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

Bunzl (BZLFY) Price & Analysis

40 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
Strong Free Cash Flow ConversionConsistent FCF near net income demonstrates high earnings quality and durable cash conversion. This reliable cash generation funds dividends, buybacks and bolt-on M&A, cushions cyclical end-market weakness, and supports capital allocation without needing equity raises.
Recurring, Defensive Distribution ModelBunzl’s core model—sourcing and distributing non-food consumables for recurring replenishment—creates steady demand and customer stickiness. Diverse end markets (retail, foodservice, hygiene, healthcare) and outsourcing services reduce single-market exposure and support predictable revenue streams over the medium term.
Scale Benefits And Successful M&A SynergiesActive acquisition strategy plus realized Nisbets synergies and large-scale warehouse consolidations drive cost and procurement advantages. Scale boosts sourcing leverage and cross-sell, improving margin potential over time and enabling geographic/product expansion with a repeatable integration playbook.
Bears Say
Stalled Organic Revenue GrowthPersistent flat-to-declining organic revenue limits operating leverage and forces reliance on M&A to grow top line. If new business momentum stalls, margin recovery and long-term EPS growth depend more on cost cuts and acquisitions than sustained organic expansion.
North America Execution And Margin HitExecution problems from a sales-and-operations model change reduced local agility, causing wallet-share loss in a key market. Persistent operational shortcomings in North America could continue to depress group margins and undermine earnings resilience given its size.
Meaningful Leverage For A Low-margin BusinessAdjusted net debt/EBITDA near mid-target and meaningful debt-to-equity leave limited flexibility for a distributor with single-digit margins. Combined with a 2025 FCF decline, elevated leverage and working-capital swings increase vulnerability if end markets worsen or integration costs rise.

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 $10.52B.
      When is Bunzl’s upcoming earnings report date?
      Bunzl’s upcoming earnings report date is Sep 01, 2026 which is in 70 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 $0.365 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 648,537,960 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 1.808%.
                    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 operates as a global distribution and services enterprise. Its operations span North America, Continental Europe, the United Kingdom, Ireland, and a broad international footprint. Serving the food retail sector, including grocery stores, supermarkets, and convenience stores, Bunzl delivers essential items such as food packaging, films, labels, and personal protective equipment, alongside a range of cleaning and hygiene supplies. Within the hospitality, food service, agriculture, and leisure industries – catering to hotels, restaurants, contract caterers, food processors, and commercial growers – the company furnishes everything from food packaging and disposable tableware to guest amenities, catering equipment, agricultural provisions, and critical safety and hygiene products. For industrial, construction, and e-commerce clients, Bunzl provides a comprehensive array of workwear – encompassing gloves, boots, hard hats, and ear/eye protection – alongside specialized cleaning and hygiene solutions and asset protection merchandise. Furthermore, cleaning and facilities management companies, as well as broader industrial and public entities, rely on Bunzl for chemicals and hygiene paper products. The healthcare sector, including hospitals, care homes, and other medical facilities, benefits from a vital supply of medical consumables like gloves, masks, swabs, gowns, and bandages, in addition to various healthcare devices. Finally, retail chains, boutiques, department stores, home improvement outlets, office supply businesses, and their associated e-commerce sales channels procure packaging and an assortment of other store requisites. Established in 1854, Bunzl maintains its corporate headquarters in London, United Kingdom.

                      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