Saint-Gobain has transformed from a glass/insulation conglomerate to a lightweight construction materials platform focused on sustainable buildings. The CertainTeed North American roofing/insulation business and Mexican GCP merger create scale in the highest-margin geography. European renovation demand benefits from energy efficiency mandates and Next Generation EU funding deployment. Portfolio reshaping (88+ divestments, 65+ acquisitions since 2019) is largely complete. Operating margin expansion remains the equity story.
Thesis reviewed May 29, 2026
Compagnie de Saint-Gobain SA is headquartered in France, which is currently showing moderate signals.
🇫🇷France65NEUTRALView France risk detail →🧱Materials17WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| DOW | Dow Inc. | 24 | +1% | ↓7% | NEUTRAL |
| ECL | Ecolab Inc. | 24 | +2% | ↓7% | NEUTRAL |
| LIN | Linde plc | 24 | +10% | ↓7% | EARLY |
| NUE | Nucor Corporation | 24 | +11% | ↓7% | EARLY |
| DD | DuPont de Nemours, Inc. | 24 | +6% | ↓7% | EARLY |
| APD | Air Products and Chemicals, Inc. | 24 | -9% | ↓7% | AVOID |
| SHW | The Sherwin-Williams Company | 24 | +2% | ↓7% | NEUTRAL |
Investors who hold CODYY may also have indirect exposure through these country funds.
Saint-Gobain North America operating margin reaches record on roofing pricing
EU Energy Performance of Buildings directive accelerates renovation demand
Estimates · Yahoo Finance · Not audited figures