(DEO) Diageo - Overview

Sector: Consumer Defensive | Industry: Beverages - Wineries & Distilleries | Exchange: NYSE (USA) | Market Cap: 45.839m USD | Total Return: -20.8% in 12m

Whiskey, Beer, Tequila, Vodka, Gin
Total Rating 45
Safety 69
Buy Signal -0.05
Beverages - Wineries & Distilleries
Industry Rotation: +8.7
Market Cap: 45.8B
Avg Turnover: 82.2M
Risk 3d forecast
Volatility25.4%
VaR 5th Pctl4.16%
VaR vs Median-0.66%
Reward TTM
Sharpe Ratio-0.69
Rel. Str. IBD14.8
Rel. Str. Peer Group22
Character TTM
Beta0.136
Beta Downside0.177
Hurst Exponent0.514
Drawdowns 3y
Max DD56.07%
CAGR/Max DD-0.35
CAGR/Mean DD-0.67
EPS (Earnings per Share) EPS (Earnings per Share) of DEO over the last years for every Quarter: "2021-06": 2.46, "2021-09": null, "2021-12": 4.46, "2022-03": 2.77, "2022-06": 0, "2022-09": 0, "2022-12": 0.49, "2023-03": 0, "2023-06": 1.56, "2023-09": 4.66, "2023-12": 4.32, "2024-03": 0, "2024-06": 2.88, "2024-09": 0, "2024-12": 4.04, "2025-03": 0, "2025-06": 0.19, "2025-09": 0, "2025-12": null, "2026-03": 0,
EPS CAGR: -14.26%
EPS Trend: -10.7%
Last SUE: 0.00
Qual. Beats: 0
Revenue Revenue of DEO over the last years for every Quarter: 2021-06: 5859, 2021-09: 3978.5, 2021-12: 7957, 2022-03: 3747.5, 2022-06: 7495, 2022-09: 4978.9244, 2022-12: 11120, 2023-03: 3846.5, 2023-06: 9435, 2023-09: 4492.55646, 2023-12: 10962, 2024-03: 3687.759145, 2024-06: 9307, 2024-09: null, 2024-12: 10901, 2025-03: null, 2025-06: 9424.317, 2025-09: null, 2025-12: 10406.250722, 2026-03: null,
Rev. CAGR: 16.13%
Rev. Trend: 89.9%
Last SUE: 0.89
Qual. Beats: 1

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: DEO Diageo

Diageo PLC is a London-based global leader in the production and distribution of premium alcoholic beverages, operating across more than 180 countries. Its portfolio encompasses over 200 brands, including Johnnie Walker, Guinness, and Tanqueray, spanning categories such as Scotch whisky, tequila, vodka, and stout.

The company operates within the Distillers & Vintners sub-industry, a sector characterized by high barriers to entry due to long aging processes for spirits and extensive global distribution networks. Diageo utilizes a premiumization strategy, focusing on high-margin spirits to capture shifting consumer preferences toward luxury labels over volume-based consumption.

Investors should evaluate current valuation metrics on ValueRay to better understand the companys market positioning.

Founded through the 1997 merger of Guinness and Grand Metropolitan, the firm maintains a diverse geographic footprint with significant exposure to both mature Western markets and emerging economies in Asia and Africa.

Headlines to Watch Out For
  • Global premiumization trends drive higher margins across luxury spirits portfolio
  • Emerging market volatility impacts Scotch and tequila sales in Latin America
  • Rising raw material and glass costs pressure consolidated operating margins
  • Shift in consumer health preferences reduces demand for core beer brands
  • Strategic brand acquisitions and divestitures reshape long-term capital allocation efficiency
Piotroski VR-10 (Strict) 8.0
Net Income: 6.00b TTM > 0 and > 6% of Revenue
FCF/TA: 0.16 > 0.02 and ΔFCF/TA 2.56 > 1.0
NWC/Revenue: 17.75% < 20% (prev 14.58%; Δ 3.17% < -1%)
CFO/TA 0.21 > 3% & CFO 10.4b > Net Income 6.00b
Net Debt (22.6b) to EBITDA (11.7b): 1.94 < 3
Current Ratio: 1.60 > 1.5 & < 3
Outstanding Shares: last quarter (557.8m) vs 12m ago -75.0% < -2%
Gross Margin: 60.06% > 18% (prev 59.84%; Δ 0.22% > 0.5%)
Asset Turnover: 92.86% > 50% (prev 79.30%; Δ 13.55% > 0%)
Interest Coverage Ratio: 5.78 > 6 (EBIT TTM 10.4b / Interest Expense TTM 1.80b)
Altman Z'' 3.59
A: 0.14 (Total Current Assets 18.9b - Total Current Liabilities 11.8b) / Total Assets 50.2b
B: 0.22 (Retained Earnings 10.9b / Total Assets 50.2b)
C: 0.24 (EBIT TTM 10.4b / Avg Total Assets 43.1b)
D: 0.32 (Book Value of Equity 11.6b / Total Liabilities 36.5b)
Altman-Z'' = 3.59 = A
Beneish M -2.37
DSRI: 1.53 (Receivables 4.53b/2.12b, Revenue 40.0b/28.6b)
GMI: 1.00 (GM 59.84% / 60.06%)
AQI: 0.91 (AQ_t 0.44 / AQ_t-1 0.48)
SGI: 1.40 (Revenue 40.0b / 28.6b)
TATA: -0.09 (NI 6.00b - CFO 10.4b) / TA 50.2b)
Beneish M = -2.37 (Cap -4..+1) = BBB
What is the price of DEO shares?

