LVMH Moët Hennessy Louis Vuitton (LVMHF) 📈: отчетность и дивиденды за 2025

Capitalization

IFRS

Reporting Annual Quarterly

	2016	2017	2018	2019	2020	2021	2022	2023	2024	LTM	5 year average	CAGR 5
Капитализация, млрд €		123.28	170.81	197.1	232.33	375.48	341.89	426.77		421.91	314.71	16.71
Выручка, млрд €	37.6	42.64	46.83	53.67	44.65	64.22	79.18	86.15	84.68	84.68	71.78	13.66
Чистая прибыль, млрд €	3.98	5.13	6.35	7.17	4.7	12.04	14.08	15.17	12.55	12.55	11.71	21.71
EV, млрд €		130.82	176.92	206.31	252.73	391.85	367.03	400.55	346.92	346.92	351.82	6.54
EBIT, млрд €	6.84	8.28	10.01	11.42	8.32	17.13	21.11	22.59	19.3	19.3	17.69	18.33
EBITDA, млрд €	8.98	10.65	12.31	16.53	13.09	22.19	26.72	28.55	27.1	27.1	23.53	15.67
OIBDA, млрд €					16.16	27.59	32.99	35.94	33.45	33.45	29.23	15.66
Баланс стоимость, млрд €	26.39	28.85	32.29	36.59	37.41	47.12	55.11	61.02	67.52	67.52	53.64	12.54
FCF, млрд €	3.65	4.69	5.35	8.26	8.43	15.39	12.75	10.6	13.37	13.37	12.11	9.66
Операционный денежный поток, млрд €	6.24	7.03	8.49	11.65	10.9	18.65	17.84	18.4	18.93	18.93	16.94	11.67
Операционная прибыль, млрд €	6.9	8.11	9.88	11.27	8.32	17.13	21	22.56	18.91	18.91	17.58	17.85
Операционные расходы, млрд €	17.7	19.55	21.22	24.18	20.43	26.72	33.18	36.72	37.86	37.86	30.98	13.13
CAPEX, млрд €	2.59	2.35	3.14	3.39	2.47	3.26	5.08	7.81	5.55	5.55	4.83	17.58

	2020Q4	2021Q2	2021Q4	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q4	5 quarters average	CAGR 5
Капитализация, млрд €	277.95	388.09	397.7	318.71	326.96	345.5	429.32	468.23	433.22	379.71				411.20	1.91
Выручка, млрд €				36.73	21.23	42.46	21.12	42.24	21.96	43.91	20.84	41.68	43.01	34.28	14.39
Чистая прибыль, млрд €				6.53	3.78	7.55	4.24	8.48	3.35	6.69	3.63	7.27	5.28	5.24	9.53
EV, млрд €			412.3	335.28		361.52	475.16	466.6	386.55	401.1	438.66	404.04	346.75	395.42	-2.15
EBIT, млрд €				10.23	5.39	10.79	5.79	10.01	5.61	9.3	5.33	10.94	8.13	7.86	7.70
EBITDA, млрд €				11.55	5.85	11.7	6.42	12.85	6.21	12.43	6	12.29	10.01	9.39	10.02
OIBDA, млрд €									8.47	16.95	7.7	15.65	13.01	12.36	8.96
Баланс стоимость, млрд €				50.75	55.11	55.11	57.72	57.72	61.02	61.02	64.81	64.81	67.52	63.84	2.05
FCF, млрд €				5.4	4.03	7.36	1.59	3.11	4.2	8.41	2.28	4.56	8.5	5.59	15.14
Операционный денежный поток, млрд €				7.27	5.28	10.57	3.38	6.75	5.83	11.65	3.64	7.28	11.65	8.01	14.85
Операционная прибыль, млрд €				10.23	5.39	10.79	5.79	11.58	5.61	11.21	5.33	10.62	8.28	8.21	8.10
Операционные расходы, млрд €				15.87	8.97	17.95	8.48	16.95	9.97	19.94	8.92	18.07	19.79	15.34	14.70
CAPEX, млрд €				1.87	1.26	3.22	1.78	3.64	1.62	3.24	1.36	2.73	3.15	2.42	14.22

