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EssilorLuxottica Société anonyme (1EL.MI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

SectorHealthcare
IndustryMedical Instruments & Supplies

Highlights

Market Cap€98.90B
EPS (TTM)€5.02
PE Ratio43.25
PEG Ratio2.50
Year Range€156.86 - €218.00

Share Price Chart


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Compare to other instruments

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EssilorLuxottica Société anonyme

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in EssilorLuxottica Société anonyme, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-2.00%0.00%2.00%4.00%6.00%8.00%10.00%AprilMayJuneJulyAugust
5.46%
8.16%
1EL.MI (EssilorLuxottica Société anonyme)
Benchmark (^GSPC)

S&P 500

Returns By Period

EssilorLuxottica Société anonyme had a return of 15.96% year-to-date (YTD) and 20.64% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date15.96%18.42%
1 month-2.92%2.28%
6 months6.30%9.95%
1 year20.64%25.31%
5 years (annualized)10.46%14.08%
10 years (annualized)N/A10.95%

Monthly Returns

The table below presents the monthly returns of 1EL.MI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.61%7.83%6.63%-4.24%4.07%-2.15%5.89%15.96%
2023-0.30%-2.26%1.09%6.99%-4.00%2.70%0.85%0.14%-5.00%2.84%2.77%3.62%9.19%
2022-10.39%-4.38%6.28%-3.07%-6.51%-5.16%7.23%-1.11%-6.82%13.99%10.47%-4.68%-7.18%
2021-8.44%13.62%3.42%-0.48%3.71%9.57%2.36%3.75%0.11%7.78%-0.90%4.47%44.35%
2020-0.41%-9.68%-18.88%13.45%4.46%-2.18%-1.27%-0.35%3.51%-9.27%15.46%6.73%-3.69%
20191.52%-4.35%-8.06%11.91%-3.49%11.38%7.64%8.52%-0.82%3.35%-2.48%1.20%26.91%
20180.09%0.00%-5.49%6.93%3.09%1.84%5.46%-0.88%-1.45%-4.07%-7.39%-0.32%-3.14%
20171.97%-0.46%4.26%5.06%0.34%-5.14%-3.02%-4.95%0.19%2.79%-0.28%6.66%6.86%
20160.00%-3.37%1.66%-12.10%-3.71%7.91%-10.29%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of 1EL.MI is 77, placing it in the top 23% 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 1EL.MI is 7777
1EL.MI (EssilorLuxottica Société anonyme)
The Sharpe Ratio Rank of 1EL.MI is 7474Sharpe Ratio Rank
The Sortino Ratio Rank of 1EL.MI is 6969Sortino Ratio Rank
The Omega Ratio Rank of 1EL.MI is 6868Omega Ratio Rank
The Calmar Ratio Rank of 1EL.MI is 8989Calmar Ratio Rank
The Martin Ratio Rank of 1EL.MI is 8383Martin 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 EssilorLuxottica Société anonyme (1EL.MI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


1EL.MI
Sharpe ratio
The chart of Sharpe ratio for 1EL.MI, currently valued at 0.89, compared to the broader market-4.00-2.000.002.000.89
Sortino ratio
The chart of Sortino ratio for 1EL.MI, currently valued at 1.42, compared to the broader market-6.00-4.00-2.000.002.004.001.42
Omega ratio
The chart of Omega ratio for 1EL.MI, currently valued at 1.18, compared to the broader market0.501.001.501.18
Calmar ratio
The chart of Calmar ratio for 1EL.MI, currently valued at 1.56, compared to the broader market0.001.002.003.004.005.001.56
Martin ratio
The chart of Martin ratio for 1EL.MI, currently valued at 5.65, compared to the broader market-5.000.005.0010.0015.0020.005.65
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.02, compared to the broader market-4.00-2.000.002.002.02
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-6.00-4.00-2.000.002.004.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.77, compared to the broader market0.001.002.003.004.005.001.77
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.33, compared to the broader market-5.000.005.0010.0015.0020.009.33

Sharpe Ratio

The current EssilorLuxottica Société anonyme Sharpe ratio is 0.89. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of EssilorLuxottica Société anonyme 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 Ratio0.501.001.502.002.503.00AprilMayJuneJulyAugust
0.89
1.94
1EL.MI (EssilorLuxottica Société anonyme)
Benchmark (^GSPC)

Dividends

Dividend History

EssilorLuxottica Société anonyme granted a 1.92% dividend yield in the last twelve months. The annual payout for that period amounted to €3.95 per share.


PeriodTTM202320222021202020192018
Dividend€3.95€3.23€2.51€1.08€1.15€2.04€1.53

Dividend yield

1.92%1.78%1.49%0.58%0.89%1.51%1.41%

Monthly Dividends

The table displays the monthly dividend distributions for EssilorLuxottica Société anonyme. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.00€0.00€0.00€3.95€0.00€0.00€0.00€3.95
2023€0.00€0.00€0.00€0.00€3.23€0.00€0.00€0.00€0.00€0.00€0.00€0.00€3.23
2022€0.00€0.00€0.00€0.00€2.51€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.51
2021€0.00€0.00€0.00€0.00€1.08€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.08
2020€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.15€1.15
2019€0.00€0.00€0.00€0.00€2.04€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.04
2018€1.53€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.53

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.9%
EssilorLuxottica Société anonyme has a dividend yield of 1.92%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%78.5%
EssilorLuxottica Société anonyme has a payout ratio of 78.53%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AprilMayJuneJulyAugust
-4.41%
-1.73%
1EL.MI (EssilorLuxottica Société anonyme)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the EssilorLuxottica Société anonyme. 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 EssilorLuxottica Société anonyme was 35.53%, occurring on Apr 1, 2020. Recovery took 291 trading sessions.

The current EssilorLuxottica Société anonyme drawdown is 4.41%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.53%Jan 20, 202053Apr 1, 2020291May 26, 2021344
-29.53%Nov 22, 2021143Jun 14, 2022423Feb 9, 2024566
-23.68%Aug 2, 2018165Mar 28, 201987Aug 1, 2019252
-16.86%Aug 10, 201678Nov 28, 2016103Apr 25, 2017181
-16.76%May 19, 2017106Oct 17, 2017164Jun 13, 2018270

Volatility

Volatility Chart

The current EssilorLuxottica Société anonyme volatility is 5.62%, 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%AprilMayJuneJulyAugust
5.62%
6.16%
1EL.MI (EssilorLuxottica Société anonyme)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of EssilorLuxottica Société anonyme 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 EssilorLuxottica Société anonyme compared to its peers in the Medical Instruments & Supplies industry.


PE Ratio
100.0200.0300.043.2
The chart displays the price to earnings (P/E) ratio for 1EL.MI in comparison to other companies of the Medical Instruments & Supplies industry. Currently, 1EL.MI has a PE value of 43.2. This PE ratio falls in the average range for the industry.
PEG Ratio
0.05.010.015.020.02.5
The chart displays the price to earnings to growth (PEG) ratio for 1EL.MI in comparison to other companies of the Medical Instruments & Supplies industry. Currently, 1EL.MI has a PEG value of 2.5. 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 EssilorLuxottica Société anonyme.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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