Overview
Pernod Ricard is a French company that operates in the spirits and wine industry. Established in 1975, it is now the world's second-largest wine and spirits seller. The company is best known for its premium brands including Absolut Vodka, Jameson Irish Whiskey, and Beefeater Gin. Pernod Ricard operates through various subsidiaries in over 80 countries. The company is currently focusing on digital transformation and sustainability.
Basic Stats
The share price of Pernod Ricard SA as of 5 September 2025 is €96.12 / share. This is a decrease of -1.01% from the prior week. The market cap (or net worth) of Pernod Ricard SA as of 5 September 2025 is €24,179.71 MM.
The Factor Analysis chart (below right) shows a view of Pernod Ricard SA from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 24,179.71 MM |
| EV | 35,518.71 MM |
| Shares Out. | 251.56 MM |
| Earnings Date | |
| EPS (TTM) | 6.46 |
| Dividend Yield | 486.24 % |
| Ex-Dividend Date | 2025-07-23 |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | -22.75 % |
| Volatility (1 yr) | 0.27 |
| Beta | 0.60 |
| Sharpe Ratio (1 yr) | -1.01 |
| Sortino Ratio (1 yr) | -1.65 |
| PE Ratio | 14.87 |
| Price/Book | 1.49 |
| Price/TBV | -8.93 |
| Book/Market | 0.67 |
| EBIT/EV | 0.06 |
| EBIT(3yr avg)/EV | 0.07 |
| ROA | 0.04 |
| ROE | 0.10 |
| ROIC | 0.06 |
| CROIC | 0.01 |
| OCROIC | 0.06 |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | 47.48 /100 |
| Profitability | 57.79 /100 |
| Quality Score | 45.16 /100 |
| Value Score | 75.96 /100 |
| Momentum Score | 50.65 /100 |
| Stability (Low Vol) Score | 78.52 /100 |
| Analyst Sentiment | 37.27 /100 |
| Fund Sentiment | 21.50 /100 |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 6.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Pernod Ricard SA is €111.65. The forecasts range from a low of €87.62 to a high of €163.33. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Pernod Ricard SA. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-12-22 | ODDO BHF | Buy | Buy | Maintains |
| 2023-12-18 | DAY BY DAY | Sell | Sell | Maintains |
| 2023-11-27 | HSBC | Hold | Hold | Maintains |
| 2023-11-22 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2023-10-20 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2023-10-20 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2023-10-20 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-10-02 | DAY BY DAY | Buy | Sell | Downgrade |
| 2023-09-01 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-09-01 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2023-08-31 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2023-08-31 | ODDO BHF | Buy | Buy | Maintains |
| 2023-08-30 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2023-08-30 | ODDO BHF | Buy | Buy | Maintains |
| 2023-08-28 | HSBC | Buy | Hold | Downgrade |
| 2023-08-27 | HSBC | Buy | Hold | Downgrade |
| 2023-08-21 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-08-20 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-08-14 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2023-08-13 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2023-07-13 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-07-12 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-07-05 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-07-05 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2023-07-04 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-07-04 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2023-05-31 | REDBURN LIMITED | Neutral | Neutral | Maintains |