	5 quarters average	CAGR 5

Cash flow Cash flow quarterly Assets

Balance sheet

IFRS

Reporting Annual Quarterly

	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	LTM	5 year average	CAGR 5
Наличность, млрд €			3.54	3.74	4.61	5.67	6.42	6.19	6.3	7.77	9.63	9.63	7.26	8.45
Short Term Investments €			0.374	0.515	0.666	0.733	14.3	4.37	4.55	3.49	3.96	3.96	6.13	-22.65
Long term investments €	1.4	1.48	2.45	9.12	6.94	6.31							5.26	33.65
Total Receivables €			4.1	4.83	5.02	6.39	4.68	6.11	4.26	4.73	5.76	5.76	5.11	4.24
Total Current Assets €			19.4	21.08	23.55	26.51	39.97	34.3	39.74	43.71	47.47	47.47	41.04	3.50
Чистые активы, млрд €		12.12	12.14	13.86	15.11	30.94	30.75	33.9	37.67	55.11		43.8	37.67	12.24
Активы, млрд €			59.62	68.55	74.3	96.51	108.67	125.31	134.65	143.69	149.19	149.19	132.30	6.54
Short Term Debt €			3.45	4.53	5.03	9.78	12.75	10.4	12.33	13.86	14.25	14.25	12.72	2.25
Long Term Debt €			3.59	6.75	5.69	5.1	14.07	12.17	10.38	11.23	12.09	12.09	11.99	-2.99
Задолженность, млрд €			31.72	38.29	40.34	58.14	69.84	76.4	78.04	80.99	79.9	79.9	77.03	2.73
Чистый долг, млрд €			3.84	7.84	6.42	19.58	31.07	28.26	28.79	31.1	31.57	31.57	30.16	0.32
Долг, млрд €			7.04	11.28	10.72	14.88	26.82	22.57	35.09	38.88	41.2	41.2	32.91	8.97
Interest income €						0.036	0.046	0.044	0.113	0.136			0.0750	30.45
Расходы на обслуживание долга €			0.092	0.11	0.158	0.446	0.366	0.242	0.382	0.973	0.952	0.952	0.5830	21.07
Чист. проц. доходы, млрд €			-0.123	-0.141	-0.179	-0.432	-0.358	-0.247	-0.311	-0.88		0.1512	-0.4456	15.29
Goodwill €	8.81	10.12	10.4	16.51	13.73	16.03	16.04	25.9	24.78	24.02			21.35	8.42
Амортизация, млрд €			2.14	2.38	2.3	5.11	4.76	5.06	5.61	5.96	7.8	7.8	5.84	10.38
Себестоимость, млрд €			13.04	14.78	15.63	18.12	15.9	20.36	24.99	26.88	27.92	27.92	23.21	11.92
Товарно материальные запасы €			10.55	10.91	12.49	13.72	13.23	16.86	20.71	22.95	23.67	23.67	19.48	12.34

	2017Q3	2017Q4	2018Q1	2018Q2	2018Q3	2018Q4	2019Q1	2019Q2	2019Q3	2019Q4	2020Q2	2020Q3	2020Q4	2021Q1	2021Q2	2021Q3	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q4	5 quarters average	CAGR 5
Наличность, млрд €																			7.59	7.3	6.3	6.15	5.29	7.77	6.39	7.16	7.16	9.63	7.62	4.39
Short Term Investments €																			2.81	3.55	4.55	4.22	5.08	3.49	4.88	3.93	3.93	3.96	4.04	2.56
Long term investments €	1.71	1.75	1.92	1.81	2.04	2.02	5.21	5.56	4.75	6.31																			4.77	25.58
Total Receivables €																			6.64	4.26	7.11	4.17	4.17	4.73	7.62	4.45	4.45	5.76	5.40	4.02
Total Current Assets €																			37.29	39.74	39.74	42	42	43.71	43.71	44.92	44.92	47.47	44.95	1.66
Чистые активы, млрд €												30.75	30.75	33.2	33.2	33.9	33.9	35.7	35.7	37.67	37.67								36.13	2.13
Активы, млрд €																			131.31	134.65	134.65	139.38	139.38	143.69	143.69	144.45	144.45	149.19	145.09	0.75
Short Term Debt €																			13.65	9.38	11.93	13.8	16.36	10.7	13.86	11.79	14.98	14.25	13.12	5.90
Long Term Debt €											14.84		14.07		11.94		12.17		10.52		10.38		8.92		11.23		11.54	12.09	10.83	3.10
Задолженность, млрд €																			78.6	78.04	78.04	79.93	79.93	80.99	80.99	77.97	77.97	79.9	79.56	-0.27
Чистый долг, млрд €																			29.19	25.39	28.79	29.66	32.73	28.06	32.1	30.5	33.7	31.57	31.19	2.39
Долг, млрд €																	22.63		24.16		22.31	38.45	38.02	35.84	38.49	37.66	40.85	41.2	38.81	2.83
Расходы на обслуживание долга €							0.3489	0.372	0.2649	0.3516									0.131		0.251		0.405		0.568		0.57	0.472	0.4532	13.46
Goodwill €													16.04		29.93		25.9		25.55	24.78	24.78	25.1	25.1	24.02	24.02				24.60	-0.62
Амортизация, млрд €																			1.32	0.458	0.916	0.6315	2.83	0.606	3.13	0.675	1.35	1.88	1.53	25.41
Себестоимость, млрд €																			11.42	6.79	13.57	6.46	12.92	6.98	13.95	6.49	12.98	14.93	11.07	16.42
Товарно материальные запасы €																			19.18	20.32	20.71	22.64	23	22.95	23.28	24.3	24.3	23.67	23.70	0.62

