Compagnie de Saint-Gobain S.A.

ENXTPA:SGO Stock Report

Market Cap: €45.3b

Compagnie de Saint-Gobain Valuation

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

Below Fair Value: SGO (€90.38) is trading below our estimate of fair value (€103.89)

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 Ratio15.7x
Earnings€2.88b
Market Cap€45.31b

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 Average23x
TKTT Tarkett
20.3xn/a€723.1m
MLPLC Placoplatre
26.8xn/a€652.8m
HO Thales
32.6x20.1%€31.1b
DG Vinci
12.4x6.5%€57.1b
SGO Compagnie de Saint-Gobain
15.7x8.6%€45.2b

Price-To-Earnings vs Peers: SGO is good value based on its Price-To-Earnings Ratio (15.7x) compared to the peer average (23x).

Price to Earnings Ratio vs Industry

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

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
SGO 15.7xIndustry Avg. 19.9xNo. of Companies13PE01224364860+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: SGO is good value based on its Price-To-Earnings Ratio (15.7x) compared to the European Building industry average (19.9x).

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 Ratio15.7x
Fair PE Ratio20.3x

Price-To-Earnings vs Fair Ratio: SGO is good value based on its Price-To-Earnings Ratio (15.7x) compared to the estimated Fair Price-To-Earnings Ratio (20.3x).

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€90.38
€96.32
+6.6%
17.5%€147.00€72.00n/a17
Nov ’25€84.48
€92.86
+9.9%
11.4%€114.00€72.00n/a17
Oct ’25€81.86
€90.21
+10.2%
12.9%€111.00€68.00n/a17
Sep ’25€79.08
€89.41
+13.1%
12.8%€111.00€68.00n/a17
Aug ’25€76.38
€89.15
+16.7%
13.1%€111.00€68.00n/a17
Jul ’25€74.50
€85.94
+15.4%
11.9%€105.00€68.00n/a17
Jun ’25€80.58
€84.65
+5.0%
12.6%€105.00€68.00n/a17
May ’25€74.66
€82.06
+9.9%
9.2%€94.00€68.00n/a17
Apr ’25€71.93
€77.97
+8.4%
8.4%€90.00€68.00n/a18
Mar ’25€68.60
€75.74
+10.4%
8.6%€90.00€62.00n/a19
Feb ’25€65.14
€73.27
+12.5%
10.3%€90.00€56.00n/a19
Jan ’25€66.66
€71.02
+6.5%
10.7%€80.10€56.00n/a19
Dec ’24€59.83
€70.02
+17.0%
10.6%€80.10€56.00n/a19
Nov ’24€51.51
€70.58
+37.0%
9.5%€80.10€56.00€84.4819
Oct ’24€56.88
€72.37
+27.2%
10.3%€85.00€62.00€81.8619
Sep ’24€60.25
€71.71
+19.0%
10.1%€85.00€60.00€79.0819
Aug ’24€61.31
€70.34
+14.7%
12.1%€85.00€50.00€76.3819
Jul ’24€55.73
€67.28
+20.7%
13.8%€85.00€50.00€74.5019
Jun ’24€52.59
€66.79
+27.0%
13.4%€85.00€50.00€80.5819
May ’24€52.42
€66.68
+27.2%
13.6%€85.00€50.00€74.6619
Apr ’24€52.32
€64.40
+23.1%
18.4%€85.00€29.64€71.9319
Mar ’24€57.51
€62.82
+9.2%
17.3%€76.00€29.64€68.6019
Feb ’24€53.36
€61.38
+15.0%
17.4%€74.00€29.64€65.1419
Jan ’24€45.65
€58.77
+28.7%
17.8%€76.00€29.64€66.6619
Dec ’23€44.99
€57.21
+27.2%
19.2%€76.00€29.64€59.8319
Nov ’23€41.55
€57.84
+39.2%
20.0%€76.00€29.64€51.5118

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

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