DEO:NYE-Diageo plc (USD)

EQUITY | Beverages - Wineries & Distilleries | New York Stock Exchange

Last Closing

USD 138.64

Change

0.00 (0.00)%

Market Cap

USD 69.09B

Volume

0.61M

Analyst Target

USD 152.65
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Diageo PLC provides beverage alcohol with the collection of brands including Johnnie Walker, Crown Royal, J?B, Buchanan's and Windsor whiskies, Smirnoff, C?roc and Ketel One vodkas, Captain Morgan, Baileys, Don Julio, Tanqueray and Guinness.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-27 )

Largest Industry Peers for Beverages - Wineries & Distilleries

Symbol Name Price(Change) Market Cap
STZ Constellation Brands Inc Class..

+1.25 (+0.48%)

USD 47.66B
BF-A Brown-Forman Corporation

+0.84 (+1.71%)

USD 22.96B
BF-B Brown-Forman Corporation

+0.86 (+1.78%)

USD 22.96B
NAPA Duckhorn Portfolio Inc

+0.05 (+0.62%)

USD 0.95B
SBEV Splash Beverage Group Inc

+0.01 (+2.55%)

USD 0.02B
VINE Fresh Grapes LLC

-0.01 (-0.75%)

USD 9.97M

ETFs Containing DEO

C067:F 15.09 % 0.00 %

N/A

N/A
C067:XETRA 15.09 % 0.00 %

N/A

N/A
BAD 2.57 % 0.00 %

N/A

N/A
DBUK 0.00 % 0.45 %

N/A

N/A
DXPS 0.00 % 0.48 %

N/A

N/A
EFG 0.00 % 0.40 %

N/A

N/A
HEJ:CA Horizons Enhanced Income .. 0.00 % 0.84 %

N/A

CAD 0.14B
QGBR 0.00 % 0.30 %

N/A

N/A
RIE:CA 0.00 % 0.55 %

N/A

N/A
ESGD iShares ESG Aware MSCI EA.. 0.00 % 0.20 %

+0.12 (+0%)

USD 7.97B
IEFQ:LSE iShares Edge MSCIope Qual.. 0.00 % 0.00 %

+5.90 (+0%)

USD 0.49B
IEQD:LSE iShares Edge MSCI Europe .. 0.00 % 0.00 %

+0.07 (+0%)

USD 0.53B
FEQD:LSE Fidelity Europe Quality I.. 0.00 % 0.00 %

+0.05 (+0%)

USD 0.01B
FEQP:LSE Fidelity Europe Quality I.. 0.00 % 0.00 %

+0.07 (+0%)

USD 1.16M
JIG JPMorgan International Gr.. 0.00 % 0.00 %

+0.16 (+0%)

USD 0.09B

Market Performance

  Market Performance vs. Industry/Classification (Beverages - Wineries & Distilleries) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.82% 86% B+ 24% F
Dividend Return 1.11% 100% F 53% F
Total Return -3.71% 86% B+ 24% F
Trailing 12 Months  
Capital Gain -25.26% 57% F 10% F
Dividend Return 2.23% 100% F 33% F
Total Return -23.04% 71% C- 10% F
Trailing 5 Years  
Capital Gain -16.55% 25% F 30% F
Dividend Return 10.68% 100% F 42% F
Total Return -5.87% 25% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain 1.60% 75% C 47% F
Dividend Return 3.58% 88% B+ 45% F
Total Return 1.98% 100% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 21.52% 38% F 53% F
Risk Adjusted Return 16.63% 75% C 40% F
Market Capitalization 69.09B 100% F 97% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Beverages - Wineries & Distilleries) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 22.50 80% 43%
Price/Book Ratio 8.21 14% 10%
Price / Cash Flow Ratio 27.11 43% 10%
Price/Free Cash Flow Ratio 12.46 57% 32%
Management Effectiveness  
Return on Equity 36.41% 100% 94%
Return on Invested Capital 17.98% 100% 84%
Return on Assets 8.63% 71% 89%
Debt to Equity Ratio 189.22% 20% 18%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.