Compagnie de Saint-Gobain S.A. - ADR
CODYY
Get informed when a big investor buys or sells
+ FollowMarket Cap$48.73B
Close$
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.
Exclusive for Stockcircle Pro members
Sign up
$13.42
37.3% upside
Current Fair Value
37.3% upsideUndervalued by 37.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $48.73 Billion |
|---|---|
| Enterprise Value | $62.02 Billion |
| Dividend Yield | $0.26 (2.69%) |
| Earnings per Share | $0.56 |
| Beta | 1.2 |
| 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 | 15.73 |
|---|---|
| PEG | -139.42 |
| Price to Sales | 0.54 |
| Price to Book Ratio | 1.95 |
| Enterprise Value to Revenue | 0.68 |
| Enterprise Value to EBIT | 6.37 |
| Enterprise Value to Net Income | 11 |
| Total Debt to Enterprise | 0.3 |
| 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
$0.36
Average shareholder expectationRevenue Estimate
$27.00 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 | $3.11M▲ 62.78% |
| Investors Holding | 11▼ 2.00% |
ESG Score
No data
About Compagnie de Saint-Gobain S.A.
CEO: Pierre-Andre de Chalendar