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For a discerning shopper, there is now rare value in Europe’s top luxury houses. Shares in the sector are down sharply after three major luxury companies reported shaky first-quarter sales this week. Investors were already dumping the stocks over worries that ultradiscretionary purchases like Tiffany necklaces and Birkin handbags might be jettisoned by consumers once missiles started flying in the Middle East.

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↘️ LMVH Moet Hennessy Louis Vuitton (FR:MC, LVMUY): The world's biggest luxury-goods company posted weak sales and said it was hit by the war in the Middle East. Shares fell in Paris. ↗️ United Airlines (UAL), American Airlines (AAL): United CEO Scott Kirby has floated a possible combination with American Airlines, Bloomberg reported.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Zusammenfassung:

Dieser Artikel analysiert die Bewertung von LVMH Moët Hennessy – Louis Vuitton Société Européenne (€471,05 Aktienkurs) mithilfe verschiedener Methoden und kommt zu dem Schluss, dass der Aktienkurs derzeit überbewertet ist. Simply Wall St, eine Plattform, die Investoren mit kostenloser Aktienanalyse versorgt, beleuchtet wichtige Datenpunkte, die eine erhebliche Wertschwankung des Aktienkurses von LVMH über verschiedene Zeiträume aufzeigen – einschließlich einem Rückgang von 12,6 % in 5 Jahren. Die Kerndiskussion dreht sich darum, ob der aktuelle Marktpreis den wahren Wert des Unternehmens widerspiegelt, unter Berücksichtigung seiner Position als führender globaler Luxuskonzern.

Die Analyse verwendet zwei Hauptbewertungsmethoden: Discounted Cash Flow (DCF) und Preis-zu-Ertrag (P/E)-Vergleich. Das DCF-Modell, das den intrinsischen Wert auf der Grundlage von prognostizierten zukünftigen Cashflows schätzt, ergab eine Bewertung von etwa 311,82 € pro Aktie und stellte eine Überbewertung von 51,1 % auf der Grundlage der Annahmen des Modells dar. Dies zeigt eine erhebliche Diskrepanz zwischen dem Marktpreis und der Schätzung des Modells.

Die P/E-Veranalyse zeigt weitere Bedenken. LVMH's P/E von 21,50x ist höher als der durchschnittliche P/E-Wert im Luxusgütersektor (15,49x) und immer noch über dem Durchschnitt seiner Wettbewerber (47,95x). Simply Wall St's proprietäres "Fair Ratio" von 20,62x, das Faktoren über einfache Peer-Vergleiche hinaus berücksichtigt, wie z. B. Umsatzwachstum und Markt-Kapitalisierung, unterstützt die Bewertung als überbewertet.

Ebenso betont der Artikel die Bedeutung der Berücksichtigung narrativen Basierter Bewertungen. Simply Wall St's "Narratives"-Ansatz besteht darin, eine klare Geschichte an den Finanzdaten des Unternehmens anzuhängen, wobei Annahmen über zukünftiges Umsatzwachstum, Gewinnmargen und P/E-Verhältnisse zur Ermittlung eines fairen Wertes verwendet werden. Innerhalb der Plattformsgemeinschaft existieren mehrere Narrative, die eine Reihe möglicher fairer Werte anbieten. Eine Narrative schätzt den fairen Wert auf 434,60 €, während eine andere ihn auf 759,06 € festlegt. Dies zeigt, wie unterschiedliche Annahmen über die langfristigen Wachstumsaussichten und Risiken von LVMH den Bewertungsergebnissen dramatisch beeinflussen können. Die "Bull Case"-Narrative prognostiziert beispielsweise ein Umsatzwachstum von 7 %, wobei die Marke des Unternehmens und die strategischen Vorteile hervorgehoben werden, was zu einem deutlich höheren fairen Wert von 750,04 € führt.

Letztendlich deuten die Analyse und die DCF-Modellprognosen immer wieder darauf hin, dass LVMH überbewertet ist. Der Artikel ermutigt Investoren, diese vielfältigen Perspektiven zu berücksichtigen und sie zur Information ihrer Anlageentscheidungen zu nutzen, wobei er die Ressourcen von Simply Wall St für weitere Forschung und das Screening von Aktien hervorhebt.

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LVMH

Paris, April 1st, 2026

LVMH Moët Hennessy Louis Vuitton announces the availability of its 2025 Universal Registration Document (URD), in accordance with applicable regulations.

