0.15%
12.69%
23.26%
25.41%
45.64%
59.15%
97.77%
AI Spotlight on EL
Company Description
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, and sunglasses in North America, Europe, Latin America, Asia, Oceania, and Africa.It operates in five segments: Wholesale, Retail, Lenses and Optical Instruments, Equipment, and Sunglasses and Readers.The Wholesale segment engages in the manufacture and wholesale distribution of luxury and sports eyewear.
The Retail segment retails luxury and sports eyewear.The Lenses and Optical Instruments segment offers lenses and small equipment, including Varilux progressive lenses; Crizal antireflective, anti-smudge, and antistatic lenses; Transitions photochromic lenses; Eyezen lenses for users of computers, tablets, smartphones, and other connected devices; Xperio polarized sun lenses; and Nikon and Kodak corrective lens brands.It also provides lens edging and mounting instruments for opticians and prescription laboratories; optometry instruments for eye care professionals, schools, occupational medicine centers, military, and other institutions; and Transitions Signature Gen 8 photochromic lens, as well as develops solutions for online sales of optical products.
The Equipment segment offers digital surfacing machines and lens coating machines to prescription laboratories, integrated optical chains, and lens manufacturers.The Sunglasses and Readers segment provides non-prescription sunglasses and reading glasses under the Foster Grant, Gargoyles, Magnivision, Corinne McCormack, Monkey Monkey, Ryders Eyewear, and SolarShield brands; Reebok, Steve Madden, Betsey Johnson, Nine West, Dockers, French Connection, Ironman, Rawlings, Bodyglove, Panama Jack, Marvel, and Disney; Bolon, Molsion, Qina, and Prosun brands; and Mujosh and Aojo brands.It has a network of 490 prescription laboratories and edging-mounting facilities.
The company was formerly known as Essilor International Société Anonyme and changed its name to EssilorLuxottica Société anonyme in October 2018.EssilorLuxottica Société anonyme was founded in 1849 and is headquartered in Paris, France.
Market Data
| Last Price | 265.5 |
| Change Percentage | 0.15% |
| Open | 265.4 |
| Previous Close | 265.1 |
| Market Cap ( Millions) | 121004 |
| Volume | 132061 |
| Year High | 266.8 |
| Year Low | 176.14 |
| M A 50 | 236.29 |
| M A 200 | 215.94 |
Financial Ratios
| FCF Yield | 2.76% |
| Dividend Yield | 1.49% |
| ROE | 5.94% |
| Debt / Equity | 30.55% |
| Net Debt / EBIDTA | 166.15% |
| Price To Book | 3.08 |
| Price Earnings Ratio | 52.35 |
| Price To FCF | 36.23 |
| Price To sales | 4.68 |
| EV / EBITDA | 22.26 |
News
- Jan -15 - EssilorLuxottica: Disclosure of Share Capital and Voting Rights Outstanding as of December 31, 2024
- Jan -03 - EssilorLuxottica acquires AI startup to bolster hearing loss technology
- Jan -03 - EssilorLuxottica acquires AI startup Pulse Audition
- Jan -02 - EssilorLuxottica strengthens its presence in the hearing space with the acquisition of an AI-driven tech startup in France
- Dec -19 - EssilorLuxottica: Prada Group and EssilorLuxottica announce ten-years licensing renewal
- Dec -16 - EssilorLuxottica signs an agreement to acquire Espansione Group for accelerating its growth in the med-tech space
- Dec -12 - EssilorLuxottica: EssilorLuxottica’s greenhouse gas emissions reduction targets validated by the Science Based Targets initiative (SBTi)
- Dec -11 - EssilorLuxottica: Disclosure of Share Capital and Voting Rights Outstanding as of November 30, 2024
- Dec -06 - OneSight EssilorLuxottica Foundation Joins Forces with World Health Organization to Advance Global Vision Care Under WHO SPECS 2030 Initiative
- Nov -08 - EssilorLuxottica: Disclosure of Share Capital and Voting Rights Outstanding as of October 31, 2024
- Nov -05 - Acquisition speculation grips European luxury: Meta said to eye 5% stake in Ray-Ban maker, Moncler linked to Burberry takeover
- Oct -18 - EssilorLuxottica sees slight revenue increase as it looks to solidify its position in med-tech
- Oct -17 - Ray-Ban Maker EssilorLuxottica Posts Revenue Increase But Misses Expectations
- Oct -17 - Ray-Ban maker EssilorLuxottica misses sales expectations as China slows
- Oct -17 - EssilorLuxottica: Q3/9M 2024 Revenue - Revenue keeping a solid 4% growth
- Oct -10 - From AI to Larger Sizes, New Colors to Brands: Vision Expo West Showed the Latest
- Oct -09 - EssilorLuxottica: Disclosure of Share Capital and Voting Rights Outstanding as of September 30, 2024
- Oct -07 - EssilorLuxottica: Third-Quarter 2024 Revenue Conference Call Invitation
- Oct -07 - Nikon’s Shares Surge After Revealing EssilorLuxottica’s 5% Stake
- Oct -02 - Supreme’s Future Now Rests With EssilorLuxottica After $1.5 Billion Deal with VF Closes
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Direct to Consumer
Expected Growth : 4.5 %
What the company do ?
