5/6
Future Growth3/6
Past Performance2/6
Financial Health3/6
Dividends5/6

Rewards

Trading at 45.7% below our estimate of its fair value

Earnings are forecast to grow 6.15% per year

Trading at good value compared to peers and industry

Risk Analysis

Has a high level of debt

Unstable dividend track record


BME Community Fair Values

Create Narrative

See what 91 others think this stock is worth. Follow their fair value or set your own to get alerts.

BME logo
B&M European Value Retail
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts

Everyday Low Prices And Strategic Expansion Set To Boost Revenue And Strengthen Margins

Key Takeaways Strategic store expansion and disciplined cost management aim to enhance revenue and improve net margins through operational efficiency. Strong cash returns to shareholders via buybacks and dividends signal robust future cash flows and enhance shareholder value.
View narrative
UK£4.31
FV
39.7% undervalued intrinsic discount
5.28%
Revenue growth p.a.
3users have liked this narrative
2users have commented on this narrative
57users have followed this narrative
3 days ago author updated this narrative
BME logo
B&M European Value Retail
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts

UK Market Saturation Will Constrain Margins Despite Cautious New Stores

Key Takeaways Heavy reliance on physical stores and lower-income UK consumers heightens vulnerability to digital disruption and economic downturns. Market saturation and intense discount competition threaten future revenue growth, margins, and overall profitability.
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UK£2.81
FV
7.5% undervalued intrinsic discount
5.11%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
10 days ago author updated this narrative
BME logo
B&M European Value Retail
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts

Urbanization And Digital Adoption Will Boost Discount Retail Expansion

Key Takeaways Accelerated store expansion and automation, combined with an expanding value-focused customer base, may drive higher revenue and margin growth than currently anticipated. Enhanced data analytics, private label expansion, and multi-category offerings are expected to boost customer loyalty, working capital efficiency, and cash generation across economic conditions.
View narrative
UK£6.00
FV
56.7% undervalued intrinsic discount
7.70%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
10 days ago author updated this narrative
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B&M European Value Retail S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for B&M European Value Retail
Historical stock prices
Current Share PriceUK£2.60
52 Week HighUK£4.76
52 Week LowUK£2.55
Beta0.89
1 Month Change-0.31%
3 Month Change-13.14%
1 Year Change-42.03%
3 Year Change-32.65%
5 Year Change-40.68%
Change since IPO-8.16%

Recent News & Updates

Earnings Working Against B&M European Value Retail S.A.'s (LON:BME) Share Price Following 26% Dive

Jun 17
Earnings Working Against B&M European Value Retail S.A.'s (LON:BME) Share Price Following 26% Dive

There May Be Reason For Hope In B&M European Value Retail's (LON:BME) Disappointing Earnings

Jun 11
There May Be Reason For Hope In B&M European Value Retail's (LON:BME) Disappointing Earnings

Recent updates

Earnings Working Against B&M European Value Retail S.A.'s (LON:BME) Share Price Following 26% Dive

Jun 17
Earnings Working Against B&M European Value Retail S.A.'s (LON:BME) Share Price Following 26% Dive

There May Be Reason For Hope In B&M European Value Retail's (LON:BME) Disappointing Earnings

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. (LON:BME) Shares Could Be 35% Below Their Intrinsic Value Estimate

Jun 01
B&M European Value Retail S.A. (LON:BME) Shares Could Be 35% Below Their Intrinsic Value Estimate

B&M European Value Retail S.A. (LON:BME) Stock Catapults 26% Though Its Price And Business Still Lag The Market

Apr 24
B&M European Value Retail S.A. (LON:BME) Stock Catapults 26% Though Its Price And Business Still Lag The Market

Investors Should Be Encouraged By B&M European Value Retail's (LON:BME) Returns On Capital

Apr 08
Investors Should Be Encouraged By B&M European Value Retail's (LON:BME) Returns On Capital

Why B&M European Value Retail S.A. (LON:BME) Could Be Worth Watching

Feb 20
Why B&M European Value Retail S.A. (LON:BME) Could Be Worth Watching

B&M European Value Retail S.A.'s (LON:BME) Earnings Are Not Doing Enough For Some Investors

Feb 05
B&M European Value Retail S.A.'s (LON:BME) Earnings Are Not Doing Enough For Some Investors

B&M European Value Retail (LON:BME) Is Very Good At Capital Allocation

Jan 03
B&M European Value Retail (LON:BME) Is Very Good At Capital Allocation

B&M European Value Retail S.A.'s (LON:BME) Intrinsic Value Is Potentially 99% Above Its Share Price

Dec 16
B&M European Value Retail S.A.'s (LON:BME) Intrinsic Value Is Potentially 99% Above Its Share Price
author-image

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.

