Compagnie de Saint-Gobain S.A.

WBAG:SGO Stock Report

Market Cap: €47.4b

Compagnie de Saint-Gobain Valuation

Is SGO undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of SGO when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
€96.80
Fair Value
2.2% undervalued intrinsic discount
17
Number of Analysts

Below Fair Value: SGO (€94.68) is trading below our estimate of fair value (€96.8)

Significantly Below Fair Value: SGO is trading below fair value, but not by a significant amount.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for SGO?

Key metric: As SGO is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for SGO. This is calculated by dividing SGO's market cap by their current earnings.
What is SGO's PE Ratio?
PE Ratio16.5x
Earnings€2.88b
Market Cap€47.39b

Price to Earnings Ratio vs Peers

How does SGO's PE Ratio compare to its peers?

The above table shows the PE ratio for SGO vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average31.5x
CARR Carrier Global
52.8x24.3%US$59.4b
JCI Johnson Controls International
41.2x17.8%US$59.1b
STR Strabag
8.7x-4.7%€5.6b
ASSA B ASSA ABLOY
23.6x9.3%SEK 368.8b
SGO Compagnie de Saint-Gobain
16.5x8.6%€47.4b

Price-To-Earnings vs Peers: SGO is good value based on its Price-To-Earnings Ratio (16.5x) compared to the peer average (31.5x).


Price to Earnings Ratio vs Industry

How does SGO's PE Ratio compare vs other companies in the European Building Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
SGO 16.5xIndustry Avg. 21.3xNo. of Companies9PE01224364860+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: SGO is good value based on its Price-To-Earnings Ratio (16.5x) compared to the European Building industry average (21x).


Price to Earnings Ratio vs Fair Ratio

What is SGO's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SGO PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio16.5x
Fair PE Ratio16.1x

Price-To-Earnings vs Fair Ratio: SGO is expensive based on its Price-To-Earnings Ratio (16.5x) compared to the estimated Fair Price-To-Earnings Ratio (16.1x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SGO forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€94.68
€99.85
+5.5%
17.8%€147.00€72.00n/a17
Feb ’26€90.98
€98.85
+8.7%
17.7%€147.00€72.00n/a17
Jan ’26€85.74
€97.50
+13.7%
17.8%€147.00€72.00n/a17
Dec ’25€86.00
€96.38
+12.1%
17.4%€147.00€72.00n/a17
Nov ’25€84.06
€92.86
+10.5%
11.4%€114.00€72.00n/a17
Oct ’25€82.94
€90.21
+8.8%
12.9%€111.00€68.00n/a17
Sep ’25€79.04
€89.41
+13.1%
12.8%€111.00€68.00n/a17
Aug ’25€78.08
€89.15
+14.2%
13.1%€111.00€68.00n/a17
Jul ’25€75.18
€85.94
+14.3%
11.9%€105.00€68.00n/a17
Jun ’25€81.48
€84.65
+3.9%
12.6%€105.00€68.00n/a17
May ’25€73.04
€82.06
+12.3%
9.2%€94.00€68.00n/a17
Apr ’25€72.48
€77.97
+7.6%
8.4%€90.00€68.00n/a18
Mar ’25€73.19
€75.74
+3.5%
8.6%€90.00€62.00n/a19
Feb ’25€65.55
€73.27
+11.8%
10.3%€90.00€56.00€90.9819
Jan ’25€66.50
€71.02
+6.8%
10.7%€80.10€56.00€85.7419
Dec ’24€59.67
€70.02
+17.3%
10.6%€80.10€56.00€86.0019
Nov ’24€51.33
€70.58
+37.5%
9.5%€80.10€56.00€84.0619
Oct ’24€57.03
€72.37
+26.9%
10.3%€85.00€62.00€82.9419
Sep ’24€60.26
€71.71
+19.0%
10.1%€85.00€60.00€79.0419
Aug ’24€61.52
€70.34
+14.3%
12.1%€85.00€50.00€78.0819
Jul ’24€55.58
€67.28
+21.1%
13.8%€85.00€50.00€75.1819
Jun ’24€52.45
€66.79
+27.3%
13.4%€85.00€50.00€81.4819
May ’24€50.42
€66.68
+32.3%
13.6%€85.00€50.00€73.0419
Apr ’24€52.49
€64.40
+22.7%
18.4%€85.00€29.64€72.4819
Mar ’24€57.32
€62.82
+9.6%
17.3%€76.00€29.64€73.1919
Feb ’24€52.70
€61.38
+16.5%
17.4%€74.00€29.64€65.5519
Analyst Price Target
Consensus Narrative from 17 Analysts
€99.56
Fair Value
4.9% undervalued intrinsic discount
17
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.


Discover undervalued companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/11 15:18
End of Day Share Price 2025/02/11 00:00
Earnings2024/06/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Compagnie de Saint-Gobain S.A. is covered by 45 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Gaëtan DupontAlphaValue
Óscar Rodriguez RoucoBanco de Sabadell. S.A.
Pierre Sylvain RousseauBarclays