| 2023-05-30 | REDBURN LIMITED | Neutral | Neutral | Maintains |
| 2023-05-29 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-05-28 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-05-24 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-05-23 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-05-22 | HSBC | Hold | Buy | Upgrade |
| 2023-05-21 | HSBC | Hold | Buy | Upgrade |
| 2023-05-09 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2023-05-08 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2023-04-28 | SOCIETE GENERALE | Hold | Buy | Upgrade |
| 2023-04-27 | SOCIETE GENERALE | Hold | Buy | Upgrade |
| 2023-04-27 | ODDO BHF | Buy | Buy | Maintains |
| 2023-04-27 | CREDIT SUISSE - EUROPE | Neutral | Outperform | Upgrade |
| 2023-04-26 | ODDO BHF | Buy | Buy | Maintains |
| 2023-04-26 | CREDIT SUISSE - EUROPE | Neutral | Outperform | Upgrade |
| 2023-04-17 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-04-14 | ANALISIS BANCO SABADELL | Buy | Buy | Maintains |
| 2023-04-13 | ANALISIS BANCO SABADELL | Buy | Buy | Maintains |
| 2023-04-12 | ODDO BHF | Buy | Buy | Maintains |
| 2023-04-11 | REDBURN LIMITED | Neutral | Neutral | Maintains |
| 2023-04-06 | CREDIT SUISSE - EUROPE | Neutral | Outperform | Upgrade |
| 2023-03-27 | HSBC | Hold | Buy | Upgrade |
| 2023-02-28 | DAY BY DAY | Buy | Buy | Maintains |
| 2023-02-17 | BRYAN GARNIER | Buy | Buy | Maintains |
| 2023-02-17 | SOCIETE GENERALE | Hold | Buy | Upgrade |
| 2023-02-16 | BRYAN GARNIER | Buy | Buy | Maintains |
| 2023-02-16 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2022-12-08 | CREDIT SUISSE - EUROPE | Neutral | Neutral | Maintains |
| 2022-12-07 | CREDIT SUISSE - EUROPE | Neutral | Neutral | Maintains |
| 2022-11-29 | BERENBERG | Buy | Buy | Maintains |
| 2022-11-28 | BERENBERG | Buy | Buy | Maintains |
| 2022-09-01 | INVESTEC BANK PLC | Sell | Sell | Maintains |
| 2022-08-31 | INVESTEC BANK PLC | Sell | Sell | Maintains |
| 2022-08-22 | HSBC | Hold | Hold | Maintains |
| 2022-08-21 | HSBC | Hold | Hold | Maintains |
| 2022-07-25 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-07-24 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-06-09 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2022-06-08 | SOCIETE GENERALE | Hold | Hold | Maintains |
| 2022-04-25 | DAY BY DAY | Buy | Buy | Maintains |
| 2022-04-24 | DAY BY DAY | Buy | Buy | Maintains |
| 2021-07-13 | Jefferies | €210.00 | Initiate | |
| 2021-06-24 | Berenberg Bank | Buy | Initiate | |
| 2021-06-24 | Kepler Cheuvreux | Neutral | Initiate | |
| 2021-06-24 | Sanford Bernstein | Neutral | Initiate | |
| 2021-06-24 | Deutsche Bank | Buy | Initiate | |
| 2021-06-23 | RBC Capital | Neutral | Initiate | |
| 2021-06-23 | UBS | Neutral | Initiate | |
| 2021-06-23 | Goldman Sachs | Buy | Initiate | |
| 2021-06-22 | JPMorgan Chase | Neutral | Initiate | |
| 2021-06-22 | Jefferies | Buy | Initiate | |
| 2021-06-14 | Sanford Bernstein | Neutral | Initiate | |
| 2021-05-17 | Goldman Sachs | Buy | Initiate | |
| 2021-04-23 | Deutsche Bank | Buy | Initiate | |
| 2021-04-23 | Kepler Cheuvreux | Neutral | Initiate | |
| 2021-04-23 | Sanford Bernstein | Buy | Initiate | |
| 2021-04-23 | Berenberg Bank | Buy | Initiate | |
| 2021-04-23 | JPMorgan Chase | Neutral | Initiate | |
| 2021-04-22 | Credit Suisse | Neutral | Initiate | |
