Pernod Ricard SA RI

Morningstar Rating
€59.42 −0.08 (0.13%)
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Company Report

Price vs Fair Value

RI is trading at a LOCK|LgwVmL premium.
Price
€59.42
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Pernod Ricard’s extensive portfolio and strong innovation pipeline should allow the firm to remain a leader in “must-win” markets like India.

Bears

Premium spirits are more cyclical than most other consumer staples categories, including beer, and volume can suffer slightly steeper declines in economic downturns.

News

Trading Information

Previous Close Price
€59.50
Day Range
€59.3860.36
52-Week Range
€58.6092.04
Bid/Ask
€59.40 / €60.36
Shares Outstanding
251.81M
Market Cap
€14.96B
Volume/Avg
469,576 / 694,182

Key Statistics

Price/Earnings (Normalized)
8.94
Price/Sales
1.49
Dividend Yield (Trailing)
7.91%
Dividend Yield (Forward)
7.91%
Dividend Payment Schedule
Jul, Nov
Total Yield
7.98%

Company Profile

Pernod Ricard was formed in 1975 through the merger of Pernod, founded in 1805, and Ricard, created in 1932. Through acquisitions, the firm has grown to become the world’s second-largest distiller by volume, behind Diageo. Pernod Ricard possesses the most comprehensive spirits portfolio globally, distributing over 240 brands across 160 countries. Flagship spirits brands include Absolut vodka, Beefeater gin, Chivas Regal and The Glenlivet scotch whisky, Jameson Irish whiskey, Malibu rum, and Martell cognac. The firm has also shed noncore assets over the years, including several wine brands in 2025.
Sector
Consumer Defensive
Industry
Beverages - Wineries & Distilleries
Stock Style Box
Mid Value
Total Number of Employees
18,224

Competitors

Valuation

Metric
RI
DGE
RCO
Price/Earnings (Normalized)
8.9421.8227.85
Price/Book Value
0.974.351.14
Price/Sales
1.492.442.36
Price/Cash Flow
7.7811.1216.93
Price/Earnings
RI
DGE
RCO

Financial Strength

Metric
RI
DGE
RCO
Quick Ratio
0.800.490.28
Current Ratio
2.341.603.16
Interest Coverage
4.793.154.21
Quick Ratio
RI
DGE
RCO

Profitability

Metric
RI
DGE
RCO
Return on Assets (Normalized)
4.12%7.53%2.59%
Return on Equity (Normalized)
9.99%32.87%4.63%
Return on Invested Capital (Normalized)
6.21%11.69%4.21%
Return on Assets
RI
DGE
RCO

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