Added to YB: 2026-10-08
Pitch date: 2026-10-06
MC.PA [bullish]
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
+1.62%
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 383.35
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
value
LVMH Fell 45% From All Time High. But Is the Stock Actually Cheap?
MC.PA (hold): LVMH’s luxury economics appear cyclically pressured rather than broken: H1 2026 organic revenue grew 2%, while free cash flow and EBITDA margin stabilized at $6.5bn and 26%. At 19x trailing earnings and a 6.4% FCF yield, the conservative scenario offers 8-11% annual returns, but stagnant capital efficiency and limited visibility on China and broader luxury demand support holding until growth accelerates or valuation provides more safety.
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