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Dunelm Group plc (DNLM.L)

GBp817.50 +17.50 (+2.19%)
GB LSE Consumer Cyclical Specialty Retail
Address Watermead Business Park LE7 1AD
Syston, GB
CEO Clodagh Moriarty
Website dunelm.com
IPO 2006-10-19
ISIN GB00B1CKQ739

Explore sections of this company profile

Also trades on London Stock Exchange · DNLM.L (GBp) Other OTC · DNLMY (USD)
Description

Dunelm Group plc is a leading retailer specializing in home furnishings and decorative items across the United Kingdom. The company provides a comprehensive range of products for every room, including furniture for bedrooms, living areas, dining spaces, and offices, along with sofas, chairs, and bean bags. For sleep comfort, they offer an extensive selection of bed frames, mattresses, storage beds, divan bases, and headboards, including options for children. An equally broad array of bedding is available, encompassing bed linens, duvets, pillows, mattress toppers, protectors, and baby and kids' bedding collections. Customers can also find a variety of window dressings, such as curtains, poles, tracks, and blinds, as well as flooring solutions like rugs, runners, and doormats. The decorative range features mirrors, pictures and frames, clocks, wallpapers, DIY supplies, cushions, throws, and other accessories. Lighting options include ceiling and wall lights, lampshades, floor and table lamps, and outdoor lighting fixtures. For the kitchen, Dunelm stocks cooking essentials, dining ware, utility items, and electrical appliances. Storage needs are met with solutions for general home organization, clothes, kitchen items, and even travel and luggage products. Outdoor living is covered with garden furniture, storage, decorations, and entertaining and dining products. Furthermore, their bathroom collection includes towels, bathmats, furniture, decor, and various accessories. During the festive season, the company presents a special range of Christmas trees, decorations, gifts, and seasonal cook and dine products. Dunelm Group plc operates through a network of 175 large retail superstores and a dedicated distribution center. Its complete product offering is also accessible via its e-commerce platform, dunelm.com. The company was established in 1979 and is headquartered in Syston, United Kingdom.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
GBp817.50 +17.50 (+2.19%)
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Volume Profile
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Liquidity & share structure
Average Volume
439.7K
Beta
0.96
Float Shares
121.73M
Free Float %
60.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.32% -1.70% +3.79% -22.57% -29.81% -30.93% -34.58% -29.81% -47.62% -18.23% +321.89%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
817.50
DCF (Unlevered) 1,757.61 +115.0%
DCF (Levered) 1,800.48 +120.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 85% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 8 0
Hold 1 0
Sell 1 0
Strong Sell 0 0
Quality scores
Altman Z-Score
8.04
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Retail: +6.4%
    +3.8% Q4'25: +6.2% (vs Q4'23)
  • EPS growth Specialty Retail: +20.6%
    +4.1% Q4'25: -6.7% (vs Q4'23)
  • FCF margin FCF growth · Specialty Retail: +29.3%
    +7.9% Q4'25: +22.5% (vs Q4'23)
  • EBIT margin Specialty Retail: +5.4%
    +12.5% Q4'25: +12.6% (vs Q4'23)
  • ROIC Specialty Retail: +6.5%
    +35.3% Q4'25: +85.7% (vs Q4'23)
  • Share dilution Specialty Retail: +0.1%
    +0.1% Q4'25: +0.1% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×
    1.50× Q4'25: 0.46× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.96) × ERP
WACC = 81% × Ke + 19% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1,757.61 Current price: 817.50
