Added to YB: 2025-01-24
Pitch date: 2025-01-23
MC.PA [bullish]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-14.74%
current return
Author Info
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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 732.43
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
growth
Quick Pitch #1: LVMH and its Monopoly-Like Assets
MC.PA: Luxury leader w/ 75 brands, 5500+ stores. Q3 sales -3%, F&LG -5%. China spend down mid-single digits. Trading 23x 2025E P/E vs 19.6x sector avg. 2025E rev €86B, EBIT €21B (24% margin). LT growth intact: brand power, Arnault leadership, global affluence. Valuation attractive despite near-term headwinds.
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