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L'Oréal S.A. (LRLCY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5021172037

Sector

Consumer Defensive

Highlights

Market Cap

$192.13B

EPS (TTM)

$2.54

PE Ratio

28.24

PEG Ratio

2.58

Total Revenue (TTM)

$42.73B

Gross Profit (TTM)

$31.70B

EBITDA (TTM)

$7.26B

Year Range

$67.17 - $99.65

Target Price

$101.25

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
LRLCY vs. EL LRLCY vs. ^SIXR LRLCY vs. RMS.PA LRLCY vs. MC.PA LRLCY vs. SPY LRLCY vs. AI.PA LRLCY vs. VOO LRLCY vs. MSFT LRLCY vs. VDC LRLCY vs. VUG
Popular comparisons:
LRLCY vs. EL LRLCY vs. ^SIXR LRLCY vs. RMS.PA LRLCY vs. MC.PA LRLCY vs. SPY LRLCY vs. AI.PA LRLCY vs. VOO LRLCY vs. MSFT LRLCY vs. VDC LRLCY vs. VUG

Performance

Performance Chart

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


300.00%400.00%500.00%600.00%700.00%800.00%900.00%JulyAugustSeptemberOctoberNovemberDecember
656.98%
402.54%
LRLCY (L'Oréal S.A.)
Benchmark (^GSPC)

Returns By Period

L'Oréal S.A. had a return of -28.33% year-to-date (YTD) and -28.04% in the last 12 months. Over the past 10 years, L'Oréal S.A. had an annualized return of 9.23%, while the S&P 500 had an annualized return of 11.06%, indicating that L'Oréal S.A. did not perform as well as the benchmark.


LRLCY

YTD

-28.33%

1M

3.74%

6M

-25.55%

1Y

-28.04%

5Y*

5.05%

10Y*

9.23%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.83%0.13%-0.96%-0.03%5.56%-10.86%-1.41%1.14%2.49%-16.63%-6.86%-28.33%
202315.90%-4.06%12.52%8.36%-10.38%9.24%-0.21%-5.65%-5.69%1.24%12.15%5.67%41.40%
2022-10.77%-7.15%1.38%-8.12%-2.89%-2.02%9.63%-9.14%-7.34%-1.55%18.60%-4.25%-24.24%
2021-7.39%3.89%4.61%7.98%10.74%-1.33%2.34%2.65%-11.74%10.45%-1.39%5.71%26.75%
2020-5.59%-4.05%-1.56%10.10%0.95%10.90%3.64%-0.06%-1.48%-0.78%13.10%4.16%31.11%
20195.67%4.58%6.85%3.83%-2.88%6.32%-6.21%2.27%2.44%4.45%-2.28%3.17%31.00%
20182.71%-5.26%4.77%7.87%0.94%1.97%-0.66%-2.00%0.51%-6.51%4.84%-3.22%5.07%
2017-0.04%2.13%3.50%5.43%7.39%-2.32%-0.92%2.12%0.52%4.69%-0.51%-0.01%23.76%
20161.35%-1.83%6.31%3.94%3.38%2.10%-1.04%-0.88%0.31%-5.21%-5.12%7.14%10.00%
20157.56%1.03%1.46%4.23%0.61%-5.51%4.13%-8.23%1.26%5.22%-2.88%-4.71%2.94%
2014-6.29%2.61%-2.40%6.49%0.90%-0.72%-1.08%-2.90%-4.33%-0.93%8.60%-2.20%-3.19%
20136.04%0.78%5.85%12.26%-2.89%-3.10%1.75%-0.10%3.01%-0.38%-2.10%4.77%27.86%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LRLCY is 5, meaning it’s performing worse than 95% of other 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 LRLCY is 55
Overall Rank
The Sharpe Ratio Rank of LRLCY is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of LRLCY is 66
Sortino Ratio Rank
The Omega Ratio Rank of LRLCY is 88
Omega Ratio Rank
The Calmar Ratio Rank of LRLCY is 44
Calmar Ratio Rank
The Martin Ratio Rank of LRLCY is 22
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'Oréal S.A. (LRLCY) 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 LRLCY, currently valued at -1.08, compared to the broader market-4.00-2.000.002.00-1.082.10
The chart of Sortino ratio for LRLCY, currently valued at -1.50, compared to the broader market-4.00-2.000.002.004.00-1.502.80
The chart of Omega ratio for LRLCY, currently valued at 0.82, compared to the broader market0.501.001.502.000.821.39
The chart of Calmar ratio for LRLCY, currently valued at -0.85, compared to the broader market0.002.004.006.00-0.853.09
The chart of Martin ratio for LRLCY, currently valued at -1.87, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.8713.49
LRLCY
^GSPC

