Pernod Ricard SA

ISIN FR0000120693

WKN 853373

Market cap (in EUR)

16,014 m

Country

France

Sector

Consumer Non-Cyclicals

Dividend yield

7.40%

Overview

Quote

Description

Pernod Ricard SA engages in the manufacture of wines, spirits, and non-alcoholic beverages. It operates through the following geographical segments: Americas, Asia/Rest of the World, and Europe. It offers products under the brands Absolut Vodka, Chivas Regal, Ballantine's, Beefeater, Jameson, Kahlúa, Malibu, Ricard, Havana Club, Martell, Cognac, The Glenlivet, G.H. Mumm, Perrier-Jouët, Royal Salute, Brancott Estate, Graffigna, Campo Viejo, Jacob's Creek, Kenwood, Pastis 51, 100 Pipers, ArArAt, Becherovka, Blenders Pride, Clan Campbell, Imperial, Seagram's Imperial Blue, Olmeca, Passport Scotch, Amaro Ramazzotti, Ruavieja, Royal Stag, Seagram's Gin, Something Special, Suze, Wiser's, and Wyborowa. The company was founded in 1975 and is headquartered in Paris, France.

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Consumer Non-Cyclicals Food and Tobacco Production Food and Beverage Production France

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Financials

Key metrics

Market capitalisation, EUR	16,014 m
EPS, EUR	-
P/B ratio	1.0
P/E ratio	11.3
Dividend yield	7.40%

Income statement (2025)

Revenue, EUR	10,959 m
Net income, EUR	1,626 m
Profit margin	14.84%

What ETF is Pernod Ricard SA in?

There are 62 ETFs which contain Pernod Ricard SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Pernod Ricard SA is the iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,179
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	10,013
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	1,199
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	0.27%	Equity Europe Social/Environmental Climate Change	164
iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE)	2.82%	Equity Europe Consumer Staples	321
Xtrackers MSCI EMU UCITS ETF 1D	0.19%	Equity Europe	1,990
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.01%	Equity World	45,422
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,958
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.03%	Equity World Dividend	2,732
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	5,765
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,763
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	44
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	110
Amundi CAC 40 UCITS ETF Dist	0.73%	Equity France	3,360
Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D	2.51%	Equity Europe Dividend	773
JPMorgan Eurozone Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.55%	Equity Europe Social/Environmental	5
iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Dist)	0.36%	Equity Europe Social/Environmental	429
UBS Core MSCI EMU UCITS ETF EUR dis	0.19%	Equity Europe	1,818
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	30,114
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	90
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	0.24%	Equity Europe Social/Environmental Climate Change	688
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.03%	Equity Europe Social/Environmental Climate Change	38
iShares MSCI World Consumer Staples Sector Advanced UCITS ETF USD (Dist)	1.88%	Equity World Consumer Staples	89
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	892
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.12%	Equity Europe	3,306
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.23%	Equity Europe Social/Environmental Climate Change	26
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	4,127
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	0.32%	Equity Europe Covered Call Alternative Investments	19
Amundi MSCI Europe UCITS ETF	0.12%	Equity Europe	611
iShares MSCI Europe ex-UK UCITS ETF	0.13%	Equity Europe	1,468
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	0.32%	Equity Europe Covered Call Alternative Investments	77
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	0.21%	Equity Europe Social/Environmental	612
Xtrackers MSCI Europe UCITS ETF 1D	0.10%	Equity Europe	142
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	910
Xtrackers CAC 40 UCITS ETF 1D	0.68%	Equity France	118
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,842
Amundi MSCI EMU Value Factor UCITS ETF Dist	0.40%	Equity Europe Value	252
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	0.35%	Equity Europe Social/Environmental	121
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,086
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	188
Amundi Core MSCI Europe UCITS ETF Dist	0.11%	Equity Europe	451
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.10%	Equity Europe	2,831
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	59
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.01%	Equity World	23,039
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.12%	Equity Europe Social/Environmental	498
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.13%	Equity World Value	371
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	236
Vanguard FTSE Eurozone UCITS ETF EUR Dist	0.18%	Equity Europe	5
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.10%	Equity Europe	10,612
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.03%	Equity World Dividend	9,133
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.39%	Equity Europe Value	112
Amundi Prime Europe UCITS ETF DR (D)	0.11%	Equity Europe	251
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.36%	Equity Europe Social/Environmental	4,842
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.10%	Equity Europe	4,692
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	604
Amundi Core MSCI EMU UCITS ETF Dist	0.20%	Equity Europe	766
Amundi CAC 40 ESG UCITS ETF DR - EUR (D)	0.45%	Equity France Social/Environmental	41
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.12%	Equity Europe	1,416
Amundi Prime Eurozone UCITS ETF DR (D)	0.21%	Equity Europe	79
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	119

Performance

Returns overview

YTD	-9.96%
1 month	+4.53%
3 months	-1.44%
6 months	-12.82%
1 year	-29.20%
3 years	-67.45%
5 years	-64.21%
Since inception (MAX)	-35.86%
2025	-33.33%
2024	-31.50%
2023	-13.34%
2022	-13.21%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).