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Bunzl PLC (GB:BNZL)
LSE:BNZL
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Bunzl plc (BNZL) Price & Analysis

160 Followers

BNZL Stock Chart & Stats

2358.00 p
4.00 p(0.12%)
At close: 4:00 PM EST
2358.00 p
4.00 p(0.12%)

Bulls Say, Bears Say

Bulls Say
Cash Generation QualityBunzl's consistently strong free cash flow (FCF £579m and ~95% conversion in 2025; FCF running ~91–96% of net income) provides durable internal funding for dividends, buybacks, deleveraging and bolt-on M&A. High conversion mitigates working-capital intensity and supports disciplined capital allocation over multiple quarters.
Disciplined Bolt-on M&AA long, repeatable M&A track record (230+ deals since 2004, eight in 2025) plus a large pipeline (>1,300 targets) and targeted multiples (c.6–8x op profit) underpin structural growth. Bolt-on deals historically deliver strong ROIC (year‑2 ROIC ~13.3%), expanding purchasing scale and localized distribution advantages over years.
Own-brand, Digital And Efficiency GainsRising own‑brand mix (30%) and high digital order penetration (76%), together with 36 warehouse consolidations, lower cost‑to‑serve, strengthen customer stickiness and improve margins structurally. These initiatives reduce operating costs and enhance distribution economics across multiple reporting periods.
Bears Say
Meaningful LeverageLeverage remains material (debt ≈ equity; debt-to-equity ~1.04 and adjusted net debt/EBITDA around 2.0x), limiting financial flexibility. Higher leverage raises sensitivity to rising interest costs, constrains the size and timing of opportunistic investments and narrows the margin for error if operating performance weakens.
Margin Compression And Profit PressureGroup margins compressed (operating margin down ~0.7ppt year‑on‑year) and adjusted operating profit fell, reflecting higher operating cost-to-sales and integration/one‑off effects. Sustained margin pressure reduces cash flow per sale and places greater reliance on efficiency gains or pricing to restore durable profitability.
Execution And Regional Headwinds (North America)North America (~30% of revenue) suffered notable execution setbacks after a sales & operations change, plus tariff and demand weakness, driving an 11.5% profit decline and margin erosion. Given the segment's scale, ongoing execution or macro issues can structurally constrain organic growth and impair group returns over the medium term.

Bunzl plc News

BNZL FAQ

What was Bunzl PLC’s price range in the past 12 months?
Bunzl PLC lowest share price was 1981.00 p and its highest was 2686.00 p in the past 12 months.
    What is Bunzl PLC’s market cap?
    Bunzl PLC’s market cap is £8.39B.
      When is Bunzl PLC’s upcoming earnings report date?
      Bunzl PLC’s upcoming earnings report date is Sep 01, 2026 which is in 68 days.
        How were Bunzl PLC’s earnings last quarter?
        Bunzl PLC released its earnings results on Mar 02, 2026. The company reported 1.012 p earnings per share for the quarter, beating the consensus estimate of 0.979 p by 0.033 p.
          Is Bunzl PLC overvalued?
          According to Wall Street analysts Bunzl PLC’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Bunzl PLC pay dividends?
            Bunzl PLC pays a Semiannually dividend of 53.9 p which represents an annual dividend yield of 3.56%. See more information on Bunzl PLC dividends here
              What is Bunzl PLC’s EPS estimate?
              Bunzl PLC’s EPS estimate is 0.81.
                How many shares outstanding does Bunzl PLC have?
                Bunzl PLC has 324,268,980 shares outstanding.
                  What happened to Bunzl PLC’s price movement after its last earnings report?
                  Bunzl PLC reported an EPS of 1.012 p in its last earnings report, beating expectations of 0.979 p. Following the earnings report the stock price went up 2.37%.
                    Which hedge fund is a major shareholder of Bunzl PLC?
                    Currently, no hedge funds are holding shares in GB:BNZL
                    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

                      Company Description

                      Bunzl PLC

                      Bunzl plc, a London-based company established in 1854, functions as an international distribution and services provider, operating across North America, Continental Europe, the United Kingdom, Ireland, and other global markets. The firm supplies a comprehensive range of products tailored to various business sectors. It caters to grocery, supermarket, and convenience stores with essential items like food packaging, films, labels, cleaning and hygiene supplies, and personal protective equipment. The hospitality industry, encompassing hotels, restaurants, contract caterers, food processors, commercial growers, and the leisure sector, benefits from its offerings of disposable tableware, guest amenities, catering equipment, agricultural supplies, hygiene products, and safety items. For industrial, construction, and e-commerce clients, Bunzl provides workwear such as gloves, boots, hard hats, ear and eye protection, alongside cleaning and hygiene supplies, and asset protection solutions. Additionally, the company furnishes cleaning and facilities management companies, as well as industrial and public customers, with chemicals and hygiene paper. In the healthcare sector, serving hospitals, care homes, and other facilities, Bunzl delivers critical medical equipment, including gloves, masks, swabs, gowns, bandages, and various healthcare devices. Finally, it supplies packaging and other operational store essentials to a wide array of retail outlets, from chains and boutiques to department stores, home improvement centers, office supply companies, and their associated e-commerce channels.

                      Bunzl plc (BNZL) Earnings & Revenues

                      BNZL Stock 12 Month Forecast

                      Average Price Target

                      2,626.25 p
                      ▲(11.38% Upside)
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