Givaudan
Note: This is a daily stock update and the information stands true as of 27/11/24, 09:00 CET.
Company Update:
Expert Opinion:
Givaudan is a very solid company with strong long term prospects. Valuation is still a bit high to my liking with PE 24 at 30.4x down to 27.2x in 2026. However considering the fundamental quality of the company, this is a decent entry point for this buy and hold company.
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Company Update:
Newsflow has been adverse for the last few months notably with FMCGs and luxury goods companies indicating margin pressure and increased competition. Interestingly, our analyst believes this will actually be either neutral or even slightly positive for Givaudan which actually well positioned with players currently gaining market shares. This, combined with the expectation of slightly rising raw material costs, allows Givaudan to quickly reset prices and maintain a strong margin.
Valuation is back to attractive level and we’ve increased our TP to CHF4200 per share.
Expert Opinion:
Givaudan is a very solid company with strong long term prospects. Valuation is still a bit high to my liking with PE 24 at 30.4x down to 27.2x in 2026. However considering the fundamental quality of the company, this is a decent entry point for this buy and hold company.
For daily updates, subscribe to our newsletter and for detailed daily updates, reach out to us at sales@alphavalue.eu
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Alphavalue Morning Market Tip
Strong results across the board - 9% shareholder yield is attractive.