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Ratings · Intelligence · Societe Generale

Societe Generale

423 total ratings · Since 2012 · View all ratings →
Upgrade grade
D
Downgrade grade
D
Société Générale, founded in 1864 in France, is one of Europe's largest banking groups with a significant global investment banking and equities research presence spanning multiple continents. The firm maintains substantial scale with major operating centers in Paris, London, New York, and Tokyo, and has established itself as a credible voice in equity research with approximately 423 analyst rating calls covering US equities in our database. Their research teams are particularly known for deep expertise in European equities and cross-border financial institutions, though they maintain broad sector coverage including industrials, technology, and consumer goods. Distinctive to Société Générale's research culture is their reputation for thorough macroeconomic integration into equity analysis, often positioning their research at the intersection of global market trends and fundamental company valuations, which reflects their heritage as a full-service bank with strong institutional client relationships across Europe and beyond.
Upgrades
135
61.48% win rate · avg +0.66% D1
Downgrades
143
67.83% win rate · avg -1.25% D1
Avg Gap — Upgrades
+0.88%
open vs prev close
Avg Gap — Downgrades
-0.92%
open vs prev close

Performance by Sector

Sector ↑ Win% ↑ D1 ↓ Win% ↓ D1
Energy 71.43% (42) +0.74% 73.17% (41) -1.02%
Consumer Defensive 48.00% (25) +0.37% 48.00% (25) +0.13%
Technology 48.00% (25) +0.43% 78.95% (19) -2.53%
Financial Services 46.15% (13) -0.02% 58.82% (17) -0.79%
Basic Materials 76.92% (13) -2.69%
Healthcare 84.62% (13) -2.49%

Win Rate by Year

Year ↑ Win% ↑ Calls ↓ Win% ↓ Calls
2020 58.8% 17
2018 45.5% 11 57.1% 14
2017 57.1% 14 50.0% 12
2016 75.0% 24
2015 50.0% 10 90.9% 11
2014 60.0% 15 61.5% 13
2013 75.0% 24 56.0% 25
2012 58.8% 17

Recent Calls

Date Ticker Company Sector Action Grade Change PT Gap D1
Mar 11, 2024 MRK Merck & Co., Inc. Healthcare Downgrade Hold Sell +0.9% -0.6%
Feb 13, 2024 PM Philip Morris International Inc. Consumer Defensive Upgrade Sell Hold -0.5% -0.9%
Feb 7, 2024 IHG InterContinental Hotels Group PLC Consumer Cyclical Downgrade Buy Hold -1.0% -0.5%
Jan 5, 2024 CTSH Cognizant Technology Solutions Corporation Technology Downgrade Hold Sell -1.1% -1.0%
Jan 5, 2024 IBM International Business Machines Corporation Technology Downgrade Hold Sell -0.6% -1.1%
Nov 28, 2023 MS Morgan Stanley Financial Services Downgrade Buy Hold -0.8% -1.4%
Jul 10, 2023 DB Deutsche Bank AG Financial Services Downgrade Buy Hold +0.6% +0.9%
Jul 10, 2023 GS The Goldman Sachs Group, Inc. Financial Services Downgrade Buy Hold +0.5% +0.4%
Jul 10, 2023 JPM JPMorgan Chase & Co. Financial Services Downgrade Buy Hold +0.1% +0.6%
Jul 7, 2023 ACN Accenture plc Technology Maintains Buy Buy -0.4% -0.7%
Jun 1, 2023 CRM Salesforce, Inc. Technology Downgrade Buy Hold -6.8% -4.7%
Apr 26, 2023 CCEP Coca-Cola Europacific Partners PLC Consumer Defensive Upgrade Sell Hold +0.5% +1.2%
Apr 5, 2023 COP ConocoPhillips Energy Upgrade Sell Hold +0.6% +1.4%
Feb 16, 2023 LLY Eli Lilly and Company Healthcare Downgrade Hold Sell -1.2% -2.7%
Jan 12, 2023 APD Air Products and Chemicals, Inc. Basic Materials Downgrade Buy Hold +0.0% -0.8%
Nov 30, 2022 NFLX Netflix, Inc. Communication Services Maintains Sell Sell +0.1% +8.7%
Nov 30, 2022 GOOG Alphabet Inc. Communication Services Maintains Buy Buy -0.3% +6.3%
Nov 30, 2022 GOOGL Alphabet Inc. Communication Services Maintains Buy Buy -0.4% +6.1%
Nov 21, 2022 COP ConocoPhillips Energy Downgrade Hold Sell -2.8% -2.4%
Nov 17, 2022 ALC Alcon Inc. Healthcare Downgrade Hold Sell -2.8% -2.3%
Nov 15, 2022 NGG National Grid plc Utilities Upgrade Hold Buy +1.7% +0.5%
Nov 9, 2022 IFF International Flavors & Fragrances Inc. Basic Materials Maintains Buy Buy -1.1% +0.2%
Nov 8, 2022 ABBV AbbVie Inc. Healthcare Downgrade Buy Hold +0.5% +0.3%
Nov 3, 2022 CTSH Cognizant Technology Solutions Corporation Technology Downgrade Buy Hold -13.5% -13.8%
Oct 17, 2022 LIN Linde plc Basic Materials Maintains Buy Buy +2.1% +2.0%