| 2021-04-09 | Barclays | Buy | Initiate | |
| 2021-03-11 | Kepler Cheuvreux | Neutral | Initiate | |
| 2021-02-11 | RBC Capital | Neutral | Initiate | |
| 2021-01-15 | Deutsche Bank | Buy | Initiate | |
| 2021-01-15 | Berenberg Bank | Buy | Initiate | |
| 2021-01-12 | Sanford Bernstein | Buy | Initiate | |
| 2021-01-05 | Credit Suisse | Neutral | Initiate | |
| 2021-01-05 | Jefferies | Buy | Initiate | |
| 2021-01-04 | Barclays | Buy | Initiate | |
| 2020-12-03 | JPMorgan Chase | Neutral | Initiate | |
| 2020-11-27 | Morgan Stanley | Buy | Initiate | |
| 2020-11-25 | Credit Suisse | Neutral | Initiate | |
| 2020-11-13 | Goldman Sachs | Buy | Initiate | |
| 2020-10-05 | Barclays | Buy | Initiate | |
| 2020-09-24 | Jefferies | Neutral | Initiate | |
| 2020-09-08 | RBC Capital | Neutral | Initiate | |
| 2020-09-03 | Sanford Bernstein | Buy | Initiate | |
| 2020-09-03 | Morgan Stanley | Neutral | Initiate | |
| 2020-09-03 | Credit Suisse | Buy | Initiate | |
| 2020-09-03 | JPMorgan Chase | Neutral | Initiate | |
| 2020-09-02 | UBS | Neutral | Initiate | |
| 2020-09-02 | Goldman Sachs | Buy | Initiate | |
| 2020-09-02 | RBC Capital | Neutral | Initiate | |
| 2020-09-02 | Jefferies | Neutral | Initiate | |
| 2020-02-26 | Goldman Sachs | Buy | Initiate | |
| 2023-11-21 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2023-10-19 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2023-10-19 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2023-10-19 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-10-01 | DAY BY DAY | Buy | Sell | Downgrade |
| 2023-08-31 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-08-31 | CREDIT SUISSE - EUROPE | Outperform | Outperform | Maintains |
| 2024-07-23 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2024-07-04 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2024-05-26 | HSBC | Hold | Hold | Maintains |
| 2024-04-24 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2024-04-16 | DAY BY DAY | Sell | Sell | Maintains |
| 2024-03-27 | ODDO BHF | Buy | Buy | Maintains |
| 2024-02-19 | SOCIETE GENERALE | Buy | Buy | Maintains |
| 2023-12-21 | ODDO BHF | Buy | Buy | Maintains |
| 2023-12-17 | DAY BY DAY | Sell | Sell | Maintains |
| 2023-11-26 | HSBC | Hold | Hold | Maintains |
| 2025-04-01 | ESN/CIC MARKET SOLUTIONS | Neutral | Neutral | Maintains |
| 2025-03-27 | JEFFERIES | Buy | Buy | Maintains |
| 2025-03-23 | HSBC | Hold | Hold | Maintains |
| 2025-03-21 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2025-02-16 | CONSUMER EDGE RESEARCH | Equalweight | Equalweight | Maintains |
| 2025-02-13 | DAY BY DAY | Sell | Sell | Maintains |
| 2025-02-05 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2025-01-06 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2024-12-12 | CONSUMER EDGE RESEARCH | Equalweight | Equalweight | Maintains |
| 2024-12-08 | DAY BY DAY | Sell | Sell | Maintains |
| 2024-12-04 | BNP PARIBAS EXANE | Neutral | Neutral | Maintains |
| 2024-11-24 | HSBC | Hold | Hold | Maintains |
| 2024-10-30 | STIFEL EUROPE | Hold | Hold | Maintains |
| 2025-07-02 | ROTHSCHILD & CO REDBURN | Neutral | Neutral | Maintains |
| 2025-07-01 | ESN/CIC MARKET SOLUTIONS | Neutral | Neutral | Maintains |
| 2025-06-30 | BERENBERG | Buy | Buy | Maintains |
| 2025-06-29 | JEFFERIES | Buy | Buy | Maintains |
| 2025-05-25 | HSBC | Hold | Hold | Maintains |
| 2025-05-04 | DAY BY DAY | Sell | Sell | Maintains |
| 2025-04-24 | STIFEL EUROPE | Hold | Hold | Maintains |
