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NSRGY logo

NSRGY

Nestlé S.A.
Consumer DefensivePackaged FoodsIncome
$99.16 · 15min delay
β 0.50

A high-quality mega-cap income stock trading at a premium valuation.

Download report

52-wk low $86.9852-wk high $109.59

Mkt Cap

$255.06B

P/E

—

PEG

2.15

P/B

6.07

Dividend

4.09%

ROE

26.5%

About the business

Nestlé S.A., together with its subsidiaries, operates as a food and beverage company. It operates through Zone North America; Zone Europe; Zone Asia, Oceania and Africa; Zone Latin America; Zone Greater China; Nestlé Health Science; and Nespresso segments. It offers water under the Acqua Panna, Nestlé Pure Life, Perrier, S.Pellegrino, Sanpellegrino, and other local brands; and chocolate and confectionery products under the Aero, Baci Perugina, KitKat, Milkybar, Smarties, and other local brands; family nutrition products, including early childhood, kids and teenagers, and maternal and adult products; cereals; dairy and drink products; food services, such as coffee, beverages, and food; healthcare nutrition products comprising lifestyle and medical nutrition products; plant-based products; and recipes. The company also provides coffee products under the Blue Bottle Coffee, Nescafé, Nescafé Dolce Gusto, Nespresso, and Starbucks Coffee At Home brands; culinary, chilled, and frozen food products under the DiGiorno, Garden Gourmet, Maggi, Thomy, and other local brands; ice cream products under the Antica Gelateria Del Corso, Drumstick, Extrême, Häagen-Dazs, Maxibon, and Mövenpick brands; and pet care products under the Cat Chow, Dentalife, Dog Chow, Fancy Feast, Felix, Friskies, Gourmet, Purina, Purina ONE, Purina Pro Plan, Purina Pro Plan Veterinary Diets, and other local brands. The company was founded in 1866 and is headquartered in Vevey, Switzerland. Aimmune Therapeutics, Inc. operates as a subsidiary of Nestlé S.A.

Who would buy NSRGY?

Consensus 6/100 · Mixed · Investors are split.

0 4 11

Endorses

· 1 framework
  • Dividend Growth School· Dividend Income63/100

    Dividend Yield > 2% 4.1% clears "> 2.0%".

Rejects

· 3 frameworks
  • Walter Schloss· Schloss Deep Value0/100

    P/B < 1.0 (below book) is 6.07× — fails "< 1.00×".

  • Seth Klarman
Insider activity · Sparse

No recent insider transactions

Strength 10/100

No Form 4 filings in the last 6 months. Insider inactivity is itself weak evidence — it usually reflects blackout windows or compensation cycles rather than a view on the stock.

  • Sparse data — read with caution
No transactions match the selected filters.

Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 0.0% of shares outstanding.

Net 6M: +0 sh

Price history

—
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What would NSRGY do to your portfolio?

Add Nestlé S.A. at a hypothetical weight and Prism recalculates your whole book:

Risk metrics

Sharpe, Sortino, volatility, max drawdown, beta — before and after.

Sector concentration

How much this shifts your top sector weight and overall diversification.

Archetype tilt

Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.

NSRGY is currently tagged:IncomeFails criteria (6/100)

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Probabilistic recommendation· rec-v1.0.0-2026-04

Nestlé S.A. · NSRGY

NSRGY: 43% estimated probability of outperforming over the next 12M window. 0 of 6 signal families negative (low confidence). Main risk to monitor: 76% above fair value.

Outperform prob.
43%
vs S&P 500 · 12M
low confidence
Expected return
-6.9% → +17.1%
mid +5.1% / yr
Downside (p20)
-11.0%
stress -22.0%
Data quality
80/100
Good
Prism Score

Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.

Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.

Prism Score

Composite 42/100. Strongest contribution from quality; weakest from valuation. Risk patterns shaved 4 points off the composite.

Composite
42
/ 100
Stretched
Deep valueval.
46/ 100

P/B 6.07× · FCF yield 2.4%

Margin of safetyval.
0/ 100

76% above fair value

Bull · base · bear scenarios

Three plausible paths over a 5-year horizon.

Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.

Bull
~25%
$73.33
-5.9% / yr (5y)

Operating leverage kicks in or a new product line scales — margins inflect higher, growth steps up by 200–400 bps, and the multiple re-rates as the durability becomes obvious to a wider audience.

Drivers
  • • Margin expands by 200–400 bps from 15%
  • • Top-line accelerates 300–500 bps above current
  • • Multiple re-rates one full turn higher
Base
~55%
$56.41
-10.7% / yr (5y)

Business continues to compound at recent rates — 15% operating margin holds, -2% top-line growth persists, capital allocation stays disciplined. Multiple stays roughly where it is.

Global value comparison

Nestlé S.A. vs sector medians — GCC, MENA, and Global ex-US.

Sector: Consumer Defensive. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.

