Added to YB: 2025-11-21
Pitch date: 2025-11-19
OR.PA [bullish]
L'Oréal S.A.
+1.39%
current return
Author Info
No bio for this author
Company Info
L'Oréal S.A., through its subsidiaries, manufactures and sells cosmetic products for women and men in Europe, North America, North Asia, South Asia Pacific, the Middle East, North Africa, Sub-Saharan Africa, and Latin America.
Market Cap
EUR 214.1B
Pitch Price
EUR 353.30
Price Target
N/A
Dividend
1.79%
EV/EBITDA
21.20
P/E
35.07
EV/Sales
4.91
Sector
Personal Care Products
Category
N/A
The French Portfolio: Ten Enduring Structures for the Pragmatist Compounder - L’Oréal
OR.PA: Beauty consumables w/ €43.48B revenue (+5.1%), 20.0% op margins (record). All divisions grew +4.3-5.2%. 150+ yr brand moat via distribution, manufacturing, consumer trust creates recurring revenue from repeat purchases. Startup competitors can't replicate shelf space & efficiency vs entrenched players.
Read full article (1 min)