Share

IFRS

Reporting Annual Quarterly

	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	LTM	5 year average	CAGR 5
EPS	9.21	13.73	14.78	12.83	16.65	6.22	28.03	30.33	25.12		25.12	21.27	8.57
Цена акции ао		293.6	296.2	466.8	626	825.08	731.68	813.81	656.7	518	518	709.05	-8.89
Число акций ао, млн		492.35	528.66	503.65	503.9	503.26	502.48	500.3	499.68		499.68	501.92	-0.17
FCF/акцию		9.52	10.12	16.4	16.74	30.58	25.38	21.18	26.76		26.76	24.13	9.84

	2020Q4	2021Q2	2021Q4	2022Q1	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q4	2025Q1	2025Q2	5 quarters average	CAGR 5
EPS			13.4		12.99		16.16	9.1	16.94	6.7	13.39	7.27	14.54	10.58			10.50	9.57
Цена акции ао				751.75	633.59	651.39	688.24	857.28	934.99	866.76	759.89				645.2	518	744.97	-11.14
Число акций ао, млн	503.9	503.79	503.26		503.02	501.94	502.01	500.79	500.79	499.82	499.69						500.62	-0.09
FCF/акцию					10.74	8.02	14.66	3.18	6.22	8.41	16.82	4.56	9.12	17.01			11.18	15.13

	5 quarters average	CAGR 5

Efficiency

IFRS

Reporting Annual Quarterly

	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	LTM	Industry average	5 year average	CAGR 5
ROE, %				15.08	17.78	19.68	19.6	12.57	25.54	27.55	26.13	19.53		19.53	107.98	22.26	9.21
ROA, %				6.68	7.48	8.55	7.43	4.33	9.6	10.84	10.9	8.57		8.57	50.75	8.85	14.63
ROIC, %			15.96	17.47	17.72	21.09	21.08	10.93	22.33	22.54	22.52			15.57	17.17	19.88	1.33
ROS, %					12.03	13.57	13.36	10.53	18.74	17.79	17.61	14.82	14.82	14.82	11.30	16.76	-4.59
ROCE, %					27.36	29.46	29.77	21.44	35.02	20.48	20.44	16.71	27.85	16.71	19.47	24.10	-4.48
Ebit margin, %							21.28	18.64	26.67	26.66	26.22	22.79	22.79	22.79		25.03	-3.10
Рентаб EBITDA, %					24.99	26.28	30.8	29.31	34.55	33.75	33.14	32	32	32	21.74	33.09	-1.52
Чистая рентаб, %				10.59	12.03	13.57	13.36	10.53	18.74	17.79	17.61	14.82		14.82	11.30	15.90	7.07
Operation Margin, %					19.03	21.09	21	18.64	26.67	26.52	26.19	22.33	22.33	22.33	16.76	24.81	-3.49
Чистая процентная маржа, %	11.79	18.43	10.02	10.59	12.03	13.57	13.36	10.53	18.74					18.74	14.25	13.65	9.27
Доходность FCF, %					3.8	3.13	4.19	3.63	4.1	3.73	2.48					3.63	-9.96

