LeadershipThe introduction of Maude Thuaudet as the new group CFO is seen positively as she has already been instrumental behind the scenes.
Market PositionSaint-Gobain has market-leading positions across some of the most attractive global markets, such as the US, India, and Mexico, through smart acquisitions and mid-size M&A to bolster strategic products, regions, and positions.
ValuationThe stock trades at half the multiple of global peers, which is considered too cheap, indicating a significant upside potential.