ENXTPA:SGO

Stock Analysis Report

Compagnie de Saint-Gobain

Executive Summary

Compagnie de Saint-Gobain S.A. designs, manufactures, and distributes materials and solutions for wellbeing worldwide.

Snowflake

Fundamentals

Average dividend payer with mediocre balance sheet.


Similar Companies

Share Price & News

How has Compagnie de Saint-Gobain's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

-0.2%

SGO

-0.3%

FR Building

-0.9%

FR Market


1 Year Return

21.5%

SGO

17.1%

FR Building

12.3%

FR Market

Return vs Industry: SGO exceeded the French Building industry which returned 17.1% over the past year.

Return vs Market: SGO exceeded the French Market which returned 12.3% over the past year.


Shareholder returns

SGOIndustryMarket
7 Day-0.2%-0.3%-0.9%
30 Day8.8%8.0%0.1%
90 Day6.9%5.5%-0.2%
1 Year26.6%21.5%21.7%17.1%16.1%12.3%
3 Year7.0%-2.9%1.1%-7.8%42.8%28.9%
5 Year32.1%12.7%28.4%10.3%71.2%45.1%

Price Volatility Vs. Market

How volatile is Compagnie de Saint-Gobain's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Compagnie de Saint-Gobain undervalued compared to its fair value and its price relative to the market?

1.13x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: SGO (€37.71) is trading above our estimate of fair value (€33.48)

Significantly Below Fair Value: SGO is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: SGO is unprofitable, so we can't compare its PE Ratio to the Building industry average.

PE vs Market: SGO is unprofitable, so we can't compare its PE Ratio to the French market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate SGO's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: SGO is good value based on its PB Ratio (1.1x) compared to the FR Building industry average (1.1x).


Next Steps

Future Growth

How is Compagnie de Saint-Gobain forecast to perform in the next 1 to 3 years based on estimates from 18 analysts?

12.2%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SGO is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (0.7%).

Earnings vs Market: SGO is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: SGO's is expected to become profitable in the next 3 years.

Revenue vs Market: SGO's revenue (1.9% per year) is forecast to grow slower than the French market (4.4% per year).

High Growth Revenue: SGO's revenue (1.9% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: SGO's Return on Equity is forecast to be low in 3 years time (10.6%).


Next Steps

Past Performance

How has Compagnie de Saint-Gobain performed over the past 5 years?

10.8%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Earnings Trend: SGO is unprofitable, but has reduced losses over the past 5 years at a rate of 10.8% per year.

Accelerating Growth: Unable to compare SGO's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: SGO is unprofitable, making it difficult to compare its past year earnings growth to the Building industry (-28.8%).


Return on Equity

High ROE: SGO has a negative Return on Equity (-0.23%), as it is currently unprofitable.


Return on Assets

ROA vs Industry: SGO is currently unprofitable, so its Return on Assets is negative.


Return on Capital Employed

ROCE Improving: SGO is currently unprofitable, so its Return on Capital Employed is negative.


Next Steps

Financial Health

How is Compagnie de Saint-Gobain's financial position?


Financial Position Analysis

Short Term Liabilities: SGO's short term assets (€19.2B) exceeds its short term liabilities (€15.0B)

Long Term Liabilities: SGO's short term assets (19.2B) exceeds its long term liabilities (16.8B)


Debt to Equity History and Analysis

Debt Level: SGO's debt to equity ratio (73.6%) is considered high

Reducing Debt: SGO's debt to equity ratio has increased from 64% to 73.6% over the past 5 years.

Debt Coverage: SGO's debt is well covered by operating cash flow (20%).

Interest Coverage: SGO is unprofitable, therefore interest payments are not well covered by earnings.


Balance Sheet

Inventory Level: SGO has a high level of physical assets or inventory.

Debt Coverage by Assets: SGO's debt is covered by short term assets (assets are 1.4x debt).


Next Steps

Dividend

What is Compagnie de Saint-Gobain's current dividend yield, its reliability and sustainability?

3.53%

Current Dividend Yield


Dividend Yield vs Market

company3.5%marketbottom25%1.5%markettop25%4.7%industryaverage3.5%forecastin3Years3.9%

Current dividend yield vs market & industry


Stability and Growth of Payments

Notable Dividend: SGO's dividend (3.53%) is higher than the bottom 25% of dividend payers in the French market (1.55%).

High Dividend: SGO's dividend (3.53%) is low compared to the top 25% of dividend payers in the French market (4.65%).

Stable Dividend: SGO's dividends per share have been stable in the past 10 years.

Growing Dividend: SGO's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: SGO is paying a dividend but the company is unprofitable.


Future Payout to Shareholders

Future Dividend Coverage: SGO's dividends in 3 years are forecast to be well covered by earnings (37.8% payout ratio).


Next Steps

Management

What is the CEO of Compagnie de Saint-Gobain's salary, the management and board of directors tenure and is there insider trading?

2.3yrs

Average management tenure


CEO

Pierre-André de Chalendar (61yo)

12.3yrs

Tenure

€3,514,426

Compensation

Mr. Pierre-André de Chalendar serves as Director at BNP Paribas SA since May 23, 2012. Mr. de Chalendar serves as Chief Executive Officer and Chairman at Compagnie de Saint-Gobain since June 7, 2007 and si ...


