0.29%
5.04%
1.47%
6.26%
7.68%
25.12%
76.18%

Company Description

Bunzl plc operates as a distribution and services company in the North America, Continental Europe, the United Kingdom, Ireland, and internationally.The company offers food packaging, films, labels, cleaning and hygiene supplies, and personal protection equipment to grocery stores, supermarkets, and convenience stores.It also provides food packaging, disposable tableware, guest amenities, catering equipment, agricultural supplies, cleaning and hygiene products, and safety items to hotels, restaurants, contract caterers, food processors, commercial growers, and the leisure sector; and gloves, boots, hard hats, ear and eye protection, and other workwear, as well as cleaning and hygiene supplies, and asset protection products to industrial and construction, and ecommerce sectors.


In addition, the company offers chemicals and hygiene paper to cleaning and facilities management companies, and industrial and public customers; gloves, masks, swabs, gowns, bandages, and other healthcare related equipment; and healthcare devices to hospitals, care homes, and other facilities serving the healthcare sector.Further, it provides packaging and other store supplies to retail chains, boutiques, department stores, home improvement chains, office supply companies, and related e-commerce sales channels.The company was founded in 1854 and is headquartered in London, the United Kingdom.

Market Data

Last Price 3462
Change Percentage 0.29%
Open 3460
Previous Close 3452
Market Cap ( Millions) 11361
Volume 75607
Year High 3732
Year Low 2896
M A 50 3415.2
M A 200 3311.67

Financial Ratios

FCF Yield 7.52%
Dividend Yield 2.03%
ROE 16.82%
Debt / Equity 123.00%
Net Debt / EBIDTA 189.47%
Price To Book 4.13
Price Earnings Ratio 23.99
Price To FCF 13.31
Price To sales 0.98
EV / EBITDA 12.13

News

Business Breakdown

Expected Mid-Term Growth

Segment n°1 -> Food Service

Expected Growth : 2.5 %

What the company do ?

Bunzl plc's Food Service segment provides disposable tableware, catering equipment, and food packaging to restaurants, cafes, and food retailers.

Why we expect these perspectives ?

Bunzl plc's Food Service segment growth of 2.5% is driven by increasing demand for outsourced food services, expansion in emerging markets, and strategic acquisitions. Additionally, the segment benefits from a shift towards convenience and online food delivery, as well as a growing need for food safety and hygiene solutions.

Segment n°2 -> Grocery

Expected Growth : 2.8 %

What the company do ?

Grocery from Bunzl plc refers to the distribution of food and non-food products to supermarkets, convenience stores, and other retailers.

Why we expect these perspectives ?

Bunzl plc's Grocery segment growth of 2.8% is driven by increasing demand for convenience and online shopping, leading to higher sales of food packaging and disposable products. Additionally, the company's focus on sustainability and eco-friendly products resonates with environmentally conscious consumers, contributing to the segment's growth.

Segment n°3 -> Safety

Expected Growth : 2.2 %

What the company do ?

Safety from Bunzl plc provides personal protective equipment and safety products to ensure a safe working environment for employees across various industries.

Why we expect these perspectives ?

Bunzl plc's 2.2% growth is driven by its diversified customer base, steady demand for essential products, and strategic acquisitions. The company's focus on sustainability and e-commerce capabilities also contribute to its growth. Additionally, Bunzl's strong cash generation and disciplined capital allocation enable investments in growth initiatives, further supporting its steady growth trajectory.

Segment n°4 -> Cleaning and Hygiene

Expected Growth : 2.9 %

What the company do ?

Bunzl plc's Cleaning and Hygiene segment provides cleaning and hygiene products, including cleaning chemicals, paper products, and disposable gloves to the foodservice, hospitality, and healthcare industries.

Why we expect these perspectives ?

Bunzl plc's Cleaning and Hygiene segment growth of 2.9% is driven by increasing demand for infection prevention products in healthcare, rising awareness of hygiene standards in foodservice and retail, and growing adoption of automated cleaning solutions in industrial markets.

Segment n°5 -> Retail

Expected Growth : 2.6 %

What the company do ?

Bunzl plc's Retail segment provides non-food consumable products to retailers, including supermarkets, convenience stores, and online retailers.