Does B&M European Value Retail (LON:BME) Have A Healthy Balance Sheet?

Dec 03
Does B&M European Value Retail (LON:BME) Have A Healthy Balance Sheet?

Why B&M European Value Retail S.A. (LON:BME) Could Be Worth Watching

Oct 29
Why B&M European Value Retail S.A. (LON:BME) Could Be Worth Watching

B&M European Value Retail (LON:BME) Could Become A Multi-Bagger

Sep 25
B&M European Value Retail (LON:BME) Could Become A Multi-Bagger

B&M European Value Retail S.A.'s (LON:BME) Shares Lagging The Market But So Is The Business

Sep 10
B&M European Value Retail S.A.'s (LON:BME) Shares Lagging The Market But So Is The Business

Is There An Opportunity With B&M European Value Retail S.A.'s (LON:BME) 50% Undervaluation?

Aug 25
Is There An Opportunity With B&M European Value Retail S.A.'s (LON:BME) 50% Undervaluation?

Here's Why B&M European Value Retail (LON:BME) Can Manage Its Debt Responsibly

Aug 09
Here's Why B&M European Value Retail (LON:BME) Can Manage Its Debt Responsibly

B&M European Value Retail's (LON:BME) Dividend Will Be £0.096

Jun 14
B&M European Value Retail's (LON:BME) Dividend Will Be £0.096

We Think B&M European Value Retail's (LON:BME) Healthy Earnings Might Be Conservative

Jun 12
We Think B&M European Value Retail's (LON:BME) Healthy Earnings Might Be Conservative

When Should You Buy B&M European Value Retail S.A. (LON:BME)?

May 26
When Should You Buy B&M European Value Retail S.A. (LON:BME)?

B&M European Value Retail S.A. (LON:BME) Shares Could Be 30% Below Their Intrinsic Value Estimate

Apr 19
B&M European Value Retail S.A. (LON:BME) Shares Could Be 30% Below Their Intrinsic Value Estimate

Shareholders Should Be Pleased With B&M European Value Retail S.A.'s (LON:BME) Price

Mar 18
Shareholders Should Be Pleased With B&M European Value Retail S.A.'s (LON:BME) Price

B&M European Value Retail (LON:BME) Might Become A Compounding Machine

Mar 04
B&M European Value Retail (LON:BME) Might Become A Compounding Machine

When Should You Buy B&M European Value Retail S.A. (LON:BME)?

Feb 18
When Should You Buy B&M European Value Retail S.A. (LON:BME)?

Are Investors Undervaluing B&M European Value Retail S.A. (LON:BME) By 29%?

Jan 08
Are Investors Undervaluing B&M European Value Retail S.A. (LON:BME) By 29%?

These 4 Measures Indicate That B&M European Value Retail (LON:BME) Is Using Debt Reasonably Well

Dec 11
These 4 Measures Indicate That B&M European Value Retail (LON:BME) Is Using Debt Reasonably Well

Investors Shouldn't Overlook The Favourable Returns On Capital At B&M European Value Retail (LON:BME)

Nov 27
Investors Shouldn't Overlook The Favourable Returns On Capital At B&M European Value Retail (LON:BME)

Is It Time To Consider Buying B&M European Value Retail S.A. (LON:BME)?

Oct 04
Is It Time To Consider Buying B&M European Value Retail S.A. (LON:BME)?

Is B&M European Value Retail S.A. (LON:BME) Trading At A 26% Discount?

Sep 15
Is B&M European Value Retail S.A. (LON:BME) Trading At A 26% Discount?

B&M European Value Retail (LON:BME) Is Looking To Continue Growing Its Returns On Capital

Aug 16
B&M European Value Retail (LON:BME) Is Looking To Continue Growing Its Returns On Capital

What Does B&M European Value Retail S.A.'s (LON:BME) Share Price Indicate?

Jul 06
What Does B&M European Value Retail S.A.'s (LON:BME) Share Price Indicate?

B&M European Value Retail (LON:BME) Has Announced That Its Dividend Will Be Reduced To £0.096

Jun 20
B&M European Value Retail (LON:BME) Has Announced That Its Dividend Will Be Reduced To £0.096

Here's Why B&M European Value Retail (LON:BME) Can Manage Its Debt Responsibly

Jun 16
Here's Why B&M European Value Retail (LON:BME) Can Manage Its Debt Responsibly

B&M European Value Retail (LON:BME) Is Reducing Its Dividend To £0.096

Jun 03
B&M European Value Retail (LON:BME) Is Reducing Its Dividend To £0.096

A Look At The Fair Value Of B&M European Value Retail S.A. (LON:BME)

May 23
A Look At The Fair Value Of B&M European Value Retail S.A. (LON:BME)

Investors Will Want B&M European Value Retail's (LON:BME) Growth In ROCE To Persist

May 01
Investors Will Want B&M European Value Retail's (LON:BME) Growth In ROCE To Persist

At UK£4.96, Is B&M European Value Retail S.A. (LON:BME) Worth Looking At Closely?

