Hermès International Société en commandite par actions (RMS) 주식 개요
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RMS Community Fair Values
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Analyst Price Targets
Top Community Narratives
€1.51k
FV
4.5% 고평가 내재 할인율3.65%
Revenue growth p.a.
6.8k
users have viewed this narrative28users have liked this narrative
1users have commented on this narrative
33users have followed this narrative
Hermès International Société en commandite par actions 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €1,573.00 |
| 52주 최고가 | €2,300.00 |
| 52주 최저가 | €1,465.50 |
| 베타 | 1.0 |
| 1개월 변동 | -4.26% |
| 3개월 변동 | -4.70% |
| 1년 변동 | -24.92% |
| 3년 변동 | -16.47% |
| 5년 변동 | 26.75% |
| IPO 이후 변동 | 30,277.06% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 13
RMS: Leather Expansion And Brand Strength Will Sustain Premium Future P/E
The analyst fair value estimate for Hermès International Société en commandite par actions has been reduced from €2,320 to €2,150, as recent Street research has steadily lowered price targets across the sector. Analysts have cited more cautious views on near term share catalysts and valuation multiples.분석 기사 • Aug 01
Here's What Analysts Are Forecasting For Hermès International Société en commandite par actions (EPA:RMS) After Its Interim Results
Last week, you might have seen that Hermès International Société en commandite par actions ( EPA:RMS ) released its...
내러티브 업데이트 • Jul 30
RMS: Trimmed Expectations And Solid Operations Will Shape Future Appeal
Hermès International Société en commandite par actions has seen its analyst fair value estimate trimmed from about €1,558 to roughly €1,505, as analysts factor in lower price targets along with slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Recent research updates show a more cautious tone around Hermès International Société en commandite par actions, with several bearish analysts trimming price targets and, in one case, moving to a more neutral stance on the stock.Recent updates
내러티브 업데이트 • Aug 13
RMS: Leather Expansion And Brand Strength Will Sustain Premium Future P/E
The analyst fair value estimate for Hermès International Société en commandite par actions has been reduced from €2,320 to €2,150, as recent Street research has steadily lowered price targets across the sector. Analysts have cited more cautious views on near term share catalysts and valuation multiples.분석 기사 • Aug 01
Here's What Analysts Are Forecasting For Hermès International Société en commandite par actions (EPA:RMS) After Its Interim Results
Last week, you might have seen that Hermès International Société en commandite par actions ( EPA:RMS ) released its...내러티브 업데이트 • Jul 30
RMS: Trimmed Expectations And Solid Operations Will Shape Future Appeal
Hermès International Société en commandite par actions has seen its analyst fair value estimate trimmed from about €1,558 to roughly €1,505, as analysts factor in lower price targets along with slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Recent research updates show a more cautious tone around Hermès International Société en commandite par actions, with several bearish analysts trimming price targets and, in one case, moving to a more neutral stance on the stock.내러티브 업데이트 • Jul 15
RMS: Couture Expansion And Brand Strength Will Support Elevated Future P/E
The analyst price target for Hermès International Société en commandite par actions has been reduced to €2,320 from €2,567.48 as analysts factor in lower projected revenue growth, a slightly lower future P/E multiple and a series of recent price target cuts across the Street. Analyst Commentary Recent research on Hermès International Société en commandite par actions shows a cluster of lowered price targets, but not all commentary is negative.
