Added to YB: 2025-04-15
Pitch date: 2025-04-13
EL.PA [bullish]
EssilorLuxottica Société anonyme
-21.04%
current return
Author Info
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Company Info
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, sunglasses, and instruments and equipment in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific.
Market Cap
EUR 88.3B
Pitch Price
EUR 242.22
Price Target
N/A
Dividend
2.09%
EV/EBITDA
15.20
P/E
38.40
EV/Sales
3.50
Sector
Health Care Equipment and Supplies
Category
growth
EssilorLuxottica ($EL.PA): Blending Vision, Technology, and Compounding in Eyewear
EL.PA: Global eyewear leader w/ 15% market share. Q4 DTC +10%, NA +7.8%, EMEA +9.6%, APAC +14%. Ray-Ban Meta drives growth (75% NA Q4). 6% rev CAGR to 2029, EBIT 16.7% to 20%. Moat: brands, patents, retail. Risks: tariffs, insurance, currency, retail exposure. P/E 31.2x, EV/EBITDA 16.5x. Quality compounder w/ healthcare, fashion & tech optionality.
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