Added to YB: 2026-02-25
Pitch date: 2026-02-21
OR.PA [neutral]
L'Oréal S.A.
+0.61%
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 400.65
Price Target
480.00 (+21%)
Dividend
1.79%
EV/EBITDA
21.20
P/E
35.07
EV/Sales
4.91
Sector
Personal Care Products
Category
growth
L’Oréal S.A. – A Beauty Empire Built to Compound for Decades
OR.PA (watchlist): World's largest beauty co, 2-3x bigger than peers w/ €44B revenue. Delivered 4% LFL growth in FY25 vs 3.5% market, gaining share across all regions/categories despite size. Record 20.2% op margin (+20bps), 18% ROIC, 19% ROE. Beauty market to grow 4-5% driven by demographics, social media, male grooming, dermo trends. Expects 4-6% sales CAGR, 7-9% EPS CAGR. Trades 29x '25 EPS, 12% below 5yr avg but fairly valued. 2028 PT €480 implies 8.5% CAGR. Accumulate <€370.
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