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L’Occitane International SA (0973.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINLU0501835309
SectorConsumer Defensive
IndustryHousehold & Personal Products

Highlights

Market CapHK$47.55B
PE Ratio64.60
PEG Ratio0.49
Revenue (TTM)HK$2.31B
Gross Profit (TTM)HK$1.72B
EBITDA (TTM)HK$378.69M
Year RangeHK$16.64 - HK$33.30
Target PriceHK$29.50

Share Price Chart


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L’Occitane International SA

Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in L’Occitane International SA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%December2024FebruaryMarchAprilMay
170.66%
377.99%
0973.HK (L’Occitane International SA)
Benchmark (^GSPC)

S&P 500

Returns By Period

L’Occitane International SA had a return of 44.39% year-to-date (YTD) and 40.37% in the last 12 months. Over the past 10 years, L’Occitane International SA had an annualized return of 7.51%, while the S&P 500 had an annualized return of 10.90%, indicating that L’Occitane International SA did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date44.39%11.05%
1 month9.15%4.86%
6 months68.59%17.50%
1 year40.37%27.37%
5 years (annualized)20.14%13.14%
10 years (annualized)7.51%10.90%

Monthly Returns

The table below presents the monthly returns of 0973.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202411.66%18.88%6.93%2.05%44.39%
2023-10.68%-13.93%4.70%1.53%5.53%-10.29%26.86%16.32%-15.83%-13.13%-2.99%14.36%-7.38%
2022-3.17%-11.62%-5.74%-1.57%-1.40%-0.81%8.78%-7.13%-3.64%-17.39%12.69%11.95%-21.21%
202110.51%-4.68%6.39%3.23%16.55%9.02%-4.93%-2.04%-0.76%7.10%10.99%2.44%65.44%
2020-10.62%-17.45%-17.03%4.78%14.02%-3.85%0.31%1.38%2.27%6.31%15.84%17.95%6.23%
2019-2.10%5.29%-1.22%-3.16%-0.85%10.44%5.57%-6.75%4.31%13.21%9.29%-4.35%31.20%
20181.26%2.48%-2.42%0.83%-2.87%-8.87%6.34%2.18%1.93%4.55%1.36%-4.03%1.79%
20174.36%-0.13%3.40%3.03%-5.03%15.76%1.00%0.11%-4.79%-12.62%-3.37%0.00%-0.77%
2016-9.60%14.45%-10.82%8.09%-12.17%20.55%2.27%2.10%-6.53%5.33%-4.99%-3.55%-0.52%
20150.20%0.00%12.76%3.39%0.22%-3.49%-10.95%-10.77%-8.09%-1.69%-0.26%-3.85%-22.20%
2014-6.18%9.82%12.47%-0.42%-3.89%-5.36%15.47%-7.70%-3.58%4.02%9.29%-2.20%19.94%
2013-5.09%-0.00%1.29%-4.66%-8.89%1.95%-16.75%8.16%7.60%-11.89%-1.71%-4.51%-31.79%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of 0973.HK is 81, placing it in the top 19% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 0973.HK is 8181
0973.HK (L’Occitane International SA)
The Sharpe Ratio Rank of 0973.HK is 8383Sharpe Ratio Rank
The Sortino Ratio Rank of 0973.HK is 7878Sortino Ratio Rank
The Omega Ratio Rank of 0973.HK is 8282Omega Ratio Rank
The Calmar Ratio Rank of 0973.HK is 8686Calmar Ratio Rank
The Martin Ratio Rank of 0973.HK is 7777Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for L’Occitane International SA (0973.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


0973.HK
Sharpe ratio
The chart of Sharpe ratio for 0973.HK, currently valued at 1.38, compared to the broader market-2.00-1.000.001.002.003.004.001.38
Sortino ratio
The chart of Sortino ratio for 0973.HK, currently valued at 1.95, compared to the broader market-4.00-2.000.002.004.006.001.95
Omega ratio
The chart of Omega ratio for 0973.HK, currently valued at 1.31, compared to the broader market0.501.001.502.001.31
Calmar ratio
The chart of Calmar ratio for 0973.HK, currently valued at 1.44, compared to the broader market0.002.004.006.001.44
Martin ratio
The chart of Martin ratio for 0973.HK, currently valued at 4.04, compared to the broader market-10.000.0010.0020.0030.004.05
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.49, compared to the broader market-2.00-1.000.001.002.003.004.002.49
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.52, compared to the broader market-4.00-2.000.002.004.006.003.52
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.501.001.502.001.43
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.03, compared to the broader market0.002.004.006.002.03
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.57, compared to the broader market-10.000.0010.0020.0030.009.57

Sharpe Ratio

The current L’Occitane International SA Sharpe ratio is 1.38. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of L’Occitane International SA with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
1.38
2.45
0973.HK (L’Occitane International SA)
Benchmark (^GSPC)

Dividends

Dividend History

L’Occitane International SA granted a 0.79% dividend yield in the last twelve months. The annual payout for that period amounted to HK$0.26 per share.


PeriodTTM20232022202120202019201820172016201520142013
DividendHK$0.26HK$0.26HK$0.49HK$0.33HK$0.20HK$0.25HK$0.27HK$0.29HK$0.25HK$0.25HK$0.21HK$0.31

Dividend yield

0.79%1.14%2.00%1.05%1.04%1.37%1.89%2.01%1.70%1.67%1.07%1.87%

Monthly Dividends

The table displays the monthly dividend distributions for L’Occitane International SA. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00
2023HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.26HK$0.00HK$0.00HK$0.26
2022HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.49HK$0.00HK$0.00HK$0.49
2021HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.33HK$0.00HK$0.00HK$0.33
2020HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.20HK$0.00HK$0.00HK$0.20
2019HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.25HK$0.00HK$0.00HK$0.00HK$0.25
2018HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.27HK$0.00HK$0.00HK$0.00HK$0.27
2017HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.29HK$0.00HK$0.00HK$0.00HK$0.29
2016HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.25HK$0.00HK$0.00HK$0.25
2015HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.25HK$0.00HK$0.00HK$0.25
2014HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.21HK$0.00HK$0.00HK$0.21
2013HK$0.31HK$0.00HK$0.00HK$0.31

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.8%
L’Occitane International SA has a dividend yield of 0.79%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%52.2%
L’Occitane International SA has a payout ratio of 52.18%, which is quite average when compared to the overall market. This suggests that L’Occitane International SA strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-1.23%
-0.32%
0973.HK (L’Occitane International SA)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the L’Occitane International SA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the L’Occitane International SA was 57.73%, occurring on Mar 24, 2020. Recovery took 261 trading sessions.

The current L’Occitane International SA drawdown is 1.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.73%Jan 24, 20131762Mar 24, 2020261Apr 16, 20212023
-45.86%Jan 13, 2022284Mar 10, 2023277May 6, 2024561
-42.18%Oct 27, 2010273Nov 30, 2011222Oct 25, 2012495
-16.94%Jul 5, 202137Aug 24, 202156Nov 16, 202193
-13.5%Jun 11, 201056Aug 31, 201010Sep 14, 201066

Volatility

Volatility Chart

The current L’Occitane International SA volatility is 9.21%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2024FebruaryMarchAprilMay
9.21%
3.42%
0973.HK (L’Occitane International SA)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of L’Occitane International SA over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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TTM
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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

0.00

Discontinued Operations

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Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

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Other Items

0.00
Values in undefined except per share items