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Nestlé stock
Levermann analysis: Charts

Nestlé

CHF84.92

0.05% yesterday

SIX Swiss Exchange, Oct 01, 05:30 pm CET

ISIN

CH0038863350

Symbol

NESN

Index

SMI, STOXX Europe 600

Sector

Consumer goods

Industry

Foodstuffs

Overview Dividends Analysts Charts News Strategies

Levermann analysis

Updated on: Mon, Sep 30 2024 | History

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Key metrics | Charts

1. Return on equity LJ

The return on equity (RoE) describes the ratio of profit to Equity.

Return on equity explained simply

Point distribution according to Levermann

+1 Pts.: > 20%
-1 Pts.: < 10%
0 Pts.: 10% ... 20%

Data for Nestlé

Last financial year

2023

Profit

CHF11.21b

Equity

CHF36.39b

Calculation for Nestlé

RoE: 30.80%
Points: 1

Shares with attractive returns on equity

2. EBIT margin LJ

EBIT (earnings before interest and taxes) is earnings before interest and taxes, also known as the operating result. The EBIT margin is the ratio of EBIT to sales.

EBIT margin explained simply

Point distribution according to Levermann

+1 Pts.: > 12%
-1 Pts.: < 6%
0 Pts.: 6% ... 12%

Calculation for Nestlé

Last year: 2023
EBIT margin: 17.22%
Points: 1

Shares with attractive EBIT margin

3. Equity ratio LJ

The equity ratio is the ratio of Equity to total capital (balance sheet total).

Equity ratio explained simply

Point distribution according to Levermann

+1 Pts.: > 25%
-1 Pts.: < 15%
0 Pts.: 15% ... 25%

Calculation for Nestlé

Last year: 2023
EK-Quote: 28.75%
Points: 1

Shares with an above-average equity ratio

4. KGV 5 years

The price-earnings ratio (PER) describes the ratio of the share price to the earnings per share given or expected for the comparison period. For the average PER over 5 years, the figures from the past 3 financial years and the expected figures for the current and next financial year are used.

KGV 5 years simply explained

Point distribution according to Levermann

+1 Pts.: > 0..12
-1 Pts.: > 16 or < 0 or N/A
0 Pts.: 12..16

Data for Nestlé

Current financial year

2024

SIX Swiss Exchange Price on Sep 30 2024:

84.96 CHF

Earnings per share (EPS) in CHF from 2021 to 2025 at Sep 30 2024:

6.06 3.42 4.24 4.39 4.65

Calculation for Nestlé

EPS ∅: 4.55
KGV ∅: 84.96 / 4.55 = 18.66
Points: -1

Shares with attractive P/E ratios

5. KGV forward

The price-earnings ratio (PER) describes the ratio of the share price to the earnings per share given or expected for the comparison period. The decisive factor here is the PER estimated by analysts for the current financial year.

KGV forward simply explained

Point distribution according to Levermann

+1 Pts.: > 0..12
-1 Pts.: > 16 or < 0
0 Pts.: 12..16

Data for Nestlé

Current financial year

2024

SIX Swiss Exchange Price on Sep 30 2024:

CHF84.96

Estimated earnings per share (EPS) for 2024 at Sep 30 2024:

CHF4.39

Calculation for Nestlé

KGV 2024: 84.96 / 4.39 = 19.34
Points: -1

Shares with attractive P/E ratios

6. Analyst opinions

Shares are rated by analysts on a 3-level scale: Buy=1, Hold=2, Sell=3. We calculate and evaluate the average value of all opinions.

According to Levermann, the analyst majority opinion is used as a contra-indicator, i.e. there is a plus point if the majority of analysts say "sell" and a minus point if the majority of analysts say "buy".

Point distribution according to Levermann

+1 Pts.: ∅ >= 2.5
-1 Pts.: ∅ <= 1.5
0 Pts.: 1.5 < ∅ < 2.5

Data for Nestlé

Buy: 8 (Buy + Outperform)
Hold: 12 (Hold)
Sell: 2 (Sell + Underperform)

Calculation for Nestlé

∅: (8 * 1 + 12 * 2 + 2 * 3) / (8 + 12 + 2) = 1.73

Points: 0

7. Reaction to quarterly figures

The change in the share price on the day of publication of the last quarterly figures in relation to SMI is calculated.

Point distribution according to Levermann

+1 Pts.: > 1%
-1 Pts.: < -1%
0 Pts.: -1%..1%

Data for Nestlé

Quarterly figures: N/A

Points: -1

8. Profit revision

It calculates how analysts' expectations for earnings per share (EPS) have changed in the last 4 weeks for the current and the coming financial year. To do this, the current value for earnings per share is set in relation to the value from 4 weeks ago.

