OTC · ESLOY
EssilorLuxottica S.A.
Healthcare · Medical - Instruments & Supplies
$102.66▲ 2.87% ($2.86)at close
After hours$102.61▼ 0.05%4:00 PM ET
Valuation
Cash-flow DCF
Verdict: fairly priced. Price between Bear and Base.
The price holds with free cash flow shrinking 2.5% a year for 5 years. Our scenarios assume 0.3–25.0%.
That's below its past 10-year pace of 15.3%.
Value per share
Base case
$242.03
Price used $102.66 is 58% below this
USD · TTM ending Jun 30, 2026 · Price Oct 30, 8:00 PM UTC
Reported total debt includes capitalised leases (~26% of the total). They are excluded from net debt and from the WACC weights because rent is already charged inside operating income. The Net Debt shown here is therefore lower than the balance-sheet figure elsewhere on this page.
Free cash flow each value needs
Free cash flow today $4B. The price needs $5.3B by 2036. Base case: $12.2B. At its recent pace: $16.6B. Bear to Bull: $4.8B to $23.3B.
Free cash flow today $4B. The price needs $5.3B by 2036. Base case: $12.2B. At its recent pace: $16.6B. Bear to Bull: $4.8B to $23.3B.
Free cash flow in 2036
today $4B
−$6.9Bless than the Base case
Value per share · Base case
$242.03
Price $102.66
58% below this
- Stage 1 growth, yrs 1–5
- 15.3%
- Stage 2 growth, yrs 6–10
- 8.4%
- Discount rate
- 6.7%
Reported total debt includes capitalised leases (~26% of the total). They are excluded from net debt and from the WACC weights because rent is already charged inside operating income. The Net Debt shown here is therefore lower than the balance-sheet figure elsewhere on this page.
USD · TTM ending Jun 30, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 44.3% 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. The price is in USD and the financials are reported in EUR, so a currency move can look like a change in valuation.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 20th 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.
Return analysis
Company profile
EssilorLuxottica S.A., established in Paris, France, in 1849, is a prominent global entity in the optical industry.
Market multiples
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
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Feb 17, 2027
Q4 FY26 · EPS est $1.91 · Revenue est $17.2B
Same quarter, year over year
FY26 YTD +11.0%Each cell vs the same quarter a year earlier (the cell below) · Q2 combined $1.92 vs $1.73 · up year over year
Q1
Q2
Q3
Q4
FY total
FY26
—
—
—
FY25
—
—
FY24
—
—
FY23
—
—
FY22
—
—
Fiscal year totals
- FY25
- $3.46
- +9.1%
- FY24
- $3.17
- -9.4%
- FY23
- $3.50
- +39.4%
- FY22
- $2.51
- -11.0%
Q2 FY26
Reported Jul 28, 2026 · Latest
HoverTap a cell to inspect
Actual
$1.92
Estimate
$2.22
Year over year
+11.0%
Vs prior report
+11.0%
Institutional Sentiment
EssilorLuxottica S.A. · ESLOY
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.