Added to YB: 2025-07-09
Pitch date: 2025-07-07
MC.PA [neutral]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
+32.68%
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 470.69
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 Stock Down 50%: The Luxury Giant's Biggest Opportunity In Years?
MC.PA (wait): LVMH down 50% since Apr'23 peak (€900→€475). Valuation now reasonable at 2.8x P/S, 14x EV/EBIT, 6% FCF yield vs. previous 5.7x, 21x, 3.2%. Strong fundamentals (67% gross margin, 17% ROIC, 20% ROE, 14% FCF margin), but luxury market cooling with slowing revenue. Staying sidelined for 1-2 more earnings calls.
Read full article (3 min)