Chocoladefabriken Lindt & Spruengli AG Ordinary Shares - Non Voting LDSVF

Morningstar Rating

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

LDSVF is trading at a LOCK|XGWS@ premium.
Price
$9,000.00
Fair Value
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Uncertainty
%?!
1-Star Price
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5-Star Price
LOCK|%^f.>Fr$ttl
Economic Moat
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Capital Allocation
—

News

Trading Information

Previous Close Price
—
Day Range
—–—
52-Week Range
—–—
Bid/Ask
— / —
Shares Outstanding
2.28M
Market Cap
—
Volume/Avg
— / —

Key Statistics

Price/Earnings (Normalized)
22.24
Price/Sales
2.78
Dividend Yield (Trailing)
2.55%
Dividend Yield (Forward)
2.55%
Dividend Payment Schedule
Apr
Total Yield
3.24%

Company Profile

Swiss-based Lindt & Sprüngli is a manufacturer of premium chocolate. Key brands include Lindt, Lindor, Ghirardelli, Russell Stover, Whitman's, and Caffarel. The company bought US-based Russell Stover, its largest-ever acquisition, in 2014. It derives the bulk of its sales from Europe (47% of its consolidated base) but also competes in North America (40%) and the rest of the world (13%). The company operates 11 manufacturing plants in Europe and the United States. Its distribution network includes more than 620 own stores.
Sector
Consumer Defensive
Industry
Confectioners
Stock Style Box
Large Core
Total Number of Employees
15,351

Competitors

Valuation

Metric
LDSVF
NSRGY
HSY
Price/Earnings (Normalized)
22.2421.1021.94
Price/Book Value
3.826.387.01
Price/Sales
2.782.072.66
Price/Cash Flow
15.0111.4813.22
Price/Earnings
LDSVF
NSRGY
HSY

Financial Strength

Metric
LDSVF
NSRGY
HSY
Quick Ratio
0.770.380.51
Current Ratio
1.780.831.18
Interest Coverage
17.745.969.33
Quick Ratio
LDSVF
NSRGY
HSY

Profitability

Metric
LDSVF
NSRGY
HSY
Return on Assets (Normalized)
8.48%7.99%10.73%
Return on Equity (Normalized)
15.54%33.92%32.08%
Return on Invested Capital (Normalized)
11.89%12.26%15.65%
Return on Assets
LDSVF
NSRGY
HSY

Confectioners Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Mondelez International Inc Class A
MDLZ
LOCK|y@s!$PzLOCK|PK&$74B
The Hershey Co
HSY
LOCK|>Tv&#LsLOCK|%VZ$32B
Chocoladefabriken Lindt & Spruengli AG ADR
CHLSY
—LOCK|wcH@!$21B
Barry Callebaut AG
BYCBF
—LOCK|!>N$7B
Barry Callebaut AG ADR
BRRLY
—LOCK|bqC$7B
Tootsie Roll Industries Inc
TR
—LOCK|ms<@j$2B
Cloetta AB Class B
CLOEF
—LOCK|ln!?<$1B
Ulker Biskuvi Sanayi AS ADR
UELKY
—LOCK|^t&$646M
Rogers Sugar Inc
RSGUF
—LOCK|q!$594M

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