Compagnie de Saint-Gobain S.A.

BATS-CHIXE:SGOP Stock Report

Market Cap: €43.7b

Compagnie de Saint-Gobain Valuation

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

Below Fair Value: SGOP (€87.7) is trading below our estimate of fair value (€101.66)

Significantly Below Fair Value: SGOP 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 SGOP?

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

The above table shows the Price to Earnings ratio for SGOP. This is calculated by dividing SGOP's market cap by their current earnings.
What is SGOP's PE Ratio?
PE Ratio15.2x
Earnings€2.88b
Market Cap€43.71b

Price to Earnings Ratio vs Peers

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

The above table shows the PE ratio for SGOP vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average27.2x
FAN Volution Group
26.5x12.1%UK£1.1b
GEN Genuit Group
42.7x29.9%UK£1.0b
JHD James Halstead
18.6x4.1%UK£773.1m
BA. BAE Systems
21.1x7.7%UK£38.8b
SGOP Compagnie de Saint-Gobain
15.2x8.6%€43.7b

Price-To-Earnings vs Peers: SGOP is good value based on its Price-To-Earnings Ratio (15.2x) compared to the peer average (27.2x).

Price to Earnings Ratio vs Industry

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

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
No. of Companies15PE01224364860+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: SGOP is good value based on its Price-To-Earnings Ratio (15.2x) compared to the European Building industry average (19.9x).

Price to Earnings Ratio vs Fair Ratio

What is SGOP'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.

SGOP PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio15.2x
Fair PE Ratio26.3x

Price-To-Earnings vs Fair Ratio: SGOP is good value based on its Price-To-Earnings Ratio (15.2x) compared to the estimated Fair Price-To-Earnings Ratio (26.3x).

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 SGOP forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€87.70
€96.38
+9.9%
17.4%€147.00€72.00n/a17
Nov ’25€84.22
€92.86
+10.3%
11.4%€114.00€72.00n/a17
Oct ’25€81.80
€90.21
+10.3%
12.9%€111.00€68.00n/a17
Sep ’25€79.12
€89.41
+13.0%
12.8%€111.00€68.00n/a17
Aug ’25€76.46
€89.15
+16.6%
13.1%€111.00€68.00n/a17
Jul ’25€74.84
€85.94
+14.8%
11.9%€105.00€68.00n/a17
Jun ’25€80.33
€84.65
+5.4%
12.6%€105.00€68.00n/a17
May ’25€74.72
€82.06
+9.8%
9.2%€94.00€68.00n/a17
Apr ’25€71.98
€77.97
+8.3%
8.4%€90.00€68.00n/a18
Mar ’25€68.54
€75.74
+10.5%
8.6%€90.00€62.00n/a19
Feb ’25€65.89
€73.27
+11.2%
10.3%€90.00€56.00n/a19
Jan ’25n/a
€71.02
0%
10.7%€80.10€56.00n/a19
Dec ’24€59.89
€70.02
+16.9%
10.6%€80.10€56.00n/a19
Nov ’24€51.51
€70.58
+37.0%
9.5%€80.10€56.00€84.2219
Oct ’24€56.33
€72.37
+28.5%
10.3%€85.00€62.00€81.8019
Sep ’24€59.30
€71.71
+20.9%
10.1%€85.00€60.00€79.1219
Aug ’24€61.48
€70.34
+14.4%
12.1%€85.00€50.00€76.4619
Jul ’24€55.83
€67.28
+20.5%
13.8%€85.00€50.00€74.8419
Jun ’24€52.32
€66.79
+27.7%
13.4%€85.00€50.00€80.3319
May ’24€52.38
€66.68
+27.3%
13.6%€85.00€50.00€74.7219
Apr ’24€52.23
€64.40
+23.3%
18.4%€85.00€29.64€71.9819
Mar ’24€57.72
€62.82
+8.9%
17.3%€76.00€29.64€68.5419
Feb ’24€53.28
€61.38
+15.2%
17.4%€74.00€29.64€65.8919
Jan ’24€46.26
€58.77
+27.1%
17.8%€76.00€29.64n/a19
Dec ’23€45.01
€57.21
+27.1%
19.2%€76.00€29.64€59.8919
Nov ’23€42.11
€57.84
+37.4%
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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