Geberit reported EBITDA growth of 4% during the third quarter, translating into a 40-basis-point decline to 30.2% if we include one-off restructuring costs in the prior year, or 90 basis points excluding one-offs. Direct material and energy prices were 8% and 33% higher, respectively.
Geberit's brand reputation and tight-knit relationships with price-agnostic intermediaries support exceptional fundamentals, allowing the group to better navigate weaker construction spending and emerge in a stronger position than its mostly private (and smaller) peers.
Recent acquisitions by peers within Geberit's piping and ceramics sectors may increase competition among incumbents.
Metric | GEBN | FBIN | MAS |
|---|---|---|---|
Price/Earnings (Normalized) | 30.34 | 12.84 | 19.87 |
Price/Book Value | 17.31 | 2.57 | — |
Price/Sales | 6.11 | 1.35 | 2.23 |
Price/Cash Flow | 23.43 | 9.44 | 14.43 |
Metric | GEBN | FBIN | MAS |
|---|---|---|---|
Quick Ratio | 0.75 | 0.73 | 1.12 |
Current Ratio | 1.64 | 1.83 | 1.83 |
Interest Coverage | 31.27 | 2.18 | 13.08 |
Metric | GEBN | FBIN | MAS |
|---|---|---|---|
Return on Assets (Normalized) | 17.22% | 7.39% | 17.75% |
Return on Equity (Normalized) | 48.92% | 20.21% | — |
Return on Invested Capital (Normalized) | 23.73% | 11.11% | 30.70% |
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