The current L'Oréal S.A. Sharpe ratio is -1.08. 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 L'Oréal S.A. 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-1.08
2.10
LRLCY (L'Oréal S.A.)
Benchmark (^GSPC)

Dividends

Dividend History

L'Oréal S.A. provided a 2.03% dividend yield over the last twelve months, with an annual payout of $1.42 per share. The company has been increasing its dividends for 3 consecutive years.


1.00%1.20%1.40%1.60%1.80%2.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.42$1.28$1.09$0.95$0.86$0.87$0.87$0.70$0.71$0.62$0.70$0.62

Dividend yield

2.03%1.29%1.53%1.00%1.13%1.48%1.91%1.58%1.95%1.82%2.09%1.76%

Monthly Dividends

The table displays the monthly dividend distributions for L'Oréal S.A.. 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$1.42$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.42
2023$0.00$0.00$0.00$1.28$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.28
2022$0.00$0.00$0.00$1.09$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.09
2021$0.00$0.00$0.00$0.95$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.95
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.86$0.00$0.00$0.00$0.00$0.00$0.86
2019$0.00$0.00$0.00$0.87$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.87
2018$0.00$0.00$0.00$0.87$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.87
2017$0.00$0.00$0.00$0.70$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.70
2016$0.00$0.00$0.00$0.71$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.71
2015$0.00$0.00$0.00$0.62$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.62
2014$0.00$0.00$0.00$0.70$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.70
2013$0.62$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.62

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.0%
L'Oréal S.A. has a dividend yield of 2.03%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%114.7%
L'Oréal S.A. has a payout ratio of 114.68%, 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-29.34%
-2.62%
LRLCY (L'Oréal S.A.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the L'Oréal S.A.. 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'Oréal S.A. was 58.79%, occurring on Mar 9, 2009. Recovery took 862 trading sessions.

The current L'Oréal S.A. drawdown is 29.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.79%Dec 31, 2007299Mar 9, 2009862Aug 6, 20121161
-39.05%Nov 18, 2021242Nov 3, 2022114Apr 21, 2023356
-31.9%May 16, 2024132Nov 21, 2024
-31.46%Jul 10, 2002170Mar 12, 2003200Dec 23, 2003370
-27.33%Feb 20, 2004163Oct 13, 2004342Feb 22, 2006505

Volatility

Volatility Chart

The current L'Oréal S.A. volatility is 5.83%, 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%JulyAugustSeptemberOctoberNovemberDecember
5.83%
3.79%
LRLCY (L'Oréal S.A.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of L'Oréal S.A. 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'Oréal S.A. compared to its peers in the Household & Personal Products industry.


PE Ratio
50.0100.0150.0200.0250.0300.028.2
The chart displays the price to earnings (P/E) ratio for LRLCY in comparison to other companies of the Household & Personal Products industry. Currently, LRLCY has a PE value of 28.2. This PE ratio falls in the average range for the industry.
PEG Ratio
10.020.030.040.050.02.6
The chart displays the price to earnings to growth (PEG) ratio for LRLCY in comparison to other companies of the Household & Personal Products industry. Currently, LRLCY has a PEG value of 2.6. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for L'Oréal S.A..


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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
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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.

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