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1. Company Snapshot

1.a. Company Description

Boiron SA manufactures and sells homeopathic medicines in France, rest of Europe, North America, and internationally.The company offers non-proprietary, proprietary, branded homeopathic medicines.Its branded homeopathic medicines include Oscillococcinum to treat influenza symptoms, such as fever, chills, headaches, and aches; Stodal and Stodaline for treating coughs; Arnigel for adjunctive local treatment of benign trauma in the absence of open wounds; Camilia for the treatment of teething problems for babies; and Sédatif PC to treat anxiety and emotional, and minor sleep disorders.


The company's homeopathic medicines also comprise Coryzalia for the treatment of cold symptoms and rhinitis; Homéoptic to treat eye discomfort and irritation due to various causes for adults and children; and Homéovox for vocal disorders.In addition, it provides dietary supplement; Dermoplasmine stick, baume, and mousse to treat dry lips and skin; Mag' Nuit, a formula to fall asleep; Arnitrosium for joint pain; Castor Equi Boiron ointment for treatment of cracked skin; and Storinyl, a syrup to treat colds.Further, it offers herbal medicines, such as Canephron to increase the amount of urine and to improve urinary elimination; moisturizing baby milk; and medical devices, including a range of COVID self-tests and rapid antigenic tests.


The company offers its products through distribution centers, pharmacies, pharmacy chains, wholesalers, grocery and drugstores, health food stores, and online retail.Boiron SA was founded in 1932 and is headquartered in Messimy, France.

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1.b. Last Insights on BOI

Boiron SA's recent performance was negatively impacted by CEO Marc Boiron's public comments on prediction markets, which may have decreased investors' confidence in traditional news sources and by extension, the company's business model. This shift in investor perception may have led to a reevaluation of the company's stock, hurting its recent performance. Additionally, there is no recent earnings release available.

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 (2.66%)

6. Segments

Homeopathic Specialties

Expected Growth: 2.5%

Boiron SA's Homeopathic Specialties segment growth of 2.5% is driven by increasing consumer preference for natural and organic products, rising awareness about health and wellness, and expanding distribution channels. Additionally, growing demand from emerging markets and strategic partnerships contribute to the segment's growth.

Common Name Homeopathic Medicines

Expected Growth: 2.8%

Boiron SA's 2.8% growth in Homeopathic Medicines is driven by increasing consumer preference for natural and organic products, rising awareness about health and wellness, and expanding distribution channels. Additionally, the company's strong brand recognition, product innovation, and strategic partnerships contribute to its growth momentum.

Other Health Products

Expected Growth: 3.2%

Boiron SA's Other Health Products segment growth of 3.2% is driven by increasing consumer adoption of natural and homeopathic remedies, expansion into new markets, and strategic partnerships. Additionally, growing demand for self-care and wellness products, as well as rising healthcare costs, contribute to the segment's growth.

7. Detailed Products

Oscillococcinum

A homeopathic medicine used to relieve flu-like symptoms such as body aches, fever, and chills.

Arnicare

A line of topical creams, gels, and ointments used to relieve pain and reduce inflammation.

Chestal

A homeopathic cough syrup used to relieve coughs and congestion.

ColdCalm

A homeopathic medicine used to relieve cold and flu symptoms such as sneezing, runny nose, and congestion.

Stodal

A homeopathic cough syrup used to relieve coughs and congestion.

8. Boiron SA's Porter Forces

Forces Ranking

Threat Of Substitutes

Boiron SA faces moderate threat from substitutes, as there are alternative homeopathic products available in the market, but the company's strong brand reputation and wide distribution network help to mitigate this threat.

Bargaining Power Of Customers

Boiron SA's customers have low bargaining power due to the company's strong brand reputation and wide distribution network, which limits the ability of customers to negotiate prices or demand customized products.

Bargaining Power Of Suppliers

Boiron SA's suppliers have moderate bargaining power due to the company's dependence on high-quality raw materials, but the company's long-term relationships with suppliers help to mitigate this threat.

Threat Of New Entrants

Boiron SA faces low threat from new entrants due to the company's strong brand reputation, wide distribution network, and high barriers to entry in the homeopathic products market.

Intensity Of Rivalry

Boiron SA operates in a highly competitive homeopathic products market, with several established players competing for market share, which increases the intensity of rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 3.36%
Debt Cost 6.23%
Equity Weight 96.64%
Equity Cost 6.23%
WACC 6.23%
Leverage 3.48%

11. Quality Control: Boiron 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

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A-Score: 4.5/10

Value: 5.7

Growth: 2.1

Quality: 6.2

Yield: 8.8

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

30.75$

Current Price

30.75$

Potential

-0.00%

Expected Cash-Flows