Added to YB: 2024-10-17
Pitch date: 2024-10-16
EL.PA [neutral]
EssilorLuxottica Société anonyme
+32.63%
current return
Author Info
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Company Info
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, and sunglasses in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific.
Market Cap
EUR 144.8B
Pitch Price
EUR 212.70
Price Target
N/A
Dividend
1.26%
EV/EBITDA
23.66
P/E
60.92
EV/Sales
5.75
Sector
Health Care Equipment and Supplies
Category
N/A
EssilorLuxottica Société anonyme - $EL.PA
EL.PA (quick dive): Eyewear giant w/ 36% EU & 47% NA market share. 63.2% gross margin, but 9% net margin & 4% ROIC. Recent Supreme acquisition & Meta collab. Underperformed S&P500 for 20yrs. Hold rating, watching for Q3 results. Monopolistic position, but financial performance questionable.
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