Is It Worth the Premium?
With 37 different brands and four divisions, Loreal ($OR.PA) has been on my radar since I started investing. But it has never been at a discount. Today, trading at 30x PE, it is one of those high-performing companies that rarely disappoint. Is it worth investing now, or should we wait for a better opportunity?
Source: L’Oréal F2024 Annual Report.
Key Highlights
- A Beauty Giant at 30x PE – L’Oréal has dominated for over a century, but is it still a buy at this valuation?
- AI-Driven Edge – With 694 patents in 2024, tech innovation fuels growth. Will it sustain premium pricing?
- Growth vs. Stagnation – Expansion slows, inflation bites. Is L’Oréal nearing its limits?
Business overview
In 1909, a scientist in Paris…
