EssilorLuxottica Société anonyme (EL) Stock Overview
Designs, manufactures, and distributes ophthalmic lenses, frames, sunglasses, and instruments and equipment in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 2/6 |
| Financial Health | 4/6 |
| Dividends | 4/6 |
EL Community Fair Values
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Analyst Price Targets
Top Community Narratives
€400.08
FV
57.1% undervalued intrinsic discount13.65%
Revenue growth p.a.
142
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EssilorLuxottica Société anonyme Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €171.50 |
| 52 Week High | €323.80 |
| 52 Week Low | €173.25 |
| Beta | 0.54 |
| 1 Month Change | -10.33% |
| 3 Month Change | -34.19% |
| 1 Year Change | -31.59% |
| 3 Year Change | -6.33% |
| 5 Year Change | 24.37% |
| Change since IPO | 7,725.07% |
Recent News & Updates
EL: Refined Street Assumptions And AI Glasses Partnership Will Support Future Earnings Power
EssilorLuxottica Société anonyme’s updated analyst price target has been adjusted slightly lower to €361 from €365, as analysts factor in recent target cuts across the Street, along with modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on EssilorLuxottica Société anonyme has centered on price target revisions, with several major firms adjusting their assumptions around revenue, margins and P/E multiples.EL: Smart Eyewear Partnership And Licensing Expansion Will Support Long Term Earnings Power
EssilorLuxottica Société anonyme's updated analyst price target reflects a recalibration that incorporates recent target cuts from several banks, offset in part by an upgrade. Internal assumptions on discount rate, revenue growth, profit margin and future P/E have been fine tuned without altering the current fair value estimate of €365.00 per share.Recent updates
EL: Refined Street Assumptions And AI Glasses Partnership Will Support Future Earnings Power
EssilorLuxottica Société anonyme’s updated analyst price target has been adjusted slightly lower to €361 from €365, as analysts factor in recent target cuts across the Street, along with modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research on EssilorLuxottica Société anonyme has centered on price target revisions, with several major firms adjusting their assumptions around revenue, margins and P/E multiples.EL: Smart Eyewear Partnership And Licensing Expansion Will Support Long Term Earnings Power
EssilorLuxottica Société anonyme's updated analyst price target reflects a recalibration that incorporates recent target cuts from several banks, offset in part by an upgrade. Internal assumptions on discount rate, revenue growth, profit margin and future P/E have been fine tuned without altering the current fair value estimate of €365.00 per share.
EL: Smart Eyewear Capacity Expansion Will Drive Future Bullish Thesis
EssilorLuxottica Société anonyme's updated analyst price target edges slightly lower to about €316, reflecting analysts' recent target cuts in the €10 to €24 range, alongside broadly steady assumptions for growth, margins and future P/E. Analyst Commentary Recent Street research on EssilorLuxottica Société anonyme clusters around reduced price targets, with one upgrade, pointing to a more balanced stance on the stock rather than a uniform shift in sentiment.EL: Smart Eyewear Capacity Expansion Will Support Long Term Earnings Power
EssilorLuxottica Société anonyme's latest narrative update keeps the fair value estimate steady at €365.00. Analysts have adjusted underlying assumptions, including slightly different revenue growth, profit margin, discount rate and future P/E expectations, following a series of recent price target cuts and one upgrade on the stock.EL: Smart Eyewear Expansion Will Shape Future Outlook For Bullish Thesis
Analysts have trimmed their average price target on EssilorLuxottica to about €316.59 from €324.65, reflecting recent target cuts from several banks, as well as updated assumptions around revenue growth, profit margins and the appropriate discount rate. Analyst Commentary Recent research shows a mix of optimism and caution around EssilorLuxottica Société anonyme, with several banks trimming price targets while one major house upgraded its stance.
