Danone SA
GPDNF
Market Cap$54.11B
Close$
Earnings Call Q3 2024
October 24, 2024 - AI Summary
**Strong Q3 Sales Growth**: Danone reported a like-for-like sales growth of 4.2% for Q3 2024, driven by a broad-based performance across all geographies. Notably, North America and the China, North Asia and Oceania region showed particularly strong results, with respective growth rates of 5.8% and 8%.
**Volume Mix and Pricing Resilience**: The company achieved a volume mix contribution of 3.6%, indicating a focus on quality growth. Pricing contributed positively at 0.7%, although there were signs that pricing strategies in Europe were slipping into negative territory, raising concerns about future pricing power.
**Geographic Performance Variability**: While the Asia region saw strong momentum in Specialized Nutrition and Waters, Europe delivered modest growth of 1.4%, primarily driven by volume mix enhancements. However, pricing declined, prompting concerns about continued consumer price sensitivity and the competitive landscape in Europe.
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$130.87
59.6% upside
Current Fair Value
59.6% upsideUndervalued by 59.6% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $54.11 Billion |
|---|---|
| Enterprise Value | $52.63 Billion |
| Dividend Yield | $2.4389 (2.60685945794915%) |
| Earnings per Share | $3.13 |
| Beta | 0.4 |
| Outstanding Shares | 644,973,544 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 22.84 |
|---|---|
| PEG | -4.81 |
| Price to Sales | 1.12 |
| Price to Book Ratio | 3.04 |
| Enterprise Value to Revenue | 1.11 |
| Enterprise Value to EBIT | 8.46 |
| Enterprise Value to Net Income | 30 |
| Total Debt to Enterprise | 0 |
| Debt to Equity | 0 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Danone SA
CEO: Emmanuel Faber Danone SA engages in the food processing industry. It operates through the following divisions: Fresh Dairy Products, Waters, Early Life Nutrition, and Medical Nutrition. The Fresh Dairy Products division produces and markets yogurts, fe...