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OR.PA$379.40-0.82%
Fair $379.40+0.0%

OR.PA

L'Oréal S.A.

Consumer Defensive / Household & Personal ProductsParis

$379.40

-3.15 (-0.82%)

Fairly Valued+0.0%Fair Value $379.40Fund rank 38/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.6B · quality 80.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

38/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · OR.PALocal privado en este navegador · L'Oréal S.A.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$202.5B

P/E

33.2x

↑

EV/EBITDA

19.2x

↑

ROE

17.5%

↑

Gross Margin

74.3%

↑

Debt/Equity

0.34

↓
52-Week Range$379
$339$408

TradingView lightweight chart

OR.PA price, volumen y niveles de valoración

Último $379.40Periodo +380.9%
Fair value: $379.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+4.8%

FCF CAGR

+13.2%

FCF margin

16.3%

FCF / Net income

1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $44.05B · net income $6.13B · FCF $7.16B

2022-FY → 2025-FY

Gross margin

74.3%+2.0% pts

Operating margin

20.2%+0.7% pts

Net margin

13.9%-1.0% pts

FCF margin

16.3%+3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$44.05B$44.05B$43.49B$41.18B$38.26B
Net Income$6.13B$6.13B$6.41B$6.18B$5.71B
EBITDA$10.69B$10.69B$10.67B$9.94B$9.22B
EPS11.4411.4411.9511.5210.61
Gross Margin74.3%74.3%74.2%73.9%72.4%
Operating Margin20.2%20.2%20.0%19.8%19.5%
Net Margin13.9%13.9%14.7%15.0%14.9%
Balance Sheet
Debt/Equity0.340.340.260.300.21
Current Ratio1.451.45———
Cash Flow
Free Cash Flow$7.16B$7.16B$6.64B$6.12B$4.94B
Returns
ROE17.5%17.5%19.3%21.3%21.0%
Valuation
P/E33.1633.1627.7837.7033.80
EV/EBITDA19.1819.1817.0923.8921.23
P/B5.815.815.378.027.09
Growth & Yield
Revenue Growth1.3%1.3%5.6%7.6%—
EPS Growth-4.3%-4.3%3.7%8.6%—
Dividend Yield1.9%1.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

43.3%

muy exigente

EPS terminal req.

$33.67

Spread vs growth

-47.6%

5Y implied EPS CAGR

28.9%

muy exigente

EPS terminal req.

$40.74

Spread vs growth

-33.2%

10Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$65.60

Spread vs growth

-23.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +1.1%

Total return

+1.1%

Start / end P/E

32.0x → 33.2x

EPS bridge

11.95 → 11.44

Residual

-0.2%

EPS growth-4.3%
Multiple rerating+3.7%
Dividend+1.9%
Residual / FX / buybacks / cross-term-0.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.