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1. Company Snapshot

1.a. Company Description

Oeneo SA operates in the wine industry worldwide.The company manufactures and sale of cork closures.It also provides solutions in wine making and spirits.


Oeneo SA is headquartered in Bordeaux, France.Oeneo SA is a subsidiary of Caspar SAS.

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1.b. Last Insights on SBT

Oeneo SA's recent performance was negatively driven by the broader economic challenges in the region, as European markets face downward pressure amid expectations of a slower monetary policy easing by the Federal Reserve. The decline of France's CAC 40 Index reflects the economic challenges in the region, which may impact Oeneo SA's business conditions. Additionally, the company's reliance on dividend income may be affected by the uncertain market conditions, as investors often seek dividend stocks for their potential to provide steady income streams even in times of market volatility.

1.c. Company Highlights

2. Transcript Summary

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.50%)

6. Segments

Corking

Expected Growth: 4.5%

Growing demand for premium wine, increasing adoption of high-quality corks, and rising wine exports drive the corking market growth, with Oeneo SA's high-quality corks ensuring a perfect seal and preserving wine flavor and aroma.

Aging

Expected Growth: 4.5%

The growing demand for premium and complex wines, increasing adoption of oak barrel aging, and rising consumer preference for refined flavors and aromas drive the growth of the aging wine market.

7. Detailed Products

Diam 30

A range of oak barrels designed for aging wine, offering a subtle and complex flavor profile.

Diam 5

A range of oak barrels designed for aging wine, offering a more pronounced and intense flavor profile.

Seguin Moreau

A range of premium oak barrels designed for aging wine, offering a rich and complex flavor profile.

Vivelys

A range of oak chips and staves designed for wine fining and aging, offering a customizable flavor profile.

Boisé

A range of oak alternatives designed for wine aging, offering a cost-effective and sustainable solution.

8. Oeneo SA's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Oeneo SA is moderate due to the presence of alternative products in the wine and spirits market.

Bargaining Power Of Customers

The bargaining power of customers is low for Oeneo SA due to the company's strong brand reputation and customer loyalty.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate for Oeneo SA due to the presence of multiple suppliers in the market.

Threat Of New Entrants

The threat of new entrants is high for Oeneo SA due to the growing demand for wine and spirits, making it an attractive market for new entrants.

Intensity Of Rivalry

The intensity of rivalry is high for Oeneo SA due to the presence of established competitors in the market, leading to a highly competitive environment.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 14.28%
Debt Cost 3.95%
Equity Weight 85.72%
Equity Cost 4.80%
WACC 4.68%
Leverage 16.65%

11. Quality Control: Oeneo SA passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Oeneo

A-Score: 5.1/10

Value: 4.7

Growth: 4.2

Quality: 6.0

Yield: 4.4

Momentum: 1.5

Volatility: 9.7

1-Year Total Return ->

Stock-Card
Anora

A-Score: 5.0/10

Value: 7.4

Growth: 1.9

Quality: 3.1

Yield: 9.4

Momentum: 1.5

Volatility: 7.0

1-Year Total Return ->

Stock-Card
Viva Wine

A-Score: 4.7/10

Value: 4.3

Growth: 4.1

Quality: 4.3

Yield: 5.6

Momentum: 1.0

Volatility: 9.0

1-Year Total Return ->

Stock-Card
Lanson-BCC

A-Score: 4.5/10

Value: 6.1

Growth: 4.1

Quality: 3.1

Yield: 4.4

Momentum: 1.5

Volatility: 8.0

1-Year Total Return ->

Stock-Card
Marie Brizard Wine & Spirits

A-Score: 4.2/10

Value: 2.7

Growth: 4.6

Quality: 4.1

Yield: 0.0

Momentum: 5.5

Volatility: 8.3

1-Year Total Return ->

Stock-Card
Lucas Bols

A-Score: 2.9/10

Value: 4.5

Growth: 3.4

Quality: 4.6

Yield: 0.6

Momentum: 4.0

Volatility: 0.3

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

9.2$

Current Price

9.2$

Potential

-0.00%

Expected Cash-Flows