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v0.1
RMS.PA$1609.50-0.65%
Fair $1609.50+0.0%

RMS.PA

Hermès International Société en commandite par actions

Consumer Cyclical / Luxury GoodsParis

$1609.50

-10.50 (-0.65%)

Fairly Valued+0.0%Fair Value $1609.50Fund rank 39/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9

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 $4.1B · quality 83.3/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

42/100

C

Piotroski

6/9

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 · RMS.PALocal privado en este navegador · Hermès International Société en commandite par actions
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

$168.7B

P/E

37.4x

↑

EV/EBITDA

20.5x

↑

ROE

24.0%

↑

Gross Margin

71.1%

↑

Debt/Equity

0.12

↓
52-Week Range$1610
$1529$2482

TradingView lightweight chart

RMS.PA price, volumen y niveles de valoración

Último $1,610Periodo +3182.5%
Fair value: $1,610

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

+11.3%

FCF CAGR

+4.7%

FCF margin

26.3%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.00B · net income $4.52B · FCF $4.21B

2022-FY → 2025-FY

Gross margin

71.1%+0.3% pts

Operating margin

41.8%+0.3% pts

Net margin

28.3%-0.8% pts

FCF margin

26.3%-5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.00B$16.00B$15.17B$13.43B$11.60B
Net Income$4.52B$4.52B$4.60B$4.31B$3.37B
EBITDA$7.76B$7.76B$7.33B$6.67B$5.41B
EPS——43.8741.1232.09
Gross Margin71.1%71.1%70.3%72.3%70.8%
Operating Margin41.8%41.8%41.1%42.9%41.5%
Net Margin28.3%28.3%30.3%32.1%29.0%
Balance Sheet
Debt/Equity0.120.120.130.140.16
Current Ratio4.994.99———
Cash Flow
Free Cash Flow$4.21B$4.21B$4.07B$3.47B$3.67B
Returns
ROE24.0%24.0%26.6%28.4%27.1%
Valuation
P/E37.3537.3550.9944.2649.59
EV/EBITDA20.4820.4830.7127.3329.52
P/B8.968.9613.5512.5513.42
Growth & Yield
Revenue Growth5.5%5.5%13.0%15.7%—
EPS Growth——6.7%28.1%—
Dividend Yield1.1%1.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -30.1%

Total return

-30.1%

Start / end P/E

n/dx → n/dx

EPS bridge

43.87 → n/d

Residual

-31.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term-31.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.