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

Company Info

ISINFR0000121014
SectorConsumer Cyclical
IndustryLuxury Goods

Highlights

Market Cap€397.94B
EPS€30.35
PE Ratio26.25
PEG Ratio2.58
Revenue (TTM)€86.15B
Gross Profit (TTM)€54.20B
EBITDA (TTM)€25.27B
Year Range€644.00 - €895.80
Target Price€888.20

Share Price Chart


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LVMH Moët Hennessy - Louis Vuitton, Société Européenne

Popular comparisons: MC.PA vs. LVMUY, MC.PA vs. RMS.PA, MC.PA vs. UPS, MC.PA vs. TMUS, MC.PA vs. VOO, MC.PA vs. AAPL, MC.PA vs. MSFT, MC.PA vs. LRLCY, MC.PA vs. SBUX, MC.PA vs. CDI.PA

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.


-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%NovemberDecember2024FebruaryMarchApril
19.47%
18.11%
MC.PA (LVMH Moët Hennessy - Louis Vuitton, Société Européenne)
Benchmark (^GSPC)

S&P 500

Returns By Period

LVMH Moët Hennessy - Louis Vuitton, Société Européenne had a return of 10.03% year-to-date (YTD) and -9.10% in the last 12 months. Over the past 10 years, LVMH Moët Hennessy - Louis Vuitton, Société Européenne had an annualized return of 21.83%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.


PeriodReturnBenchmark
Year-To-Date10.03%6.30%
1 month-2.58%-3.13%
6 months19.47%19.37%
1 year-9.10%22.56%
5 years (annualized)19.43%11.65%
10 years (annualized)21.83%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20245.45%8.95%-1.08%
2023-8.41%-5.85%4.18%5.23%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MC.PA is 34, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of MC.PA is 3434
LVMH Moët Hennessy - Louis Vuitton, Société Européenne(MC.PA)
The Sharpe Ratio Rank of MC.PA is 3636Sharpe Ratio Rank
The Sortino Ratio Rank of MC.PA is 3232Sortino Ratio Rank
The Omega Ratio Rank of MC.PA is 3232Omega Ratio Rank
The Calmar Ratio Rank of MC.PA is 3333Calmar Ratio Rank
The Martin Ratio Rank of MC.PA is 3939Martin 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 LVMH Moët Hennessy - Louis Vuitton, Société Européenne (MC.PA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


MC.PA
Sharpe ratio
The chart of Sharpe ratio for MC.PA, currently valued at -0.27, compared to the broader market-2.00-1.000.001.002.003.00-0.27
Sortino ratio
The chart of Sortino ratio for MC.PA, currently valued at -0.21, compared to the broader market-4.00-2.000.002.004.006.00-0.21
Omega ratio
The chart of Omega ratio for MC.PA, currently valued at 0.97, compared to the broader market0.501.001.500.97
Calmar ratio
The chart of Calmar ratio for MC.PA, currently valued at -0.27, compared to the broader market0.001.002.003.004.005.00-0.27
Martin ratio
The chart of Martin ratio for MC.PA, currently valued at -0.50, compared to the broader market0.0010.0020.0030.00-0.50
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-2.00-1.000.001.002.003.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.001.002.003.004.005.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.007.64

Sharpe Ratio

The current LVMH Moët Hennessy - Louis Vuitton, Société Européenne Sharpe ratio is -0.27. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.27
2.27
MC.PA (LVMH Moët Hennessy - Louis Vuitton, Société Européenne)
Benchmark (^GSPC)

Dividends

Dividend History

LVMH Moët Hennessy - Louis Vuitton, Société Européenne granted a 2.50% dividend yield in the last twelve months. The annual payout for that period amounted to €20.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€20.00€12.50€12.00€7.00€4.60€6.20€5.40€4.20€3.60€3.30€4.74€2.70

Dividend yield

2.50%1.70%1.76%0.96%0.90%1.50%2.09%1.71%1.98%2.28%3.58%2.26%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024€0.00€0.00€0.00
2023€0.00€0.00€0.00€7.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€5.50
2022€0.00€0.00€0.00€7.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€5.00
2021€0.00€0.00€0.00€4.00€0.00€0.00€0.00€0.00€0.00€0.00€3.00€0.00
2020€0.00€0.00€0.00€0.00€0.00€0.00€2.60€0.00€0.00€0.00€0.00€2.00
2019€0.00€0.00€0.00€4.00€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.20
2018€0.00€0.00€0.00€3.40€0.00€0.00€0.00€0.00€0.00€0.00€0.00€2.00
2017€0.00€0.00€0.00€2.60€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.60
2016€0.00€0.00€0.00€2.20€0.00€0.00€0.00€0.00€0.00€0.00€1.40€0.00
2015€0.00€0.00€0.00€1.95€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.35
2014€0.00€0.00€0.00€3.61€0.00€0.00€0.00€0.00€0.00€0.00€0.00€1.13
2013€1.62€0.00€0.00€0.00€0.00€0.00€0.00€1.08€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.5%
LVMH Moët Hennessy - Louis Vuitton, Société Européenne has a dividend yield of 2.50%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%41.2%
LVMH Moët Hennessy - Louis Vuitton, Société Européenne has a payout ratio of 41.21%, 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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-9.10%
-2.94%
MC.PA (LVMH Moët Hennessy - Louis Vuitton, Société Européenne)
Benchmark (^GSPC)

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 70.25%, occurring on Sep 21, 2001. Recovery took 1384 trading sessions.

The current LVMH Moët Hennessy - Louis Vuitton, Société Européenne drawdown is 9.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.25%Aug 9, 2000286Sep 21, 20011384Feb 19, 20071670
-55%Oct 30, 2007273Nov 21, 2008325Mar 3, 2010598
-54.86%Jul 4, 1997311Oct 1, 1998138Apr 22, 1999449
-48.02%Sep 7, 198746Nov 10, 1987135Jun 1, 1988181
-42.33%Jan 3, 1990184Sep 26, 1990362Mar 10, 1992546

Volatility

Volatility Chart

The current LVMH Moët Hennessy - Louis Vuitton, Société Européenne volatility is 6.07%, 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%14.00%NovemberDecember2024FebruaryMarchApril
6.07%
3.41%
MC.PA (LVMH Moët Hennessy - Louis Vuitton, Société Européenne)
Benchmark (^GSPC)

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

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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items