Added to YB: 2025-11-04
Pitch date: 2025-10-31
SGO.PA [bullish]
Compagnie de Saint-Gobain S.A.
+2.86%
current return
Author Info
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Company Info
Compagnie de Saint-Gobain S.A. designs, manufactures, and distributes materials and solutions for the construction and industrial markets worldwide.
Market Cap
EUR 41.6B
Pitch Price
EUR 83.90
Price Target
N/A
Dividend
2.62%
EV/EBITDA
7.07
P/E
14.97
EV/Sales
1.17
Sector
Building Products
Category
value
Saint-Gobain (SGO France): discipline and pricing power take the lead as Europe finds its footing
SGO.PA (quick overview): Saint-Gobain navigating cycle inflection with pricing discipline offsetting volume declines. Europe showing recovery signs, 2026 broad improvement expected. Proven operating model w/ local pricing autonomy, higher margins vs pre-transformation. Trades at discount to building materials peers despite structural improvements in returns & capital allocation.
Read full article (2 min)