Added to YB: 2025-04-15
Pitch date: 2025-04-13
EL.PA [bullish]
EssilorLuxottica Société anonyme
+16.46%
current return
Author Info
Kontra Investment Xchange is trying to build wealth by investing in good companies and letting those investments compound over many years. Sign up for the newsletter.
Company Info
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, and sunglasses in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific.
Market Cap
EUR 144.8B
Pitch Price
EUR 242.22
Price Target
N/A
Dividend
1.26%
EV/EBITDA
23.66
P/E
60.92
EV/Sales
5.75
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.
Read full article (6 min)