1.41%
5.87%
8.51%
15.07%
37.47%
51.85%
160.74%
AI Spotlight on SGO
Company Description
Compagnie de Saint-Gobain S.A. designs, manufactures, and distributes materials and solutions for wellbeing worldwide.It operates through five segments: High Performance Solutions; Northern Europe; Southern Europe Middle East (ME) & Africa; Americas; and Asia-Pacific.The company offers glazing solutions for buildings and cars under the Saint-Gobain, GlassSolutions, Vetrotech, and SageGlass brands; plaster-based products for construction and renovation markets under the Placo, Rigips, and Gyproc brands; ceilings under the Ecophon, CertainTeed, Eurocoustic, Sonex, or Vinh Tuong brands; and insulation solutions for a range of applications, such as construction, engine compartments, vehicle interiors, household appliances, and photovoltaic panels under the Isover, CertainTeed, and Izocam brands.
It also offers mortars and building chemicals under the Weber brand; exterior products comprising asphalt and composite shingles, roll roofing systems, and accessories; and pipes under the PAM brand, as well as designs, imports, and distributes instant adhesives, sealants, and silicones.In addition, the company provides interior systems, interior and exterior insulation, cladding, floor coverings, façades and lightweight structures, waterproofing, roofing solutions, pre-assembly, and prefabrication solutions; high performance materials; glass for buildings; plasterboard; and interior glass products.Further, it distributes heavy building materials; plumbing, heating, and sanitary products; timbers and panels; civil engineering products; ceramic tiles; and site equipment and tools.
The company was founded in 1665 and is headquartered in Courbevoie, France.
Market Data
| Last Price | 90.58 |
| Change Percentage | 1.41% |
| Open | 89.82 |
| Previous Close | 89.32 |
| Market Cap ( Millions) | 44801 |
| Volume | 882819 |
| Year High | 91.14 |
| Year Low | 64.87 |
| M A 50 | 86.85 |
| M A 200 | 81.13 |
Financial Ratios
| FCF Yield | 8.63% |
| Dividend Yield | 2.32% |
| ROE | 12.19% |
| Debt / Equity | 70.84% |
| Net Debt / EBIDTA | 133.43% |
| Price To Book | 1.9 |
| Price Earnings Ratio | 15.79 |
| Price To FCF | 11.59 |
| Price To sales | 0.96 |
| EV / EBITDA | 8.12 |
News
- Jan -30 - L… for Lightweight Construction
- Jan -23 - Saint-Gobain North America Receives High Marks in Human Rights Campaign Foundation’s 2025 Corporate Equality Index
- Jan -23 - Saint-Gobain North America Receives High Marks in Human Rights Campaign Foundation’s 2025 Corporate Equality Index
- Jan -16 - Saint-Gobain Celebrates Global Top Employer Certification for Tenth Consecutive Year
- Jan -14 - Saint-Gobain's RenuCore by CertainTeed Partners With Mark II Transfer Station LLC To Transform Asphalt Shingle Recycling
- Jan -09 - Saint-Gobain Video Series: Journey to 2030: Asphalt Shingle Reuse
- Dec -19 - Saint-Gobain Achieves Significant Carbon Emissions Reductions at Roofing Facility in Oxford, North Carolina
- Dec -19 - Saint-Gobain Achieves Significant Carbon Emissions Reductions at Roofing Facility in Oxford, North Carolina
- Dec -12 - Saint-Gobain Video Series: Success in the Making: Joshua Liebzeit, Portage, WI
- Dec -04 - Saint-Gobain Achieves 49% Waste Reduction at Roofing Facility in Shreveport, Louisiana
- Dec -04 - Saint-Gobain Achieves 49% Waste Reduction at Roofing Facility in Shreveport, Louisiana
- Dec -02 - Saint-Gobain divests PAM Building to Aldebaran
- Nov -26 - C… for Cogeneration, a Saint-Gobain Podcast
- Nov -21 - Saint-Gobain Video Series: Journey to 2030 - What Are LCA's?
- Nov -21 - Saint-Gobain downgraded to Hold from Buy at Deutsche Bank
- Nov -21 - Construction underway on Saint-Gobain and SSAB slag plant
- Nov -20 - FTSE 100 and European-listed stocks to own in 2025, according to Barclays
- Nov -15 - Saint-Gobain Video Series: Success in the Making: Adan Alencastro, Plataka, Florida
- Nov -07 - Saint-Gobain Video Series: empowHERed: Martha Degnan, Worcester, MA
- Oct -31 - B… for Bio-Based Materials, a Saint-Gobain Podcast
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Southern Europe - Middle East & Africa
Expected Growth : 2.5 %
What the company do ?
Southern Europe - Middle East & Africa is a geographic segment of Compagnie de Saint-Gobain S.A., a French multinational corporation, covering countries in Southern Europe, Middle East, and Africa.
Why we expect these perspectives ?
In Southern Europe, Middle East & Africa, Compagnie de Saint-Gobain S.A. achieves 2.5% growth driven by increasing demand for energy-efficient solutions, infrastructure development, and rising construction activities in countries like Turkey and Egypt. Additionally, the company's focus on innovation and sustainability, as well as its strong local presence, contribute to its growth in the region.
Segment n°2 -> Northern Europe
Expected Growth : 2.8 %
What the company do ?
Northern Europe from Compagnie de Saint-Gobain S.A. refers to the Scandinavian region, including Norway, Sweden, and Denmark, where the company operates and provides building materials and solutions.
