Compagnie de Saint-Gobain S.A.

SWX:GOB Stock Report

Market Cap: CHF 39.7b

Compagnie de Saint-Gobain Valuation

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

Valuation Score

4/6

Valuation Score 4/6

  • 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 GOB when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: GOB (CHF79.48) is trading below our estimate of fair value (CHF99.17)

Significantly Below Fair Value: GOB 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 GOB?

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

The above table shows the Price to Earnings ratio for GOB. This is calculated by dividing GOB's market cap by their current earnings.
What is GOB's PE Ratio?
PE Ratio14.8x
Earnings€2.88b
Market Cap€42.60b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for GOB vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average38.3x
GEBN Geberit
28.2x5.4%CHF 17.0b
BEAN BELIMO Holding
48.7x9.2%CHF 7.3b
DOKA dormakaba Holding
64.9x34.6%CHF 2.7b
FORN Forbo Holding
11.3x12.8%CHF 1.1b
GOB Compagnie de Saint-Gobain
14.8x8.6%CHF 42.6b

Price-To-Earnings vs Peers: GOB is good value based on its Price-To-Earnings Ratio (14.8x) compared to the peer average (38.3x).


Price to Earnings Ratio vs Industry

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

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
GOB 14.8xIndustry Avg. 20.1xNo. of Companies12PE01224364860+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: GOB is good value based on its Price-To-Earnings Ratio (14.8x) compared to the European Building industry average (20.1x).


Price to Earnings Ratio vs Fair Ratio

What is GOB'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.

GOB PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio14.8x
Fair PE Ratio28.7x

Price-To-Earnings vs Fair Ratio: GOB is good value based on its Price-To-Earnings Ratio (14.8x) compared to the estimated Fair Price-To-Earnings Ratio (28.7x).


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 GOB forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentCHF 79.48
CHF 90.62
+14.0%
17.8%CHF 136.63CHF 66.92n/a17
Dec ’25CHF 79.48
CHF 89.87
+13.1%
17.4%CHF 137.07CHF 67.13n/a17
Nov ’25CHF 79.48
CHF 87.35
+9.9%
11.4%CHF 107.24CHF 67.73n/a17
Oct ’25CHF 74.26
CHF 84.50
+13.8%
12.9%CHF 103.97CHF 63.70n/a17
Sep ’25CHF 72.52
CHF 84.02
+15.9%
12.8%CHF 104.30CHF 63.90n/a17
Aug ’25CHF 76.34
CHF 85.51
+12.0%
13.1%CHF 106.47CHF 65.22n/a17
Jul ’25CHF 70.02
CHF 83.33
+19.0%
11.9%CHF 101.81CHF 65.94n/a17
Jun ’25CHF 72.00
CHF 83.71
+16.3%
12.6%CHF 103.83CHF 67.24n/a17
May ’25CHF 70.78
CHF 80.64
+13.9%
9.2%CHF 92.38CHF 66.83n/a17
Apr ’25CHF 69.03
CHF 75.86
+9.9%
8.4%CHF 87.56CHF 66.15n/a18
Mar ’25CHF 67.86
CHF 72.50
+6.8%
8.6%CHF 86.14CHF 59.34n/a19
Feb ’25CHF 58.56
CHF 68.88
+17.6%
10.3%CHF 84.60CHF 52.64n/a19
Jan ’25CHF 57.45
CHF 66.91
+16.5%
10.7%CHF 75.47CHF 52.76n/a19
Dec ’24CHF 56.71
CHF 67.80
+19.6%
10.6%CHF 77.57CHF 54.23CHF 79.4819
Nov ’24CHF 50.81
CHF 67.71
+33.3%
9.5%CHF 76.84CHF 53.72CHF 79.4819
Oct ’24CHF 54.44
CHF 69.95
+28.5%
10.3%CHF 82.16CHF 59.93CHF 74.2619
Sep ’24CHF 55.00
CHF 68.81
+25.1%
10.1%CHF 81.57CHF 57.58CHF 72.5219
Aug ’24CHF 55.00
CHF 67.62
+22.9%
12.1%CHF 81.71CHF 48.06CHF 76.3419
Jul ’24CHF 55.00
CHF 65.85
+19.7%
13.8%CHF 83.19CHF 48.93CHF 70.0219
Jun ’24CHF 55.00
CHF 64.88
+18.0%
13.4%CHF 82.56CHF 48.57CHF 72.0019
May ’24CHF 55.00
CHF 65.68
+19.4%
13.6%CHF 83.72CHF 49.24CHF 70.7819
Apr ’24CHF 55.00
CHF 64.22
+16.8%
18.4%CHF 84.76CHF 29.56CHF 69.0319
Mar ’24CHF 57.00
CHF 62.60
+9.8%
17.3%CHF 75.73CHF 29.53CHF 67.8619
Feb ’24CHF 63.04
CHF 61.60
-2.3%
17.4%CHF 74.27CHF 29.75CHF 58.5619
Jan ’24CHF 63.04
CHF 57.89
-8.2%
17.8%CHF 74.86CHF 29.20CHF 57.4519
Dec ’23CHF 63.04
CHF 56.14
-11.0%
19.2%CHF 74.57CHF 29.08CHF 56.7119

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


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 00:02
End of Day Share Price 2024/12/20 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 here.

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 .

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