Saint-Gobain SGO.PA
Saint-Gobain is a global leader in light construction and high-performance materials, focusing on renovation and energy efficiency. Saint-Gobain trades at attractive valuations (P/E 13.1, EV/EBITDA 7.04) with stable financial health, but negative revenue and earnings growth (-1.1% and -12%) and weakness in the European construction sector limit its appeal.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Saint-Gobain is a global leader in light construction and high-performance materials, focusing on renovation and energy efficiency. Saint-Gobain trades at attractive valuations (P/E 13.1, EV/EBITDA 7.04) with stable financial health, but negative revenue and earnings growth (-1.1% and -12%) and weakness in the European construction sector limit its appeal.
Score by category
| Category | Score |
|---|---|
| Financial health | 6.3 |
| Quality / Moat | 5.1 |
| Valuation | 8.1 |
| Growth | 2.6 |
| Dividend | 7.8 |
| Momentum | 2.6 |
| Risk & Context | 4.1 |
OVERALL SCORE: 5.6/10
Context and risks
Exposure to emerging markets like India and Brazil, with regulatory and governance risk. Weakness in the European construction sector due to labor shortages adds pressure.
News considered in the analysis
- Saint Gobain (ENXTPA:SGO) Stock May Trade At A 21% Discount To Cash Flow — Análisis de valoración que sugiere un descuento en el flujo de caja, señal moderadamente positiva ya parcialmente descontada.
- India's Tamil Nadu to sign pacts for $1.58 billion in new projects by overseas firms, source says — Potencial inversión en India que podría impulsar el crecimiento futuro, aunque aún no confirmada ni materializada.
- Saint-Gobain jumps 6% as broad Q2 recovery fuels profit beat — Resultados del segundo trimestre superan expectativas con recuperación amplia, ya reflejado en el precio con la subida del 6%.
- Holcim Warns Labor Shortage Could Slow Europe Construction Recovery — Advertencia de un competidor sobre escasez de mano de obra que podría frenar la recuperación del sector construcción en Europa, afectando la demanda.
- Kesko agrees €1.2bn deal for Dahl’s Nordic businesses — Noticia sobre un competidor en un mercado geográfico distinto, sin impacto directo en Saint-Gobain.
Verdict: Hold; wait for signs of improvement in construction demand before increasing the position.
Main risk: Risk that labor shortages in Europe slow the construction sector recovery, impacting demand for Saint-Gobain's products.
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