EssilorLuxottica Société anonyme

OTCPK:ESLO.F Stock Report

Market Cap: US$130.2b

EssilorLuxottica Société anonyme Valuation

Is ESLO.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of ESLO.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
US$304.62
Fair Value
5.5% undervalued intrinsic discount
20
Number of Analysts

Below Fair Value: ESLO.F ($287.9) is trading below our estimate of fair value ($304.62)

Significantly Below Fair Value: ESLO.F is trading below fair value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for ESLO.F?

Key metric: As ESLO.F is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for ESLO.F. This is calculated by dividing ESLO.F's market cap by their current earnings.
What is ESLO.F's PE Ratio?
PE Ratio49.3x
Earnings€2.36b
Market Cap€116.32b

Price to Earnings Ratio vs Peers

How does ESLO.F's PE Ratio compare to its peers?

The above table shows the PE ratio for ESLO.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average38.5x
COO Cooper Companies
39.4x15.47%US$16.9b
ALGN Align Technology
33.7x15.11%US$13.7b
SOLV Solventum
33.6x23.28%US$12.9b
MMSI Merit Medical Systems
47.2x14.15%US$5.8b
ESLO.F EssilorLuxottica Société anonyme
49.3x13.57%US$116.3b

Price-To-Earnings vs Peers: ESLO.F is expensive based on its Price-To-Earnings Ratio (49.3x) compared to the peer average (38.5x).

Price to Earnings Ratio vs Industry

How does ESLO.F's PE Ratio compare vs other companies in the US Medical Equipment Industry?

3 CompaniesPrice / EarningsEstimated GrowthMarket Cap
PAVM PAVmed
0.7x-111.94%US$22.01m
MHUA Meihua International Medical Technologies
1.2xn/aUS$13.62m
MOTS Motus GI Holdings
n/an/aUS$7.00
No more companies available in this PE range
ESLO.F 49.3xIndustry Avg. 32.1xNo. of Companies8PE020406080100+
3 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: ESLO.F is expensive based on its Price-To-Earnings Ratio (49.3x) compared to the US Medical Equipment industry average (32x).

Price to Earnings Ratio vs Fair Ratio

What is ESLO.F's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

ESLO.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio49.3x
Fair PE Ratio37.4x

Price-To-Earnings vs Fair Ratio: ESLO.F is expensive based on its Price-To-Earnings Ratio (49.3x) compared to the estimated Fair Price-To-Earnings Ratio (37.4x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst ESLO.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$287.90
US$301.09
+4.58%
14.55%US$377.00US$194.69n/a20
May ’26US$284.88
US$302.35
+6.13%
14.91%US$378.23US$195.33n/a19
Apr ’26US$290.22
US$297.69
+2.58%
16.97%US$362.44US$187.17n/a19
Mar ’26US$293.25
US$279.35
-4.74%
18.97%US$352.30US$181.93n/a19
Feb ’26US$273.71
US$242.61
-11.36%
13.27%US$301.77US$180.02n/a20
Jan ’26US$240.25
US$233.63
-2.76%
10.81%US$276.03US$181.57n/a20
Dec ’25US$242.01
US$229.61
-5.12%
10.20%US$275.68US$181.34n/a20
Nov ’25US$232.22
US$237.05
+2.08%
10.35%US$285.00US$187.47n/a20
Oct ’25US$232.22
US$237.11
+2.11%
9.28%US$278.37US$192.63n/a19
Sep ’25US$242.00
US$230.71
-4.66%
7.92%US$257.51US$189.57n/a20
Aug ’25US$228.90
US$227.08
-0.79%
8.01%US$254.05US$187.03n/a20
Jul ’25US$214.74
US$225.38
+4.96%
8.79%US$252.34US$173.95n/a20
Jun ’25US$220.98
US$224.50
+1.59%
8.19%US$248.43US$175.74n/a19
May ’25US$212.65
US$219.32
+3.14%
8.17%US$243.93US$172.56US$284.8819
Apr ’25US$228.00
US$217.00
-4.83%
7.60%US$245.95US$174.76US$290.2219
Mar ’25US$212.25
US$214.39
+1.01%
7.42%US$238.40US$175.55US$293.2520
Feb ’25US$200.75
US$208.53
+3.88%
7.53%US$232.86US$175.46US$273.7122
Jan ’25US$199.20
US$210.69
+5.77%
8.02%US$239.83US$176.61US$240.2522
Dec ’24US$186.95
US$209.94
+12.30%
8.23%US$239.26US$176.18US$242.0122
Nov ’24US$179.58
US$204.18
+13.70%
8.17%US$233.03US$171.59US$232.2222
Oct ’24US$176.04
US$205.52
+16.75%
8.48%US$232.36US$163.71US$232.2221
Sep ’24US$190.02
US$209.15
+10.07%
8.73%US$236.99US$166.97US$242.0020
Aug ’24US$198.38
US$214.42
+8.09%
8.67%US$242.53US$170.87US$228.9020
Jul ’24US$186.68
US$210.20
+12.60%
8.40%US$240.07US$169.14US$214.7419
Jun ’24US$177.36
US$206.39
+16.37%
8.20%US$231.18US$166.67US$220.9818
May ’24US$194.35
US$210.32
+8.22%
7.84%US$236.19US$170.27US$212.6520
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
US$302.42
Fair Value
4.8% undervalued intrinsic discount
20
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/13 14:43
End of Day Share Price 2025/05/13 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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

EssilorLuxottica Société anonyme is covered by 52 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Hubert D'AillieresBanco BPI, S.A.
null nullBanco de Sabadell. S.A.
Robert BateBarclays