{"id":409857,"date":"2026-04-25T07:17:12","date_gmt":"2026-04-25T07:17:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/409857\/"},"modified":"2026-04-25T07:17:12","modified_gmt":"2026-04-25T07:17:12","slug":"loreal-enxtpaor-valuation-check-after-q1-2026-beat-dividend-hike-and-kering-beaute-deal","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/409857\/","title":{"rendered":"L’Or\u00e9al (ENXTPA:OR) Valuation Check After Q1 2026 Beat Dividend Hike And Kering Beaut\u00e9 Deal"},"content":{"rendered":"\n

Make better investment decisions<\/a> with Simply Wall St’s easy, visual tools that give you a competitive edge.<\/p>\n

L’Or\u00e9al (ENXTPA:OR) is back in focus after its first quarter 2026 sales outpaced market expectations, triggering a sharp share price reaction and drawing attention to its latest dividend decision.<\/p>\n

See our latest analysis for L’Or\u00e9al.<\/a><\/p>\n

The recent 9% single day share price move following the first quarter 2026 sales beat sits within a more mixed picture, with a 7.2% 1 month share price return, a 3.5% year to date share price return and a 2.7% 1 year total shareholder return. However, the 3 year total shareholder return of a 9.8% decline signals that longer term momentum has been softer.<\/p>\n

If this kind of earnings driven move has you thinking about what else is out there, it could be a good moment to scan 97 top founder-led companies<\/a><\/p>\n

With the share price reacting sharply to the first quarter sales beat and a higher dividend now approved, the key question is whether L’Or\u00e9al at about \u20ac377 already reflects this momentum or if the market is still underestimating future growth potential.<\/p>\n

At about \u20ac377, L’Or\u00e9al trades below the most followed fair value estimate of \u20ac402.73, which is based on detailed revenue, margin and valuation assumptions over several years.<\/p>\n

Major capital allocation to strategic acquisitions (e.g., Medik8, Color Wow) and digital\/AI-driven innovation (AI personalization, beauty tech partnerships) is expected to increase category leadership, fuel product differentiation, and raise future revenue and net margins.<\/p>\n

Read the complete narrative.<\/a><\/p>\n

Curious what kind of revenue trajectory, margin lift and future P\/E multiple are baked into that fair value, and how tightly analysts cluster around those projections?<\/p>\n

Result: Fair Value of \u20ac402.73 (UNDERVALUED)<\/p>\n

Have a read of the narrative in full and understand what’s behind the forecasts.<\/a><\/p>\n

However, this hinges on e commerce and emerging markets staying supportive, while rising competition and higher promotional spend could pressure margins and challenge those fair value assumptions.<\/p>\n

Find out about the key risks to this L’Or\u00e9al narrative.<\/a><\/p>\n

That 6.3% “undervalued” fair value story sits beside a much tougher message from the current P\/E. At about \u20ac377, L’Or\u00e9al trades on 32.9x earnings versus 29.3x for peers and a fair ratio of 30.9x. In plain terms, the shares carry a premium that leaves less room for disappointment, so how comfortable are you with that?<\/p>\n

See what the numbers say about this price \u2014 find out in our valuation breakdown.<\/a><\/p>\n

\"ENXTPA:OR<\/a> ENXTPA:OR P\/E Ratio as at Apr 2026 <\/p>\n

If this mix of optimism and caution leaves you undecided, treat it as a cue to review the details yourself and move quickly to form a view using 1 key reward.<\/p>\n

If L’Or\u00e9al has sharpened your thinking, do not stop here. Broaden your watchlist now so you are not catching up when the next move arrives.<\/p>\n

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.<\/p>\n

Companies discussed in this article include OR.PA<\/a>.<\/p>\n

Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. L’Or\u00e9al…\n","protected":false},"author":2,"featured_media":409858,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[114,99061,11628,85,28655,46,147463,13132,56414],"class_list":["post-409857","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-business","tag-competitive-edge","tag-fair-value","tag-il","tag-investment-decisions","tag-israel","tag-l39oreal","tag-share-price","tag-total-shareholder-return"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/409857","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=409857"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/409857\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/409858"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=409857"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=409857"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=409857"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}