Pernod Ricard SA RI.PA
Composite 46/100; the shares have moved about 31% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Growth ranks 11/100 — a strong mark against it.
Income ranks 84/100 — a strong point in its favour. Valuation ranks 69/100 — a moderate point in its favour. Quality ranks 53/100 — a slight point in its favour.
Growth ranks 11/100 — a strong mark against it. Momentum ranks 27/100 — a moderate mark against it. Balance-sheet strength ranks 44/100 — a slight mark against it.
What the company does Pernod Ricard SA is a global leader in wines and spirits, owning premium brands like Absolut, Chivas Regal, Jameson, and The Glenlivet. It also sells non-alcoholic beverages under labels such as Beefeater 0% and Jacob’s Creek Unvined. Founded in 1805 and headquartered in Paris, the group operates across 80+ countries with a diversified portfolio spanning whiskey, vodka, gin, rum, champagne, and more.
Key financials Pernod Ricard reports ROE 8.6%, ROA 4.2%, and ROCE 17.3%, with gross, operating, and net margins at 58.4%, 30.5%, and 14.1%, respectively. Revenue and EPS declined -14.9% and -18.0% year-over-year. Leverage is moderate (Debt/Equity 0.82), but interest coverage stands at 5.55x and net debt/EBITDA at 3.89x. The dividend yield is 3.6% with a payout ratio of 84.0%.
Stock health The stock shows mixed signals: 3-month momentum +12.74%, but 6- and 12-month returns are -4.42% and -18.54%, respectively. It is down -32.10% from its 52-week high, with RSI(14) at 69.00. Sidera’s overall score is 49.4 (average quality, attractively valued), with strong income (72.3) and valuation (71.5) but weak growth (14.6).
Price vs fair value The stock trades at a **PREMIUM of 72.20%** versus our fair-value estimate and a **discount of 24.56%** versus the 12-month analyst target. - Fair-value premium reflects high valuation multiples (P/E 12.10, EV/EBITDA 9.59) despite margin pressure. - Analyst discount suggests potential upside to 85.05, supported by brand strength and global reach. - Recent brand campaigns (e.g., Jameson’s NFL partnership) may be boosting short-term sentiment (Marketing Dive). - Competing takeover dynamics (e.g., Brown-Forman rejecting Sazerac bid) highlight sector consolidation risks (Food Dive).
Looking forward Forward P/E of 10.66 and PEG of 0.79 indicate undemanding valuation versus growth, but weak recent revenue and EPS trends (-14.9%, -18.0%) remain a concern. Execution on premium brand pricing and cost discipline will be key to closing the valuation gap.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.