Bunzl plc (BNZL) Fair Value & Analysis
Consumer Defensive · GB · Market cap 8.7B GBX
Fair value as of: Jul 15, 2026
From 26 valuation models · updated 23 days ago
Share price +6.1% over the past month.
A solid business, screening 10% undervalued on our models.
What matters now
- Our model range runs from £21.03 (bear) to £37.54 (bull), base £30.03. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 72/100 (solid quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.
How to read this chart
60‑month range £18.67 – £33.58 · fair‑value band £21.03 – £37.54 · the £27.18 price screens below the £30.03 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.
Analysis
Bunzl plc (BNZL) currently trades at £27.18, while our model-based Fair Value estimate is £30.03, implying the stock looks roughly 10.5% undervalued today. We read business quality at 72/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Bunzl plc generated revenue of £11.8B at a net margin of 3.9%. Revenue grew 0.3% year over year. It earns a return on equity of 16.5%. Net debt stands at £2.4B. Fundamentals as of Jul 15, 2026
Our scenario range runs from £21.03 (bear case) to £37.54 (bull case); at £27.18, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Consumer Defensive peers we cover trades at -26% fair-value upside, at 10%, BNZL screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth DCF (£30.81) versus Asset-Based (£5.82). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 65 · Market factors (momentum, volatility) 82
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Bunzl plc operates as a distribution and services company in the North America, Continental Europe, the United Kingdom, Ireland, and internationally.
Full company description
Bunzl plc operates as a distribution and services company in the North America, Continental Europe, the United Kingdom, Ireland, and internationally. It provides personal protection and safety equipment, including gloves, boots, hard hats, ear and eye protection, other workwear, as well as cleaning and hygiene supplies and asset protection products; and healthcare consumables, such as gloves, masks, swabs, gowns, bandages, healthcare devices, and other healthcare related equipment. The company also offers cleaning and hygiene materials comprising chemicals and hygiene paper; goods-not-for-resale, including food packaging, films, labels, and other store supplies; non-food consumables, such as food packaging, disposable tableware, guest amenities, catering equipment, and agricultural supplies; and other products. It serves its products to industrial, construction, e-commerce, hospitals, care homes and other facilities serving the healthcare, public sector customers, grocery stores, supermarkets, convenience stores, hotels, restaurants, contract caterers, food processors, commercial growers, leisure, retail customers, and office supply companies. Bunzl plc was founded in 1854 and is based in London, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Bunzl plc reported revenue of £11.8B in FY2025 versus £10.3B in FY2021, a compound +3.6%/yr. Reported net income was £459M in FY2025, compounding +0.9%/yr from FY2021.
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Is Bunzl (BZLFY) Outperforming Other Consumer Staples Stocks This Year?
- Bunzl Canada Surpasses $2M Raised for Pediatric Brain Tumour Research
- Bunzl (LSE:BNZL) Stock Sees Modest Fair Value Lift As Analysts Raise Targets
- Bunzl (LSE:BNZL) Stock Gets Fair Value Bump As Analysts Lift Targets
Peer Group
Food Distribution · 78 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Food Distribution median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Food Distribution stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Sysco Corporation SYY | $81.69 | $60.58 | -26% |
| US Foods Holding USFD | $99.13 | $55.10 | -44% |
| Performance Food Group PFGC | $113.17 | $37.94 | -66% |
| Jerónimo Martins, SGPS, S.A JMT | €17.68 | €21.59 | +22% |
| CP Axtra Public Company CPAXT | 14.90 THB | 17.04 THB | +14% |
| The Chefs' Warehouse, Inc CHEF | $95.79 | $37.27 | -61% |
| Olam Group VC2 | 1.22 SGD | 2.12 SGD | +74% |
| United Natural Foods, Inc UNFI | $50.19 | $6.00 | -88% |
| The Andersons, Inc ANDE | $79.24 | $47.78 | -40% |
| Metcash Limited MTS | A$2.92 | A$5.33 | +83% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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