BME LSE Week ended 31 Jul 2026

Weekly Investor Report

B&M European Value Retail plc · Consumer Defensive · Discount Stores

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Latest close 222.6 GBP
4.3% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 22.0% above the Trend Line and sits at 64.0% of its 52-week range. The latest completed week returned 4.3%, after a 15.7% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks weakly; valuation is inexpensive relative to peers. The latest news-sentiment score is 54/100.

Setup score 55 out of 100
Latest Close 222.6 GBP 31 Jul 2026
1W Return 4.3% latest completed week
4W Return 15.7% short-term follow-through
12W Return 28.0% quarterly tape
Trend Breadth 19.2% 10 of 52 weeks active
Volume Ratio 1.0x vs 13-week average
What is working
  • The trend backdrop is active with a 9-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Activity pressure is positive on the latest completed week.
  • Activity pressure is constructive, supporting the smart-money activity read.
What could go wrong
  • Price is below Fair Value, so the market is still discounting the latest tape.
  • Next-week expectancy is negative at 39.84% based on similar historical setup states.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 4.3% Latest completed week; four-week move 15.7%. Indicator stack 42/76 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Recent Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Negative 39.84% Historical one-week expectancy contributes to the evidence score when direction is confirmed. News sentiment 54/100 22 relevant articles in the latest sentiment read.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 22.0% above the Trend Line and sits at 64.0% of its 52-week range. The latest completed week returned 4.3%, after a 15.7% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.0x the 13-week average. Participation is around or above normal and provides reasonable confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.5912-week average 0.26

12-week confirmation

Trend active9/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure11/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership2/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.59Current proprietary activity-pressure read.
Buy signals1Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 15.7% over four weeks, 28.0% over 12 weeks, and 1.6% over one year. The current trend has remained active for 9 consecutive weeks.

Performance by holding period

1W4.3%
4W15.7%
12W28.0%
26W26.3%
52W1.6%
Active trend streak9 weeks
Active weeks in one year10
Trend breadth19.2%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure1.28Latest activity-pressure read.
Pressure change32.0%Four-week change in activity pressure.
Leadership6.75Latest relative-leadership reading.
RS change178.8%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks weakly; valuation is inexpensive relative to peers.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 91% Model confidence 87%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength83/100Blend of value, momentum, and quality. Underlying universe rank 18; rank 1 is best.
Value93/100Relative valuation strength. Underlying universe rank 8; rank 1 is best.
Quality88/100Profitability and accounting quality. Underlying universe rank 13; rank 1 is best.
Momentum12/100Medium-term price momentum. Underlying universe rank 89; rank 1 is best.
Growth6/100Revenue and earnings growth. Underlying universe rank 95; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework62/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
13.1x
Price divided by trailing earnings.
Price / sales
0.4x
Market value relative to trailing revenue.
EV / EBITDA
6.3x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
14.0%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
36.5%
Gross profit retained from each unit of revenue.
Operating margin
6.5%
Operating profit retained from revenue.
Free-cash-flow margin
10.3%
Free cash flow generated from revenue.
Return on invested capital
9.7%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
3.7%
Latest one-year revenue growth.
EPS growth
-48.7%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
9.6%
Latest one-year free-cash-flow growth.
Piotroski F-score
5/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
4.5%
Cash dividends relative to market value.
Buyback yield
0.0%
Net share repurchases relative to market value.
Shareholder yield
4.5%
Dividend yield plus net buyback yield.
Net debt / EBITDA
3.1x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Insider activity-

No recent insider transactions are stored for this company.

News sentiment54/100

Weighted news tone is neutral across 22 relevant articles.

5 positive · 17 neutral · 0 negative
Patient CapitalRecent

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

Recent buy signal in the last 8 weeks
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-17.3%Distance below the 52-week high.
13-week volatility7.3%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher13 of 2613 weeks finished lower.
Best week+17.6%Week of 5 Jun.
Worst week-9.5%Week of 15 May.
Latest week+4.3%Week of 31 Jul.

Shape of recent returns

Strong gains6
Modest gains7
Flat weeks0
Modest losses6
Sharp losses7
Recent vol7.3%13-week weekly-return volatility.
Base vol6.2%52-week weekly-return volatility.
Up/down split26/26Count of positive and negative weeks in the 52-week window.
Average skew4.8% / -4.4%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

IndustryGB Discount Stores
4-week rank1 / 1
Group average15.7%
Trend breadth100.0%
Trend100.0%active weekly trend signals
MD100.0%positive activity pressure
RS100.0%positive relative leadership

Four-week leaders

BME · LSE15.7%
08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape50/100

Trend, activity pressure, participation, and risk combine to a 50/100 tape read.

 Indicator analysis60/100

Latest 12-week confirmation: trend 9/12, activity pressure 11/12, relative leadership 2/12.

Activity pressure 0.59; No reversal markers Next-Week ExpectancyNegative 39.84%

Next-week expectancy is negative with a 39.84% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors70/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 71; Small Cap Core rank 17 SVQF62/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 96.0 of 254 Patient CapitalRecent

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

Recent buy signal in the last 8 weeks Sentiment54/100

Weighted news tone is neutral across 22 relevant articles.

FirstService (TSX:FSV) Stock Gets Fair Value Bump After Cautious Analyst Revisions Insiders50/100

No recent insider transaction evidence is stored.

 Earnings50/100

No stored earnings event is currently attached to this ticker.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 2026222.6 GBP4.3%182.5 GBP352.7 GBP1.286.7523.0MOn
24 Jul 2026213.4 GBP7.3%180.6 GBP354.7 GBP1.173.2125.1MOn
17 Jul 2026198.8 GBP-0.3%178.8 GBP356.9 GBP1.13-3.1532.6MOn
10 Jul 2026199.3 GBP3.6%177.6 GBP359.3 GBP0.98-2.6920.9MOn
3 Jul 2026192.4 GBP-7.0%176.2 GBP361.5 GBP0.97-8.5619.5MOn
26 Jun 2026206.8 GBP10.5%175.4 GBP363.7 GBP0.91-1.374.8MOn
19 Jun 2026187.1 GBP-6.7%174.1 GBP365.9 GBP0.58-10.4814.4MOn
12 Jun 2026200.6 GBP-0.2%173.5 GBP368.4 GBP0.39-6.097.8MOn
5 Jun 2026201.1 GBP17.6%172.2 GBP370.6 GBP0.08-5.847.8MOn
29 May 2026170.9 GBP0.6%171.0 GBP372.7 GBP-0.04-21.2426.8MOff
22 May 2026169.8 GBP7.9%171.3 GBP375.1 GBP0.05-23.7534.3MOff
15 May 2026157.4 GBP-9.5%171.7 GBP377.0 GBP0.15-28.9240.7MOff
8 May 2026173.8 GBP1.0%173.7 GBP379.1 GBP0.36-23.3927.4MOn
1 May 2026172.1 GBP-2.3%175.5 GBP381.1 GBP0.43-26.5122.6MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.