EL: Smart Eyewear Capacity Plans Will Test Premium Multiple Resilience
EssilorLuxottica Société anonyme's updated analyst price target has shifted from about €244.72 to €218.59, as analysts factor in slightly lower fair value assumptions and more conservative estimates for growth, margins and future P/E. This is reflected in a series of recent target trims from major banks alongside at least one rating upgrade.EL: Smart Eyewear Capacity Expansion Will Support Premium Earnings Profile
Analysts have raised their fair value estimate for EssilorLuxottica Société anonyme from €305.00 to €365.00. This change reflects updated views on revenue growth, profit margins and future P/E multiples in light of recent changes to Street price targets and ratings.EL: Smart Eyewear And Armani Stake Will Test Premium Multiple Sustainability
Analysts have nudged their fair value estimate for EssilorLuxottica Société anonyme higher from about €239.44 to roughly €244.72. This reflects updated assumptions on revenue growth, profit margins and future P/E multiples supported by recent price target adjustments from major research houses.EL: Armani Stake Preparation Will Shape Future Outlook For Bullish Thesis
EssilorLuxottica Société anonyme’s analyst price target has been raised from €318.65 to €324.65 as analysts incorporate updated assumptions on growth, margins and future P/E, following a series of recent price target increases from major brokers. Analyst Commentary Bullish Takeaways Bullish analysts are marking up their price targets into the €300s, suggesting they see the current P/E and earnings outlook as supportive of a higher valuation range.EssilorLuxottica Société anonyme's (EPA:EL) Popularity With Investors Is Under Threat From Overpricing
Dec 27
EL: Premium Eyewear Multiple Will Struggle If Consumer Demand Softens
Analysts have lifted their fair value estimate for EssilorLuxottica Société anonyme to approximately EUR 239 from about EUR 208, reflecting increased confidence in accelerating revenue growth, slightly higher profit margins, and a richer future earnings multiple following a wave of recent price target hikes and rating upgrades across the Street. Analyst Commentary Recent price target increases from several major banks underscore growing optimism around EssilorLuxottica Société anonyme, with targets now extending well above the newly raised fair value estimate.EL: Market Entry And Planned Armani Stake Will Influence Outlook Moving Forward
Analysts have raised their price targets for EssilorLuxottica, increasing the fair value estimate from €312.20 to €318.65. They cite ongoing market expansion and improved growth outlooks for the company.EL: Expansion Into New Markets And Technology Will Shape Near-Term Outlook
Analysts have raised their price target for EssilorLuxottica Société anonyme from €308.70 to €312.20. This increase is attributed to recent upward revisions by several firms in response to the company’s strong competitive position and increased growth outlook.EL: Expansion Into New Optical Markets Will Drive Measured MedTech Momentum
EssilorLuxottica Société anonyme's analyst price target has risen from €303.95 to €308.70. This reflects analysts' improved outlook based on robust growth prospects and recent upward price target revisions across the Street.Advancing Myopia Management Will Unlock Global MedTech Potential
EssilorLuxottica Société anonyme's analyst price target has increased from EUR 283.63 to EUR 303.95. Analysts cite accelerating revenue growth and a strengthening competitive position in the optical market as key factors for this change.Advancing Myopia Management Will Unlock Global MedTech Potential
Analysts have raised their price target for EssilorLuxottica Société anonyme from €277.61 to €283.63. They cited the company’s strong competitive positioning, expansion into new markets, and opportunities for sustainable growth.Advancing Myopia Management Will Unlock Global MedTech Potential
Analysts have raised EssilorLuxottica's price target to €277.61, citing its dominant market position, strong growth prospects in new markets, and robust vertical integration as key drivers for upward value revision. Analyst Commentary Bullish analysts cite EssilorLuxottica's unrivalled position in structurally attractive optical markets as a key growth driver.Advancing Myopia Management Will Unlock Global MedTech Potential
With consensus forecasts for both revenue growth (6.1% per annum) and discount rate (7.01%) unchanged, there is no revision to the analyst fair value target for EssilorLuxottica, which remains at €265.94. What's in the News EssilorLuxottica and Meta Platforms have launched Oakley Meta, a new line of performance-focused AI smart glasses featuring advanced PRIZM lens technology, Ultra HD 3K recording, open-ear speakers, significantly longer battery life, and a smart charging case (Key Developments, 2025-06-20).Estimating The Intrinsic Value Of EssilorLuxottica Société anonyme (EPA:EL)
Aug 16The EssilorLuxottica Société anonyme (EPA:EL) Half-Yearly Results Are Out And Analysts Have Published New Forecasts
Aug 01Risks To Shareholder Returns Are Elevated At These Prices For EssilorLuxottica Société anonyme (EPA:EL)
Jul 06Is EssilorLuxottica Société anonyme (EPA:EL) Using Too Much Debt?
