Packaging ServicesEnvironment, Health and Safety (EH&S)Fast-Moving Consumer GoodsB2BHealth CareLogisticsSupply Chain ManagementWholesale
Description
Bunzl plc, a specialist distribution group, supplies a range of non-food consumable products. The company partners with both suppliers and customers in providing outsourcing solutions.
The company is active in 23 countries. Its main customer markets…
Analysis
Hidden champion
Bunzl plc is what we call a hidden champion: a strong business that the market is not pricing as one.
The price is attractive. You pay 13.4× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly 1% yearly growth; analysts expect 2%. The price, in other words, assumes less than the experts do.
The trajectory is tepid and the balance sheet is adequate. The company scores 12/20 on our value-creation score: creating some value. Analyst sentiment is cautious.
Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202319
6
2023202420252026
All-time high
54
Sep 2024
All-time low
4
Feb 2026
Average rank
23
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
50
36
42
45
Price/Earnings
50
38
24
47
Price/Book
34
28
21
42
Dividend Yield
63
46
36
32
Value (overall)
37
30
19
33
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.