Added to YB: 2025-07-08
Pitch date: 2025-07-05
MC.PA [bullish]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
+31.78%
current return
Author Info
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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 473.91
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
LVMH Under the Lens: A New Journey in Quality Luxury Investing?
MC.PA: LVMH, led by Arnault (49% ownership, 65% voting rights), dominates luxury with €84.7B revenue across 6 segments. Solid 16.7% ROIC, €14.2B FCF, 2.7% dividend. Strong moats in brand power and vertical integration. 2025 headwinds from China slowdown, but diversified globally. Current price offers 12.4% 10-year return potential.
Read full article (33 min)