PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
L’Occitane International SA (0973.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

LU0501835309

Sector

Consumer Defensive

Highlights

Market Cap

HK$49.70B

PE Ratio

62.41

PEG Ratio

0.50

Total Revenue (TTM)

HK$734.96M

Gross Profit (TTM)

HK$588.20M

EBITDA (TTM)

HK$117.77M

Year Range

HK$21.45 - HK$34.00

Target Price

HK$31.45

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


200.00%250.00%300.00%350.00%400.00%Jul 21Jul 28Aug 04Aug 11Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13
183.26%
422.47%
0973.HK (L’Occitane International SA)
Benchmark (^GSPC)

Returns By Period


0973.HK

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

1.96%

1M

2.21%

6M

8.93%

1Y

23.90%

5Y*

12.52%

10Y*

11.46%

*Annualized

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%0.62%2.15%1.96%-0.44%0.00%51.12%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 85, 0973.HK is among the top 15% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of 0973.HK is 8585
Overall Rank
The Sharpe Ratio Rank of 0973.HK is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of 0973.HK is 8686
Sortino Ratio Rank
The Omega Ratio Rank of 0973.HK is 9292
Omega Ratio Rank
The Calmar Ratio Rank of 0973.HK is 7777
Calmar Ratio Rank
The Martin Ratio Rank of 0973.HK is 8383
Martin 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.


Sharpe ratio
No data
0973.HK
^GSPC

There is not enough data available to calculate the Sharpe ratio for L’Occitane International SA. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio1.001.502.002.50Jul 21Jul 28Aug 04Aug 11Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13
1.86
2.65
0973.HK (L’Occitane International SA)
Benchmark (^GSPC)

Dividends

Dividend History

L’Occitane International SA provided a 0.00% dividend yield over the last twelve months, with an annual payout of HK$0.00 per share.


1.00%1.20%1.40%1.60%1.80%2.00%HK$0.00HK$0.10HK$0.20HK$0.30HK$0.40HK$0.502014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
DividendHK$0.00HK$0.26HK$0.49HK$0.33HK$0.20HK$0.25HK$0.27HK$0.29HK$0.25HK$0.25HK$0.21

Dividend yield

0.00%1.14%2.00%1.05%1.04%1.37%1.89%2.01%1.70%1.67%1.07%

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$0.00HK$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$0.21HK$0.00HK$0.00HK$0.21

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%Jul 21Jul 28Aug 04Aug 11Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13
-0.74%
-0.72%
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.


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 0.00%, 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.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%7.00%Jul 21Jul 28Aug 04Aug 11Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 130
3.06%
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

0.0

Valuation

The Valuation section provides an assessment of the market value of L’Occitane International SA compared to its peers in the Household & Personal Products industry.


PE Ratio
50.0100.0150.0200.0250.062.4
The chart displays the price to earnings (P/E) ratio for 0973.HK in comparison to other companies of the Household & Personal Products industry. Currently, 0973.HK has a PE value of 62.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
10.020.030.040.00.5
The chart displays the price to earnings to growth (PEG) ratio for 0973.HK in comparison to other companies of the Household & Personal Products industry. Currently, 0973.HK has a PEG value of 0.5. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for L’Occitane International SA.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab