PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
EssilorLuxottica Société anonyme (EL.PA)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

FR0000121667

Sector

Healthcare

Highlights

Market Cap

€102.83B

EPS (TTM)

€5.04

PE Ratio

44.90

PEG Ratio

2.45

Total Revenue (TTM)

€25.83B

Gross Profit (TTM)

€16.25B

EBITDA (TTM)

€5.89B

Year Range

€169.44 - €232.20

Target Price

€224.10

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.


Popular comparisons:
EL.PA vs. KER.PA EL.PA vs. AIQUY EL.PA vs. RMS.PA EL.PA vs. SPY EL.PA vs. ESE.PA EL.PA vs. VOO EL.PA vs. MA EL.PA vs. CDI.PA
Popular comparisons:
EL.PA vs. KER.PA EL.PA vs. AIQUY EL.PA vs. RMS.PA EL.PA vs. SPY EL.PA vs. ESE.PA EL.PA vs. VOO EL.PA vs. MA EL.PA vs. CDI.PA

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.


-10.00%-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
9.26%
13.91%
EL.PA (EssilorLuxottica Société anonyme)
Benchmark (^GSPC)

Returns By Period

EssilorLuxottica Société anonyme had a return of 28.62% year-to-date (YTD) and 30.21% in the last 12 months. Over the past 10 years, EssilorLuxottica Société anonyme had an annualized return of 11.47%, while the S&P 500 benchmark had an annualized return of 11.16%, indicating that EssilorLuxottica Société anonyme performed slightly bigger than the benchmark.


EL.PA

YTD

28.62%

1M

5.58%

6M

9.78%

1Y

30.21%

5Y (annualized)

11.70%

10Y (annualized)

11.47%

^GSPC (Benchmark)

YTD

23.62%

1M

0.54%

6M

11.19%

1Y

30.63%

5Y (annualized)

13.61%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.39%7.60%6.90%-4.24%4.28%-2.00%5.22%1.18%-0.75%1.32%28.62%
2023-0.77%-2.08%0.97%8.07%-4.43%2.47%5.99%-4.94%-5.03%3.32%2.63%3.70%9.25%
2022-10.91%-6.05%6.11%-1.50%-6.86%-4.77%6.68%-2.10%-5.96%14.25%10.57%-4.57%-8.12%
2021-8.27%15.38%2.85%-0.32%3.30%9.70%2.26%4.46%-0.46%8.10%-1.05%5.77%47.92%
2020-1.14%-8.31%-20.16%14.62%2.75%-1.30%-1.79%-0.09%3.61%-8.57%14.27%6.06%-5.23%
20190.18%-3.80%-8.52%11.42%-3.11%11.25%6.88%9.46%-1.49%3.44%3.07%-3.69%25.31%
2018-0.48%-5.73%1.62%4.56%3.41%3.42%4.38%-1.51%2.53%-5.26%-7.12%-1.52%-2.60%
20170.98%-0.23%5.32%4.43%0.74%-5.87%-3.86%-0.98%-1.23%3.77%-0.60%6.39%8.42%
2016-0.61%-4.11%-1.00%4.15%4.83%1.28%-3.62%-0.61%0.83%-10.80%-2.25%7.24%-5.77%
20156.89%5.43%2.25%1.83%3.17%-3.73%8.97%-8.75%2.35%9.83%3.30%-6.88%25.31%
2014-3.56%1.52%-3.25%5.31%1.18%0.51%-5.78%10.62%7.71%1.33%2.50%2.64%21.39%
2013-1.22%5.27%9.74%-1.51%0.66%-3.98%2.89%-2.87%-2.68%-0.50%-2.39%0.09%2.70%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of EL.PA is 89, placing it in the top 11% 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 EL.PA is 8989
Combined Rank
The Sharpe Ratio Rank of EL.PA is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of EL.PA is 8585
Sortino Ratio Rank
The Omega Ratio Rank of EL.PA is 8484
Omega Ratio Rank
The Calmar Ratio Rank of EL.PA is 9595
Calmar Ratio Rank
The Martin Ratio Rank of EL.PA is 9292
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 EssilorLuxottica Société anonyme (EL.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for EL.PA, currently valued at 1.76, compared to the broader market-4.00-2.000.002.004.001.762.51
The chart of Sortino ratio for EL.PA, currently valued at 2.57, compared to the broader market-4.00-2.000.002.004.002.573.37
The chart of Omega ratio for EL.PA, currently valued at 1.33, compared to the broader market0.501.001.502.001.331.47
The chart of Calmar ratio for EL.PA, currently valued at 3.33, compared to the broader market0.002.004.006.003.333.63
The chart of Martin ratio for EL.PA, currently valued at 12.10, compared to the broader market0.0010.0020.0030.0012.1016.15
EL.PA
^GSPC

The current EssilorLuxottica Société anonyme Sharpe ratio is 1.76. 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 Ratio0.501.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
1.76
2.65
EL.PA (EssilorLuxottica Société anonyme)
Benchmark (^GSPC)

Dividends

Dividend History

EssilorLuxottica Société anonyme provided a 1.72% dividend yield over the last twelve months, with an annual payout of €3.95 per share. The company has been increasing its dividends for 2 consecutive years.


0.60%0.80%1.00%1.20%1.40%1.60%1.80%€0.00€0.50€1.00€1.50€2.00€2.50€3.00€3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend€3.95€3.23€2.51€1.08€1.15€2.04€1.53€1.50€1.11€1.02€0.94€0.88

Dividend yield

1.72%1.78%1.48%0.58%0.90%1.50%1.39%1.30%1.03%0.89%1.01%1.14%

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€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€0.00€0.00€0.00€1.53€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.53
2017€0.00€0.00€0.00€0.00€1.50€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.50
2016€0.00€0.00€0.00€0.00€1.11€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.11
2015€0.00€0.00€0.00€0.00€1.02€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.02
2014€0.00€0.00€0.00€0.00€0.94€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.94
2013€0.88€0.00€0.00€0.00€0.00€0.00€0.00€0.00€0.88

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.7%
EssilorLuxottica Société anonyme has a dividend yield of 1.72%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%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%JuneJulyAugustSeptemberOctoberNovember
-0.87%
-1.70%
EL.PA (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 42.78%, occurring on Mar 8, 2000. Recovery took 509 trading sessions.

The current EssilorLuxottica Société anonyme drawdown is 0.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.78%Jun 12, 1998441Mar 8, 2000509Mar 13, 2002950
-42.42%Jul 24, 2007415Mar 6, 2009251Mar 1, 2010666
-35.19%Jan 20, 202053Apr 1, 2020295May 28, 2021348
-30.3%Apr 29, 2002211Feb 21, 2003236Jan 27, 2004447
-29.46%Nov 22, 2021147Jun 16, 2022424Feb 9, 2024571

Volatility

Volatility Chart

The current EssilorLuxottica Société anonyme volatility is 5.22%, 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%JuneJulyAugustSeptemberOctoberNovember
5.22%
5.66%
EL.PA (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
50.0100.0150.0200.044.9
The chart displays the price to earnings (P/E) ratio for EL.PA in comparison to other companies of the Medical Instruments & Supplies industry. Currently, EL.PA has a PE value of 44.9. This PE ratio falls in the average range for the industry.
PEG Ratio
0.05.010.015.020.02.4
The chart displays the price to earnings to growth (PEG) ratio for EL.PA in comparison to other companies of the Medical Instruments & Supplies industry. Currently, EL.PA has a PEG value of 2.4. 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.


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