L'Oréal S.A.

Report azionario ENXTPA:OR

Capitalizzazione di mercato: €204.3b

L'Oréal Performance degli utili passati

Criteri Il passato verificati 2/6

L'Oréal ha registrato una crescita degli utili a un tasso medio annuo di 6.5%, mentre il settore Personal Products ha registrato utili in crescita a un tasso medio annuo di 10.5%. I ricavi sono stati in crescita a un tasso medio annuo di 7.3%. Il ritorno sul capitale proprio di L'Oréal è 18.6% e ha margini netti di 13.9%.

Informazioni chiave

6.52%

Tasso di crescita degli utili

7.26%

Tasso di crescita dell'EPS

Personal Products Crescita del settore16.11%
Tasso di crescita dei ricavi7.31%
Rendimento del capitale proprio18.63%
Margine netto13.90%
Ultimo aggiornamento sugli utili30 Jun 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento narrativa Aug 06

OR: Gucci License And China Demand Concerns Will Shape Future P E Premium

L'Oréal's analyst price target has been revised higher to €417 from about €408 as analysts factor in recent upgrades, higher Street targets and updated assumptions around sales growth, profit margins and justified P/E levels. Analyst Commentary Recent research on L'Oréal shows a mix of optimism and caution, with several firms adjusting ratings and price targets in both directions.
Articolo di analisi Aug 01

Analyst Estimates: Here's What Brokers Think Of L'Oréal S.A. (EPA:OR) After Its Interim Report

It's been a good week for L'Oréal S.A. ( EPA:OR ) shareholders, because the company has just released its latest...
Aggiornamento narrativa Jun 15

OR: Growth Inflection And Legal Overhang Will Shape Future P E Premium

Analysts have nudged the L'Oréal price target to €408.42. The small adjustment is supported by research citing an inflection in growth as the company returns closer to its historical organic growth profile, while the stock reaction has been muted.
Aggiornamento narrativa Jun 01

OR: Broker Upgrades And Mixed Views Will Shape Future P E Premium

L'Oréal's updated analyst price target now sits at €408.42, a small uplift from €406.15. Analysts are factoring in slightly higher assumed profit margins, a modestly richer future P/E of about 32x, and recent upgrades that frame the stock as being at a potential growth inflection point, even as some firms fine tune their targets.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi Jan 02

Should You Think About Buying L'Oréal S.A. (EPA:OR) Now?

Let's talk about the popular L'Oréal S.A. ( EPA:OR ). The company's shares received a lot of attention from a...
Articolo di analisi 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...
Articolo di analisi 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...
User avatar
Nuova 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.

Ripartizione dei ricavi e delle spese

Come L'Oréal guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

ENXTPA:OR Ricavi, spese e utili (EUR Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Jun 2645,3556,30623,1241,406
31 Mar 2644,7036,21722,7991,393
31 Dec 2544,0526,12722,4751,381
30 Sep 2543,9466,12422,3931,370
30 Jun 2543,8396,12122,3121,359
31 Mar 2543,6636,26522,2701,357
31 Dec 2443,4876,40922,2291,355
30 Sep 2443,1086,44522,0491,344
30 Jun 2442,7296,48121,8701,333
31 Mar 2441,9566,33221,4281,311
31 Dec 2341,1836,18420,9861,289
30 Sep 2340,8256,01320,6681,255
30 Jun 2340,4685,84320,3501,222
31 Mar 2339,3655,77519,7221,180
31 Dec 2238,2615,70719,0941,139
30 Sep 2236,8595,58218,5331,109
30 Jun 2235,4575,45717,9711,079
31 Mar 2233,8725,02717,3231,054
31 Dec 2132,2884,59716,6751,029
30 Sep 2131,2004,35016,0371,013
30 Jun 2130,1124,10415,398998
31 Mar 2129,0523,83314,849981
31 Dec 2027,9923,56314,300964
30 Sep 2028,0653,40514,432973
30 Jun 2028,1393,24614,565981
31 Mar 2029,0063,49814,927983
31 Dec 1929,8743,75015,288985
30 Sep 1929,1163,84814,890956
30 Jun 1928,3583,94714,475927
31 Mar 1927,6483,92114,122921
31 Dec 1826,9373,89513,777914
30 Sep 1826,4703,96313,479907
30 Jun 1826,0034,03013,221899
31 Mar 1826,0133,92613,174888
31 Dec 1726,0243,82213,111877
30 Sep 1725,9283,73413,036867
30 Jun 1725,8323,64612,944857
31 Mar 1725,3743,36312,732849
31 Dec 1624,9163,08112,521841
30 Sep 1623,9582,95111,937826
30 Jun 1624,9352,91612,597824
31 Mar 1625,0963,10712,714809
31 Dec 1524,2903,25112,208787
30 Sep 1524,7173,12712,549784

Guadagni di qualità: OR ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di OR (13.9%) sono inferiori rispetto allo scorso anno (14%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di OR sono cresciuti del 6.5% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di OR nell'ultimo anno ( 3% ) è inferiore alla media quinquennale ( 6.5% all'anno).

Guadagni vs Settore: La crescita degli utili OR nell'ultimo anno ( 3% ) non ha superato quella del settore Personal Products 5.6%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 18.6% ) di OR è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/12 21:52
Prezzo dell'azione a fine giornata2026/08/12 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

L'Oréal S.A. è coperta da 52 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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