RBC lifts Dunelm stock rating to Outperform, sets £11.75 target

Published 04/02/2025, 09:28
RBC lifts Dunelm stock rating to Outperform, sets £11.75 target

On Tuesday, RBC Capital Markets adjusted their stance on Dunelm Group PLC (LON:DNLM:LN), elevating the company’s stock rating from ’Sector Perform’ to ’Outperform’. The firm also set a new price target of £11.75 for Dunelm’s shares.

The upgrade by RBC Capital comes after a period of analysis of the UK home-related retail sector, which experienced challenges throughout 2024. Despite the tough market conditions, Dunelm succeeded in increasing its sales and capturing additional market share. RBC Capital’s analysts highlighted Dunelm’s well-executed business model and its ability to generate cash as key factors behind their optimistic outlook.

The recent expansion of Dunelm into the Irish market is noted as a significant development providing the company with further opportunities for growth. This strategic move has contributed to RBC Capital’s positive reassessment of Dunelm’s future prospects.

RBC Capital justified the upgrade by referencing the company’s current valuation, stating that 12 times the calendar year 2025 estimated Price-to-Earnings (P/E) ratio appears reasonable. This assessment underscores the belief that Dunelm’s stock is attractively priced relative to its earnings potential.

Investors and market watchers will now be keeping a close eye on Dunelm’s performance, as the company continues to navigate the competitive landscape of home retail while leveraging its recent strategic acquisition to fuel further expansion and growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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