AI Spotlight on STG
Company Description
Scandinavian Tobacco Group A/S manufactures and sells cigars and pipe tobacco in the United States, Europe, and internationally.The company offers fine-cut tobacco, and machine-rolled and handmade cigars.It markets its products under the Bali Shag, Balmoral, Borkum Riff, Break, Bugler, Café Crème, CAO, Captain Black, Clan, Cohiba, Colts, Crossroad, Cubero, Erinmore, Escort, Hajenus, Henri Wintermans, Kite, La Gloria Cubana, La Paz, M by Colts, Macanudo, Mehari's, Mercator, Panter, Partagas, Petit, Signature, SLS SALSA, Stanwell, Talon, Tiedemanns, W.Ø. Larsen, and Winchester brand names.
The company sells its products through online, catalogue, and retail channels.In addition, it offers contract manufacturing and licensing services for third parties; and sells accessories.Scandinavian Tobacco Group A/S was founded in 1750 and is based in Gentofte, Denmark.
Market Data
Last Price | 103.4 |
Change Percentage | -0.19% |
Open | 103.4 |
Previous Close | 103.6 |
Market Cap ( Millions) | 8247 |
Volume | 719 |
Year High | 129.5 |
Year Low | 91.6 |
M A 50 | 97.1 |
M A 200 | 100.94 |
Financial Ratios
FCF Yield | 9.34% |
Dividend Yield | 8.12% |
ROE | 10.80% |
Debt / Equity | 65.12% |
Net Debt / EBIDTA | 282.77% |
Price To Book | 0.95 |
Price Earnings Ratio | 8.41 |
Price To FCF | 10.71 |
Price To sales | 0.91 |
EV / EBITDA | 6.99 |
News
- Jan -02 - Top 3 Dividend Stocks To Enhance Your Portfolio
- Nov -25 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Nov -20 - Top 3 Dividend Stocks To Consider For Your Portfolio
- Nov -18 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Nov -14 - Scandinavian Tobacco Group AS (SNDVF) Q3 2024 Earnings Call Highlights: Navigating Growth ...
- Nov -13 - Scandinavian Tobacco Group A/S: Notification and Public Disclosure of Transactions by Person Discharging Managerial Responsibilities
- Nov -12 - Scandinavian Tobacco Group A/S reports third quarter 2024 results and includes Mac Baren in full-year guidance
- Nov -11 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Nov -04 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Oct -28 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Oct -21 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Oct -14 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Oct -07 - Scandinavian Tobacco Group A/S: CORRECT - Transactions in connection with share buy-back programme
- Oct -07 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Sep -30 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Sep -23 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Sep -16 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Sep -09 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
- Sep -04 - Scandinavian Tobacco Group A/S issues EUR 300 million 4.875% notes due September 2029
- Sep -02 - Scandinavian Tobacco Group A/S: Transactions in connection with share buy-back programme
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> North America Branded and Rest of World
Expected Growth : 1.2 %
What the company do ?
North America Branded refers to Scandinavian Tobacco Group's operations in the US and Canada, while Rest of World includes all other international markets outside of Scandinavia.
Why we expect these perspectives ?
North America Branded growth driven by premiumization, innovation, and market share gains. Rest of World growth fueled by emerging markets' increasing demand for Scandinavian Tobacco Group's products, particularly in Asia and Latin America, as well as expansion into new markets.
Segment n°2 -> Europe Branded
Expected Growth : 0.8 %
What the company do ?
Europe Branded from Scandinavian Tobacco Group A/S refers to the company's branded tobacco products sold in the European market.
Why we expect these perspectives ?
The 0.8% growth of Europe Branded from Scandinavian Tobacco Group A/S is driven by increasing demand for premium tobacco products, particularly in the Nordic region. Strengthening brand portfolios, such as Cafe Crema and Henrik's, contribute to market share gains. Additionally, strategic pricing and cost-saving initiatives support profitability, offsetting declining volumes in certain markets.
Segment n°3 -> North America Online and Retail
Expected Growth : 1.5 %
What the company do ?
North America Online and Retail from Scandinavian Tobacco Group A/S refers to the online and retail sales of tobacco products in North America, operated by the Scandinavian Tobacco Group.
Why we expect these perspectives ?
The 1.5% growth in North America Online and Retail from Scandinavian Tobacco Group A/S is driven by increasing online sales, expansion of e-commerce platforms, and strategic partnerships. Additionally, the growing demand for premium and specialty tobacco products, coupled with effective marketing and promotional strategies, contribute to the segment's growth.
Scandinavian Tobacco Group A/S Products
Product Range | What is it ? |
---|---|
Cigars | Scandinavian Tobacco Group A/S offers a wide range of cigars, including handmade and machine-made cigars, in various flavors and sizes. |
Pipe Tobacco | The company provides a variety of pipe tobacco blends, including aromatic, non-aromatic, and flavored options. |
Snus | Scandinavian Tobacco Group A/S offers a range of snus products, including portioned and loose snus, in various flavors and strengths. |
Chewing Tobacco | The company provides a range of chewing tobacco products, including loose-leaf and pouched options, in various flavors and strengths. |
Lighting Products | Scandinavian Tobacco Group A/S offers a range of lighting products, including lighters, matches, and other accessories. |
Scandinavian Tobacco Group A/S's Porter Forces
Threat Of Substitutes
The threat of substitutes for Scandinavian Tobacco Group A/S is moderate due to the presence of alternative products such as e-cigarettes and heat-not-burn devices.
Bargaining Power Of Customers
The bargaining power of customers is low due to the fragmented nature of the market and the lack of large-scale buyers.
Bargaining Power Of Suppliers
The bargaining power of suppliers is moderate due to the presence of a few large suppliers of tobacco and other raw materials.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry, including regulatory hurdles and the need for significant capital investment.
Intensity Of Rivalry
The intensity of rivalry is high due to the presence of several established players in the market, leading to intense competition for market share.
Strength
Capital Structure
Value | |
---|---|
Debt Weight | 28.26% |
Debt Cost | 5.89% |
Equity Weight | 71.74% |
Equity Cost | 7.83% |
WACC | 7.28% |
Leverage | 39.39% |
Scandinavian Tobacco Group A/S : Quality Control
Scandinavian Tobacco Group A/S passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
---|---|
SIP.BR | Sipef NV operates as an agro-industrial company. The company operates through Palm, Rubber, Tea, and Bananas and Horticulture segments. Its products include palm oil, palm kernels, and palm kernel oil; … |
MPE.L | M.P. Evans Group PLC, through its subsidiaries, engages in the ownership, management, and development of oil palm plantations in Indonesia. It operates through Plantation Indonesia and Property Malaysia segments. The … |
UIE.CO | UIE PLC invests in the agro-industrial sector, and industrial and technology businesses. The company primarily cultivates oil palm and coconuts, and processes palm oil. It operates in Malaysia, Indonesia, the … |
UVV | Universal Corporation processes and supplies leaf tobacco and plant-based ingredients worldwide. The company operates through two segments, Tobacco Operations and Ingredients Operations. It is involved in the procuring, financing, processing, … |
IMB.L | Imperial Brands PLC, together with its subsidiaries, manufactures, imports, markets, and sells tobacco and tobacco-related products in Europe, Americas, Africa, Asia, and Australasia. It offers a range of cigarettes, fine … |