B&M European Value Retail SA (BME) Fair Value & Analysis
Consumer Defensive · GB · Market cap 2.0B GBX · ISIN LU1072616219
What is B&M European Value Retail SA really worth?
A solid business, trading 37% below our fair value of £3.59.
Strengths
Risks
For context
Fair value as of: Aug 13, 2026
From 26 valuation models · updated 22 days ago
Share price −2.2% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price is below even our cautious bear case (£2.69). 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 £2.69 – £4.67 · the £2.27 price screens below the £3.59 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 SA (BME) currently trades at £2.27, while our model-based Fair Value estimate is £3.59, implying the stock looks roughly 36.8% undervalued today. The Quality Score stands at 61/100 (solid quality), in the Consumer Defensive sector. Bull case: the Growth DCF group reads highest at a median of £6.08 per share, and 20 of the 26 models we run sit above the £2.27 price. Bear case: the Asset-Based group reads lowest at £0.5300, and 6 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, B&M European Value Retail SA 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 £2.69 (bear case) to £4.67 (bull case); at £2.27, 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 −28% fair-value upside, at 58%, BME screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly £0.0508 per share, which is 1.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: Growth DCF (£6.08) versus Asset-Based (£0.5300). Highest evidence: FCF DCF (79).
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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) 53
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
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 SA 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 % · buybacks/dilution −0.1 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Peer Group
Discount Stores · 24 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
Strength profile in five axes (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.
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 | $103.09 | $47.80 | −54% |
| Costco Wholesale Corporation COST | $934.66 | $383.51 | −59% |
| Target Corporation TGT | $163.18 | $116.90 | −28% |
| Dollarama Inc DOL | C$192.85 | C$92.38 | −52% |
| Avenue Supermarts Limited DMART | ₹3,827 | ₹921.40 | −76% |
| Dollar General Corporation DG | $120.08 | $116.55 | −3% |
| Dollar Tree, Inc DLTR | $128.26 | $125.92 | −2% |
| 540376 540376 | ₹4,054 | ₹1,542 | −62% |
| BJ's Wholesale Club Holdings BJ | $93.19 | $80.26 | −14% |
| Pepco Group PCO | 43.20 PLN | 54.81 PLN | +27% |
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