Added to YB: 2026-10-01
Pitch date: 2026-09-26
MC.PA [bullish]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-0.41%
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 189.4B
Pitch Price
EUR 399.95
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
growth
LVMH: The Luxury Compounder at a Crossroads
MC.PA (overview): LVMH’s durable luxury franchise is showing early stabilization at a more modest — but not bargain — valuation of roughly 16× forward earnings. Q2 2026 organic growth accelerated to 3%, with Fashion & Leather Goods returning to positive organic growth after seven consecutive quarters of decline, while cash generation and low-20% operating margins remain resilient. The case requires a durable return to mid-single-digit growth; renewed Asian weakness or promotions could keep margins pressured.
Read full article (5 min)