MetricNSRGYGCC medianMENA medianGlobal ex-US
P/E (TTM)—18.0×15.0×17.0×
P/B6.07×3.50×2.80×3.20×
Dividend yield4.09%3.20%2.80%2.60%
ROE26.5%
Earnings reaction explainer

No recent earnings data available.

Unavailable

Yahoo did not return an estimate or an actual for the most recent print. The stock may report on a non-standard cadence, or the data may be lagged.

What to watch on the next print
  • • Next reporting date
  • • Whether estimates re-anchor before the print

News & events

Next earnings

Thu, Feb 19

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    GlobeNewswire · just now

Key Metrics at a Glance

P/E Ratio (TTM)

N/A

PEG Ratio

2.15

P/B Ratio

6.07

EPS Growth

-24.0%

Revenue Growth

-2.2%

Debt / Equity

1.75

Net Cash / Share

$-20.07

Return on Equity

26.5%

Gross Margin

45.8%

Operating Margin

14.9%

FCF / Share

$2.43

Current Ratio

0.79

· Klarman Margin of Safety
0/100

FCF Yield > 7% is 2.4% — fails "> 7.0%".

  • Peter Lynch· Lynch GARP13/100

    PEG < 1 (growth at a discount) is 2.15× — fails "< 1.00×".

  • See the full rule-by-rule drill-down below
    42/100
    Low agreement
    Signal families · 0 of 6 signal families negative
    Agreement: Low
    • Valuationnegative

      Trades meaningfully above the fair-value range — limited margin of safety.

      76% above fair valueReverse DCF: priced for perfection
      10
      /100
    • Qualityneutral

      Quality is mixed — some strengths, some softness.

      ROE 27%EPS shrinking -24%
      53
      /100
    • Balance sheetnegative

      Leverage is high relative to coverage — balance-sheet risk on the table.

      D/E 1.75 (heavy)CR 0.79 (tight)
      28
      /100
    • Momentumneutral

      Price trend is unremarkable — neither tailwind nor headwind.

      50
      /100
    • Behaviouralneutral

      Behavioural read is mixed — some accumulation, some distribution.

      1 tracked holders · peak 10.1%
      54
      /100
    • Catalysts & eventsnegative

      Recent miss and / or risk patterns weigh on the catalyst path.

      1 high-severity flag
      36
      /100
    Positive drivers

    No positive drivers identified.

    Key risks
    • • 76% above fair value
    • • Reverse DCF: priced for perfection
    • • D/E 1.75 (heavy)
    • • CR 0.79 (tight)
    • • 1 high-severity flag
    • • Possible quality trap (paying up)
    Suggested diligence questions
    • 1. Multiple compression
    Similar historical setups[MOCK DATA]

    Among 94 historical setups with similar Prism Score and signal-agreement profiles, 46% beat the benchmark over the next 12 months, with average excess return of -2.0% / yr.

    Probabilistic research output — not financial advice.
    View full thesis
    Quality20%
    75/ 100

    ROE 27% · Op margin 15%

    Balance sheet15%
    46/ 100

    D/E 1.75 · CR 0.79

    Insider convictionown.
    50/ 100

    Quiet

    Superinvestorown.
    79/ 100

    1 tracked holder · peak 10.1%

    Shareholder yield10%
    62/ 100

    4.09% yield

    Momentum5%
    63/ 100

    54% through 52w range

    Growth5%
    9/ 100

    EPS -24% · Rev -2%

    Risk deduction: 1 pattern flagged · possible quality trap (paying up). 4 points removed from composite.

    Designed to surface potentially attractive characteristics — descriptive, not prescriptive. For research and educational purposes only.

    Customise weights
    Drivers
    • • Revenue growth holds near -2%
    • • Operating margin stays around 15%
    • • Capital returns continue at current cadence
    Bear
    ~20%
    $42.31
    -15.7% / yr (5y)

    A growth-rate scare or a quarter of margin compression resets the multiple. The business is still fine, but the price was assuming a level of compounding that takes 12–24 months to re-prove.

    Drivers
    • • Growth decelerates by ~300 bps for two consecutive quarters
    • • Refinancing at higher rates pressures interest coverage
    • • Sentiment de-rates the name to a deeper-value multiple
    Indicative weights
    18.0%
    16.0%
    14.0%

    Editorial dataset · as of 2024-12-31. Sector medians are hand-maintained from public Tadawul / ADX / DFM / QSE / EGX disclosures and indicative Global ex-US references. Live licensed data is on the roadmap. For research and educational purposes only.

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  • Institutional Own.

    1.0%

    Insider Own.

    0.0%

    Dividend Yield

    4.09%

    Book Value / Share

    $16.33

    Superinvestor ownership

    Held by 1 tracked superinvestor · peak weight 7.1%

    Grand Portfolio
    • Tom Russo

      Gardner Russo & Quinn · Q4 2025

      7.1%

    Weights reflect each investor's latest 13F or factsheet snapshot. Data lags real time by 45+ days.