내러티브 업데이트 • Jul 01
RMS: Brand Scarcity And Heritage Will Support Future Upside Potential
The analyst price target for Hermès International Société en commandite par actions has been trimmed from about €2,028.68 to €1,977.50. This reflects a series of target cuts from major banks as analysts cite fewer near term catalysts and slightly more conservative assumptions on growth, margins and future P/E.내러티브 업데이트 • Jun 17
RMS: Defensive Brand Strength Will Support Upside From Geopolitical Tailwinds
Hermès International Société en commandite par actions sees its analyst fair value estimate adjusted lower from about €2,124 to about €2,029, as analysts factor in a series of reduced price targets, slightly more cautious revenue growth assumptions and a modestly lower future P/E multiple, partly offset by a marginally higher profit margin outlook and a reduced discount rate. Analyst Commentary Recent Street research around Hermès International Société en commandite par actions reflects a reset in expectations, with several firms trimming their price targets.내러티브 업데이트 • Jun 03
RMS: Defensive Profile And Rating Upgrades Will Support Elevated Future P/E
Hermès International Société en commandite par actions now carries a revised analyst price target of about €2,567, down from roughly €2,650, as analysts factor in slightly lower assumptions for revenue growth, profit margins and future P/E, along with a modestly reduced discount rate. Analyst Commentary Recent Street research on Hermès International Société en commandite par actions shows a mix of lower price targets and fresh upgrades, with analysts adjusting their models across revenue, margin and P/E assumptions.내러티브 업데이트 • May 19
RMS: Recent Rating Shifts And Revised Assumptions Will Shape Future Appeal
Hermès International Société en commandite par actions saw its analyst fair value estimate reduced from about €1,930.65 to about €1,558.07, as analysts adjusted price targets and assumptions around the discount rate, revenue growth, profit margins and future P/E following a series of target cuts and mixed rating changes across major banks. Analyst Commentary Recent research updates on Hermès International Société en commandite par actions point to a mixed backdrop, with several bearish analysts cutting price targets while a smaller group of firms maintain more constructive views.내러티브 업데이트 • May 02
RMS: Defensive Brand Profile Will Support Upside After Recent Pullback
Hermès International Société en commandite par actions sees its fair value estimate trimmed from about €2,182 to roughly €2,124 as analysts lower price targets and slightly reduce assumptions for revenue growth, profit margins and future P/E, while still citing support from recent upgrades that highlight the brand's defensive profile after the share price pullback. Analyst Commentary Recent Street research on Hermès International Société en commandite par actions has centered on recalibrating price targets while reassessing how resilient the brand and its earnings profile might be after the recent share price pullback.내러티브 업데이트 • Apr 17
RMS: Defensive Brand Profile Will Support Upside Despite Recent Target Cuts
Hermès International Société en commandite par actions sees its analyst price target trimmed from about €2,372 to roughly €2,182, as analysts factor in a slightly higher discount rate, more measured revenue growth assumptions, a marginally lower profit margin outlook, and a modestly reduced future P/E multiple following a series of recent target cuts alongside a few upgrades. Analyst Commentary Recent Street research on Hermès International Société en commandite par actions shows a mix of lower price targets and several upgrades, with analysts reassessing both upside potential and execution risks around current valuation levels.내러티브 업데이트 • Apr 03
RMS: Rating Upgrades And Medium Term Guidance Will Support Elevated Future P/E
The analyst price target for Hermès International Société en commandite par actions has been reduced by €150 to €2,650, as analysts adjust their valuation assumptions in light of lower projected future P/E multiples, while still reflecting support from several recent rating upgrades. Analyst Commentary Recent Street research on Hermès International Société en commandite par actions shows a mix of price target cuts and rating upgrades, with several bullish analysts still highlighting long term strengths in execution and brand positioning.내러티브 업데이트 • Mar 19
RMS: Defensive Profile And Recent Upgrades Will Support Long Term Upside
The updated analyst price target for Hermès International Société en commandite par actions edges slightly lower to about €2,372.50. Analysts point to a still rich future P/E of roughly 50x, paired with modestly higher revenue growth and profit margin assumptions and recent Buy ratings citing a "compelling defensive profile" after the pullback.