	2021Q2	2021Q4	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q4	2025Q2	Industry average	5 quarters average	CAGR 5
ROE, %			12.87	6.85	13.7	7.35	15.27	5.86	11.42	6.03	11.72	8.29		107.98	8.66	7.18
ROA, %			4.97	2.8	5.61	3.04	6.09	2.36	4.66	2.52	5.03	3.6		50.75	3.63	8.81
ROIC, %	5.4	5.92	13.42		12.99		13.14	4.87	9.8	5.37	10.42	8.15		17.17	7.72	10.85
ROS, %				17.79	17.79	20.08	20.08	15.24	15.24	17.44	17.44	12.28	14.82	11.30	15.44	-0.56
ROCE, %				9.53	19.06	9.74	9.62	5.29	8.62	4.87	9.83	7.23	27.85	19.47	11.68	26.43
Ebit margin, %							23.71	25.53	21.17	25.57	26.25	18.9	22.79		22.94	1.49
Рентаб EBITDA, %				27.56	27.56	30.41	30.41	28.29	28.29	28.81	29.49	23.27	32	21.74	28.37	2.50
Чистая рентаб, %			17.78	17.79	17.79	20.08	20.08	15.24	15.24	17.44	17.44	12.28		11.30	15.53	-4.23
Operation Margin, %				25.41	25.41	27.42	27.42	25.53	25.53	25.57	25.49	19.26	22.33	16.76	23.64	-2.64
Доходность FCF, %			1.69	1.23	2.13	0.3711	0.6648	0.9703	1.97						1.22	-1.55

	Industry average	5 quarters average	CAGR 5

Coefficients

IFRS

Reporting Annual Quarterly

	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	LTM	Industry average	5 year average	CAGR 5
P/E	24.4	24.04	26.88	27.49	49.41	31.2	24.02	24.35	25.13		25.13	23.09	30.82	-12.65
P/BV	3.7	4.27	5.29	5.39	6.21	7.97	5.98	5.89	4.55		4.55	11.65	6.12	-6.03
P/S	2.5	2.89	3.65	3.67	5.2	5.85	4.27	4.29	3.72		3.72	2.84	4.67	-6.48
P/FCF		26.31	31.93	23.86	27.55	24.39	26.81	40.27	39.81	31.55	31.55	28.33	32.57	5.28
E/P		0.0416	0.0372	0.0364	0.0202	0.0321	0.0412	0.0356	0.036	0.0297	0.0297	2.96	0.0349	-1.54
EV/EBIT				20.13	34.72	23.07	17.38	17.73	17.98	17.92	17.98		18.82	-4.93
EV/EBITDA	10.21	12.28	14.38	12.48	19.31	17.66	13.73	14.03	12.8		12.8	11.59	15.51	-7.89
EV/S		3.07	3.78	3.84	5.66	6.1	4.64	4.65	4.1	4.08	4.1	3.05	4.71	-7.73
EV/FCF		27.92	33.08	24.98	29.97	25.46	28.78	37.8	25.94	25.86	25.94	23.24	28.77	0.31
Debt/EBITDA		1.06	0.8708	0.9004	2.05	1.02	1.31	1.36	1.52	1.52	1.52	1.65	1.35	8.31
Netdebt/Ebitda		0.7358	0.5218	1.18	2.37	1.27	1.08	1.09	1.17	1.17	1.17	1.11	1.16	-1.63
Debt/Ratio		0.1646	0.1442	0.1542	0.2468	0.1801	0.2606	0.2705	0.2762	0.2762	0.2762	0.24	0.2527	8.93
Debt/Equity		0.391	0.3319	0.4068	0.7168	0.4789	0.6367	0.6371	0.6103	1.15	0.6103	1.09	0.7026	19.15
Debt/Net Income		2.2	1.69	2.08	5.7	1.87	2.49	2.56	3.28	3.28	3.28	4.76	2.70	11.89
PEG										1.72	1.72		1.72	0.00
Бета					0.9	0.94	1.02	-0.1222	-2	0.9351	0.9351	0.28	0.1546	-0.10
Индекс Альтмана		4.46	5.47	4.62	4.03	5.55	5.24	6.53	5.47	5.19	5.19	13.37	5.60	-1.33

