Green Consumer GoodsLifestyleOnline GroceryFast-Moving Consumer GoodsHome ImprovementConsumer GoodsFurnitureHome DecorProduct Design
Description
Dunelm Group plc (Dunelm) engages in the retail of homewares in the United Kingdom. The company offers furniture and beds products, which include bedroom, living room, dining room, and other furniture, as well as bed and mattresses, and sofas and arm…
Analysis
Quality compounder
Dunelm Group plc is a quality compounder: a well-run business trading at a price that reflects what it is worth. One caution: reported profits have recently run ahead of actual cash, which we track closely.
The price is attractive. You pay 11.3× 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 -2% 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. Analysts lean positive.
What to watch: The financial cushion is thinner than comfortable. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202385
30
2023202420252026
All-time high
85
Jan 2023
All-time low
10
May 2024
Average rank
29
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
21
13
13
20
Price/Earnings
61
41
35
34
Price/Book
10
5
3
8
Dividend Yield
91
81
94
74
Value (overall)
35
26
22
31
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.