Dunelm Group (DNLM) Competitors

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

Do analysts rate DNLM or FRAS?

Dunelm Group currently has a consensus price target of GBX 1,251, suggesting a potential upside of 11.78%. Frasers Group has a consensus price target of GBX 1,200, suggesting a potential upside of 79.78%. Given Frasers Group's higher probable 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)	2 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.60
Frasers Group	0 Sell rating(s)	1 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.50

Does the media prefer DNLM or FRAS?

In the previous week, Dunelm Group had 1 more articles in the media than Frasers Group. MarketBeat recorded 2 mentions for Dunelm Group and 1 mentions for Frasers Group. Frasers Group's average media sentiment score of 0.26 beat Dunelm Group's score of 0.00 indicating that Frasers Group is being referred to more favorably in the news media.

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

Does the MarketBeat Community believe in DNLM or FRAS?

Dunelm Group received 725 more outperform votes than Frasers Group when rated by MarketBeat users. Likewise, 65.60% 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 740 65.60%	Underperform Votes 388 34.40%
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, suggesting that its stock price is 18% more volatile than the S&P 500. Comparatively, Frasers Group has a beta of 1.86, suggesting that its stock price is 86% more volatile than the S&P 500.

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.

Which has higher earnings and 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	£1.70B	1.33	£150.85M	£75.11	14.90
Frasers Group	£5.26B	0.53	£365.76M	£87.63	7.62

Is DNLM or FRAS more profitable?

Dunelm Group has a net margin of 8.86% compared to Frasers Group's net margin of 6.95%. Dunelm Group's return on equity of 96.64% beat Frasers Group's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Dunelm Group	8.86%	96.64%	19.34%
Frasers Group	6.95%	21.74%	7.43%

Summary

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