ENXTPA:SGO

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Compagnie de Saint-Gobain

Market Cap

€32.3b

Last Updated

2021/08/01 17:52 UTC

Data Sources

Company Financials +

Executive Summary

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


Snowflake Analysis

Proven track record with adequate balance sheet and pays a dividend.


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

Stable Share Price: SGO is not significantly more volatile than the rest of French stocks over the past 3 months, typically moving +/- 3% a week.

Volatility Over Time: SGO's weekly volatility (3%) has been stable over the past year.


Market Performance


7 Day Return

2.1%

SGO

2.0%

FR Building

0.5%

FR Market


1 Year Return

93.3%

SGO

93.0%

FR Building

39.7%

FR Market

Return vs Industry: SGO matched the French Building industry which returned 93% over the past year.

Return vs Market: SGO exceeded the French Market which returned 39.7% over the past year.


Shareholder returns

SGOIndustryMarket
7 Day2.1%2.0%0.5%
30 Day6.8%6.5%1.2%
90 Day14.2%13.2%4.9%
1 Year97.8%93.3%97.3%93.0%43.5%39.7%
3 Year73.8%63.1%66.3%56.4%33.4%20.7%
5 Year79.3%59.0%70.0%51.3%87.2%58.1%

Long-Term 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?

14.69x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: SGO (€60.25) is trading above our estimate of fair value (€55.66)

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


Price To Earnings Ratio

PE vs Industry: SGO is good value based on its PE Ratio (14.7x) compared to the European Building industry average (22.5x).

PE vs Market: SGO is good value based on its PE Ratio (14.7x) compared to the French market (21.8x).


Price to Earnings Growth Ratio

PEG Ratio: SGO is poor value based on its PEG Ratio (2.4x)


Price to Book Ratio

PB vs Industry: SGO is overvalued based on its PB Ratio (1.7x) compared to the FR Building industry average (1.3x).


Future Growth

How is Compagnie de Saint-Gobain forecast to perform in the next 1 to 3 years based on estimates from 20 analysts?

6.1%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SGO's forecast earnings growth (6.1% per year) is above the savings rate (0.4%).

Earnings vs Market: SGO's earnings (6.1% per year) are forecast to grow slower than the French market (14.9% per year).

High Growth Earnings: SGO's earnings are forecast to grow, but not significantly.

Revenue vs Market: SGO's revenue (3% per year) is forecast to grow slower than the French market (6.5% per year).

High Growth Revenue: SGO's revenue (3% 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 (12%).


Past Performance

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

-6.5%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: SGO has high quality earnings.

Growing Profit Margin: SGO's current net profit margins (5.1%) are higher than last year (0.7%).


Past Earnings Growth Analysis

Earnings Trend: SGO's earnings have declined by 6.5% per year over the past 5 years.

Accelerating Growth: SGO's earnings growth over the past year (673.1%) exceeds its 5-year average (-6.5% per year).

Earnings vs Industry: SGO earnings growth over the past year (673.1%) exceeded the Building industry 32.9%.


Return on Equity

High ROE: SGO's Return on Equity (11.7%) is considered low.


Financial Health

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


Financial Position Analysis

Short Term Liabilities: SGO's short term assets (€20.6B) exceed its short term liabilities (€14.3B).

Long Term Liabilities: SGO's short term assets (€20.6B) exceed its long term liabilities (€15.7B).


Debt to Equity History and Analysis

Debt Level: SGO's debt to equity ratio (57.7%) is considered high.

Reducing Debt: SGO's debt to equity ratio has increased from 51.7% to 57.7% over the past 5 years.

Debt Coverage: SGO's debt is well covered by operating cash flow (51.9%).

Interest Coverage: SGO's interest payments on its debt are well covered by EBIT (12.9x coverage).


Balance Sheet


Dividend

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

2.21%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: SGO's dividend (2.21%) is higher than the bottom 25% of dividend payers in the French market (1.29%).

High Dividend: SGO's dividend (2.21%) is low compared to the top 25% of dividend payers in the French market (3.87%).


Stability and Growth of Payments

Stable Dividend: SGO's dividend payments have been volatile in the past 10 years.

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


Current Payout to Shareholders

Dividend Coverage: With its reasonably low payout ratio (32.4%), SGO's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: SGO's dividends in 3 years are forecast to be well covered by earnings (38% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.5yrs

Average management tenure


CEO

Benoit Bazin (53 yo)

no data

Tenure

€2,656,207

Compensation

Mr. Benoit Bazin serves as Chief Executive Officer of Compagnie de Saint-Gobain S.A. since July 1, 2021. Mr. Bazin serves as Chief Operating Officer at Compagnie de Saint-Gobain since January 1, 2019 and s...


CEO Compensation Analysis

Compensation vs Market: Benoit's total compensation ($USD3.15M) is about average for companies of similar size in the French market ($USD3.27M).

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


Leadership Team

Experienced Management: SGO's management team is considered experienced (2.5 years average tenure).


Board Members

Experienced Board: SGO's board of directors are considered experienced (8.1 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

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


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

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: €32.270b
  • Shares outstanding: 535.61m
  • Website: https://www.saint-gobain.com

Number of Employees


Location

  • Compagnie de Saint-Gobain S.A.
  • Tour Saint-Gobain
  • 12, place de l’Iris
  • Courbevoie
  • Ile-de-France
  • 92400
  • France

Listings


Biography

Compagnie de Saint-Gobain S.A. designs, manufactures, and distributes materials and solutions for wellbeing worldwide. It operates in five segments: High Performance Solutions; Northern Europe; Southern Eu...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/08/01 17:52
End of Day Share Price2021/07/30 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


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.