Point distribution according to Levermann

+1 Pts.: > 5%
-1 Pts.: < -5%
0 Pts.: -5% ... 5%

Data for Nestlé

Current financial year

2024

EPS 2024 on Sep 30 2024:

CHF4.39

EPS 2024 on Sep 02 2024:

CHF4.46

EPS 2025 on Sep 30 2024:

CHF4.65

EPS 2025 on Sep 02 2024:

CHF4.81

Calculation for Nestlé

Profit revision 2024 = -1.57%
Profit revision 2025 = -3.33%

Points: 0

9. Price today vs. price 6 months ago

The key figure defines the percentage by which the share price has changed in the last 6 months.

Point distribution according to Levermann

+1 Pts.: > 5%
-1 Pts.: < -5%
0 Pts.: -5%..5%

Data for Nestlé

SIX Swiss Exchange Price on Sep 30 2024:

CHF84.96

SIX Swiss Exchange Price on Mar 30 2024:

CHF95.75

Calculation for Nestlé

Price today vs. price 6 months ago = -11.27%

Points: -1

10. Price today vs. price 1 year ago

The key figure defines the percentage by which the share price has changed in the last year.

Point distribution according to Levermann

+1 Pts.: > 5%
-1 Pts.: < -5%
0 Pts.: -5%..5%

Data for Nestlé

SIX Swiss Exchange Price on Sep 30 2024:

CHF84.96

SIX Swiss Exchange Price on Sep 30 2023:

CHF103.74

Calculation for Nestlé

Price today vs. price 1 year ago = -18.10%

Points: -1

11. Price momentum rising

The key figure defines whether there has been a trend reversal in the last 6 months compared to the entire previous year.

Point distribution according to Levermann

+1 Pts.: Criterion 9: 1 Pts., Criterion 10: 0 or -1 Pts.
-1 Pts.: Criterion 9: -1 Pts., Criterion 10: 0 or 1 Pts.
0 Pts.: otherwise

Calculation for Nestlé

Criterion 9: Points: -1
Criterion 10: Points: -1

Points: 0

12. Three-month reversal

This indicator calculates how a share has performed in relation to the benchmark index for three consecutive months.

Point distribution according to Levermann

+1 Pts.: Perf. every month < Comparative index
-1 Pts.: Perf. every month > Comparative index
0 Pts.: otherwise

Data for Nestlé

Closing date May 31 2024:

CHF95.56

Closing date Jun 30 2024:

CHF91.72

Closing date Jul 31 2024:

CHF89.14

Closing date Aug 31 2024:

CHF91.02

SMI Conclusion May 31 2024:

12,000.86

SMI Conclusion Jun 30 2024:

11,993.83

SMI Conclusion Jul 31 2024:

12,317.44

SMI Conclusion Aug 31 2024:

12,436.59

Calculation for Nestlé

Share price performance June: -4.02%
Share price performance July: -2.81%
Share price performance August: 2.11%

SMI-Performance June: -0.06%
SMI-Performance July: 2.70%
SMI-Performance August: 0.97%

Jun: Price perf. < SMI-Perf.
Jul: Price perf. < SMI-Perf.
Aug: Price perf. > SMI-Perf.

Points: 0

13. Profit growth

The estimated Earnings per share (EPS) for the next financial year (NFY) is compared with the estimated earnings per share for the current financial year (EPS).

Profit growth explained simply

Point distribution according to Levermann

+1 Pts.: EPS LY - EPS CY > 5%
-1 Pts.: EPS LY - EPS CY < -5%
0 Pts.: otherwise

Data for Nestlé

Current financial year

2024

EPS 2024

CHF4.39

EPS 2025

CHF4.65

Calculation for Nestlé

Profit growth = 5.92%

Points: 1

Shares with high earnings growth

Nestlé - Return on equity LJ

5 years Min: 17.35 5 years Max: 31.46 Current: 30.80

Nestlé - EBIT margin LJ

5 years Min: 16.90 5 years Max: 18.09 Current: 17.22

Nestlé - Equity ratio LJ

5 years Min: 28.75 5 years Max: 42.63 Current: 28.75

Nestlé - KGV 5 years

5 years Min: 17.93 5 years Max: 31.07 Current: 18.66

Nestlé - KGV forward

5 years Min: 18.55 5 years Max: 29.50 Current: 19.34

Nestlé - Profit growth

5 years Min: -2.56 5 years Max: 13.02 Current: 5.92

Strategy Overview

Strategy Description

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