RMS Share Price Performance
€1,550.50
-719.50 (-31.70%)
21.6% undervalued intrinsic discount
€1,977.50
Fair Value
Price €1,550.50
AnalystConsensusTarget €1,977.50
Clive_Thompson €1,505.00
AnalystLowTarget €1,505.17
Fair Value€1,977.50
Share Pricen/a
- 4 Narratives written by author
- 1 Comments on narratives written by author
- 226 Fair Values set on narratives written by author
RMS Community Narratives
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Fair Value
·Fair Value €1.98k 21.6% undervalued intrinsic discount
Analyst Commentary Highlights Moderation in Hermès International’s Valuation and Sector Growth Outlook
3users have liked this narrative
0users have commented on this narrative
88users have followed this narrative
CL
Fair Value
·Fair Value €1.51k 3.0% 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
29users have followed this narrative
AN
Fair Value
·Fair Value €1.51k 3.0% overvalued intrinsic discount
Geopolitical Pressures And Digital Disruption Will Erode Luxury Exclusivity
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3users have followed this narrative
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.Read more
CL
€1.51k
3.0% overvalued intrinsic discount
Fair Value
Revenue
3.65% p.a.
Profit Margin
28.27%
Future PE
43.4x
Price in 2031
€2.24k
Geopolitical Pressures And Digital Disruption Will Erode Luxury Exclusivity
Hermès looks untouchable, but growing trade tensions, tighter rules on materials, and a flood of convincing fakes could quietly chip away at its aura of rarity and its ability to keep raising prices. See why online shopping, resale, and shifting tastes among younger wealthy buyers may test the brand’s old playbook—and what could prove this worry wrong.Read more
AN
€1.51k
3.0% overvalued intrinsic discount
Fair Value
Revenue
7.39% p.a.
Profit Margin
29.14%
Future PE
33.98x
Price in 2029
€1.89k
Artisan Craft And Digital Expansion Will Elevate Quiet Luxury Appeal
Hermès keeps demand strong by making much of its own supply, training craftspeople, and staying scarce—giving it room to keep raising prices even when luxury spending cools. The bigger question is whether expansion and a more digital world can boost growth without diluting the brand, especially with heavy exposure to China and rising sustainability pressure.Read more
AN
€2.32k
33.2% undervalued intrinsic discount
Fair Value
Revenue
9.92% p.a.
Profit Margin
30.96%
Future PE
46.31x
Price in 2029
€2.91k
Analyst Commentary Highlights Moderation in Hermès International’s Valuation and Sector Growth Outlook
Hermès keeps its products hard to get on purpose, which helps it hold onto loyal wealthy customers and keep prices strong as its reach grows in key markets. But a softer economy, changing shopping habits in China, rising costs, and a booming resale scene could test how long that edge lasts.Read more
AN
€1.98k
21.6% undervalued intrinsic discount
Fair Value
Revenue
7.57% p.a.
Profit Margin
29.78%
Future PE
43.76x
Price in 2029
€2.48k
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
Fair Value: €1.51k 3.0% overvalued intrinsic discount
29 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
RMS: Trimmed Expectations And Solid Operations Will Shape Future Appeal
Fair Value: €1.51k 3.0% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
RMS: Couture Expansion And Brand Strength Will Support Elevated Future P/E
Fair Value: €2.32k 33.2% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Hermès International Société en commandite par actions Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Feb 11, 2027
- 43.12
- 71.34%
- 28.00%
- 0.005%
About RMS
- Founded
- 1837
- Employees
- 27107
- CEO
- WebsiteView website
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.