CEO Compensation Analysis

Compensation vs. Market: Pierre-André's total compensation ($USD3.91M) is about average for companies of similar size in the French market ($USD3.59M).

Compensation vs Earnings: Pierre-André's compensation has been consistent with company performance over the past year.


Management Age and Tenure

2.3yrs

Average Tenure

51yo

Average Age

Experienced Management: SGO's management team is considered experienced (2.3 years average tenure).


Board Age and Tenure

8.8yrs

Average Tenure

66.5yo

Average Age

Experienced Board: SGO's board of directors are considered experienced (8.8 years average tenure).


Insider Trading

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown


Management Team

  • Pierre-André de Chalendar (61yo)

    Chairman & CEO

    • Tenure: 12.3yrs
    • Compensation: €3.51m
  • Laurent Guillot (50yo)

    Senior VP & CEO of High Performance Solutions

    • Tenure: 2.8yrs
  • Claire Pedini (54yo)

    Senior Vice President of Human Resources & Digital Transformation

    • Tenure: 9.3yrs
  • Benoit Bazin (51yo)

    Chief Operating Officer

    • Tenure: 0.8yrs
  • Frédéric Verger

    Vice-President of Information Systems

    • Tenure: 8.8yrs
  • Benoit d'Iribarne

    Vice-President of Technology & Industrial Performance

    • Tenure: 0.8yrs
  • Laurence Pernot

    Vice-President of Communications

    • Tenure: 2yrs
  • Vivien Dardel (37yo)

    Head of Financial Communication & Investor Relations

    • Tenure: 2.6yrs
  • N. Sreedhar

    Chief Financial Officer

    • Tenure: 0.8yrs
  • Cordula Gudduschat

    Vice-President of Marketing & Development

    • Tenure: 0.8yrs

Board Members

  • Jean-Dominique Senard (66yo)

    Lead Independent Director

    • Tenure: 2.3yrs
    • Compensation: €101.20k
  • Denis Ranque (67yo)

    Director

    • Tenure: 16.3yrs
    • Compensation: €82.08k
  • Pierre-André de Chalendar (61yo)

    Chairman & CEO

    • Tenure: 12.3yrs
    • Compensation: €3.51m
  • Jean-Louis Beffa (78yo)

    Honorary Chairman

    • Tenure: 0yrs
  • Philippe Varin (67yo)

    Independent Director

    • Tenure: 6.3yrs
    • Compensation: €88.47k
  • Frédéric Lemoine (54yo)

    Director

    • Tenure: 10.5yrs
    • Compensation: €92.99k
  • Gilles Schnepp (61yo)

    Independent Director

    • Tenure: 10.3yrs
    • Compensation: €91.17k
  • Amal Chakrabortti (89yo)

    Non-Executive Independent Chairman of Grindwell Norton Limited

    • Tenure: 0yrs
  • Anne-Marie Idrac (68yo)

    Independent Director

    • Tenure: 8.3yrs
    • Compensation: €93.92k
  • Jacques Pestre (62yo)

    Employee Shareholders Director

    • Tenure: 8.3yrs
    • Compensation: €73.87k

Company Information

Compagnie de Saint-Gobain S.A.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Compagnie de Saint-Gobain S.A.
  • Ticker: SGO
  • Exchange: ENXTPA
  • Founded: 1665
  • Industry: Building Products
  • Sector: Capital Goods
  • Market Cap: €20.490b
  • Shares outstanding: 543.35m
  • Website: https://www.saint-gobain.com

Number of Employees


Location

  • Compagnie de Saint-Gobain S.A.
  • Les Miroirs
  • 18, avenue d’Alsace
  • Courbevoie
  • Ile-de-France
  • 92400
  • France

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
CODG.FOTCPK (Pink Sheets LLC)YesCommon StockUSUSDJul 1981
SGO NBMV (Bolsa Mexicana de Valores)YesCommon StockMXMXNJul 1981
SGOENXTPA (Euronext Paris)YesCommon StockFREURJul 1981
GOBSWX (SIX Swiss Exchange)YesCommon StockCHCHFJul 1981
GOBDB (Deutsche Boerse AG)YesCommon StockDEEURJul 1981
GOBXTRA (XETRA Trading Platform)YesCommon StockDEEURJul 1981
CODLSE (London Stock Exchange)YesCommon StockGBEURJul 1981
SGOPBATS-CHIXE (BATS 'Chi-X Europe')YesCommon StockGBEURJul 1981
SGOBIT (Borsa Italiana)YesCommon StockITEURJul 1981
SGOWBAG (Wiener Boerse AG)YesCommon StockATEURJul 1981
GOBZBATS-CHIXE (BATS 'Chi-X Europe')YesCommon StockGBCHFJul 1981
CODY.YOTCPK (Pink Sheets LLC)UNSPONSORD ADRUSUSDDec 2008

Biography

Compagnie de Saint-Gobain S.A. designs, manufactures, and distributes materials and solutions for wellbeing worldwide. It operates through Innovative Materials Sector, Construction Products Sector, and Bui ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/10/23 20:37
End of Day Share Price2019/10/23 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


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.