새로운 내러티브 • Mar 16
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
About Hermès International SA Hermès International SA is a French luxury goods manufacturer. Its core business is leather goods.내러티브 업데이트 • Mar 05
RMS: Brand Strength And Jefferies Upgrade Will Support Long Term Upside
Narrative Update on Hermès International Société en commandite par actions The updated analyst price target for Hermès International Société en commandite par actions edges slightly lower to about €2,375. Analysts cite a higher discount rate and a modestly lower future P/E multiple, partially offset by neutral changes in fair value drivers such as revenue growth and profit margin, in line with recent research that includes the Jefferies upgrade.내러티브 업데이트 • Feb 19
RMS: Jefferies Upgrade And Medium Term Guidance Will Support Elevated Future P/E
Analysts have kept their €2,800 price target for Hermès International Société en commandite par actions steady, with recent research highlighting slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E to reflect updated views on the business following the latest upgrade commentary. Analyst Commentary Recent research has focused on how the latest upgrade commentary feeds into the existing €2,800 price target, with bullish analysts refining their assumptions rather than changing the headline number.분석 기사 • Feb 17
Analysts Are Updating Their Hermès International Société en commandite par actions (EPA:RMS) Estimates After Its Full-Year Results
Hermès International Société en commandite par actions ( EPA:RMS ) came out with its full-year results last week, and...내러티브 업데이트 • Feb 05
RMS: Brand Strength And Jefferies Upgrade Will Support Elevated Future P/E
Analysts have kept their fair value estimate for Hermès International Société en commandite par actions steady at €2,800.00, citing updated assumptions around discount rate, revenue growth, profit margins and future P/E following recent research that includes an upgrade reported by Jefferies. Analyst Commentary Bullish analysts keeping the fair value estimate at €2,800.00 see this level as consistent with their refreshed assumptions on discount rate, revenue trajectory, profit margins and the P/E they are willing to apply to Hermès International Société en commandite par actions.내러티브 업데이트 • Jan 22
RMS: Premium Brand Strength Will Support Elevated P/E Despite Recent Recalibration
Analysts have trimmed their fair value estimate for Hermès International Société en commandite par actions from €3,000 to €2,800, reflecting updated assumptions on revenue growth, discount rate and future P/E, in line with recent Street price target reductions such as the move to €2,270 at Citi. Analyst Commentary While the latest fair value trim brings estimates closer to recent Street price targets, some bullish analysts still see room for the shares to justify premium pricing based on execution and brand strength.분석 기사 • Jan 10
Why We Like The Returns At Hermès International Société en commandite par actions (EPA:RMS)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...내러티브 업데이트 • Jan 07
RMS: Premium Franchise Will Sustain Long Term Upside Under More Cautious Assumptions
Analysts have trimmed their price targets on Hermès International Société en commandite par actions to a range of about €2,270 to €2,400, a reduction of up to €230, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent research updates point to a slightly more cautious stance on Hermès International Société en commandite par actions, with revised price targets now clustered between about €2,270 and €2,400 and Neutral ratings maintained.내러티브 업데이트 • Dec 23
RMS: Creative Leadership Changes Will Sustain Long Term Luxury Sector Outperformance
The analyst price target for Hermès International Société en commandite par actions has been trimmed modestly, with fair value easing by about EUR 7 to roughly EUR 2,378, as analysts incorporate slightly lower sector growth expectations and a more cautious stance on luxury demand. Analyst Commentary Recent research updates point to a more balanced stance on Hermès International Société en commandite par actions, with price targets nudged lower and ratings converging around neutral, as the luxury backdrop normalizes after several years of outsized growth.내러티브 업데이트 • Dec 09
RMS: Creative Leadership Changes Will Drive Long Term Luxury Sector Outperformance
Analysts have modestly trimmed their price targets on Hermès International Société en commandite par actions, cutting our fair value estimate by about EUR 6 to reflect slightly lower long term growth and margin expectations amid a more cautious stance on the luxury sector. Analyst Commentary Recent Street research reflects a more balanced and selective stance on Hermès, with price targets modestly reduced and ratings gravitating toward neutral positioning as growth normalizes from the post pandemic surge.내러티브 업데이트 • Nov 25
