Pernod Ricard RI

equity

Price History

1999-12 · DCA start€20.98

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

1999-122026-08 · -67.7%

Worst drawdown: −70%, peaking Nov 2021 and bottoming Mar 2026 — still unrecovered after 57 months.

DCA Backtest

Start month

Monthly amount (EUR)

Invested: €32,100
Value today: €32,594
Return: +1.5%
Months invested: 321

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be €43,119 today, so the real (inflation-adjusted) return is -24.4%.

Lump sum instead — €32,100 all at once in Dec 1999: €104,674 (+226.1%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Nov 2021): €3,380 on €5,800 invested (-41.7%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

	J	F	M	A	M	J	J	A	S	O	N	D
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026

Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1999-12: +1.5%

About Pernod Ricard

Pernod Ricard is a French company best known for its anise-flavoured pastis apéritifs Pernod Anise and Ricard Pastis. The world's second-largest wine and spirits seller, it also produces several other types of pastis. (Wikipedia)

It's a listed company categorised under consumer staples.

It rates Medium-High Risk at 2.5/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: leverage / financial (3.0/5) and earnings quality (3.0/5).

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.5/5)80% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%

Annualised volatility (3yr)2/523.5
Max drawdown from ATH4/570.3
Beta vs S&P 5001/50.05

Liquidity2.0/5 · weight 15%

Avg daily $ volume2/538.6m
Float % of shares outstandingnot yet researched

Leverage / Financial3.0/5 · weight 20%

Debt / equity3/50.83
Interest coverage (EBIT / interest)3/55.4

Earnings Quality3.0/5 · weight 15%

3yr EPS volatility3/526.9

Concentrationunrated · weight 10%

Largest customer, % of revenuenot yet researched
Geographic revenue concentrationnot yet researched

Governanceunrated · weight 10%

Board independence %not yet researched
Share structurenot yet researched
Litigation / audit historynot yet researched

Sector / Regulatory2.0/5 · weight 10%

Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.