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Pernod Ricard SA PDRDF

Morningstar Rating
$160.75 +11.00 (7.35%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

PDRDF is trading within a range we consider fairly valued.
Price
$149.81
Fair Value
$231.16
Uncertainty
High
1-Star Price
$969.49
5-Star Price
$342.99
Economic Moat
Njr
Capital Allocation
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News

Trading Information

Previous Close Price
$149.75
Day Range
$160.75160.75
52-Week Range
$145.81238.75
Bid/Ask
$147.41 / $163.97
Market Cap
$40.57 Bil
Volume/Avg
14 / 972

Key Statistics

Price/Earnings (Normalized)
17.88
Price/Sales
3.26
Dividend Yield (Trailing)
3.20%
Dividend Yield (Forward)
3.20%
Total Yield
5.59%

Company Profile

Pernod Ricard is the world's second-largest spirits maker by volume, behind Diageo. The firm's key markets are Europe, the United States, and Asia. Pernod's key spirits brands include Absolut vodka, Beefeater gin, Chivas Regal and The Glenlivet scotch whisky, Jameson Irish whiskey, Malibu rum, and Martell cognac. The firm's strategic wine portfolio, which represented around 4% of fiscal 2023 revenue among the group's focus brands, includes Jacob's Creek, Brancott Estate, Campo Viejo, Mumm, and Perrier-Jouet.
Sector
Consumer Defensive
Industry
Beverages - Wineries & Distilleries
Stock Style Box
Large Core
Total Number of Employees
20,617

Competitors

Valuation

Metric
PDRDF
DGE
BF.B
Price/Earnings (Normalized)
17.8819.6224.38
Price/Book Value
2.278.327.24
Price/Sales
3.263.915.51
Price/Cash Flow
16.3716.5223.69
Price/Earnings
PDRDF
DGE
BF.B

Financial Strength

Metric
PDRDF
DGE
BF.B
Quick Ratio
0.660.650.91
Current Ratio
1.911.582.74
Interest Coverage
8.505.6010.93
Quick Ratio
PDRDF
DGE
BF.B

Profitability

Metric
PDRDF
DGE
BF.B
Return on Assets (Normalized)
5.39%9.16%11.41%
Return on Equity (Normalized)
12.64%42.99%27.90%
Return on Invested Capital (Normalized)
7.92%14.78%15.71%
Return on Assets
PDRDF
DGE
BF.B
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Beverages - Wineries & Distilleries Industry Comparables

Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
DGEAF
Diageo PLCGzn$78.6 Bil
DEO
Diageo PLC ADRGkjcsjkkRfpww$77.4 Bil
STZ
Constellation Brands Inc Class AXghnnjdRrnw$47.9 Bil
PRNDY
Pernod Ricard SA ADRFvlk$39.0 Bil
BF.A
Brown-Forman Corp Class ARdyhzmhrHwmcp$23.4 Bil
BF.B
Brown-Forman Corp Registered Shs -B- Non VtgTpjqttqwsClwt$23.4 Bil
DVDCF
Davide Campari-Milano NV Az nom Post FrazionamentoGhjg$12.3 Bil
DVCMY
Davide Campari-Milano NV ADRSbkqx$12.3 Bil
TBVPF
Thai Beverage PLCBvwz$8.9 Bil

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