RMS Share Price Performance
€1,667.50
-467.50 (-21.90%)
10.8% overvalued intrinsic discount
€1,505.00
Fair Value
Price €1,667.50
Clive_Thompson €1,505.00
AnalystConsensusTarget €2,372.50
AnalystLowTarget €1,930.65
Fair Value€1,505.00
Share Pricen/a
- 4 Narratives written by author
- 1 Comments on narratives written by author
- 201 Fair Values set on narratives written by author
RMS Community Narratives
CL
Fair Value €1.51k 10.8% overvalued intrinsic discount
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
26users have liked this narrative
1users have commented on this narrative
23users have followed this narrative
AN
Fair Value €2.37k 29.7% undervalued intrinsic discount
Analyst Commentary Highlights Moderation in Hermès International’s Valuation and Sector Growth Outlook
2users have liked this narrative
0users have commented on this narrative
82users have followed this narrative
AN
Fair Value €1.93k 13.6% undervalued intrinsic discount
Geopolitical Pressures And Digital Disruption Will Erode Luxury Exclusivity
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
About Hermès International SA Hermès International SA is a French luxury goods manufacturer. Its core business is leather goods.Read more
6.2k
users have viewed this narrative26users have liked this narrative
1users have commented on this narrative
23users have followed this narrative
CL
€1.51k
10.8% overvalued intrinsic discount
Fair Value
Revenue
3.65% p.a.
Profit Margin
28.27%
Future PE
43.4x
Price in 2031
€2.24k
Artisan Craft And Digital Expansion Will Elevate Quiet Luxury Appeal
Key Takeaways Exceptional vertical integration, brand exclusivity, and artisan focus enable Hermès to maintain pricing power, quality, and resilient margin growth despite industry headwinds. Methodical global expansion, focus on authentic luxury experience, and leadership in sustainability position Hermès for durable demand and superior earnings quality long-term.Read more
36
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
€2.65k
37.1% undervalued intrinsic discount
Fair Value
Revenue
11.39% p.a.
Profit Margin
31.03%
Future PE
51.04x
Price in 2029
€3.34k
Analyst Commentary Highlights Moderation in Hermès International’s Valuation and Sector Growth Outlook
Key Takeaways Expanding affluent customer base in Asia and disciplined supply control strengthen brand exclusivity, driving sustained revenue growth and industry-leading margins. Heritage, strong sustainability focus, and diversification into new categories reinforce premium pricing and broaden revenue streams without diluting brand equity.Read more
335
users have viewed this narrative2users have liked this narrative
0users have commented on this narrative
82users have followed this narrative
AN
€2.37k
29.7% undervalued intrinsic discount
Fair Value
Revenue
9.03% p.a.
Profit Margin
30.15%
Future PE
50.1x
Price in 2029
€2.99k
Geopolitical Pressures And Digital Disruption Will Erode Luxury Exclusivity
Key Takeaways Expanding geopolitical risks, environmental scrutiny, and rising counterfeit activity threaten Hermès' margins, revenue growth, and operational costs across global markets. Evolving consumer preferences and digital disruption challenge Hermès' scarcity-based model, pressuring brand exclusivity, product demand, and long-term pricing power.Read more
21
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
€1.93k
13.6% undervalued intrinsic discount
Fair Value
Revenue
8.29% p.a.
Profit Margin
30.32%
Future PE
43.25x
Price in 2028
€2.4k
Trending Discussion
Recently Updated Narratives
CL
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
Fair Value: €1.51k 10.8% overvalued intrinsic discount
23 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
RMS: Rating Upgrades And Medium Term Guidance Will Support Elevated Future P/E
Fair Value: €2.65k 37.1% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
RMS: Defensive Profile And Recent Upgrades Will Support Long Term Upside
Fair Value: €2.37k 29.7% undervalued intrinsic discount
82 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Hermès International Société en commandite par actions Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 29, 2026
- 43.15
- 71.11%
- 28.27%
- 0%
About RMS
- Founded
- 1837
- Employees
- 25954
- CEO
- WebsiteView website
Hermès International Société en commandite par actions engages in the production, wholesale, and retail of various goods. The company offers leather goods and saddlery, such as bags for men and women, travel articles, small leather goods and accessories, saddles, bridles, and various equestrian products and clothing; ready-to-wear garments for men and women; and accessories, including jewelry, belts, hats, gloves, internet of things products, and shoes. It also provides silk and textiles for men and women; art of living and tableware products; beauty and perfume products; and watches. In addition, the company is involved in weaving, engraving, printing, dyeing, finishing, and producing textiles; purchasing, tanning, dyeing, finishing, and selling tanneries and precious leathers; and creating and producing of metal parts. It sells its products through a network of stores in France, rest of Europe, Japan, the Asia Pacific, the Americas, and the Middle East, as well as sells watches, perfumes, and tableware through a network of specialized stores. The company was founded in 1837 and is headquartered in Paris, France. Hermès International Société en commandite par actions is a subsidiary of H51 SAS.
