Danone - ADR

Danone - ADR

DANOY

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Market Cap$48.35B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Danone - ADRDanone - ADR233.46%22%10.9

Earnings Call Q3 2024

October 24, 2024 - AI Summary

**Strong Sales Growth**: Danone reported a like-for-like sales increase of 4.2% for Q3 2024, continuing its trend of broad-based growth across all geographies. Notably, the China, North Asia, and Oceania region saw impressive growth of 8%, driven by robust volume mix contributions from Specialized Nutrition and EDP categories.
**Volume Mix Improvement**: The company achieved a record volume mix contribution of 3.6%, indicating a shift towards higher-value products and effective execution of their premiumization strategy. This is expected to remain a focus as Danone aims to differentiate its portfolio and improve margins.
**Challenges in Pricing**: European pricing was negative for the quarter at -2.4%, attributed to competitive pressures and selective pricing investments. With inflation in input costs expected to continue, there is uncertainty around future pricing power, particularly in Europe, where consumer dynamics are more challenging.

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$32.20

Current Fair Value

108.2% upside

Undervalued by 108.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$48.35 Billion
Enterprise Value$61.49 Billion
Dividend Yield$0.53 (3.46%)
Earnings per Share$0.57
Beta0.2
Outstanding Shares3,215,637,310

Return

Return on Equity22.30%ROE
Return on Assets8.37%
Return on Invested Capital-14.79%

Valuation & Multiples

P/E Ratio22.99P/E Ratio
PEG-204.89PEG
Price to Sales0.97Price to Sales
Price to Book Ratio3.09Price to Book Ratio
Enterprise Value to Revenue1.15
Enterprise Value to EBIT-13.66
Enterprise Value to Net Income16
Total Debt to Enterprise0.25
Debt to Equity0.89Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
February 20, 2026
EPS Estimate
$0.44
Average shareholder expectation
Revenue Estimate
$16.12 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 29, 2026
EPS Estimate
$0.45
Average shareholder expectation
Revenue Estimate
$16.40 B
Average shareholder expectation

Institutional Sentiment (Put/Call)

No data available for the latest quarter.

Institutional Ownership

No data available for the latest quarter.

ESG Score

No data

About Danone

CEO: Emmanuel Faber

Relevant Senate Committees

Joint Committee on Taxation

Provides critical analysis and revenue estimates for all tax legislation, directly influencing corporate tax structures and profitability for a major company like Danone.

Finance

Controls tax policy (corporate valuations, profitability) and trade policy (tariffs, import/export costs), which are critical for the financial performance and international operations of a global manufacturer.

Agriculture, Nutrition, and Forestry

This committee directly regulates agriculture (raw materials for dairy), nutrition programs, and commodity markets (CFTC), all central to a dairy product manufacturer's business model and profitability.

Health, Education, Labor, and Pensions

Direct oversight of the FDA (food safety, labeling, product standards) and labor laws directly impacts manufacturing operations, compliance, and costs for a food company.