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2007
actual
Jun 2008
actual
Jun 2009
actual
Jun 2010
actual
Jun 2011
actual
Jun 2012
actual
Jun 2013
actual
Jun 2014
actual
Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
11 Rev. Ana.
10 EPS Ana.
Jun 2027
11 Rev. Ana.
11 EPS Ana.
Jun 2028
9 Rev. Ana.
7 EPS Ana.
Jun 2029
4 Rev. Ana.
2 EPS Ana.
Jun 2030
5 Rev. Ana.
2 EPS Ana.
Revenue
354.72M
est: 358.10M (-0.9%)
391.80M
est: 397.76M (-1.5%)
423.78M
est: 423.15M (+0.1%)
492.84M
est: 498.65M (-1.2%)
538.47M
est: 546.52M (-1.5%)
603.73M
est: 611.28M (-1.2%)
677.19M
est: 684.77M (-1.1%)
730.15M
est: 739.17M (-1.2%)
835.80M
est: 822.70M (+1.6%)
880.90M
est: 880.90M (+0.0%)
955.60M
est: 901.10M (+6.0%)
1.05B
est: 1.05B (+0.0%)
1.10B
est: 1.10B (+0.0%)
1.06B
est: 1.06B (+0.0%)
1.34B
est: 1.34B (+0.0%)
1.58B
est: 1.55B (+1.9%)
1.64B
est: 1.68B (-2.2%)
1.71B
est: 1.71B (+0.0%)
1.77B
est: 1.77B (+0.0%)
1.82B
1.81B – 1.84B
+2.9% YoY
1.89B
1.86B – 1.92B
+3.5% YoY
1.96B
1.93B – 1.98B
+3.7% YoY
2.09B
2.07B – 2.12B
+6.9% YoY
2.16B
2.14B – 2.19B
+3.3% YoY
EBITDA
49.47M
est: 61.14M (-19.1%)
59.88M
est: 49.21M (+21.7%)
64.71M
est: 62.13M (+4.2%)
88.19M
est: 76.60M (+15.1%)
97.76M
est: 98.41M (-0.7%)
114.93M
est: 109.30M (+5.1%)
128.41M
est: 129.95M (-1.2%)
135.51M
est: 140.17M (-3.3%)
142.00M
est: 153.98M (-7.8%)
149.30M
est: 154.59M (-3.4%)
133.00M
est: 165.28M (-19.5%)
130.10M
est: 132.30M (-1.7%)
160.50M
est: 129.79M (+23.7%)
194.70M
est: 152.44M (+27.7%)
241.60M
est: 197.33M (+22.4%)
297.10M
est: 203.04M (+46.3%)
278.20M
est: 286.20M (-2.8%)
295.90M
est: 241.00M (+22.8%)
251.20M
est: 302.62M (-17.0%)
311.20M
309.41M – 313.55M
+2.8% YoY
322.09M
317.02M – 328.01M
+3.5% YoY
333.89M
329.62M – 338.17M
+3.7% YoY
356.84M
352.97M – 361.50M
+6.9% YoY
368.62M
364.62M – 373.44M
+3.3% YoY
EBIT
39.94M
est: 45.38M (-12.0%)
50.42M
est: 45.32M (+11.3%)
54.16M
est: 52.55M (+3.1%)
76.82M
est: 61.99M (+23.9%)
83.68M
est: 83.02M (+0.8%)
96.25M
est: 92.81M (+3.7%)
108.06M
est: 106.74M (+1.2%)
116.97M
est: 114.84M (+1.9%)
122.50M
est: 131.14M (-6.6%)
129.30M
est: 131.32M (-1.5%)
111.70M
est: 138.95M (-19.6%)
104.70M
est: 105.04M (-0.3%)
126.90M
est: 100.36M (+26.4%)
116.10M
est: 122.75M (-5.4%)
163.90M
est: 126.82M (+29.2%)
217.70M
est: 130.49M (+66.8%)
198.80M
est: 212.45M (-6.4%)
214.50M
est: 154.88M (+38.5%)
222.00M
est: 224.63M (-1.2%)
231.00M
229.67M – 232.74M
+2.8% YoY
239.08M
235.32M – 243.48M
+3.5% YoY
247.84M
244.67M – 251.02M
+3.7% YoY
264.88M
262.00M – 268.34M
+6.9% YoY
273.62M
270.65M – 277.20M
+3.3% YoY
Net Income
24.63M
est: 28.04M (-12.2%)
33.67M
est: 27.32M (+23.2%)
37.62M
est: 35.85M (+4.9%)
54.35M
est: 44.31M (+22.7%)
59.84M
est: 59.82M (+0.0%)
71.22M
est: 66.63M (+6.9%)
81.45M
est: 79.83M (+2.0%)
89.07M
est: 87.88M (+1.4%)
96.07M
est: 100.73M (-4.6%)
102.30M
est: 103.00M (-0.7%)
73.10M
est: 109.94M (-33.5%)
73.30M
est: 81.00M (-9.5%)
101.30M
est: 76.79M (+31.9%)
87.70M
est: 97.99M (-10.5%)
128.90M
est: 95.88M (+34.4%)
171.20M
est: 98.65M (+73.5%)
151.90M
est: 149.60M (+1.5%)
151.20M
est: 152.10M (-0.6%)
156.30M
est: 156.30M (+0.0%)
156.57M
151.73M – 161.42M
+0.2% YoY
162.68M
155.54M – 169.82M
+3.9% YoY
167.12M
159.72M – 174.52M
+2.7% YoY
195.25M
192.50M – 198.57M
+16.8% YoY
205.42M
202.52M – 208.91M
+5.2% YoY
SGA
98.94M
est: 138.86M (-28.7%)
154.0K
est: 14.66M (-98.9%)
104.0K
est: 133.62M (-99.9%)
202.0K
est: 166.75M (-99.9%)
115.0K
est: 170.55M (-99.9%)
149.0K
est: 194.20M (-99.9%)
222.96M
est: 220.43M (+1.2%)
244.33M
est: 240.45M (+1.6%)
288.70M
est: 276.18M (+4.5%)
309.20M
est: 309.38M (-0.1%)
355.90M
est: 332.28M (+7.1%)
398.90M
est: 394.36M (+1.2%)
418.70M
est: 417.87M (+0.2%)
416.40M
est: 405.00M (+2.8%)
522.50M
