tiprankstipranks
Bunzl (BZLFY)
OTHER OTC:BZLFY
Want to see BZLFY full AI Analyst Report?

Bunzl (BZLFY) Price & Analysis

41 Followers

BZLFY Stock Chart & Stats

$14.15
-$0.22(-1.07%)
At close: 4:00 PM EST
$14.15
-$0.22(-1.07%)

Bulls Say, Bears Say

Bulls Say
Cash GenerationBunzl's high cash conversion (FCF roughly 91–96% of net income and GBP 579m FCF in 2025) provides durable financial flexibility. Reliable cash flow underpins dividends, buybacks, debt reduction and bolt-on M&A funding, helping the business withstand cyclical demand swings and invest in efficiency.
Recurring Consumables & Digital PenetrationBunzl's core model—recurring non-food consumables across grocery, foodservice, cleaning, safety and healthcare—creates stable repeat demand. Rising own-brand mix and 76% digital penetration deepen customer stickiness, improve margin mix and lower order-to-delivery costs over the medium term.
Operational Efficiency & Network RationalisationLarge-scale consolidation (36 warehouses, major France rationalisation) plus procurement and demand-planning initiatives are structural. These network and sourcing improvements should sustainably reduce cost-to-serve, raise utilization and improve operating leverage, supporting margin recovery over time.
Bears Say
Stalled Organic GrowthPersistent flat or negative organic revenue undermines scale benefits and increases dependency on acquisitions to grow. With limited top-line momentum, margin expansion is harder to achieve and the company faces higher execution risk if market share slips in mature end-markets over the medium term.
North America Execution WeaknessExecution problems in North America—wallet-share loss and lower local agility after an S&OP change—have materially hit profits and margins. Given the region's scale, protracted operational issues can structurally depress group profitability and risk long-term customer churn if not fully resolved.
Elevated Leverage For Low-Margin BusinessDebt levels (debt-to-equity ~1.0–1.4, adjusted net debt/EBITDA ~2.0x) are notable for a distributor with mid-single-digit margins. This reduces financial headroom, limits optionality for large strategic moves, and increases vulnerability to cyclical shocks or rising interest costs if operating performance weakens.

Bunzl News

BZLFY FAQ

What was Bunzl’s price range in the past 12 months?
Bunzl lowest stock price was $13.38 and its highest was $17.50 in the past 12 months.
    What is Bunzl’s market cap?
    Bunzl’s market cap is $10.59B.
      When is Bunzl’s upcoming earnings report date?
      Bunzl’s upcoming earnings report date is Sep 01, 2026 which is in 117 days.
        How were Bunzl’s earnings last quarter?
        Bunzl released its earnings results on Mar 02, 2026. The company reported $0.676 earnings per share for the quarter, beating the consensus estimate of $0.669 by $0.007.
          Is Bunzl overvalued?
          According to Wall Street analysts Bunzl’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Bunzl pay dividends?
            Bunzl pays a Semiannually dividend of $0.125 which represents an annual dividend yield of 3.4%. See more information on Bunzl dividends here
              What is Bunzl’s EPS estimate?
              Bunzl’s EPS estimate is 0.54.
                How many shares outstanding does Bunzl have?
                Bunzl has 648,422,850 shares outstanding.
                  What happened to Bunzl’s price movement after its last earnings report?
                  Bunzl reported an EPS of $0.676 in its last earnings report, beating expectations of $0.669. Following the earnings report the stock price went up 1.81%.
                    Which hedge fund is a major shareholder of Bunzl?
                    Currently, no hedge funds are holding shares in BZLFY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Bunzl Stock Smart Score

                      5
                      Neutral
                      1
                      2
                      3
                      4
                      5
                      6
                      7
                      8
                      9
                      10

                      Company Description

                      Bunzl

                      Bunzl PLC is a multinational distribution and outsourcing company headquartered in London, UK, specializing in providing a wide range of products and services to various sectors including foodservice, grocery, healthcare, cleaning and hygiene, and safety. The company offers an extensive portfolio of disposable and durable products, such as packaging materials, cleaning supplies, and personal protective equipment. Bunzl operates through a network of subsidiaries across North America, Europe, and other regions, allowing it to serve a diverse customer base efficiently.

                      Bunzl (BZLFY) Earnings & Revenues

                      BZLFY Company Deck

                      BZLFY Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presented a mixed picture: management acknowledged a challenging 2025 with execution issues (notably in North America distribution), margin and profit declines, and difficult end-market conditions, while highlighting a strong cash generation, successful corrective actions that moderated margin declines in H2, Q4 new business wins (>USD 100m), improving underlying revenue momentum, operational efficiencies, and meaningful progress on own brand and Nisbets synergies. Given the balance of significant operational challenges and clear evidence of recovery actions and financial resilience, the tone is cautiously constructive but not fully recovered.View all BZLFY earnings summaries
                      Similar Stocks
                      Company
                      Price & Change
                      Follow
                      Sysco
                      The Chefs' Warehouse
                      United Natural Foods
                      Performance Food Group
                      US Foods Holding

                      Ownership Overview

                      <0.01%<0.01%99.96%
                      Insiders
                      <0.01% Other Institutional Investors
                      99.96% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
                      ---
                      Popular Stocks