Direct to Consumer from EssilorLuxottica Société anonyme refers to the company's strategy of selling eyewear and eye care products directly to consumers, bypassing traditional retail channels.
Why we expect these perspectives ?
EssilorLuxottica's Direct-to-Consumer segment growth of 4.5% is driven by increasing online presence, expansion of e-commerce platforms, and strategic partnerships. Additionally, growing demand for online eye care services, rising adoption of digital health technologies, and targeted marketing efforts contribute to the segment's growth.
Segment n°2 -> Professional Solutions
Expected Growth : 5.5 %
What the company do ?
Professional Solutions from EssilorLuxottica Société anonyme provides optometrists and opticians with innovative products, services, and digital solutions to enhance patient care and business growth.
Why we expect these perspectives ?
EssilorLuxottica's Professional Solutions segment growth of 5.5% is driven by increasing demand for digital eye care solutions, expansion in emerging markets, and strategic partnerships with eye care professionals. Additionally, the company's investments in innovation, such as artificial intelligence and 3D printing, are enhancing its product offerings and driving growth.
Essilorluxottica Société Anonyme Products
| Product Range | What is it ? |
|---|---|
| Ophthalmic Lenses | EssilorLuxottica offers a wide range of ophthalmic lenses, including single vision, progressive, and reading lenses, designed to correct vision problems such as myopia, hyperopia, and presbyopia. |
| Sunglasses | EssilorLuxottica's sunglasses portfolio includes luxury, fashion, and sports brands, offering stylish and protective eyewear for various lifestyles and activities. |
| Contact Lenses | The company offers a range of contact lenses, including daily disposables, toric, and multifocal lenses, designed for comfort and convenience. |
| Eye Care Equipment | EssilorLuxottica provides a range of eye care equipment, including autorefractors, ophthalmoscopes, and slit lamps, for eye care professionals. |
| Retail and Online Platforms | The company operates a network of retail stores and online platforms, offering a wide range of eyewear and eye care services to customers. |
| Lens Coatings and Tints | EssilorLuxottica offers a range of lens coatings and tints, including anti-reflective coatings, blue light protection, and photochromic lenses. |
| Spectacle Frames | The company designs and manufactures a wide range of spectacle frames, including luxury, fashion, and sports brands. |
EssilorLuxottica Société anonyme's Porter Forces
Threat Of Substitutes
The threat of substitutes for EssilorLuxottica is moderate due to the presence of alternative products and services in the market, such as contact lenses and refractive surgery.
Bargaining Power Of Customers
The bargaining power of customers is low due to the lack of concentration in the buyer market and the high switching costs associated with changing eyewear providers.
Bargaining Power Of Suppliers
The bargaining power of suppliers is moderate due to the presence of multiple suppliers of raw materials and components, but the company's large scale of operations gives it some negotiating power.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry, including the need for significant capital investment and the complexity of the eyewear industry.
Intensity Of Rivalry
The intensity of rivalry is high due to the presence of several large players in the market, including competitors such as Zeiss and Hoya, and the ongoing consolidation in the industry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 19.49% |
| Debt Cost | 3.95% |
| Equity Weight | 80.51% |
| Equity Cost | 8.46% |
| WACC | 7.58% |
| Leverage | 24.21% |
EssilorLuxottica Société anonyme : Quality Control
EssilorLuxottica Société anonyme passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| NOVO-B.CO | Novo Nordisk A/S, a healthcare company, engages in the research, development, manufacture, and marketing of pharmaceutical products worldwide. It operates in two segments, Diabetes and Obesity care, and Rare Disease. … |
| COLO-B.CO | Coloplast A/S develops and sells intimate healthcare products and services in Denmark, the United States, the United Kingdom, France, and internationally. The company operates through Chronic Care, Interventional Urology, Voice … |
| GSK.L | GSK plc, together with its subsidiaries, engages in the creation, discovery, development, manufacture, and marketing of pharmaceutical products, vaccines, over-the-counter medicines, and health-related consumer products in the United Kingdom, the … |
| STMN.SW | Straumann Holding AG provides tooth replacement and orthodontic solutions worldwide. It researches, develops, manufactures, and supplies dental implants, instruments, CADCAM prosthetics, orthodontic aligners, biomaterials, and digital solutions for use in … |
| NOVN.SW | Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Novartis
A-Score
1-Year Total Return ->
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EssilorLuxottica
A-Score
1-Year Total Return ->
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GSK
A-Score
1-Year Total Return ->
4
Coloplast
A-Score
1-Year Total Return ->
5
Novo Nordisk
A-Score
1-Year Total Return ->
6
