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Compagnie de Saint-Gobain SA SGO

Morningstar Rating
€75.56 −2.50 (3.20%)
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Company Report

Saint-Gobain's Acquisitions Support Structurally Higher Profit Margins

Saint-Gobain manufactures and distributes a wide range of building materials, many of which are not entirely synergistic. We cannot fault its strategy of streamlining the company and divesting from businesses where it has not achieved the required scale geographically to compete profitably. Many of the group’s wide range of products don't tend to travel long distances, which tend to make markets very regional and provide minimal benefits to being a global player. The group’s strategy of being a one-stop shop for customers by selling a wide range of construction products is a common theme across the industry and is unlikely to provide a durable competitive advantage.

Price vs Fair Value

SGO is trading at a 368% premium.
Price
€78.06
Fair Value
€69.00
Uncertainty
High
1-Star Price
€586.90
5-Star Price
€59.80
Economic Moat
Pkrj
Capital Allocation
Rxdzgjmjy

Bulls Say, Bears Say

Bulls

Improving the sustainability of buildings will provide a long-term growth driver for the group, since buildings account for 25% of global carbon emissions.

Bears

Higher interest rates and low consumer confidence, particularly in Europe, may keep volume depressed.

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News

Trading Information

Previous Close Price
€78.06
Day Range
€75.2277.90
52-Week Range
€48.8782.76
Bid/Ask
€75.20 / €75.68
Market Cap
€37.94 Bil
Volume/Avg
1.3 Mil / 1.0 Mil

Key Statistics

Price/Earnings (Normalized)
8.03
Price/Sales
0.80
Dividend Yield (Trailing)
2.78%
Dividend Yield (Forward)
2.78%
Total Yield
4.40%

Company Profile

Compagnie Saint-Gobain is a manufacturer of building materials that are primarily supplied to the construction industry. The company offers a vast range of products ranging from glass windows to plaster-based products and piping systems, as well as a distribution business. Saint-Gobain has a well-documented history stretching back to the 17th century, with traces of its products visible across France’s most prominent landmarks. Approximately two thirds of sales are generated in Europe, with France contributing 26% of group sales.
Sector
Industrials
Industry
Building Products & Equipment
Stock Style Box
Large Value
Total Number of Employees
168,508

Competitors

Valuation

Metric
SGO
MAS
BLD
Price/Earnings (Normalized)
8.0317.8331.81
Price/Book Value
1.633.01
Price/Sales
0.802.001.78
Price/Cash Flow
6.9613.1710.69
Price/Earnings
SGO
MAS
BLD

Financial Strength

Metric
SGO
MAS
BLD
Quick Ratio
0.881.022.03
Current Ratio
1.341.742.49
Interest Coverage
4.8412.985.97
Quick Ratio
SGO
MAS
BLD

Profitability

Metric
SGO
MAS
BLD
Return on Assets (Normalized)
5.78%16.54%5.74%
Return on Equity (Normalized)
14.12%10.99%
Return on Invested Capital (Normalized)
8.99%28.32%8.04%
Return on Assets
SGO
MAS
BLD
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