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LVMH Moët Hennessy - Louis Vuitton, Société Europé...
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US5024413065
Industry
Luxury Goods

Highlights

EPS (TTM)
$18.76
PE Ratio
5.82
Total Revenue (TTM)
$165.19B
Gross Profit (TTM)
$110.09B
EBITDA (TTM)
$44.58B
Year Range
$101.80 - $152.95
ROA (TTM)
16.47%
ROE (TTM)
34.68%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in LVMH Moët Hennessy - Louis Vuitton, Société Européenne, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) has returned -27.56% so far this year and -9.73% over the past 12 months. Looking at the last ten years, LVMUY has achieved an annualized return of 14.92%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


LVMH Moët Hennessy - Louis Vuitton, Société Européenne

1D
3.60%
1M
-14.46%
YTD
-27.56%
6M
-9.91%
1Y
-9.73%
3Y*
-14.28%
5Y*
-2.54%
10Y*
14.92%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 13, 2007, LVMUY's average daily return is +0.08%, while the average monthly return is +1.27%. At this rate, your investment would double in approximately 4.6 years.

Historically, 56% of months were positive and 44% were negative. The best month was Sep 2010 with a return of +26.1%, while the worst month was Oct 2008 at -62.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, LVMUY closed higher 51% of trading days. The best single day was Oct 29, 2008 with a return of +28.4%, while the worst single day was Oct 6, 2008 at -23.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-14.28%-1.22%-14.46%-27.56%
202511.45%-1.36%-13.79%-9.58%-1.39%-3.47%2.44%9.71%3.59%15.62%4.84%2.60%18.11%
20242.31%10.10%-1.07%-8.46%-2.08%-4.60%-8.42%6.14%3.05%-13.68%-5.36%5.14%-18.01%
202320.58%-4.61%10.26%5.29%-8.80%7.85%-1.37%-9.11%-10.73%-5.17%6.77%7.02%13.89%
2022-1.27%-10.80%-2.17%-7.92%-0.64%-5.26%13.53%-6.70%-9.24%7.42%22.09%-5.31%-10.84%
2021-2.15%4.06%5.38%13.44%6.55%-1.82%1.64%-7.63%-3.28%9.83%-0.50%6.17%34.13%

Benchmark Metrics

LVMH Moët Hennessy - Louis Vuitton, Société Européenne has an annualized alpha of 10.66%, beta of 1.00, and R² of 0.18 versus S&P 500 Index. Calculated based on daily prices since July 16, 2007.

  • This stock captured 124.23% of S&P 500 Index gains and 115.26% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.18 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
10.66%
Beta
1.00
0.18
Upside Capture
124.23%
Downside Capture
115.26%

Return for Risk

Risk / Return Rank

LVMUY ranks 26 for risk / return — below 26% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


LVMUY Risk / Return Rank: 2626
Overall Rank
LVMUY Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
LVMUY Sortino Ratio Rank: 2424
Sortino Ratio Rank
LVMUY Omega Ratio Rank: 2525
Omega Ratio Rank
LVMUY Calmar Ratio Rank: 2929
Calmar Ratio Rank
LVMUY Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and compare them to a chosen benchmark (S&P 500 Index).


LVMUYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.29

0.90

-1.18

Sortino ratio

Return per unit of downside risk

-0.20

1.39

-1.58

Omega ratio

Gain probability vs. loss probability

0.98

1.21

-0.23

Calmar ratio

Return relative to maximum drawdown

-0.37

1.40

-1.77

Martin ratio

Return relative to average drawdown

-0.99

6.61

-7.60

Explore LVMUY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

LVMH Moët Hennessy - Louis Vuitton, Société Européenne provided a 2.65% dividend yield over the last twelve months, with an annual payout of $2.89 per share. The company has been increasing its dividends for 4 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.89$2.89$2.79$2.68$2.58$1.63$2.05$1.39$1.29$1.57$1.58$4.08

Dividend yield

2.65%1.92%2.14%1.65%1.78%0.99%1.64%1.49%2.21%2.67%4.16%12.95%

Monthly Dividends

The table displays the monthly dividend distributions for LVMH Moët Hennessy - Louis Vuitton, Société Européenne. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$1.62$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.27$2.89
2024$0.00$0.00$0.00$1.61$0.00$0.00$0.00$0.00$0.00$0.00$1.18$0.00$2.79
2023$0.00$0.00$0.00$1.49$0.00$0.00$0.00$0.00$0.00$0.00$1.20$0.00$2.68
2022$0.00$0.00$0.00$1.54$0.00$0.00$0.00$0.00$0.00$0.00$1.03$0.00$2.58
2021$0.00$0.00$0.00$0.95$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.68$1.63

Dividend Yield & Payout


Dividend Yield

LVMH Moët Hennessy - Louis Vuitton, Société Européenne has a dividend yield of 2.65%, which is quite average when compared to the overall market.

Payout Ratio

LVMH Moët Hennessy - Louis Vuitton, Société Européenne has a payout ratio of 60.45%, which is quite average when compared to the overall market. This suggests that LVMH Moët Hennessy - Louis Vuitton, Société Européenne 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the LVMH Moët Hennessy - Louis Vuitton, Société Européenne. 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 LVMH Moët Hennessy - Louis Vuitton, Société Européenne was 80.82%, occurring on Dec 1, 2008. Recovery took 1636 trading sessions.

The current LVMH Moët Hennessy - Louis Vuitton, Société Européenne drawdown is 42.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-80.82%Jan 4, 2008227Dec 1, 20081636Jun 3, 20151863
-46.56%Jul 17, 2023489Jun 26, 2025
-36.87%Jul 16, 200724Aug 16, 200786Dec 18, 2007110
-35.68%Jan 21, 202042Mar 19, 2020111Aug 26, 2020153
-32.71%Jan 6, 2022112Jun 16, 2022143Jan 11, 2023255

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of LVMH Moët Hennessy - Louis Vuitton, Société Européenne 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 overview of how LVMH Moët Hennessy - Louis Vuitton, Société Européenne is priced in the market compared to other companies in the Luxury Goods industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for LVMUY, comparing it with other companies in the Luxury Goods industry. Currently, LVMUY has a P/E ratio of 5.8. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for LVMUY relative to other companies in the Luxury Goods industry. Currently, LVMUY has a P/S ratio of 0.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

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