tiprankstipranks
Bunzl (DE:BUZ)
FRANKFURT:BUZ

Bunzl (BUZ) Price & Analysis

2 Followers

BUZ Stock Chart & Stats

€13.40
€0.10(0.52%)
At close: 4:00 PM EST
€13.40
€0.10(0.52%)

Bulls Say, Bears Say

Bulls Say
Strong Free Cash Flow GenerationFree cash flow consistently tracks close to net income (roughly ~0.91–0.96x historically) and delivered GBP 579m in 2025 with 95% conversion. This reliable cash generation funds dividends, buybacks, M&A and capex, supporting financial resilience through business cycles.
High Own‑brand And Digital PenetrationGrowing own‑brand mix (30% of sales) and 76% digital ordering increase gross margin control, reduce procurement costs and create stickier customer relationships. Structural shift to digital lowers cost‑to‑serve and supports scalable, recurring B2B replenishment demand across end markets.
Proven M&A Integration And Operational ConsolidationActive bolt‑on M&A with successful Nisbets integration plus major warehouse consolidations (eg France 15→6) create durable scale benefits. These moves expand geography and categories while lowering structural cost base, improving long‑term margin and growth optionality.
Bears Say
Stalled Organic Revenue GrowthGroup revenue is effectively stagnant, with a -2.0% decline in 2025 and only modest underlying momentum. Prolonged weak top‑line limits operating leverage in a low‑margin distribution model and constrains sustainable earnings and return expansion over the medium term.
North America Execution And Margin PressureExecution problems after a sales‑and‑operations model change reduced local agility and caused wallet‑share loss. As North America is a material region, persistent operational weaknesses can erode group margins, slow new business conversion and impair recovery momentum.
Elevated Leverage And Working Capital HeadwindsLeverage remains meaningful for a low‑margin distributor (adjusted net debt/EBITDA ~2.0x) and FCF fell 9% in 2025 while working capital rose. This reduces financial flexibility to absorb demand weakness or fund opportunistic investments without raising funding costs or cutting returns.

Bunzl News

BUZ FAQ

What was Bunzl’s price range in the past 12 months?
Bunzl lowest stock price was €11.30 and its highest was €15.10 in the past 12 months.
    What is Bunzl’s market cap?
    Bunzl’s market cap is €9.93B.
      When is Bunzl’s upcoming earnings report date?
      Bunzl’s upcoming earnings report date is Sep 01, 2026 which is in 67 days.
        How were Bunzl’s earnings last quarter?
        Bunzl released its earnings results on Mar 02, 2026. The company reported €0.589 earnings per share for the quarter, beating the consensus estimate of €0.583 by €0.006.
          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 does not currently pay dividends.
            What is Bunzl’s EPS estimate?
            Bunzl’s EPS estimate is 0.47.
              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 €0.589 in its last earnings report, beating expectations of €0.583. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Bunzl?
                  Currently, no hedge funds are holding shares in DE:BUZ
                  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

                    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 (BUZ) Earnings & Revenues

                    BUZ Company Deck

                    BUZ 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 DE:BUZ earnings summaries
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    Sysco
                    The Chefs' Warehouse
                    United Natural Foods
                    Performance Food Group
                    US Foods Holding

                    Options Prices

                    Currently, No data available
                    ---
                    Popular Stocks