Pernod Ricard SA (RI.PA)
Company Info
| ISIN | FR0000120693 |
|---|---|
| Sector | Consumer Defensive |
| Industry | Beverages—Wineries & Distilleries |
Highlights
| Market Cap | €37.84B |
|---|---|
| EPS | €8.04 |
| PE Ratio | 18.65 |
| PEG Ratio | 2.20 |
| Revenue (TTM) | €11.61B |
| Gross Profit (TTM) | €7.25B |
| EBITDA (TTM) | €3.20B |
| Year Range | €140.50 - €212.38 |
| Target Price | €172.60 |
Share Price Chart
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Popular comparisons: RI.PA vs. SPY, RI.PA vs. CPR.MI, RI.PA vs. ^GSPC
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Pernod Ricard SA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Pernod Ricard SA had a return of -10.08% year-to-date (YTD) and -29.79% in the last 12 months. Over the past 10 years, Pernod Ricard SA had an annualized return of 7.20%, while the S&P 500 had an annualized return of 10.37%, indicating that Pernod Ricard SA did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -10.08% | 5.06% |
| 1 month | -2.71% | -3.23% |
| 6 months | -12.16% | 17.14% |
| 1 year | -29.79% | 20.62% |
| 5 years (annualized) | 0.53% | 11.54% |
| 10 years (annualized) | 7.20% | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.54% | 1.34% | -2.98% | |||||||||
| 2023 | -12.89% | 6.11% | -3.83% | 0.76% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Pernod Ricard SA(RI.PA)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pernod Ricard SA (RI.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pernod Ricard SA granted a 3.27% dividend yield in the last twelve months. The annual payout for that period amounted to €4.70 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | €4.70 | €4.70 | €4.12 | €3.12 | €2.66 | €3.12 | €2.36 | €2.02 | €1.88 | €1.80 | €1.64 | €1.64 |
Dividend yield | 3.27% | 2.94% | 2.24% | 1.48% | 1.70% | 1.96% | 1.65% | 1.53% | 1.83% | 1.71% | 1.78% | 1.98% |
Monthly Dividends
The table displays the monthly dividend distributions for Pernod Ricard SA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | €0.00 | €0.00 | €0.00 | |||||||||
| 2023 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €2.06 | €0.00 | €0.00 | €0.00 | €2.64 | €0.00 |
| 2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.56 | €0.00 | €0.00 | €0.00 | €2.56 | €0.00 |
| 2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.33 | €0.00 | €0.00 | €0.00 | €1.79 | €0.00 |
| 2020 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.18 | €0.00 | €0.00 | €0.00 | €0.00 | €1.48 |
| 2019 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.18 | €0.00 | €0.00 | €0.00 | €1.94 | €0.00 |
| 2018 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €1.01 | €0.00 | €0.00 | €0.00 | €1.35 | €0.00 |
| 2017 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.94 | €0.00 | €0.00 | €0.00 | €1.08 | €0.00 |
| 2016 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.90 | €0.00 | €0.00 | €0.00 | €0.98 | €0.00 |
| 2015 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.82 | €0.00 | €0.00 | €0.00 | €0.98 | €0.00 |
| 2014 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.82 | €0.00 | €0.00 | €0.00 | €0.82 | €0.00 |
| 2013 | €0.79 | €0.00 | €0.00 | €0.00 | €0.85 | €0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Pernod Ricard SA. 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 Pernod Ricard SA was 50.25%, occurring on Mar 19, 2009. Recovery took 453 trading sessions.
The current Pernod Ricard SA drawdown is 32.18%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.25% | Jul 24, 2007 | 424 | Mar 19, 2009 | 453 | Dec 23, 2010 | 877 |
| -37.25% | Sep 1, 1999 | 134 | Mar 8, 2000 | 202 | Dec 22, 2000 | 336 |
| -33.78% | Apr 26, 2023 | 249 | Apr 16, 2024 | — | — | — |
| -31.07% | Sep 4, 2019 | 137 | Mar 17, 2020 | 279 | Apr 21, 2021 | 416 |
| -27.13% | Mar 20, 1998 | 183 | Dec 15, 1998 | 177 | Aug 31, 1999 | 360 |
Volatility
Volatility Chart
The current Pernod Ricard SA volatility is 5.22%, 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.
Financials
Financial Performance
Income Statement
| 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 |