Mar 13
At UK£4.96, Is B&M European Value Retail S.A. (LON:BME) Worth Looking At Closely?

An Intrinsic Calculation For B&M European Value Retail S.A. (LON:BME) Suggests It's 22% Undervalued

Feb 14
An Intrinsic Calculation For B&M European Value Retail S.A. (LON:BME) Suggests It's 22% Undervalued

B&M European Value Retail's (LON:BME) Returns On Capital Are Heading Higher

Jan 31
B&M European Value Retail's (LON:BME) Returns On Capital Are Heading Higher

Does B&M European Value Retail (LON:BME) Have A Healthy Balance Sheet?

Jan 18
Does B&M European Value Retail (LON:BME) Have A Healthy Balance Sheet?

When Should You Buy B&M European Value Retail S.A. (LON:BME)?

Nov 30
When Should You Buy B&M European Value Retail S.A. (LON:BME)?

B&M European Value Retail's (LON:BME) Dividend Will Be £0.05

Nov 17
B&M European Value Retail's (LON:BME) Dividend Will Be £0.05

Are Investors Undervaluing B&M European Value Retail S.A. (LON:BME) By 39%?

Nov 13
Are Investors Undervaluing B&M European Value Retail S.A. (LON:BME) By 39%?

Returns on Capital Paint A Bright Future For B&M European Value Retail (LON:BME)

Oct 30
Returns on Capital Paint A Bright Future For B&M European Value Retail (LON:BME)

We Think B&M European Value Retail (LON:BME) Can Stay On Top Of Its Debt

Sep 23
We Think B&M European Value Retail (LON:BME) Can Stay On Top Of Its Debt

Is B&M European Value Retail S.A. (LON:BME) Potentially Undervalued?

Aug 06
Is B&M European Value Retail S.A. (LON:BME) Potentially Undervalued?

We Think B&M European Value Retail (LON:BME) Might Have The DNA Of A Multi-Bagger

Jul 22
We Think B&M European Value Retail (LON:BME) Might Have The DNA Of A Multi-Bagger

Shareholder Returns

BMEGB Multiline RetailGB Market
7D-5.1%3.0%1.2%
1Y-42.0%28.9%5.0%

Return vs Industry: BME underperformed the UK Multiline Retail industry which returned 28.9% over the past year.

Return vs Market: BME underperformed the UK Market which returned 5% over the past year.

Price Volatility

Is BME's price volatile compared to industry and market?
BME volatility
BME Average Weekly Movement6.4%
Multiline Retail Industry Average Movement5.0%
Market Average Movement5.1%
10% most volatile stocks in GB Market11.5%
10% least volatile stocks in GB Market2.7%

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 (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
197839,548Tjeerd Jegenwww.bandmretail.com

B&M European Value Retail S.A. operates general merchandise and grocery stores. The company operates a chain of stores under the B&M, Heron Foods, and B&M Express brand names in the United Kingdom; and stores under the B&M brand name in France. It also offers property management services.

B&M European Value Retail S.A. Fundamentals Summary

How do B&M European Value Retail's earnings and revenue compare to its market cap?
BME fundamental statistics
Market capUK£2.61b
Earnings (TTM)UK£319.00m
Revenue (TTM)UK£5.57b
8.2x
P/E Ratio
0.5x
P/S Ratio

Is BME overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BME income statement (TTM)
RevenueUK£5.57b
Cost of RevenueUK£3.48b
Gross ProfitUK£2.09b
Other ExpensesUK£1.77b
EarningsUK£319.00m

Last Reported Earnings

Mar 29, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.32
Gross Margin37.55%
Net Profit Margin5.73%
Debt/Equity Ratio151.2%

How did BME perform over the long term?

See historical performance and comparison

Dividends

11.5%
Current Dividend Yield
47%
Payout Ratio

Does BME pay a reliable dividends?

See BME dividend history and benchmarks
When do you need to buy BME by to receive an upcoming dividend?
B&M European Value Retail dividend dates
Ex Dividend DateJun 26 2025
Dividend Pay DateAug 01 2025
Days until Ex dividend17 days
Days until Dividend pay date19 days

Does BME pay a reliable dividends?

See BME dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/13 01:12
End of Day Share Price 2025/07/11 00:00
Earnings2025/03/29
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 S.A. is covered by 28 analysts. 15 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
Adam TomlinsonBerenberg
Alexander Richard OkinesBNP Paribas Exane