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

RMS Share Price Performance

€1,641.00
-701.00 (-29.93%)
€1,977.50
Fair Value
€1,641.00
-701.00 (-29.93%)
17.0% undervalued intrinsic discount
€1,977.50
Fair Value
Price €1,641.00
AnalystConsensusTarget €1,977.50
Clive_Thompson €1,505.00
AnalystLowTarget €1,558.07

RMS Community Narratives

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Fair Value €1.98k 17.0% undervalued intrinsic discount

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

3users have liked this narrative
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86users have followed this narrative
Fair Value
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Fair Value €1.51k 9.0% 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
27users have followed this narrative
·
Fair Value €1.56k 5.3% overvalued intrinsic discount

Geopolitical Pressures And Digital Disruption Will Erode Luxury Exclusivity

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2users have followed this narrative
€1.51k
9.0% 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 9.0% overvalued intrinsic discount
27 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
RMS logo

RMS: Brand Scarcity And Heritage Will Support Future Upside Potential

Fair Value: €1.98k 17.0% undervalued intrinsic discount
86 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 Profile And Rating Upgrades Will Support Elevated Future P/E

Fair Value: €2.57k 36.1% undervalued intrinsic discount
2 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. Hermès International Société en commandite par actions is a subsidiary of H51 SAS.

Recent RMS News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

No updates