RI:PA-Pernod Ricard SA (EUR)

COMMON STOCK | Beverages-Wineries & Distilleries | PA

Last Closing Price

EUR 197.60

Change

0.00 (0.00)%

Market Cap

EUR 51.56B

Volume

0.48M

Avg Analyst Target

EUR 190.90 (-3.39%)

Avg User Target

EUR
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Pernod Ricard SA produces and sells wines and spirits worldwide. It offers its products under various brands. The company was founded in 1805 and is headquartered in Paris, France. Address: 5, Cours Paul Ricard, Paris, France, 75380

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-10-16 )

Largest Industry Peers for Beverages-Wineries & Distilleries

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
DGE:PA Diageo plc

N/A

EUR100.19B 32.15 24.08
RCO:PA Rémy Cointreau SA

N/A

EUR8.64B 63.75 32.97
SBT:PA Oeneo SA

N/A

EUR0.86B 27.92 14.29
LPE:PA Laurent-Perrier S.A

N/A

EUR0.59B 23.29 17.67
ALLAN:PA Lanson BCC SA

N/A

EUR0.19B 13.94 23.04
VRAP:PA Vranken-Pommery Monopole Soci..

N/A

EUR0.16B 37.27 21.56
MBWS:PA Marie Brizard Wine & Spirits S..

N/A

EUR0.15B N/A 9.12
ADVI:PA AdVini S.A

N/A

EUR0.08B 109.95 14.70
MLCAC:PA Lombard et Medot SA

N/A

EUR7.78M 33.33 N/A

ETFs Containing RI

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Beverages-Wineries & Distilleries)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.02% 78% C+ 75% C
Dividend Return 0.85% 20% F 11% F
Total Return 26.87% 78% C+ 74% C
Trailing 12 Months  
Capital Gain 39.65% 78% C+ 71% C-
Dividend Return 1.99% 80% B- 39% F
Total Return 41.63% 78% C+ 72% C-
Trailing 5 Years  
Capital Gain 88.91% 89% B+ 80% B-
Dividend Return 11.92% 71% C- 48% F
Total Return 100.83% 89% B+ 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 11.88% 89% B+ 74% C
Dividend Return 1.85% 88% B+ 18% F
Total Return 13.73% 89% B+ 77% C+
Risk Return Profile  
Volatility (Standard Deviation) 14.87% 89% B+ 74% C
Risk Adjusted Return 92.32% 100% A+ 91% A-
Market Capitalization 51.56B 90% A- 98% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Beverages-Wineries & Distilleries)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 39.60 33% F 24% F
Price/Book Ratio 3.48 33% F 32% F
Price / Cash Flow Ratio 25.79 50% F 13% F
EV/EBITDA 22.46 44% F 22% F
Management Effectiveness  
Return on Equity 9.00% 70% C- 64% D
Return on Invested Capital 7.17% 70% C- 73% C
Return on Assets 4.64% 70% C- 79% C+
Debt to Equity Ratio 59.00% 78% C+ 38% F
Technical Ratios  
Short Ratio N/A N/A N/A N/A N/A
Short Percent N/A N/A N/A N/A N/A
Beta 0.50 70% C- 83% B
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (EUR)

Quarterly Financials (EUR)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.