• 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 210 Fair Values set on narratives written by author

RMS Share Price Performance

€1,605.00
-784.00 (-32.82%)
€1,505.00
Fair Value
€1,605.00
-784.00 (-32.82%)
6.6% overvalued intrinsic discount
€1,505.00
Fair Value
Price €1,605.00
Clive_Thompson €1,505.00
AnalystConsensusTarget €2,123.68
AnalystLowTarget €1,558.07

RMS Community Narratives

Fair Value
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Fair Value €1.51k 6.6% overvalued intrinsic discount

Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.

28users have liked this narrative
1users have commented on this narrative
26users have followed this narrative
·
Fair Value €2.12k 24.4% undervalued intrinsic discount

Analyst Commentary Highlights Moderation in Hermès International’s Valuation and Sector Growth Outlook

2users have liked this narrative
0users have commented on this narrative
83users have followed this narrative
·
Fair Value €1.56k 3.0% overvalued intrinsic discount

Geopolitical Pressures And Digital Disruption Will Erode Luxury Exclusivity

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
€1.51k
6.6% overvalued intrinsic discount
Fair Value
Revenue
3.65% p.a.
Profit Margin
28.27%
Future PE
43.4x
Price in 2031
€2.24k

Trending Discussion

Updated Narratives

RMS logo

Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.

Fair Value: €1.51k 6.6% overvalued intrinsic discount
26 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
RMS logo

RMS: Recent Rating Shifts And Revised Assumptions Will Shape Future Appeal

Fair Value: €1.56k 3.0% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
RMS logo

RMS: Defensive Brand Profile Will Support Upside After Recent Pullback

Fair Value: €2.12k 24.4% undervalued intrinsic discount
83 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with moderate growth potential.

0 Risks
2 Rewards

Hermès International Société en commandite par actions Key Details

€16.0b

Revenue

€4.6b

Cost of Revenue

€11.4b

Gross Profit

€6.9b

Other Expenses

€4.5b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 29, 2026
43.15
71.11%
28.27%
0%
View Full Analysis

About RMS

Founded
1837
Employees
25954
CEO
Axel Dumas
WebsiteView website
finance.hermes.com

Hermès International Société en commandite par actions engages in the production, wholesale, and retail of various goods. The company offers leather goods and saddlery, such as bags for men and women, travel articles, small leather goods and accessories, saddles, bridles, and various equestrian products and clothing; ready-to-wear garments for men and women; and accessories, including jewelry, belts, hats, gloves, internet of things products, and shoes. It also provides silk and textiles for men and women; art of living and tableware products; beauty and perfume products; and watches. In addition, the company is involved in weaving, engraving, printing, dyeing, finishing, and producing textiles; purchasing, tanning, dyeing, finishing, and selling tanneries and precious leathers; and creating and producing of metal parts. It sells its products through a network of stores in France, rest of Europe, Japan, the Asia Pacific, the Americas, and the Middle East, as well as sells watches, perfumes, and tableware through a network of specialized stores. The company was founded in 1837 and is headquartered in Paris, France. Hermès International Société en commandite par actions is a subsidiary of H51 SAS.

Recent RMS News & Updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.

Recent updates

No updates