L'Oréal S.A.

ENXTPA:OR 株式レポート

時価総額:€195.4b

L'Oréal マネジメント

マネジメント 基準チェック /24

L'Oréalの CEO はNicolas Hieronimusで、 May2021年に任命され、 の在任期間は 5.08年です。 の年間総報酬は€ 12.03Mで、 19.1%給与と80.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.045%を直接所有しており、その価値は€ 87.07M 。経営陣と取締役会の平均在任期間はそれぞれ7.5年と6.5年です。

主要情報

Nicolas Hieronimus

最高経営責任者

€12.0m

報酬総額

CEO給与比率19.12%
CEO在任期間5yrs
CEOの所有権0.04%
経営陣の平均在職期間7.5yrs
取締役会の平均在任期間6.5yrs

経営陣の近況

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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

Jan 02
Should You Think About Buying L'Oréal S.A. (EPA:OR) Now?

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

Aug 29
Is L'Oréal (EPA:OR) Using Too Much Debt?

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

Aug 15
We Think L'Oréal (EPA:OR) Might Have The DNA Of A Multi-Bagger

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

Aug 01
L'Oréal S.A. (EPA:OR) Just Reported Half-Yearly Earnings: Have Analysts Changed Their Mind On The Stock?

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

Jul 26
Investor Optimism Abounds L'Oréal S.A. (EPA:OR) But Growth Is Lacking

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

Jun 25
Why L'Oréal S.A. (EPA:OR) Could Be Worth Watching

Estimating The Fair Value Of L'Oréal S.A. (EPA:OR)

May 16
Estimating The Fair Value Of L'Oréal S.A. (EPA:OR)
User avatar

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.

CEO報酬分析

L'Oréal の収益と比較して、Nicolas Hieronimus の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025€12m€2m

€6b

Sep 30 2025n/an/a

€6b

Jun 30 2025n/an/a

€6b

Mar 31 2025n/an/a

€6b

Dec 31 2024€10m€2m

€6b

Sep 30 2024n/an/a

€6b

Jun 30 2024n/an/a

€6b

Mar 31 2024n/an/a

€6b

Dec 31 2023€11m€2m

€6b

Sep 30 2023n/an/a

€6b

Jun 30 2023n/an/a

€6b

Mar 31 2023n/an/a

€6b

Dec 31 2022€10m€2m

€6b

Sep 30 2022n/an/a

€6b

Jun 30 2022n/an/a

€5b

Mar 31 2022n/an/a

€5b

Dec 31 2021€9m€1m

€5b

報酬と市場: Nicolasの 総報酬 ($USD 14.09M ) は、 French市場 ($USD 5.62M ) の同規模の企業の平均を上回っています。

報酬と収益: Nicolasの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Nicolas Hieronimus (61 yo)

5yrs
在職期間
€12,031,600
報酬

Mr. Nicolas Hieronimus serves as Chief Executive Officer at L'Or al S.A. since May 1, 2021. Mr. Hieronimus served as Deputy Chief Executive Officer in charge of Divisions at 'LOral S.A. since May 1, 2017...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Nicolas Hieronimus
CEO & Director5yrs€12.03m0.045%
€ 87.1m
Christophe Babule
Executive VP & CFO7.3yrsデータなしデータなし
Antoine Vanlaeys
Chief Operations Officer5.3yrsデータなしデータなし
Eva Quiroga-Thiele
Head of Investor Relationsno dataデータなしデータなし
Asmita Dubey
Chief Digital & Marketing Officer5.1yrsデータなしデータなし
Jean-Claude Le Grand
Chief Human Relations Officer7.8yrsデータなしデータなし
Vismay Sharma
President of South Asia Pacificno dataデータなしデータなし
Jacques Challes
Chief Innovation Officer14yrsデータなしデータなし
Emmanuel Goulin
President of Europe13.7yrsデータなしデータなし
Barbara Lavernos
Deputy Chief Executive Officer5yrsデータなしデータなし
Vianney Derville
Chief Growth Officer9.7yrsデータなしデータなし
Jean-Louis Kibort
Group Head of Security9.8yrsデータなしデータなし
7.5yrs
平均在職期間
57.5yo
平均年齢

経験豊富な経営陣: ORの経営陣は経験豊富で経験豊富です(平均在職期間は7.5年)。


取締役

名称ポジション在職期間報酬所有権
Nicolas Hieronimus
CEO & Director5.1yrs€12.03m0.045%
€ 87.1m
Lindsay Owen-Jones
Honorary Chairman15.3yrs€11.00kデータなし
Jean-Paul Agon
Chairman of the Board20.1yrs€950.00k0.22%
€ 439.3m
Jacques Ripoll
Independent Director2.1yrs€135.10k0.000070%
€ 136.8k
David Greenberg
Chairman of L’Oréal USAless than a yearデータなしデータなし
Alexandre Ricard
Independent Director5.1yrs€116.07k0.000090%
€ 175.9k
Jean-Victor Meyers
Vice Chairman of the Board14.3yrs€113.56k0.00028%
€ 547.1k
Ilham Kadri
Independent Director5.9yrs€99.79k0.000050%
€ 97.7k
Patrice Caine
Independent Director8.1yrs€119.86k0.00019%
€ 371.2k
Sophie Bellon
Independent Director11.1yrs€123.50k0.00020%
€ 390.8k
Fabienne Dulac
Independent Director7.1yrs€121.50k0.000090%
€ 175.9k
Nicolas Meyers
Director5.9yrs€104.70k0.00028%
€ 547.1k
6.5yrs
平均在職期間
58.5yo
平均年齢

経験豊富なボード: ORの 取締役会経験豊富 であると考えられます ( 6.5年の平均在任期間)。


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2026/05/04 11:52
終値2026/04/30 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Youtubeのチュートリアルも掲載しています。

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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