L'Oréal S.A.

ENXTPA:OR Stock Report

Market Cap: €206.0b

L'Oréal Management

Management criteria checks 2/4

L'Oréal's CEO is Nicolas Hieronimus, appointed in May 2021, has a tenure of 5.08 years. total yearly compensation is €12.03M, comprised of 19.1% salary and 80.9% bonuses, including company stock and options. directly owns 0.045% of the company’s shares, worth €91.78M. The average tenure of the management team and the board of directors is 7.6 years and 6.6 years respectively.

Key information

Nicolas Hieronimus

Chief executive officer

€12.0m

Total compensation

CEO salary percentage19.12%
CEO tenure5.1yrs
CEO ownership0.04%
Management average tenure7.6yrs
Board average tenure6.6yrs

Recent management updates

Recent updates

Narrative Update • Jun 15

OR: Growth Inflection And Legal Overhang Will Shape Future P E Premium

Analysts have nudged the L'Oréal price target to €408.42. The small adjustment is supported by research citing an inflection in growth as the company returns closer to its historical organic growth profile, while the stock reaction has been muted.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
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New Narrative • 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 Compensation Analysis

How has Nicolas Hieronimus's remuneration changed compared to L'Oréal's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Nicolas's total compensation ($USD13.97M) is above average for companies of similar size in the French market ($USD5.64M).

Compensation vs Earnings: Nicolas's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.

CEO

Nicolas Hieronimus (62 yo)

5.1yrs
Tenure
€12,031,600
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
Nicolas Hieronimus
CEO & Director5.1yrs€12.03m0.045%
€ 91.8m
Christophe Babule
Executive VP & CFO7.3yrsno datano data
Antoine Vanlaeys
Chief Operations Officer5.3yrsno datano data
Eva Quiroga-Thiele
Head of Investor Relationsno datano datano data
Asmita Dubey
Chief Digital & Marketing Officer5.2yrsno datano data
Jean-Claude Le Grand
Chief Human Relations Officer7.9yrsno datano data
Vismay Sharma
President of South Asia Pacificno datano datano data
Jacques Challes
Chief Innovation Officer14.1yrsno datano data
Emmanuel Goulin
President of Europe13.8yrsno datano data
Barbara Lavernos
Deputy Chief Executive Officer5.1yrsno datano data
Vianney Derville
Chief Growth Officer9.8yrsno datano data
Jean-Louis Kibort
Group Head of Security9.9yrsno datano data
7.6yrs
Average Tenure
58.5yo
Average Age

Experienced Management: OR's management team is seasoned and experienced (7.6 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Nicolas Hieronimus
CEO & Director5.2yrs€12.03m0.045%
€ 91.8m
Lindsay Owen-Jones
Honorary Chairman15.3yrs€11.00kno data
Jean-Paul Agon
Chairman of the Board20.2yrs€950.00k0.22%
€ 463.0m
Jacques Ripoll
Independent Director2.2yrs€135.10k0.000070%
€ 144.2k
David Greenberg
Chairman of L’Oréal USAless than a yearno datano data
Alexandre Ricard
Independent Director5.2yrs€116.07k0.000090%
€ 185.4k
Jean-Victor Meyers
Vice Chairman of the Board14.3yrs€113.56k0.00028%
€ 576.7k
Ilham Kadri
Independent Director6yrs€99.79k0.000050%
€ 103.0k
Patrice Caine
Independent Director8.2yrs€119.86k0.00019%
€ 391.3k
Sophie Bellon
Independent Director11.2yrs€123.50k0.00020%
€ 411.9k
Fabienne Dulac
Independent Director7.2yrs€121.50k0.000090%
€ 185.4k
Nicolas Meyers
Director6yrs€104.70k0.00028%
€ 576.7k
6.6yrs
Average Tenure
59.5yo
Average Age

Experienced Board: OR's board of directors are considered experienced (6.6 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/16 17:43
End of Day Share Price 2026/06/16 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

L'Oréal S.A. is covered by 50 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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