Why we expect these perspectives ?

Bunzl plc's Retail segment growth of 2.6% is driven by increasing demand for convenience and e-commerce, leading to higher sales of packaging materials. Additionally, the company's strategic acquisitions and focus on sustainability have expanded its customer base and improved operational efficiency, contributing to the segment's growth.

Segment n°6 -> Healthcare

Expected Growth : 3.1 %

What the company do ?

Healthcare from Bunzl plc provides medical consumables and equipment to healthcare providers, supporting patient care and medical procedures.

Why we expect these perspectives ?

Bunzl plc's Healthcare segment growth of 3.1% is driven by increasing demand for infection prevention products, expansion into emerging markets, and strategic acquisitions. Additionally, the segment benefits from a growing trend towards outsourcing of non-core services by healthcare providers, leading to increased adoption of Bunzl's products and services.

Segment n°7 -> Other

Expected Growth : 2.4 %

What the company do ?

The 'Other' segment from Bunzl plc includes non-core businesses, such as specialty chemicals and packaging operations, which do not fit into their other defined segments.

Why we expect these perspectives ?

Bunzl plc's 2.4% growth in 'Other' segment is driven by increasing demand for safety products, expansion in emerging markets, and strategic acquisitions. Additionally, the company's focus on sustainability and e-commerce solutions has contributed to growth. Furthermore, the 'Other' segment has benefited from the company's ability to adapt to changing market conditions and customer needs.

Bunzl Plc Products

Product Range What is it ?
Food Packaging Bunzl plc provides a wide range of food packaging products, including bags, wraps, and containers, designed to preserve freshness and quality of food products.
Cleaning and Hygiene Bunzl plc offers a variety of cleaning and hygiene products, including cleaning chemicals, paper products, and janitorial supplies.
Foodservice Disposable Bunzl plc provides disposable products for the foodservice industry, including cups, plates, and utensils.
Safety and Protection Bunzl plc offers a range of safety and protection products, including personal protective equipment, first aid kits, and safety signs.
Retail and Grocery Bunzl plc provides products and services to the retail and grocery industries, including store supplies, packaging materials, and equipment.
Healthcare and Medical Bunzl plc offers a range of products and services to the healthcare and medical industries, including medical supplies, equipment, and disposables.

Bunzl plc's Porter Forces

Bunzl plc operates in a industry with low threat of substitutes due to the specialized nature of its products and services.

Bunzl plc has a diverse customer base, which reduces the bargaining power of individual customers.

Bunzl plc has a moderate bargaining power of suppliers due to the presence of multiple suppliers in the market.

The threat of new entrants is low due to the high barriers to entry in the industry, including high capital requirements and regulatory hurdles.

The industry in which Bunzl plc operates is highly competitive, with several established players competing for market share.

Capital Structure

Value
Debt Weight 46.45%
Debt Cost 5.93%
Equity Weight 53.55%
Equity Cost 6.27%
WACC 6.11%
Leverage 86.75%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

Company Rational
JMT.LS Jerónimo Martins, SGPS, S.A. operates in the food distribution and specialized retail sectors in Portugal, Poland, and Colombia. The company operates through Portugal Retail; Portugal Cash & Carry; Poland Retail; …
COLR.BR Etn. Fr. Colruyt NV, together with its subsidiaries, engages in the retail, wholesale, food service, and other activities in Belgium, France, and internationally. It operates through three segments: Retail, Wholesale …
CWK.L Cranswick plc manufactures and supplies food products to grocery retailers, food service sector, and other food producers in the United Kingdom, Continental Europe, and internationally. The company offers fresh pork, …
SALM.OL SalMar ASA, an aquaculture company, produces and sells farmed salmon in Asia, the United States, Canada, Norway, rest of Europe, and internationally. It is involved in the broodfish, lumpfish, and …
BB.PA Société BIC SA manufactures and sells stationery, lighter, shaver, and other products worldwide. It offers ball and coloring felt pens, markers, sticky notes, leads, whiteboards, and correction tapes, as well …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
34.62$
Current Price
34.62$
Potential
-0.00%

Expected Cash-Flows

Scoring Insights

Peers Group Analysis

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