Added to YB: 2025-01-21
Pitch date: 2025-01-18
MC.PA [neutral]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-7.32%
current return
Author Info
Kontra Investment Xchange is trying to build wealth by investing in good companies and letting those investments compound over many years. Sign up for the newsletter.
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 673.84
Price Target
713.00 (+14%)
Dividend
2.08%
EV/EBITDA
14.23
P/E
28.42
EV/Sales
4.10
Sector
Textiles, Apparel and Luxury Goods
Category
N/A
LVMH: A Legacy of Luxury and Financial Resilience ($MC.PA)
MC.PA (limited upside): Luxury leader w/ 75 brands, stable YTD revenue. F&LG -1%, W&S -8%, P&C +5%, W&J -3%, SR +6%. 24.1% EBIT margin, 0.9x net debt/EBITDA. 4.1% FCF yield. Risks: W&S weakness, macro uncertainties. Trading at 23x fwd P/E. €713 price target (+3%). Long-term hold, limited ST upside.
Read full article (7 min)