A Look At The Intrinsic Value Of LVMH Moët Hennessy - Louis Vuitton, Société Européenne (EPA:MC)
May 29
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French (CAC) Luxury Industry Analysis
UpdatedMay 30, 2025
DataAggregated Company Financials
Companies13
- 7D-1.5%
- 3M-24.2%
- 1Y-22.0%
- YTD-14.9%
Over the last 7 days, the Luxury industry has dropped 1.5%, driven by Hermès International Société en commandite par actions declining 2.2%. On the other hand Chausseria is actually up 13%. Overall the industry is down 22% in 12 months. Looking forward, earnings are forecast to grow by 8.4% annually.
Industry Valuation and Performance
Has the French Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 31 May 2025 | €592.5b | €202.4b | €23.5b | 18.8x | 25.2x | 2.9x |
| Mon, 28 Apr 2025 | €603.3b | €202.4b | €23.5b | 19.4x | 25.7x | 3x |
| Wed, 26 Mar 2025 | €686.9b | €202.4b | €23.5b | 22.8x | 29.3x | 3.4x |
| Fri, 21 Feb 2025 | €781.0b | €202.4b | €23.5b | 24.8x | 33.3x | 3.9x |
| Sun, 19 Jan 2025 | €751.0b | €204.5b | €26.3b | 19.6x | 28.6x | 3.7x |
| Tue, 17 Dec 2024 | €688.0b | €204.5b | €26.3b | 16.2x | 26.2x | 3.4x |
| Thu, 14 Nov 2024 | €619.5b | €204.6b | €26.3b | 14.6x | 23.6x | 3x |
| Sat, 12 Oct 2024 | €690.1b | €204.6b | €26.3b | 16.6x | 26.3x | 3.4x |
| Mon, 09 Sep 2024 | €638.6b | €204.6b | €26.3b | 19.8x | 24.3x | 3.1x |
| Wed, 07 Aug 2024 | €652.9b | €204.6b | €26.3b | 16.6x | 24.9x | 3.2x |
| Fri, 05 Jul 2024 | €744.1b | €205.9b | €28.7b | 19.3x | 25.9x | 3.6x |
| Sun, 02 Jun 2024 | €759.2b | €205.9b | €28.7b | 20.1x | 26.4x | 3.7x |
| Tue, 30 Apr 2024 | €803.8b | €205.9b | €28.7b | 17.4x | 28x | 3.9x |
| Thu, 28 Mar 2024 | €848.2b | €205.9b | €28.7b | 18.5x | 29.5x | 4.1x |
| Sat, 24 Feb 2024 | €860.8b | €206.0b | €28.7b | 20.1x | 30x | 4.2x |
| Mon, 22 Jan 2024 | €678.9b | €203.5b | €30.0b | 14.9x | 22.6x | 3.3x |
| Wed, 20 Dec 2023 | €759.7b | €203.5b | €30.0b | 14.5x | 25.3x | 3.7x |
| Fri, 17 Nov 2023 | €736.6b | €203.5b | €30.0b | 14.2x | 24.6x | 3.6x |
| Sun, 15 Oct 2023 | €673.6b | €203.5b | €30.0b | 17.4x | 22.5x | 3.3x |
| Tue, 12 Sep 2023 | €750.3b | €203.5b | €30.0b | 18.1x | 25x | 3.7x |
| Thu, 10 Aug 2023 | €802.3b | €203.6b | €30.0b | 20.7x | 26.7x | 3.9x |
| Sat, 08 Jul 2023 | €807.1b | €191.1b | €26.8b | 16.8x | 30.1x | 4.2x |
| Mon, 05 Jun 2023 | €826.0b | €191.1b | €26.8b | 17.1x | 30.8x | 4.3x |
| Wed, 03 May 2023 | €857.5b | €191.1b | €26.8b | 22.4x | 31.9x | 4.5x |
| Fri, 31 Mar 2023 | €825.1b | €191.1b | €26.8b | 22.6x | 30.7x | 4.3x |
| Sun, 26 Feb 2023 | €773.2b | €191.2b | €26.9b | 18.7x | 28.8x | 4x |
| Tue, 24 Jan 2023 | €773.6b | €175.2b | €25.3b | 17.8x | 30.5x | 4.4x |
| Thu, 22 Dec 2022 | €686.5b | €175.2b | €25.3b | 19.4x | 27.1x | 3.9x |
| Sat, 19 Nov 2022 | €695.4b | €175.2b | €25.3b | 20.5x | 27.5x | 4x |
| Mon, 17 Oct 2022 | €612.6b | €175.2b | €25.3b | 17.6x | 24.2x | 3.5x |
| Wed, 14 Sep 2022 | €718.9b | €198.2b | €27.1b | 21.1x | 26.5x | 3.6x |
| Fri, 12 Aug 2022 | €754.8b | €198.3b | €27.1b | 20.4x | 27.8x | 3.8x |
| Sun, 10 Jul 2022 | €648.3b | €175.8b | €24.1b | 20.4x | 26.9x | 3.7x |
| Tue, 07 Jun 2022 | €666.1b | €175.8b | €24.1b | 21.7x | 27.7x | 3.8x |
Price to Earnings Ratio
27.7x
Current Industry PE
- Investors are relatively neutral on the French Luxury industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 27.3x.
- The 3-year average PS ratio of 3.7x is higher than the industry's current PS ratio of 2.9x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 4.8% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the French Consumer Discretionary industry?
| FR Market | -1.08% | |
| Consumer Discretionary | -1.25% | |
| Luxury | -1.51% | |
| Footwear | 13.33% | |
| Textiles | 0% | 0 |
| Apparel, Accessories and Luxury Goods | -1.51% | |
Industry PE
- Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry, which is trading close to its 3-year average PE ratio of 27.3x.
- Analysts are expecting annual earnings growth of 8.4%, which is higher than its past year's earnings decline of 17.4% per year.
- Investors are most pessimistic about the Footwear industry, which is trading close to its 3-year average of 9.7x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 8.4% over the next 5 years.
- This is better than its past earnings decline of 17% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 8.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RMS Hermès International Société en commandite par actions | €2.43k | 2.3% +€5.8b | 11.6% | PE55.3x | |
| CDI Christian Dior | €448.60 | 0.5% +€433.0m | -36.1% | PE15.5x | |
| CHSR Chausseria | €8.50 | 13.3% +€480.1k | -10.1% | PE8.9x | |
| ALDAR Damartex | €4.14 | 1.0% +€449.7k | 20.0% | PS0.09x | |
| ALDEV Devernois | €11.70 | 12.5% +€388.8k | 14.7% | PS0.2x |
