Compagnie de Saint-Gobain S.A. - ADR
CODYY
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+ FollowMarket Cap$39.22B
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Earnings Call Q4 2025
March 5, 2026 - AI Summary
Strong Performance in 2025: Saint-Gobain reported a sales growth of 2.1% in local currencies, supported by regional growth in Asia Pacific (12.6%) and a stable performance in Europe and North America despite mixed market conditions. The company achieved €3.3 billion in recurring net income and proposed a 4.5% increase in the dividend to €2.30 per share.
Guidance for 2026: The company expects an EBITDA margin of over 15% in 2026. It anticipates a weaker first half due to adverse weather conditions affecting volumes and sales, particularly in North America and Europe, forecasting a low to mid-single-digit decline in Q1 volumes.
Margin Pressure: While Saint-Gobain maintains a positive price/cost spread, H1 2026 may experience margin declines, especially in North America, with expectations of a 200 basis points drop. The situation in Europe may not be as severe but will still face pressure amid ongoing restructuring and mixed volume trends.
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$13.11
64.3% upside
Current Fair Value
64.3% upsideUndervalued by 64.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $39.22 Billion |
|---|---|
| Enterprise Value | $52.51 Billion |
| Dividend Yield | $0.26 (3.29%) |
| Earnings per Share | $0.56 |
| Beta | 1.18 |
| Outstanding Shares | 4,895,925,440 |
Return
| Return on Equity | 21.27% |
|---|---|
| Return on Assets | 8.78% |
| Return on Invested Capital | 22.17% |
Valuation & Multiples
| P/E Ratio | 12.86 |
|---|---|
| PEG | -113.93 |
| Price to Sales | 0.44 |
| Price to Book Ratio | 1.6 |
| Enterprise Value to Revenue | 0.57 |
| Enterprise Value to EBIT | 5.4 |
| Enterprise Value to Net Income | 9 |
| Total Debt to Enterprise | 0.36 |
| Debt to Equity | 0.74 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 30, 2026
EPS Estimate
$0.36
Average shareholder expectationRevenue Estimate
$26.81 B
Average shareholder expectationNext Earnings Call
Expected Date
March 4, 2027
EPS Estimate
$0.35
Average shareholder expectationRevenue Estimate
$26.90 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.01%▲ 0.00% |
|---|---|
| Total Invested | $3.51M▲ 12.96% |
| Investors Holding | 12▲ 1.00% |
ESG Score
No data
About Compagnie de Saint-Gobain S.A.
CEO: Pierre-Andre de Chalendar