
A high-quality mega-cap income stock trading at a premium valuation.
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.
Endorses
· 1 frameworkDividend Yield > 2% 4.1% clears "> 2.0%".
Rejects
· 3 frameworksP/B < 1.0 (below book) is 6.07× — fails "< 1.00×".
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.
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 0.0% of shares outstanding.
Net 6M: +0 sh
Price history
Drag across the chart to select a custom period — all analysis below refocuses to that window.
Add Nestlé S.A. at a hypothetical weight and Prism recalculates your whole book:
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
How much this shifts your top sector weight and overall diversification.
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
Portfolio analytics are part of the member experience.
Sign in to run this simulationNSRGY: 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.
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.
P/B 6.07× · FCF yield 2.4%
76% above fair value
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
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.
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.
Sector: Consumer Defensive. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | NSRGY | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 18.0× | 15.0× | 17.0× |
| P/B | 6.07× | 3.50× | 2.80× | 3.20× |
| Dividend yield | 4.09% | 3.20% | 2.80% | 2.60% |
| ROE | 26.5% |
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.
Next earnings
Thu, Feb 19
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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
FCF Yield > 7% is 2.4% — fails "> 7.0%".
PEG < 1 (growth at a discount) is 2.15× — fails "< 1.00×".
Trades meaningfully above the fair-value range — limited margin of safety.
Quality is mixed — some strengths, some softness.
Leverage is high relative to coverage — balance-sheet risk on the table.
Price trend is unremarkable — neither tailwind nor headwind.
Behavioural read is mixed — some accumulation, some distribution.
Recent miss and / or risk patterns weigh on the catalyst path.
No positive drivers identified.
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.
ROE 27% · Op margin 15%
D/E 1.75 · CR 0.79
Quiet
1 tracked holder · peak 10.1%
4.09% yield
54% through 52w range
EPS -24% · Rev -2%
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.
| 18.0% |
| 16.0% |
| 14.0% |
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%
Weights reflect each investor's latest 13F or factsheet snapshot. Data lags real time by 45+ days.