Jun 17Estimating The Intrinsic Value Of EssilorLuxottica Société anonyme (EPA:EL)
May 17
Expansion Into Smart Glasses And Med-Tech May Boost Future Earnings Despite High PE Ratios
Strategic expansion in smart glasses and med-tech could drive revenue growth and improve net margins through higher profit margins and innovative products.Shareholder Returns
| EL | FR Medical Equipment | FR Market | |
|---|---|---|---|
| 7D | -6.1% | -6.5% | -1.8% |
| 1Y | -31.6% | -33.2% | -1.3% |
Return vs Industry: EL exceeded the French Medical Equipment industry which returned -33.2% over the past year.
Return vs Market: EL underperformed the French Market which returned -1.3% over the past year.
Price Volatility
| EL volatility | |
|---|---|
| EL Average Weekly Movement | 5.0% |
| Medical Equipment Industry Average Movement | 6.1% |
| Market Average Movement | 5.3% |
| 10% most volatile stocks in FR Market | 10.2% |
| 10% least volatile stocks in FR Market | 2.8% |
Stable Share Price: EL has not had significant price volatility in the past 3 months compared to the French market.
Volatility Over Time: EL's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1849 | 155,975 | Francesco Milleri | www.essilorluxottica.com |
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, sunglasses, and instruments and equipment in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific. It offers lens, eyewear, contact lenses, reading glasses under Essilor, Varilux, Crizal, Eyezen, Stellest, Xperio, Transitions, Ray-Ban, Oakley, Barberini, KODAK Lens, Nikon, Shamir Optical, eyexpert, iWear, Humanware, Optifog, Persol, Oliver Peoples, Vogue Eyewear, Arnette, Alain Mikli, Costa, Bliz, Native Eyewear and Bolon, and Foster Grant brands. The company also provides vision assessment, eye pathology diagnosis and treatment, finishing equipment, fitting parameter measurement, small tools, and consumables.
EssilorLuxottica Société anonyme Fundamentals Summary
| EL fundamental statistics | |
|---|---|
| Market cap | €79.96b |
| Earnings (TTM) | €2.32b |
| Revenue (TTM) | €28.49b |
34.2x
P/E Ratio2.8x
P/S RatioIs EL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EL income statement (TTM) | |
|---|---|
| Revenue | €28.49b |
| Cost of Revenue | €11.47b |
| Gross Profit | €17.02b |
| Other Expenses | €14.71b |
| Earnings | €2.32b |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
Jul 28, 2026
| Earnings per share (EPS) | 5.02 |
| Gross Margin | 59.74% |
| Net Profit Margin | 8.13% |
| Debt/Equity Ratio | 27.4% |
How did EL perform over the long term?
See historical performance and comparisonDividends
2.3%
Current Dividend Yield79%
Payout RatioDoes EL pay a reliable dividends?
See EL dividend history and benchmarks| EssilorLuxottica Société anonyme dividend dates | |
|---|---|
| Ex Dividend Date | May 05 2026 |
| Dividend Pay Date | Jun 03 2026 |
| Days until Ex dividend | 1 day |
| Days until Dividend pay date | 28 days |
Does EL pay a reliable dividends?
See EL dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 17:31 |
| End of Day Share Price | 2026/05/05 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
EssilorLuxottica Société anonyme is covered by 41 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Óscar Rodriguez Rouco | Banco de Sabadell. S.A. |
| Alexander Kleban | Barclays |
| Robert Bate | Barclays |