Added to YB: 2025-08-06
Pitch date: 2025-08-05
MC.PA [bullish]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
+37.58%
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 455.07
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 - Luxury at a Discount
MC.PA (small position): Diversified luxury group (75 brands across 5 segments) with 11% organic CAGR 2018-24, now slowing with H1'25 down YoY. Fashion/Leather delivers 75% of profits. 5% FCF yield at €250B EV. Key risks: post-COVID demand normalization, Chinese consumer weakness, influencer competition. Quality moat but small position warranted given current challenges.
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