RMS: Creative Leadership Changes Will Shape Luxury Sector Performance Ahead
Hermès International's analyst price target has been trimmed modestly in recent weeks, falling by EUR 30 to a new average of EUR 2,360. Analysts cite shifting sector preferences and a more cautious outlook on luxury sector growth.분석 기사 • Nov 17
Why Hermès International Société en commandite par actions (EPA:RMS) Could Be Worth Watching
Let's talk about the popular Hermès International Société en commandite par actions ( EPA:RMS ). The company's shares...내러티브 업데이트 • Nov 06
RMS: Sector Outlook Will Shift As Creative Leadership Changes Unfold
Narrative Update on Hermès International Société en commandite par actions Hermès’ fair value estimate has been slightly reduced from €2,397.95 to €2,391.70. Analysts cite modestly softer growth expectations and a more cautious sector outlook, which is reflected in multiple recent price target decreases.내러티브 업데이트 • Oct 23
Analyst Commentary Highlights Moderation in Hermès International’s Valuation and Sector Growth Outlook
Hermès International's analyst price target has been lowered slightly from €2,423 to €2,398, as analysts cite sector-wide moderation following recent rapid growth and shifting preferences among luxury brands. Analyst Commentary Recent analyst updates for Hermès International Société en commandite par actions reflect an evolving outlook as the luxury sector moderates after years of strong performance.분석 기사 • Sep 27
Hermès International Société en commandite par actions' (EPA:RMS) Shareholders Might Be Looking For Exit
With a price-to-earnings (or "P/E") ratio of 48.4x Hermès International Société en commandite par actions ( EPA:RMS...내러티브 업데이트 • Sep 24
Global High-Net-Worth Trends And Ethical Craftsmanship Will Expand Markets
Hermès’ consensus price target was slightly reduced to €2,423 as analysts tempered expectations on growth catalysts and revenue momentum amid high valuations and potential macroeconomic headwinds. Analyst Commentary Bearish analysts highlight a lack of identifiable catalysts to accelerate growth in the near term.내러티브 업데이트 • Sep 04
Global High-Net-Worth Trends And Ethical Craftsmanship Will Expand Markets
Analysts have tempered expectations for Hermès due to subdued near-term growth catalysts, a reassessment of luxury demand, and premium valuation concerns, resulting in no change to the consensus price target, which remains at €2450. Analyst Commentary Bearish analysts express concern over the lack of near-term growth catalysts to support further share price appreciation.
새로운 내러티브 • Feb 16
Future Investments May Squeeze Margins But Could Strengthen Global Expansion
Operational investments to expand production capacity and secure supply chains may strain net margins and cash flow short-term.주주 수익률
| RMS | FR Luxury | FR 시장 | |
|---|---|---|---|
| 7D | -0.2% | -1.3% | -1.7% |
| 1Y | -24.9% | -14.5% | 1.7% |
수익률 대 산업: RMS은 지난 1년 동안 -14.5%의 수익을 기록한 French Luxury 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: RMS은 지난 1년 동안 1.7%를 기록한 French 시장보다 저조한 성과를 냈습니다.
주가 변동성
| RMS volatility | |
|---|---|
| RMS Average Weekly Movement | 5.4% |
| Luxury Industry Average Movement | 4.6% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in FR Market | 10.2% |
| 10% least volatile stocks in FR Market | 2.3% |
안정적인 주가: RMS는 지난 3개월 동안 French 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: RMS의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1837 | 27,107 | Axel Dumas | finance.hermes.com |
에르메스 인터내셔널 소시에테는 다양한 상품의 생산, 도매 및 소매업에 종사하고 있습니다. 이 회사는 남성과 여성을 위한 가방, 여행 용품, 소형 가죽 제품 및 액세서리, 안장, 굴레, 다양한 승마 용품 및 의류, 남성과 여성을 위한 기성복 의류, 보석, 벨트, 모자, 장갑, 사물인터넷 제품, 신발 등의 액세서리를 제공합니다. 또한 남성과 여성을 위한 실크 및 직물, 생활 예술 및 식기 제품, 미용 및 향수 제품, 시계를 제공합니다.
Hermès International Société en commandite par actions 기초 지표 요약
| RMS 기초 통계 | |
|---|---|
| 시가총액 | €164.76b |
| 순이익 (TTM) | €4.52b |
| 매출 (TTM) | €16.13b |
36.5x
주가수익비율(P/E)10.2x
주가매출비율(P/S)RMS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| RMS 손익계산서 (TTM) | |
|---|---|
| 매출 | €16.13b |
| 매출원가 | €4.62b |
| 총이익 | €11.51b |
| 기타 비용 | €6.99b |
| 순이익 | €4.52b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Feb 11, 2027
| 주당순이익(EPS) | 43.12 |
| 총이익률 | 71.34% |
| 순이익률 | 28.00% |
| 부채/자본 비율 | 0.005% |
RMS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.1%
현재 배당 수익률30%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/23 08:50 |
| 종가 | 2026/08/21 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Hermès International Société en commandite par actions는 34명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Arancha Piñeiro | Banco de Sabadell. S.A. |
| Mariano Szachtman | Banco Santander |
| Victoria Petrova | Barclays |