Professional
Added to YB: 2025-04-21
Pitch date: 2025-03-31
MC.PA [bullish]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
+10.43%
current return
Author Info
No bio for this author
Company Info
LVMH Moët Hennessy - Louis Vuitton, Société Européenne, together with its subsidiaries, operates as a luxury goods company worldwide.
Market Cap
EUR 310.7B
Pitch Price
EUR 565.54
Price Target
N/A
Dividend
2.08%
EV/EBITDA
14.23
P/E
28.42
EV/Sales
4.10
Sector
Textiles, Apparel and Luxury Goods
Category
value
Oakmark International Fund New Position: LVMH Moët Hennessy - Louis Vuitton, Société Européenne
MC.PA (new position): LVMH, world's largest luxury goods co w/ 75 brands, strong in high-margin fashion/leather. CEO Arnault (41% family ownership) aligned w/ shareholders. Discounted valuation vs peers due to tariff fears & macro concerns (China/US). Expect industry recovery, innovations driving rev growth & self-help accelerating earnings.
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