Bunzl plc (BZLFY)

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Bunzl plc (BZLFY) is up 19.5% since the beginning of the year. At $16 per share, BZLFY is trading 7.7% below its 52-week high of $18. Investors who bought $1,000 worth of BZLFY shares 5 years ago would now be looking at an investment worth $1,108.

Bunzl plc (BZLFY) has returned 19.48% so far this year and 11.01% over the past 12 months. Over the last ten years, BZLFY has returned 3.94% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jul 13, 2007, BZLFY's average daily return is +0.03%, while the average monthly return is +0.39%. At this rate, an investment would double in approximately 14.8 years.

Historically, 55% of months were positive and 45% were negative. The best month was Feb 2014 with a return of +15.6%, while the worst month was Nov 2013 at -79.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BZLFY closed higher 49% of trading days. The best single day was Jun 15, 2020 with a return of +12.8%, while the worst single day was Nov 27, 2013 at -79.9%.

Bunzl plc has an annualized alpha of 0.48%, beta of 0.62, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since July 13, 2007.

• This stock participated in 89.99% of S&P 500 Index downside but only 47.58% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.62 may look defensive, but with R2 of 0.13 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.13 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BZLFY ranks 54 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Bunzl plc provided a 3.06% dividend yield over the last twelve months, with an annual payout of $0.50 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Bunzl plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Bunzl plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bunzl plc was 84.91%, occurring on Mar 18, 2020. The portfolio has not yet recovered.

The current Bunzl plc drawdown is 61.50%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Bunzl plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Bunzl plc is priced in the market compared to other companies in the Food Distribution industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.