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 | 3/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
EL Community Fair Values
Create NarrativeSee what 87 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
EssilorLuxottica Société anonyme
63.4% undervalued intrinsic discount
EssilorLuxottica: Pioneering the Future of Eyewear through Innovation and Strategic Expansion
View narrativeLO
Updated 17 Feb 2025
EssilorLuxottica Société anonyme Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €146.40 |
| 52 Week High | €323.80 |
| 52 Week Low | €144.65 |
| Beta | 0.55 |
| 1 Month Change | -10.95% |
| 3 Month Change | -19.87% |
| 1 Year Change | -44.69% |
| 3 Year Change | -16.50% |
| 5 Year Change | -14.03% |
| Change since IPO | 6,579.83% |
Recent News & Updates
Narrative Update • Sep 09
EL: AI Glasses Execution Will Test Premium Multiple And Undervaluation Thesis
The analyst price target for EssilorLuxottica Société anonyme has been revised to €174 from €218.59 as analysts factor in updated assumptions on growth, profitability and valuation after a series of recent target cuts and a rating downgrade in sector research. Analyst Commentary Recent research on EssilorLuxottica Société anonyme points to a more cautious mood among several brokers.
Narrative Update • Aug 26
EL: AI Eyewear Partnerships Will Support Long Term Margin Expansion Potential
EssilorLuxottica Société anonyme's analyst fair value estimate has been revised down from about €261.48 to about €242.65, as analysts lower price targets across the sector and factor in slightly softer revenue growth assumptions alongside a more moderate future P/E, partly balanced by firmer profit margin expectations. Analyst Commentary Recent Street research on EssilorLuxottica Société anonyme shows a mix of optimism on the long term story and caution around execution and competition, which helps explain the shift in fair value estimates.
Narrative Update • Aug 12
EL: AI Eyewear Collaborations Will Support Future Earnings Repricing Potential
The analyst price target for EssilorLuxottica Société anonyme has been revised lower by about €7 to reflect updated fair value estimates and recent Street research, which highlights tougher comparables and rising competition in AI glasses. Analyst Commentary Recent Street research on EssilorLuxottica Société anonyme points to a mixed but still constructive backdrop.Narrative Update • Jul 29
EL: AI Eyewear Partnerships Will Support Future Earnings Repricing
EssilorLuxottica Société anonyme’s updated fair value estimate has been trimmed by analysts, with a lower implied price target supported by slightly revised assumptions on discount rate, long term revenue growth, profit margins and future P/E multiples that align with recent cuts to Street targets in the €181 to €305 range. Analyst Commentary Recent research on EssilorLuxottica Société anonyme points to a tighter spread of price targets, with several bullish analysts still seeing scope for value creation despite more conservative assumptions.Recent updates
Narrative Update • Sep 09
EL: AI Glasses Execution Will Test Premium Multiple And Undervaluation Thesis
The analyst price target for EssilorLuxottica Société anonyme has been revised to €174 from €218.59 as analysts factor in updated assumptions on growth, profitability and valuation after a series of recent target cuts and a rating downgrade in sector research. Analyst Commentary Recent research on EssilorLuxottica Société anonyme points to a more cautious mood among several brokers.Narrative Update • Aug 26
EL: AI Eyewear Partnerships Will Support Long Term Margin Expansion Potential
EssilorLuxottica Société anonyme's analyst fair value estimate has been revised down from about €261.48 to about €242.65, as analysts lower price targets across the sector and factor in slightly softer revenue growth assumptions alongside a more moderate future P/E, partly balanced by firmer profit margin expectations. Analyst Commentary Recent Street research on EssilorLuxottica Société anonyme shows a mix of optimism on the long term story and caution around execution and competition, which helps explain the shift in fair value estimates.Narrative Update • Aug 12
EL: AI Eyewear Collaborations Will Support Future Earnings Repricing Potential
The analyst price target for EssilorLuxottica Société anonyme has been revised lower by about €7 to reflect updated fair value estimates and recent Street research, which highlights tougher comparables and rising competition in AI glasses. Analyst Commentary Recent Street research on EssilorLuxottica Société anonyme points to a mixed but still constructive backdrop.Narrative Update • Jul 29
EL: AI Eyewear Partnerships Will Support Future Earnings Repricing
EssilorLuxottica Société anonyme’s updated fair value estimate has been trimmed by analysts, with a lower implied price target supported by slightly revised assumptions on discount rate, long term revenue growth, profit margins and future P/E multiples that align with recent cuts to Street targets in the €181 to €305 range. Analyst Commentary Recent research on EssilorLuxottica Société anonyme points to a tighter spread of price targets, with several bullish analysts still seeing scope for value creation despite more conservative assumptions.Narrative Update • Jul 14
