OTC: ESLOY
EssilorLuxottica S.A.
Healthcare · Medical - Instruments & Supplies
Market Cap
$87.45B
52w High
$186.81
52w Low
$91.44
P/E
30.44
Volume
4.69K
Outstanding Shares
919.18M
Valuation Data Insufficient
The DCF model's fair value estimate is more than 3× the current stock price. This typically indicates unreliable model inputs — such as irregular cash flows or balance sheet distortions — rather than a genuine opportunity, so the valuation is not shown.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 36.11% over the last year. Revenue grew 8.19% over the trailing twelve months. Operating margin moved from 12.88% to 12.4%. Free cash flow grew 17.34% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 10th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 12.4%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Company profile
EssilorLuxottica S.A., established in Paris, France, in 1849, is a prominent global entity in the optical industry.
Valuation
Stock splits
Every 1 shares became 2
Profitability & growth
Analyst consensus
0
Buy
1
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Feb 17, 2027
Q4 FY26 · EPS est $1.99 · Revenue est $18.03B
View
Dividends
$2.32/shareAnnual5yr growth streakAdequateESLOY pays a dividend with a 2.44% dividend yield, 5 consecutive years of growth, growing at 29.25% annually, covered 6.9× by free cash flow.
Dividend Yield
2.44%
Annual Div / Share
$2.32
TTM $2.00
5yr CAGR
+29.25%
Doubles every ~2.7yr
Payout Ratio
66.92%
Adequate
Dividend Growth Rate
3yr CAGR
+9.38%
5yr CAGR
+29.25%
10yr CAGR
+13.87%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$2/mo
In 5 yrs
$4/mo
In 10 yrs
$6/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$24/yr $2/mo | $43/yr+76% $4/mo | $76/yr+211% $6/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 2.44% → 7.56% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 6.9× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 29.25% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.