As of June 06, 2026, the stock is trading at USD 80.43 with a total of 1,340,040 shares traded.
Over the past week, the price has changed by -2.46%, over one month by +0.11%, over three months by -1.30% and over the past year by -20.75%.

Is DEO a buy, sell or hold?

Diageo has received a consensus analysts rating of 3.50. Therefore, it is recommended to hold DEO.

  • StrongBuy: 3
  • Buy: 1
  • Hold: 2
  • Sell: 1
  • StrongSell: 1

What are the forecasts/targets for the DEO price?
Analysts Target Price 101.3 25.9%
Diageo (DEO) - Fundamental Data Overview as of 01 June 2026
Market Cap USD = 45.8b (45.8b USD * 1.0 USD.USD)
P/E Trailing = 19.0439
P/E Forward = 12.3916
P/S = 2.3146
P/B = 3.9513
P/EG = 0.8064
Revenue TTM = 40.0b USD
EBIT TTM = 10.4b USD
EBITDA TTM = 11.7b USD
Long Term Debt = 20.2b USD (from longTermDebt, last quarter)
Short Term Debt = 3.30b USD (from shortTermDebt, last quarter)
Debt = 24.8b USD (from shortLongTermDebtTotal, last quarter) + Leases 653.0m
Net Debt = 22.6b USD (calculated: Debt 24.8b - CCE 2.21b)
Enterprise Value = 68.4b USD (45.8b + Debt 24.8b - CCE 2.21b)
Interest Coverage Ratio = 5.78 (Ebit TTM 10.4b / Interest Expense TTM 1.80b)
EV/FCF = 8.45x (Enterprise Value 68.4b / FCF TTM 8.10b)
FCF Yield = 11.83% (FCF TTM 8.10b / Enterprise Value 68.4b)
FCF Margin = 20.23% (FCF TTM 8.10b / Revenue TTM 40.0b)
Net Margin = 14.99% (Net Income TTM 6.00b / Revenue TTM 40.0b)
Gross Margin = 60.06% ((Revenue TTM 40.0b - Cost of Revenue TTM 16.0b) / Revenue TTM)
Gross Margin QoQ = 61.04% (prev 58.17%)
Tobins Q-Ratio = 1.36 (Enterprise Value 68.4b / Total Assets 50.2b)
Interest Expense / Debt = 7.27% (Interest Expense 1.80b / Debt 24.8b)
Taxrate = 25.72% (2.24b / 8.70b)
NOPAT = 7.75b (EBIT 10.4b * (1 - 25.72%))
Current Ratio = 1.60 (Total Current Assets 18.9b / Total Current Liabilities 11.8b)
Debt / Equity = 2.14 (Debt 24.8b / totalStockholderEquity, last quarter 11.6b)
Debt / EBITDA = 1.94 (Net Debt 22.6b / EBITDA 11.7b)
Debt / FCF = 2.79 (Net Debt 22.6b / FCF TTM 8.10b)
Total Stockholder Equity = 10.7b (last 4 quarters mean from totalStockholderEquity)
RoA = 13.92% (Net Income 6.00b / Total Assets 50.2b)
RoE = 55.85% (Net Income TTM 6.00b / Total Stockholder Equity 10.7b)
RoCE = 33.69% (EBIT 10.4b / Capital Employed (Equity 10.7b + L.T.Debt 20.2b))
RoIC = 19.50% (NOPAT 7.75b / Invested Capital 39.7b)
WACC = 6.09% (E(45.8b)/V(70.7b) * Re(6.46%) + D(24.8b)/V(70.7b) * Rd(7.27%) * (1-Tc(0.26)))
Discount Rate = 6.46% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -62.93 | Cagr: -0.98%
[DCF] Terminal Value 77.97% ; FCFF base≈6.82b ; Y1≈7.81b ; Y5≈11.5b
[DCF] Fair Price = 270.6 (EV 173b - Net Debt 22.6b = Equity 150b / Shares 555.9m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -10.72 | EPS CAGR: -14.26% | SUE: 0.0 | # QB: 0
Revenue Correlation: 89.92 | Revenue CAGR: 16.13% | SUE: 0.89 | # QB: 1
EPS current Year (2026-06-30): EPS=6.50 | Chg30d=+0.28% | Revisions=+0% | GrowthEPS=-0.8% | GrowthRev=-3.1%
EPS next Year (2027-06-30): EPS=6.46 | Chg30d=+0.04% | Revisions=+0% | GrowthEPS=-0.6% | GrowthRev=-1.1%
[Analyst] Revisions Ratio: +0%