Lvmh Moet Hennessy Vuitton SE - ADR - Level I

Lvmh Moet Hennessy Vuitton SE - ADR - Level I

LVMUY

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Market Cap$294.21B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Lvmh Moet Hennessy Vuitton SE - ADR - Level ILvmh Moet Hennessy Vuitton SE - ADR - Level I23.42.55%35%1.80.8

Earnings Call Q1 2026

April 14, 2026 - AI Summary

First Quarter Performance: LVMH reported Q1 2026 revenues of EUR 19.1 billion, achieving a 1% organic growth but a 6% decline on a reported basis, primarily due to a 7% negative currency impact. The Middle Eastern conflict negatively affected demand in March, contributing to a 1% decline in overall growth. Excluding this impact, organic growth would have been approximately 2%.
Regional Performance: Asia (excluding Japan) saw strong growth at 7% on a constant currency basis, driven by a rebound in China, while U.S. sales improved to a growth of 3%. However, European and Japanese markets both posted a decline of 3%. The Middle East region experienced significant declines, especially in tourism, with some malls reporting demand deterioration between 30% to 70%.
Fashion & Leather Goods Sector: Revenue for this division reached EUR 9.2 billion, with organic growth improving sequentially to -2%. The performance slightly lagged behind expectations, with both Louis Vuitton and Dior brands showing resilience. Dior saw a marked improvement compared to previous quarters, while Vuitton continued to perform well, although it will face challenges from mid-income consumer recruitment.

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$76.81

Current Fair Value

35.2% downside

Overvalued by 35.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$294.21 Billion
Enterprise Value$339.87 Billion
Dividend Yield$3.04 (2.55%)
Earnings per Share$4.2
Beta0.84
Outstanding Shares2,488,251,190

Return

Return on Equity34.68%ROE
Return on Assets16.47%
Return on Invested Capital32.59%

Valuation & Multiples

P/E Ratio23.36P/E Ratio
PEG-873.1PEG
Price to Sales1.8Price to Sales
Price to Book Ratio4.39Price to Book Ratio
Enterprise Value to Revenue2.06
Enterprise Value to EBIT9.35
Enterprise Value to Net Income14
Total Debt to Enterprise0.15
Debt to Equity0.77Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
January 27, 2026
EPS Estimate
$2.35
Average shareholder expectation
Revenue Estimate
$48.06 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 28, 2026
EPS Estimate
$2.55
Average shareholder expectation
Revenue Estimate
$45.04 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.00000%
Total Calls-
Total Puts-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.03%▼ 0.00%
Total Invested$82.47M▼ 38.25%
Investors Holding46▼ 11.00%

ESG Score

No data

About Lvmh Moet Hennessy Vuitton SE

CEO: Bernard Arnault

Relevant Senate Committees

Joint Committee on Taxation

Provides crucial technical expertise and revenue estimates for all tax legislation, directly influencing the tax environment and corporate tax structures relevant to LVMH's US operations.

Finance

Controls taxation and trade policy. Corporate tax rates and international trade regulations (tariffs, agreements) directly impact the profitability and operational costs for a multinational luxury goods importer/exporter like LVMH.

Health, Education, Labor, and Pensions

Regulates labor laws (directly impacting LVMH as an employer) and the FDA, which is relevant for LVMH's extensive perfumes and cosmetics divisions (e.g., Dior Beauty, Sephora).

Judiciary

Oversees antitrust laws and intellectual property. Antitrust can impact LVMH's acquisitions and market position, while intellectual property protection (trademarks, counterfeiting) is crucial for luxury brands.

Commerce, Science, and Transportation

Has vast jurisdiction over interstate commerce, consumer protection (FTC), and data privacy, all directly impacting a large retailer's US operations, marketing, and customer data handling.