L'Oréal S.A.

ENXTPA:OR 주식 리포트

시가총액: €200.4b

L'Oréal 경영진

경영진 기준 점검 2/4

L'Oréal CEO는 Nicolas Hieronimus, May2021 에 임명되었습니다 의 임기는 5.08 년입니다. 총 연간 보상은 €12.03M, 19.1% 급여 및 80.9% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €89.31M 가치에 해당하는 회사 주식의 0.045% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.6 년과 6.6 년입니다.

핵심 정보

Nicolas Hieronimus

최고경영자

€12.0m

총 보수

CEO 급여 비율19.12%
CEO 재임 기간5.1yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간7.6yrs
이사회 평균 재임 기간6.6yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
새로운 내러티브 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.

CEO 보수 분석

Nicolas Hieronimus의 보수는 L'Oréal의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Nicolas의 총 보수(USD13.87M)는 French 시장에서 비슷한 규모 기업의 평균(USD5.45M)보다 높습니다.

보상과 수익: Nicolas의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Nicolas Hieronimus (62 yo)

5.1yrs
재임 기간
€12,031,600
보수

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...


리더십 팀

이름직위재임 기간보수지분
Nicolas Hieronimus
CEO & Director5.1yrs€12.03m0.045%
€ 89.3m
Christophe Babule
Executive VP & CFO7.3yrs데이터 없음데이터 없음
Antoine Vanlaeys
Chief Operations Officer5.3yrs데이터 없음데이터 없음
Eva Quiroga-Thiele
Head of Investor Relationsno data데이터 없음데이터 없음
Asmita Dubey
Chief Digital & Marketing Officer5.2yrs데이터 없음데이터 없음
Jean-Claude Le Grand
Chief Human Relations Officer7.9yrs데이터 없음데이터 없음
Vismay Sharma
President of South Asia Pacificno data데이터 없음데이터 없음
Jacques Challes
Chief Innovation Officer14.1yrs데이터 없음데이터 없음
Emmanuel Goulin
President of Europe13.8yrs데이터 없음데이터 없음
Barbara Lavernos
Deputy Chief Executive Officer5.1yrs데이터 없음데이터 없음
Vianney Derville
Chief Growth Officer9.8yrs데이터 없음데이터 없음
Jean-Louis Kibort
Group Head of Security9.9yrs데이터 없음데이터 없음
7.6yrs
평균 재임 기간
58.5yo
평균 나이

경험이 풍부한 관리: OR의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.6 년).


이사회 구성원

이름직위재임 기간보수지분
Nicolas Hieronimus
CEO & Director5.2yrs€12.03m0.045%
€ 89.3m
Lindsay Owen-Jones
Honorary Chairman15.3yrs€11.00k데이터 없음
Jean-Paul Agon
Chairman of the Board20.2yrs€950.00k0.22%
€ 450.6m
Jacques Ripoll
Independent Director2.2yrs€135.10k0.000070%
€ 140.3k
David Greenberg
Chairman of L’Oréal USAless than a year데이터 없음데이터 없음
Alexandre Ricard
Independent Director5.2yrs€116.07k0.000090%
€ 180.4k
Jean-Victor Meyers
Vice Chairman of the Board14.3yrs€113.56k0.00028%
€ 561.2k
Ilham Kadri
Independent Director6yrs€99.79k0.000050%
€ 100.2k
Patrice Caine
Independent Director8.2yrs€119.86k0.00019%
€ 380.8k
Sophie Bellon
Independent Director11.2yrs€123.50k0.00020%
€ 400.9k
Fabienne Dulac
Independent Director7.2yrs€121.50k0.000090%
€ 180.4k
Nicolas Meyers
Director6yrs€104.70k0.00028%
€ 561.2k
6.6yrs
평균 재임 기간
59.5yo
평균 나이

경험이 풍부한 이사회: OR의 이사회경험이 있음으로 간주됩니다(평균 재임 6.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/08 21:41
종가2026/06/08 00:00
수익2025/12/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

L'Oréal S.A.는 50명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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