Added to YB: 2026-10-08
Pitch date: 2026-10-04
MC.PA [neutral]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
+2.82%
current return
Author Info
No bio for this author
Company Info
LVMH Moët Hennessy - Louis Vuitton, Société Européenne, together with its subsidiaries, operates as a luxury goods company worldwide.
Market Cap
EUR 189.6B
Pitch Price
EUR 378.85
Price Target
N/A
Dividend
3.38%
EV/EBITDA
9.29
P/E
17.53
EV/Sales
2.71
Sector
Textiles, Apparel and Luxury Goods
Category
N/A
Half a Lost Decade at LVMH
MC.PA (monitor): LVMH remains a world-class luxury group, but at €378 the roughly 55% drawdown reflects both weaker earnings and multiple compression. The shares trade near 11.7x normalized EBIT under a 20% margin assumption, but closer to 17x earnings after tax — reasonable if growth can be reignited, rather than distressed. Greater conviction requires Asian currency effects to prove temporary, Louis Vuitton’s China sales to stabilize, and a durable price base to emerge.
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