Added to YB: 2025-06-10
Pitch date: 2025-06-06
MC.PA [neutral]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-13.31%
current return
Author Info
Company Info
LVMH Moët Hennessy - Louis Vuitton, Société Européenne, together with its subsidiaries, operates as a luxury goods company worldwide.
Market Cap
EUR 189.4B
Pitch Price
EUR 459.48
Price Target
N/A
Dividend
3.38%
EV/EBITDA
9.28
P/E
17.51
EV/Sales
2.71
Sector
Textiles, Apparel and Luxury Goods
Category
value
LVMH - A house of luxury built on acquisitions
MC.PA (deep dive): LVMH, world's largest luxury conglomerate, trading at discount (€453 DCF vs €237B market cap). 5.6% FCF yield with 67% gross/23% op margins. LV dominates w/ €22B+ revenue (43% of profit). China slowdown risk offset by strong balance sheet (0.34 D/E), diversified portfolio of 75 heritage brands, vertical integration, and Arnault family stewardship (48.6% control).
Read full article (23 min)