DIAGEO plc vs Primo Brands Corp, two Beverages stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DEO and PRMB diverge most: on implied growth (priced in), DEO reads -4.5% and PRMB reads +13.0%; on fcf yield, DEO reads 24.0% and PRMB reads -4.5%. The rest of the comparable metrics sit closer together. On valuation, today's DEO price has a different growth bar priced in than PRMB (-4.5% implied for DEO vs +13.0% for PRMB); the higher figure is the steeper assumption to clear, not a better or worse stock. What PRMB's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DEO | PRMB |
|---|---|---|
| Price | $88.03 | $22.71 |
| Market cap | $53.5B | $8.3B |
| Sector | Beverages | Beverages |
| Stage | Mature | Growth |
| Implied growth (priced in) | -4.5% | +13.0% |
| P/E | 20.8 | 121.2 |
| P/B | 3.91 | 2.81 |
| P/S | 1.91 | 1.24 |
| EV/EBITDA | 11.8 | 13.0 |
| Revenue growth | +4.2% | +19.7% |
| Gross margin | 43.5% | 28.6% |
| Operating margin | 15.5% | 8.5% |
| Net margin | 9.1% | 0.9% |
| Return on equity | 18.5% | 2.0% |
| Return on assets | 5.0% | 0.6% |
| Return on invested capital | 22.7% | 3.4% |
| FCF yield | 24.0% | -4.5% |
| Dividend yield | — | 1.8% |
| Debt / equity | 0.00 | 1.74 |
| Current ratio | 1.60 | 0.98 |
| Altman Z (solvency) | 2.13 | 1.05 |
| Piotroski F (quality) | 4 / 9 | 4 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.