B&M European Value Retail plc (BME) Fair Value & Analysis
Consumer Defensive · GB · Market cap 2.0B GBX
Fair value as of: Aug 13, 2026
From 26 valuation models · updated today
Fair value updated Aug 13, 2026, revised from £3.59 to £3.80 (+5.7%) since Jul 17, 2026. Share price +15.5% over the past month.
A solid business, screening 61% undervalued on our models.
What matters now
- The price is below even our cautious bear case (£2.84). The market is more pessimistic than our downside scenario.
- Solid quality (61/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range £1.49 – £4.96 · fair‑value band £2.84 – £4.94 · the £2.36 price screens below the £3.80 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
B&M European Value Retail plc (BME) currently trades at £2.36, while our model-based Fair Value estimate is £3.80, implying the stock looks roughly 61.1% undervalued today. The Quality Score stands at 61/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, B&M European Value Retail plc generated revenue of £5.7B at a net margin of 4.4%. Revenue grew 4.0% year over year. It earns a return on equity of 34.3%. Net debt stands at £2.1B. Fundamentals as of Aug 13, 2026
Our scenario range runs from £2.84 (bear case) to £4.94 (bull case); at £2.36, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Consumer Defensive peers we cover trades at -13% fair-value upside, at 61%, BME screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth DCF (£6.08) versus Asset-Based (£0.5300). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 59 · Market factors (momentum, volatility) 61
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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. The company was founded in 1978 and is based in Munsbach, Luxembourg.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
B&M European Value Retail plc reported revenue of £5.8B in FY2026 versus £4.7B in FY2022, a compound +5.4%/yr. Reported net income was £164M in FY2026, compounding −21.0%/yr from FY2022.
of which total revenue +11.9 pp · buybacks/dilution −0.1 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
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Peer Group
Discount Stores · 26 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Discount Stores median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Discount Stores stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Walmart Inc WMT | $116.01 | $47.80 | -59% |
| Costco Wholesale Corporation COST | $949.58 | $383.51 | -60% |
| Target Corporation TGT | $154.00 | $116.90 | -24% |
| Wal-Mart de México, S.A. WALMEX | 49.49 MXN | 60.59 MXN | +22% |
| Dollarama Inc DOL | C$192.85 | C$92.38 | -52% |
| Avenue Supermarts Limited DMART | ₹4,040 | ₹921.40 | -77% |
| Dollar General Corporation DG | $120.07 | $116.55 | -3% |
| Dollar Tree, Inc DLTR | $128.61 | $125.92 | -2% |
| BJ's Wholesale Club Holdings BJ | $92.71 | $80.26 | -13% |
| Pepco Group PCO | 46.22 PLN | 54.38 PLN | +18% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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