L'Oréal S.A.

Informe acción ENXTPA:OR

Capitalización de mercado: €192.3b

L'Oréal Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de L'Oréal de 9.2% y 5.2% por año respectivamente. Se prevé que el BPA crezca en un 9.4% al año. Se espera que la rentabilidad financiera sea de 20.9% en 3 años.

Información clave

9.2%

Tasa de crecimiento de los beneficios

9.39%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Personal Products8.6%
Tasa de crecimiento de los ingresos5.2%
Rentabilidad financiera futura20.92%
Cobertura de analistas

Good

Última actualización08 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa May 13

OR: Tariff Refund Lawsuit And Broker Upgrades Support Higher Future P E Premium

L'Oréal's analyst fair value estimate has moved slightly higher to about €406 per share, as analysts adjust their models for modestly stronger revenue growth assumptions and higher future P/E expectations. This change is supported by a series of recent price target increases and upgrades from major brokerages.
Actualización de narrativa Apr 25

OR: Tariff Refund Lawsuit And Mixed Research Tone Will Shape Future Premium P/E Potential

Analysts have nudged their fair value estimate for L'Oréal slightly higher to €403.48 from €402.73, reflecting recent upward revisions to Street price targets in the €370 to €437 range and broadly supportive research commentary on the shares. Analyst Commentary Recent research points to a generally constructive tone around L'Oréal, with several firms lifting their price targets into the mid to high €300s and low €400s and one major upgrade in rating.
Actualización de narrativa Apr 07

OR: Tariff Refund Lawsuit Will Support Premium P E Re Rating Potential

Analysts have lifted their price targets on L'Oréal into a higher €360 to €437 range, reflecting updated views on its operational momentum, earnings assumptions and valuation. Analyst Commentary Recent research updates show a cluster of higher price targets for L'Oréal, with analysts reassessing both execution and valuation as they refine their views on the company.
Actualización de narrativa Mar 24

OR: Tariff Refund Lawsuits Will Support Premium P E Re Rating Potential

The analyst price target for L'Oréal has been nudged higher to €402.73 from €402.19, reflecting analysts' updated fair value work and a series of recent price target hikes and rating upgrades across major research houses. Analyst Commentary Recent research updates on L'Oréal reflect a mix of optimism and caution, with several price targets set in the €360 to €437 range and multiple rating upgrades from previously more neutral or negative stances.
Actualización de narrativa Mar 10

OR: Tariff Lawsuits And Premium P E Debate Will Shape Balanced Outlook

The updated analyst price targets for L'Oréal, now clustering in the €360 to €437 range and reflected in a slightly refined fair value estimate of €402.19, come as several firms highlight improving operational momentum, some upside to existing estimates, and what they see as a still compelling P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets into a €374 to €437 band, which aligns with the refined fair value estimate around €402 and supports the view that current pricing still leaves room for upside if execution stays on track.
Actualización de narrativa Feb 23

OR: China Skincare Bets And US Push Will Guide Balanced Outlook

The analyst fair value estimate for L'Oréal has moved from €397.58 to €402.38, with analysts pointing to a series of recent price target raises and upgrades to Buy as they factor in adjusted growth, margin and future P/E assumptions. Analyst Commentary Recent research updates show a clear shift in tone around L'Oréal, with several bullish analysts lifting price targets and ratings, while a smaller group stays more cautious on execution and valuation assumptions.
Actualización de narrativa Feb 09

OR: China Skincare Bets And US Push Will Shape Balanced Outlook

Narrative update The analyst price target for L'Oréal edges slightly lower to about €398, reflecting analysts' modestly adjusted fair value, discount rate, revenue growth and future P/E assumptions after mixed recent rating changes and a small cut to one Street target alongside several upgrades. Analyst Commentary Recent Street research on L'Oréal shows a mix of optimism around execution and growth, alongside some caution on valuation and upside from current levels.
Actualización de narrativa Jan 26

OR: China Skincare Moves And US Focus Will Shape Future Momentum

Narrative Update Analysts have lifted their implied fair value for L'Oréal from €391.44 to €397.78, citing a mix of upgraded ratings, slightly higher growth and profit assumptions, and support for a richer future P/E multiple from recent Street research. Analyst Commentary Recent Street research on L'Oréal has tilted more positive, with several upgrades and higher price targets feeding into the modest uplift in implied fair value.
Actualización de narrativa Jan 11

