Professional
Added to YB: 2025-01-20
Pitch date: 2024-12-31
RI.PA [bullish]
Pernod Ricard SA
-26.57%
current return
Author Info
No bio for this author
Company Info
Pernod Ricard SA produces and sells wines and spirits worldwide. The company offers whiskey, vodka, gin, rum, liqueur and bitters, champagne, tequila and mezcal, and aperitif under the brands 100 Pipers, Aberlour, Absolut, Absolut Elyx, Altos, ARARAT, Augier, Avion, Ballantine's, Becherovka, Beefeater, Blenders Pride, Brancott Estate, Campo Viejo, Ceder’s, Chivas, Clan Campbell, Del Maguey, George Wyndham, Green Spot, Havana Club, Imperial, Imperial Blue, Italicus, J.
Market Cap
EUR 21.5B
Pitch Price
EUR 103.77
Price Target
N/A
Dividend
5.50%
EV/EBITDA
9.92
P/E
13.26
EV/Sales
3.04
Sector
Beverages
Category
value
Vulcan Value Partners Large Cap Review New Position: Pernod Ricard SA
RI.PA: Top premium spirits producer, 200+ brands, 160+ markets. Strong competitive advantage from scale. Benefiting from premiumization. 14% Ricard family ownership. CEO Alexandre Ricard's multi-gen outlook aligns with long-term shareholders. Post-Covid volatility, but mgmt consistency. Bought on recent price dip.
Read full article (1 min)