Added to YB: 2026-07-21
Pitch date: 2026-07-17
OR.PA [neutral]
L'Oréal S.A.
+0.63%
current return
Author Info
Company Info
L'Oréal S.A., through its subsidiaries, manufactures and sells cosmetic products for women and men in Europe, North America, North Asia, South Asia Pacific, the Middle East, North Africa, Sub-Saharan Africa, and Latin America.
Market Cap
EUR 203.8B
Pitch Price
EUR 378.00
Price Target
N/A
Dividend
1.89%
EV/EBITDA
19.85
P/E
33.37
EV/Sales
4.67
Sector
Personal Care Products
Category
N/A
L´ORÉAL: Cracks in the transatlantic liner of beauty?
OR.PA (overview): 74%+ gross margin from scale/purchasing power, but ~54% of revenue is fixed cost (32% ad spend, SG&A ~51%, R&D 3%). Growth stalling: rev +1.3%, EBIT +2.3%, margin plateaued 20.1%. 27% break-even safety margin, but 20% sales drop = -70% EBIT. Resilient store of value, not a profit multiplier.
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