est: 455.23M (+14.8%)
591.70M
est: 468.40M (+26.3%)
622.10M
est: 650.03M (-4.3%)
670.00M
est: 555.97M (+20.5%)
711.00M
est: 687.31M (+3.4%)
706.80M
702.74M – 712.14M
+2.8% YoY
731.54M
720.01M – 744.99M
+3.5% YoY
758.35M
748.63M – 768.06M
+3.7% YoY
810.46M
801.67M – 821.05M
+6.9% YoY
837.21M
828.14M – 848.16M
+3.3% YoY
EPS
0.12
est: 0.14 (-12.9%)
0.17
est: 0.16 (+4.3%)
0.19
est: 0.18 (+3.6%)
0.27
est: 0.27 (+1.0%)
0.30
est: 0.30 (+0.4%)
0.35
est: 0.34 (+1.8%)
0.40
est: 0.40 (-1.0%)
0.44
est: 0.44 (-0.1%)
0.48
est: 0.47 (+2.6%)
0.51
est: 0.50 (+2.5%)
0.36
est: 0.43 (-17.0%)
0.36
est: 0.41 (-11.7%)
0.50
est: 0.49 (+1.8%)
0.43
est: 0.43 (-0.3%)
0.64
est: 0.61 (+4.7%)
0.84
est: 0.83 (+1.1%)
0.75
est: 0.74 (+1.3%)
0.75
est: 0.74 (+1.5%)
0.77
est: 0.77 (-0.3%)
0.76
0.75 – 0.79
-1.0% YoY
0.79
0.76 – 0.83
+3.2% YoY
0.82
0.79 – 0.86
+4.6% YoY
0.96
0.95 – 0.98
+16.4% YoY
1.01
1.00 – 1.03
+5.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-28 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-27 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-26 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-22 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-21 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-20 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-19 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-18 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-15 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-14 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-13 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-12 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-11 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-08 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-07 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-06 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-05 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-05-01 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-04-30 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-04-29 A- 4/5 5/5 5/5 5/5 1/5 4/5 1/5
2026-04-28 A- 4/5 5/5 5/5 5/5 1/5 4/5 1/5
2026-04-27 A- 4/5 5/5 5/5 5/5 1/5 3/5 1/5
2026-04-24 A- 4/5 4/5 5/5 5/5 1/5 4/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
471.59M
OE per share TTM
2.32
Owner's Yield
29.95%
Maintenance CapEx ratio
3.46%
Maint CapEx / Avg PPE
26.3%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 98 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Fidelity MoneyBuilder Dividend Fund 0P0000VE06.L 1.34% 7.11M 0.67%
2 Amundi Prime UK Mid & Small Cap UCITS ETF DR - GBP (D) PRUK.L 0.54% 2.32M 0.05%
3 WisdomTree Dynamic International SmallCap Equity ETF DDLS 0.34% 1.47M 0.48%
4 WisdomTree International SmallCap Dividend Fund DLS 0.34% 3.52M 0.58%
5 Xtrackers FTSE 250 UCITS ETF 1D XMCX.L 0.33% 128.1K 0.15%
6 Invesco FTSE 250 UCITS ETF S250.L 0.33% 118.4K 0.12%
7 iShares FTSE 250 UCITS ETF MIDD.L 0.33% 2.79M 0.40%
8 HSBC FTSE 250 UCITS ETF HMCX.L 0.32% 217.1K 0.09%
9 Vanguard FTSE 250 UCITS ETF (GBP) Distributing VMID.DE 0.31% 8.34M 0.10%
10 Vanguard FTSE 250 UCITS ETF VMIG.MI 0.31% 8.34M 0.10%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
18.5K
Shares Outstanding
201.42M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Karen Witts Chief Financial Officer & Director 873.0K female
Sir William Lester Adderley Executive Deputy Chairman 21.0K
William Adderley Founder & Life President 21.0K male
Clodagh Moriarty Chief Executive Officer female
John Gahagan Chief Information Officer & Technology Officer male
Amanda Cox Stores & People Director female
Luisa Wright Company Secretary & General Counsel female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits