Dunelm Group (DNLM) Competitors

Dunelm Group (LON:DNLM) and Frasers Group (LON:FRAS) are both consumer cyclical companies, but which is the superior business? We will contrast the two companies based on the strength of their community ranking, valuation, analyst recommendations, risk, media sentiment, profitability, earnings, institutional ownership and dividends.

Do analysts prefer DNLM or FRAS?

Dunelm Group presently has a consensus price target of GBX 1,251.67, indicating a potential upside of 27.98%. Frasers Group has a consensus price target of GBX 1,150, indicating a potential upside of 92.95%. Given Frasers Group's stronger consensus rating and higher possible upside, analysts clearly believe Frasers Group is more favorable than Dunelm Group.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Dunelm Group	0 Sell rating(s)	3 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.50
Frasers Group	0 Sell rating(s)	1 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.67

Does the MarketBeat Community believe in DNLM or FRAS?

Dunelm Group received 724 more outperform votes than Frasers Group when rated by MarketBeat users. Likewise, 65.69% of users gave Dunelm Group an outperform vote while only 51.72% of users gave Frasers Group an outperform vote.

Company	Underperform	Outperform
Dunelm Group	Outperform Votes 739 65.69%	Underperform Votes 386 34.31%
Frasers Group	Outperform Votes 15 51.72%	Underperform Votes 14 48.28%

Which has more volatility & risk, DNLM or FRAS?

Dunelm Group has a beta of 1.18, indicating that its share price is 18% more volatile than the S&P 500. Comparatively, Frasers Group has a beta of 1.86, indicating that its share price is 86% more volatile than the S&P 500.

Is DNLM or FRAS more profitable?

Dunelm Group has a net margin of 8.86% compared to Frasers Group's net margin of 6.88%. Dunelm Group's return on equity of 109.80% beat Frasers Group's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Dunelm Group	8.86%	109.80%	19.34%
Frasers Group	6.88%	22.54%	7.43%

Do insiders and institutionals hold more shares of DNLM or FRAS?

49.9% of Dunelm Group shares are held by institutional investors. Comparatively, 19.7% of Frasers Group shares are held by institutional investors. 34.3% of Dunelm Group shares are held by company insiders. Comparatively, 77.2% of Frasers Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Does the media refer more to DNLM or FRAS?

In the previous week, Dunelm Group had 6 more articles in the media than Frasers Group. MarketBeat recorded 7 mentions for Dunelm Group and 1 mentions for Frasers Group. Dunelm Group's average media sentiment score of 0.38 beat Frasers Group's score of -0.09 indicating that Dunelm Group is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Dunelm Group	1 Very Positive mention(s)	3 Positive mention(s)	0 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Neutral
Frasers Group	0 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Which has preferable earnings & valuation, DNLM or FRAS?

Frasers Group has higher revenue and earnings than Dunelm Group. Frasers Group is trading at a lower price-to-earnings ratio than Dunelm Group, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Dunelm Group	£1.71B	1.16	£151.20M	£0.74	1,321.62
Frasers Group	£5.54B	0.48	£393.30M	£0.90	662.22

Summary

Dunelm Group beats Frasers Group on 11 of the 18 factors compared between the two stocks.