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Danone S.A. (BN.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINFR0000120644
SectorConsumer Defensive
IndustryPackaged Foods

Highlights

Market Cap€38.15B
EPS€1.36
PE Ratio43.71
PEG Ratio0.74
Revenue (TTM)€27.62B
Gross Profit (TTM)€12.74B
EBITDA (TTM)€4.38B
Year Range€50.59 - €63.80
Target Price€63.40

Share Price Chart


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Danone S.A.

Popular comparisons: BN.PA vs. NESN.SW, BN.PA vs. NSRGY, BN.PA vs. ARTNA

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Danone S.A., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
8.62%
19.55%
BN.PA (Danone S.A.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Danone S.A. had a return of 1.57% year-to-date (YTD) and 2.54% in the last 12 months. Over the past 10 years, Danone S.A. had an annualized return of 4.36%, while the S&P 500 had an annualized return of 10.55%, indicating that Danone S.A. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date1.57%6.30%
1 month0.05%-3.13%
6 months9.84%19.37%
1 year2.54%22.56%
5 years (annualized)-0.34%11.65%
10 years (annualized)4.36%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20245.21%-4.41%1.47%
2023-2.92%7.44%5.02%-0.49%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BN.PA is 55, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of BN.PA is 5555
Danone S.A.(BN.PA)
The Sharpe Ratio Rank of BN.PA is 6060Sharpe Ratio Rank
The Sortino Ratio Rank of BN.PA is 5151Sortino Ratio Rank
The Omega Ratio Rank of BN.PA is 5050Omega Ratio Rank
The Calmar Ratio Rank of BN.PA is 5656Calmar Ratio Rank
The Martin Ratio Rank of BN.PA is 5757Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Danone S.A. (BN.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BN.PA
Sharpe ratio
The chart of Sharpe ratio for BN.PA, currently valued at 0.28, compared to the broader market-2.00-1.000.001.002.003.000.28
Sortino ratio
The chart of Sortino ratio for BN.PA, currently valued at 0.49, compared to the broader market-4.00-2.000.002.004.006.000.49
Omega ratio
The chart of Omega ratio for BN.PA, currently valued at 1.06, compared to the broader market0.501.001.501.06
Calmar ratio
The chart of Calmar ratio for BN.PA, currently valued at 0.13, compared to the broader market0.001.002.003.004.005.000.13
Martin ratio
The chart of Martin ratio for BN.PA, currently valued at 0.61, compared to the broader market0.0010.0020.0030.000.61
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-2.00-1.000.001.002.003.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.001.002.003.004.005.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.007.64

Sharpe Ratio

The current Danone S.A. Sharpe ratio is 0.28. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.28
2.27
BN.PA (Danone S.A.)
Benchmark (^GSPC)

Dividends

Dividend History

Danone S.A. granted a 3.36% dividend yield in the last twelve months. The annual payout for that period amounted to €2.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€2.00€2.00€1.94€1.94€2.10€1.94€1.90€1.70€1.60€1.50€1.45€1.45

Dividend yield

3.36%3.41%3.94%3.55%3.91%2.63%3.09%2.43%2.66%2.41%2.66%2.77%

Monthly Dividends

The table displays the monthly dividend distributions for Danone S.A.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024€0.00€0.00€0.00
2023€0.00€0.00€0.00€0.00€2.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2022€0.00€0.00€0.00€0.00€1.94€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2021€0.00€0.00€0.00€0.00€1.94€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2020€0.00€0.00€0.00€0.00€0.00€0.00€2.10€0.00€0.00€0.00€0.00€0.00
2019€0.00€0.00€0.00€0.00€1.94€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2018€0.00€0.00€0.00€0.00€1.90€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2017€0.00€0.00€0.00€0.00€1.70€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2016€0.00€0.00€0.00€0.00€1.60€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2015€0.00€0.00€0.00€0.00€1.50€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2014€0.00€0.00€0.00€0.00€1.45€0.00€0.00€0.00€0.00€0.00€0.00€0.00
2013€1.45€0.00€0.00€0.00€0.00€0.00€0.00€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.4%
Danone S.A. has a dividend yield of 3.36%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%3.0%
Danone S.A. has a payout ratio of 3.04%, which is below the market average. This means Danone S.A. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-16.64%
-2.94%
BN.PA (Danone S.A.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Danone S.A.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Danone S.A. was 46.10%, occurring on Mar 19, 2009. Recovery took 793 trading sessions.

The current Danone S.A. drawdown is 16.64%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.1%Jan 9, 2008306Mar 19, 2009793Apr 19, 20121099
-40.87%Sep 5, 2019295Oct 29, 2020
-37.94%Oct 27, 2000602Mar 12, 2003597Jul 8, 20051199
-34.62%Jul 20, 1998419Mar 10, 200065Jun 15, 2000484
-32.27%May 12, 1992593Sep 22, 1994677Jun 12, 19971270

Volatility

Volatility Chart

The current Danone S.A. volatility is 3.44%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%NovemberDecember2024FebruaryMarchApril
3.44%
3.41%
BN.PA (Danone S.A.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Danone S.A. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items