Danone's organic sales growth recovered to 4.2% in the second quarter, outpacing the company-compiled consensus—though the latter had expected a higher volume contribution than the 1.9% Danone delivered. The market reacted negatively, with shares down 3% at the market open on July 29.
Danone has seen a step-up in performance in recent years thanks to more focus on execution, portfolio management, financial discipline, and business reinvestment in key areas.
Danone's large exposure to product categories with high price elasticity for demand, such as yogurt, is suboptimal and leads to lower organic growth than peers.
|
Metric
|
BN
|
KHC
|
PEP
|
|---|---|---|---|
Price/Earnings (Normalized) | 27.15 | 9.93 | 16.63 |
Price/Book Value | 2.49 | 0.83 | 8.59 |
Price/Sales | 1.60 | 1.20 | 1.97 |
Price/Cash Flow | 12.30 | 7.75 | 13.13 |
|
Metric
|
BN
|
KHC
|
PEP
|
|---|---|---|---|
Quick Ratio | 0.71 | 0.57 | 0.69 |
Current Ratio | 0.97 | 1.06 | 0.93 |
Interest Coverage | 5.40 | −4.59 | 12.66 |
|
Metric
|
BN
|
KHC
|
PEP
|
|---|---|---|---|
Return on Assets (Normalized) | 5.40% | 10.91% | 10.57% |
Return on Equity (Normalized) | 14.74% | 21.56% | 56.34% |
Return on Invested Capital (Normalized) | 8.18% | 15.03% | 17.14% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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NSRGY
| LOCK|qwJyMZM | LOCK|@s | $257B | |||
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DANOY
| LOCK|f^l?Pk# | LOCK|#Fk< | $50B | |||
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KHC
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GIS
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MKC
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HRL
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SJM
| LOCK|ZW | LOCK|>P | $13B | |||
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MICC
| LOCK|HR?!<$ | LOCK|>^> | $12B | |||
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LW
| LOCK|h% | LOCK|s!jD$ | $7B | |||
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United States