	2019Q4	2021Q2	2021Q4	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q4	2025Q1	2025Q2	Industry average	5 quarters average	CAGR 5
P/E				48.79	86.59	45.75	101.24	18.06	15.21	16.23	18.44	17.68	13.78			23.09	16.27	-1.96
P/BV				6.28	5.93	6.27	7.44	7.3	5.72	5.89	6.14	5.57	4.55			11.65	5.57	-4.47
P/S				8.68	15.4	8.14	20.33	3.42	2.81	2.86	3.17	2.88	2.11			2.84	2.77	-5.57
P/FCF				59.02	81.21	46.96	269.5	150.41	103.06	50.73					31.55	28.33	121.05	-34.88
E/P		0.0068	0.0085	0.0205	0.0115	0.0219	0.0099	0.0181	0.0077	0.0176					0.0297	2.96	0.0166	24.57
EV/EBIT								46.6	68.95	43.15	82.32	36.94	42.66		17.92		44.60	-16.12
EV/EBITDA				29.03		30.89	11.37	12.67	10.4	10.55	11.66	10.94	8.51			11.59	10.41	-3.93
EV/S	5.08			9.13		8.52		11.05	17.61	9.13	21.05	9.69	8.06		4.08	3.05	10.40	-14.88
EV/FCF				62.09		49.13		149.89	91.96	47.71	192.57	88.68	40.81		25.86	23.24	79.13	-11.53
Debt/EBITDA				2.09		1.91	5.57	2.96	5.77	3.1	6.27	3.32	4.12		1.52	1.65	3.67	-13.28
Netdebt/Ebitda					4.34	2.46	4.62	2.55	4.52	2.58	5.08	2.74	3.16		1.17	1.11	2.95	-14.63
Debt/Ratio			0.1806	0.184		0.1657		0.2728	0.2494	0.2678	0.2607	0.2828	0.2762		0.2762	0.24	0.2727	0.62
Debt/Equity			0.4802	0.4761		0.4048		0.6587	0.5873	0.6307	0.5811	0.6304	0.6103		1.15	1.09	0.7205	12.77
Debt/Net Income			6.71	3.7		2.95		4.48	10.71	5.75	10.36	5.62	7.8		3.28	4.76	6.56	-10.62
PEG															1.72		1.72	0.00
Бета														-0.2326	0.9351	0.28	0.3513	-300.50
Индекс Альтмана				4.29	4.14	4.54								5.47	5.19	13.37	4.73	3.88

Dividends

IFRS

Reporting Annual Quarterly

	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025	LTM	Industry average	5 year average	CAGR 5
Див.выплата, млрд	1.62	1.67	1.86	1.98	2.72	3.68	2.32	3.53	6.25	7.32					4.62	14.74
Дивиденд				4.68	6.47	6.89	5.34	8.2	12.2	11.71	12.02	6.98	12.11		10.22	-3.17
Див доход, ао, %				1.87	2	1.76	1.16	1.1	1.69	1.69	2.23	2.25	2.24	3.35	1.79	15.39
Дивиденды / прибыль, %			46.7	38.64	42.73	51.29	49.28	29.3	42.78	41.2	58.34		58.34	65.19	44.18	3.43

	2019Q2	2019Q4	2020Q3	2020Q4	2021Q2	2021Q4	2022Q2	2022Q3	2022Q4	2023Q1	2023Q2	2023Q3	2023Q4	2024Q1	2024Q2	2024Q4	Industry average	5 quarters average	CAGR 5
Див.выплата, млрд							3.52	1.25	2.51	1.75	4.1	1.37	3.06	1.87	3.75	3.58		2.73	21.18
Дивиденд	4.46	2.43	2.94	2.41	4.82	3.38	7.46		5.24		7.68		5.95					5.94	11.97
Див доход, ао, %	1.14	0.5601	0.6314	0.4362	0.6254	0.4274	1.18		0.7619		0.8212		0.7828				3.35	0.7947	12.87
Дивиденды / прибыль, %							53.87	33.17	33.17	41.3	48.34	41.06	45.7	51.56	51.56	67.67	65.19	51.51	10.51

Other

IFRS

Reporting Annual Quarterly

	2018	2019	2020	2021	2022	2023	2024	LTM	CAGR 5
Всего задолженность	16.83	22.62	25.32						14.58
CAPEX/Выручка, %			5.52	5.07	6.42	9.06	6.56	6.56	3.51
Персонал, чел				148 343	157 953	173 492	192 287		6.70

	2023Q3	2023Q4	2024Q1	2024Q2	2024Q4	CAGR 5
CAPEX/Выручка, %	7.39	7.39	6.55	6.55	7.33	-0.16

	CAGR 5

Investing Port

LVMH Moët Hennessy Louis Vuitton

Reporting LVMH Moët Hennessy Louis Vuitton

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