L'Oréal S.A.

ENXTPA:OR 株式レポート

時価総額：€192.3b

L'Oréal 将来の成長

Future 基準チェック /26

L'Oréal利益と収益がそれぞれ年間9.2%と5.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に20.9% 9.4%なると予測されています。

主要情報

9.2%

収益成長率

9.39%

EPS成長率

Personal Products 収益成長8.6%
収益成長率5.2%
将来の株主資本利益率20.92%
アナリストカバレッジ

Good

最終更新日08 May 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
User avatar
新しいナラティブ • 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.

業績と収益の成長予測

ENXTPA:OR - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: ORの予測収益成長率 (年間9.2% ) は 貯蓄率 ( 2.5% ) を上回っています。

収益対市場: ORの収益 ( 9.2% ) French市場 ( 12.4% ) よりも低い成長が予測されています。

高成長収益: ORの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ORの収益 ( 5.2% ) French市場 ( 5.6% ) よりも低い成長が予測されています。

高い収益成長: ORの収益 ( 5.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ORの 自己資本利益率 は、3年後には高くなると予測されています ( 20.9 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 06:10
終値2026/05/20 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

L'Oréal S.A. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50

アナリスト機関
John StaszakArgus Research Company
Arancha PiñeiroBanco de Sabadell. S.A.
Mariano SzachtmanBanco Santander