Why we expect these perspectives ?
Saint-Gobain's 2.8% growth in Northern Europe is driven by increasing demand for energy-efficient solutions, renovation of aging infrastructure, and adoption of sustainable building practices. Strong presence in the region, strategic acquisitions, and innovative product offerings also contribute to the growth.
Segment n°3 -> High Performance Solutions
Expected Growth : 3.5 %
What the company do ?
Saint-Gobain's High Performance Solutions provide advanced materials and technologies for energy efficiency, sustainability, and innovative designs in construction and industry.
Why we expect these perspectives ?
Saint-Gobain's High Performance Solutions segment growth is driven by increasing demand for energy-efficient and sustainable solutions, expansion in emerging markets, and strategic acquisitions. Additionally, the company's focus on innovation, R&D investments, and operational excellence have enabled it to capitalize on market trends and stay ahead of competitors, resulting in a 3.5% growth rate.
Segment n°4 -> Americas
Expected Growth : 2.2 %
What the company do ?
The Americas segment of Compagnie de Saint-Gobain S.A. refers to the company's operations in North, Central, and South America, including the United States, Canada, and Latin American countries.
Why we expect these perspectives ?
Saint-Gobain's 2.2% growth in Americas is driven by increasing demand for energy-efficient solutions, renovation and construction activities, and strategic acquisitions. The region's focus on sustainability and green building also boosts demand for the company's innovative materials and solutions, such as flat glass and insulation products.
Segment n°5 -> Asia Pacific
Expected Growth : 3.2 %
What the company do ?
The Asia Pacific segment of Compagnie de Saint-Gobain S.A. includes operations in countries such as China, India, Japan, and South Korea, manufacturing and distributing construction materials and products.
Why we expect these perspectives ?
Saint-Gobain's 3.2% growth in Asia Pacific is driven by increasing demand for sustainable building solutions, infrastructure development in emerging markets, and a growing middle class with rising disposable incomes. Additionally, the region's focus on energy efficiency and renewable energy sources supports the company's innovative product offerings.
Segment n°6 -> Other
Expected Growth : 2.0 %
What the company do ?
The 'Other' segment of Compagnie de Saint-Gobain S.A. includes various businesses such as abrasives, ceramics, and plastics, which do not fit into the company's other reportable segments.
Why we expect these perspectives ?
Saint-Gobain's 'Other' segment, with 2.0% growth, is driven by increasing demand for industrial mortars and specialized materials in the construction industry, as well as growing sales of ceramics and plastics in the automotive and aerospace sectors.
Compagnie De Saint-Gobain S.A. Products
| Product Range | What is it ? |
|---|---|
| Flat Glass | Saint-Gobain's flat glass products are used in various applications such as architectural glass, automotive glass, and solar glass. |
| High-Performance Materials | Saint-Gobain's high-performance materials are used in various industries such as aerospace, automotive, and energy. |
| Construction Products | Saint-Gobain's construction products include insulation, gypsum, and exterior products used in building construction and renovation. |
| Innovative Materials | Saint-Gobain's innovative materials are used in various applications such as electronics, healthcare, and industrial processes. |
| Ceramics and Refractories | Saint-Gobain's ceramics and refractories are used in various industries such as steel, cement, and glass. |
| Abrasive Products | Saint-Gobain's abrasive products are used in various applications such as grinding, cutting, and polishing. |
Compagnie de Saint-Gobain S.A.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Saint-Gobain is moderate due to the availability of alternative materials and products in the market.
Bargaining Power Of Customers
The bargaining power of customers is low due to the company's strong brand reputation and diversified product offerings.
Bargaining Power Of Suppliers
The bargaining power of suppliers is moderate due to the company's dependence on raw materials and the presence of few large suppliers.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the industry, including significant capital requirements and regulatory hurdles.
Intensity Of Rivalry
The intensity of rivalry is high due to the presence of several established players in the industry, leading to intense competition and pricing pressure.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 36.76% |
| Debt Cost | 7.42% |
| Equity Weight | 63.24% |
| Equity Cost | 10.89% |
| WACC | 9.61% |
| Leverage | 58.14% |
Compagnie de Saint-Gobain S.A. : Quality Control
Compagnie de Saint-Gobain S.A. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| TT | Trane Technologies plc, together with its subsidiaries, engages in the designing, manufacturing, selling, and servicing of solutions for heating, ventilation, air conditioning, and transport refrigeration. It offers air conditioners, exchangers, … |
| INWI.ST | Inwido AB (publ), through its subsidiaries, develops, manufactures, and sells windows and doors. The company operates through four segments: e-Commerce, Scandinavia, Eastern Europe, and Western Europe. It offers wood, aluminum, … |
| JCI | Johnson Controls International plc, together with its subsidiaries, engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the United States, Europe, the Asia Pacific, and internationally. It … |
| GEBN.SW | Geberit AG develops, produces, and distributes sanitary products and systems for the residential and commercial construction industry in Switzerland and internationally. The company offers installation and flushing systems, such as … |
| BA.L | BAE Systems plc provides defense, aerospace, and security solutions worldwide. The company operates through five segments: Electronic Systems, Cyber & Intelligence, Platforms & Services (US), Air, and Maritime. The Electronic … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Saint-Gobain
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Inwido
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BAE Systems
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4
Trane Technologies
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5
Johnson Controls
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1-Year Total Return ->
6