EL: AI Glasses Partnership And Rebased Street Views Will Support Future Earnings
The updated analyst price target for EssilorLuxottica Société anonyme reflects a lower fair value estimate of €343.82, down from €361.00, as analysts factor in tougher near term comparisons and increased competition in AI glasses. Analyst Commentary Recent Street research on EssilorLuxottica Société anonyme points to a more cautious but still constructive stance from several major firms, with revised price targets aligning with tougher near term comparisons and the emerging competitive backdrop in AI glasses.Narrative Update • Jun 30
EL: AI Eyewear Partnerships And Expanded Markets Will Support Future Upside
The analyst price target for EssilorLuxottica Société anonyme has been reduced in line with a lower fair value estimate, with recent cuts in Street targets ranging from about €2 to €110, as analysts factor in more moderate assumptions for growth, profitability, and future P/E multiples. Analyst Commentary Recent Street research on EssilorLuxottica Société anonyme points to a more cautious but still engaged analyst community, with several firms revising price targets while maintaining existing ratings.Narrative Update • Jun 16
EL: AI Glasses Expansion And Recalibrated Street Assumptions Will Support Future Earnings
Analysts have trimmed their average price target for EssilorLuxottica Société anonyme to €225 from €315. This reflects a series of reduced targets and neutral views, even as updated assumptions point to slightly higher revenue growth, a lower discount rate and a modestly lower future P/E multiple.Narrative Update • Jun 02
EL: Smart Eyewear Adoption And Expanded Markets Will Support Future Upside
Analysts have trimmed their price targets on EssilorLuxottica Société anonyme, with our updated fair value estimate moving from about €316 to €282. This reflects slightly lower revenue growth, a modestly softer profit margin profile and a reduced future P/E assumption, alongside recent cuts from major brokers to around €225 and below prior levels.Narrative Update • Apr 29
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.Narrative Update • Apr 14
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.Narrative Update • Mar 31
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.Narrative Update • Mar 17
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.Narrative Update • Mar 03
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.Narrative Update • Feb 17
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.Narrative Update • Feb 03
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.Narrative Update • Jan 20
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.Narrative Update • Jan 06
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.Analysis Article • Dec 27
EssilorLuxottica Société anonyme's (EPA:EL) Popularity With Investors Is Under Threat From Overpricing
With a price-to-earnings (or "P/E") ratio of 52.3x EssilorLuxottica Société anonyme ( EPA:EL ) may be sending very...Narrative Update • Dec 15
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.Narrative Update • Dec 01
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.Narrative Update • Nov 17
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.Narrative Update • Nov 02
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.Narrative Update • Oct 18
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.Narrative Update • Oct 04
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.Narrative Update • Sep 19
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.Narrative Update • Sep 04
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).
New Narrative • Feb 16
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 | -2.3% | -2.6% | -1.4% |
| 1Y | -44.7% | -43.9% | -0.5% |
Return vs Industry: EL matched the French Medical Equipment industry which returned -43.9% over the past year.
Return vs Market: EL underperformed the French Market which returned -0.5% over the past year.
Price Volatility
| EL volatility | |
|---|---|
| EL Average Weekly Movement | 4.1% |
| Medical Equipment Industry Average Movement | 5.5% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in FR Market | 9.0% |
| 10% least volatile stocks in FR Market | 2.1% |
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 (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1849 | 213,909 | 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 | €67.28b |
| Earnings (TTM) | €2.49b |
| Revenue (TTM) | €29.29b |
27.0x
P/E Ratio2.3x
P/S RatioIs EL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EL income statement (TTM) | |
|---|---|
| Revenue | €29.29b |
| Cost of Revenue | €11.71b |
| Gross Profit | €17.58b |
| Other Expenses | €15.09b |
| Earnings | €2.49b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 5.43 |
| Gross Margin | 60.03% |
| Net Profit Margin | 8.52% |
| Debt/Equity Ratio | 28.6% |
How did EL perform over the long term?
See historical performance and comparisonDividends
2.7%
Current Dividend Yield74%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/11 03:57 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/30 |
| 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 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 42 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. |
| Robert Bate | Barclays |
| Alexander Kleban | Barclays |