OR: Kering Beauty Deal And Mixed Sales Trends Will Shape Future Momentum

Analysts have nudged their fair value estimate for L'Oréal higher from €387.55 to €391.44 as they weigh a reduced discount rate, a slightly higher future P/E assumption of 31.48x, and mixed recent research that highlights both concerns about sales momentum and the potential benefits of the Kering Beauty acquisition and improving operational trends. Analyst Commentary Recent research paints a mixed picture for L'Oréal, with some analysts focusing on improving operations and others emphasizing softer sales momentum and competitive shifts in beauty licensing.
Artículo de análisis Jan 02

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Artículo de análisis Aug 29

Is L'Oréal (EPA:OR) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Aug 15

We Think L'Oréal (EPA:OR) Might Have The DNA Of A Multi-Bagger

ENXTPA:OR 1 Year Share Price vs Fair Value Explore L'Oréal's Fair Values from the Community and select yours If we want...
Artículo de análisis Aug 01

L'Oréal S.A. (EPA:OR) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

It's been a good week for L'Oréal S.A. ( EPA:OR ) shareholders, because the company has just released its latest...
Artículo de análisis Jul 26

Investor Optimism Abounds L'Oréal S.A. (EPA:OR) But Growth Is Lacking

L'Oréal S.A.'s ( EPA:OR ) price-to-earnings (or "P/E") ratio of 31.2x might make it look like a strong sell right now...
Artículo de análisis Jun 25

Why L'Oréal S.A. (EPA:OR) Could Be Worth Watching

L'Oréal S.A. ( EPA:OR ) saw significant share price movement during recent months on the ENXTPA, rising to highs of...
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Nueva narrativa Feb 09

Emerging Markets Expansion And AI Integration Will Drive Future Performance

Expansion in emerging markets and acquisition of niche brands aim to diversify the portfolio and drive future revenue growth.

Previsiones de crecimiento de beneficios e ingresos

ENXTPA:OR - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202851,5328,2858,47310,15117
12/31/202748,8737,7427,8979,53520
12/31/202646,2177,0377,0918,92121
12/31/202544,0526,1277,1628,657N/A
9/30/202543,9466,1247,2808,841N/A
6/30/202543,8396,1217,3999,025N/A
3/31/202543,6636,2657,0218,655N/A
12/31/202443,4876,4096,6448,286N/A
9/30/202443,1086,4456,3257,919N/A
6/30/202442,7296,4816,0057,551N/A
3/31/202441,9566,3326,0617,578N/A
12/31/202341,1836,1846,1167,605N/A
9/30/202340,8256,0135,9067,365N/A
6/30/202340,4685,8435,6967,125N/A
3/31/202339,3655,7755,3156,701N/A
12/31/202238,2615,7074,9356,278N/A
9/30/202236,8595,5824,8946,161N/A
6/30/202235,4575,4574,8526,043N/A
3/31/202233,8725,0275,2536,386N/A
12/31/202132,2884,5975,6536,728N/A
9/30/202131,2004,3505,9997,032N/A
6/30/202130,1124,1046,3447,335N/A
3/31/202129,0523,8335,9136,894N/A
12/31/202027,9923,5635,4816,453N/A
9/30/202028,0653,4054,9276,002N/A
6/30/202028,1393,2464,3745,550N/A
3/31/202029,0063,4984,7035,906N/A
12/31/201929,8743,7505,0326,263N/A
9/30/201929,1163,848N/A5,849N/A
6/30/201928,3583,947N/A5,436N/A
3/31/201927,6483,921N/A5,364N/A
12/31/201826,9373,895N/A5,292N/A
9/30/201826,4703,963N/A5,295N/A
6/30/201826,0034,030N/A5,299N/A
3/31/201826,0133,926N/A5,248N/A
12/31/201726,0243,822N/A5,197N/A
9/30/201725,9283,734N/A5,113N/A
6/30/201725,8323,646N/A5,029N/A
3/31/201725,3743,363N/A4,867N/A
12/31/201624,9163,081N/A4,705N/A
9/30/201623,9582,951N/A4,638N/A
6/30/201624,9352,916N/A4,571N/A
3/31/201625,0963,107N/A4,387N/A
12/31/201524,2903,251N/A4,203N/A
9/30/201524,7173,127N/A4,056N/A
6/30/201524,1762,956N/A3,908N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (9.2% al año) de OR es superior a la tasa de ahorro (2.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (9.2% al año) de OR crezcan menos que el mercado French (12.4% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de OR crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (5.2% al año) de OR crezcan más despacio que el mercado de French (5.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.2% al año) de OR crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de OR sea alta dentro de 3 años (20.9%)


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 14:58
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

L'Oréal S.A. está cubierta por 50 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John StaszakArgus Research Company
Arancha PiñeiroBanco de Sabadell. S.A.
Mariano SzachtmanBanco Santander