The French version of this document was filed with the “Autorité des marchés financiers” (AMF) on March 31st, 2026 in ESEF format (European Single Electronic Format) under the reference D.26-0195. The English translation of this document may be consulted on the Company’s website www.lvmh.com (under Investors / Investors and Analysts / Publications). It is equally available on the AMF website: www.amf-france.org.

This document includes in particular:

• the 2025 annual financial report; - the Board of Directors’ management report, to which are attached the Board of Directors’ report on corporate governance and the sustainability report;
• the Statutory Auditors’ reports;
• the statement of Auditors’ fees;
• the description of the share buyback program.

Attachment

Notice specifying the availability of 2025 Universal Registration Document

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The United States market has experienced a 3.5% decline over the past week, yet it remains up by 14% over the last year with anticipated earnings growth of 15% annually in the coming years. In this fluctuating environment, identifying stocks that may be trading below their estimated worth can provide opportunities for investors seeking value amidst broader market trends.

Top 10 Undervalued Stocks Based On Cash Flows In The United States

Name Current Price Fair Value (Est) Discount (Est) Viking Holdings (VIK) $68.45 $131.83 48.1% Ellington Financial (EFC) $11.76 $23.19 49.3% CuriosityStream (CURI) $2.90 $5.73 49.4% Crocs (CROX) $80.00 $159.22 49.8% Crexendo (CXDO) $5.99 $11.90 49.7% Cadre Holdings (CDRE) $29.39 $57.37 48.8% Bridgewater Bancshares (BWB) $17.58 $33.82 48% Bar Harbor Bankshares (BHB) $32.25 $63.51 49.2% Alnylam Pharmaceuticals (ALNY) $316.09 $620.19 49% Alkami Technology (ALKT) $15.60 $30.05 48.1%

Click here to see the full list of 154 stocks from our Undervalued US Stocks Based On Cash Flows screener.

Here we highlight a subset of our preferred stocks from the screener.

First Bancorp

Overview: First Bancorp is a bank holding company for First Bank, offering banking products and services to individuals and businesses, with a market cap of $2.29 billion.

Operations: The company generates revenue primarily through its banking segment, which accounted for $378.81 million.

Estimated Discount To Fair Value: 42.5%

First Bancorp is trading at 42.5% below its estimated fair value, with its current price of US$55.7 significantly under the projected future cash flow value of US$96.81. Despite insider selling, earnings are expected to grow 28.45% annually over the next three years, outpacing the broader U.S. market's growth rate. Recent financials show robust performance with net income rising to US$111 million in 2025 from US$76 million in 2024, supporting its undervaluation thesis based on cash flows.

The analysis detailed in our First Bancorp growth report hints at robust future financial performance. Take a closer look at First Bancorp's balance sheet health here in our report.FBNC Discounted Cash Flow as at Mar 2026

Moelis

Overview: Moelis & Company is an investment banking advisory firm with operations across North and South America, Europe, the Middle East, Asia, and Australia, and has a market cap of $4.33 billion.

Operations: The company generates revenue primarily from its investment banking advisory services, amounting to $1.52 billion.

Estimated Discount To Fair Value: 42.2%

Moelis & Company is trading at 42.2% below its estimated fair value, with a current price of US$54.9 compared to a projected future cash flow value of US$95.05, suggesting undervaluation based on cash flows. Earnings are forecast to grow significantly at 24.87% per year over the next three years, outpacing the U.S. market's growth rate. Recent buyback activity and strong earnings growth from US$136 million to US$233 million in 2025 further support this assessment.

Story Continues

In light of our recent growth report, it seems possible that Moelis' financial performance will exceed current levels. Navigate through the intricacies of Moelis with our comprehensive financial health report here.MC Discounted Cash Flow as at Mar 2026

Nicolet Bankshares

Overview: Nicolet Bankshares, Inc. is the bank holding company for Nicolet National Bank, offering banking products and services to businesses and individuals in Wisconsin, Michigan, and Minnesota with a market cap of $3.08 billion.

Operations: The company generates revenue of $387.79 million from its Consumer and Commercial Banking Services segment.

Estimated Discount To Fair Value: 26.4%

Nicolet Bankshares is trading at 26.4% below its estimated fair value, with a current price of US$145.07 compared to a future cash flow value of US$197, indicating it may be undervalued based on cash flows. Earnings grew by 21.5% last year and are expected to grow significantly at 33.18% annually over the next three years, outpacing the U.S. market's growth rate, despite recent shareholder dilution and low return on equity forecasts.

According our earnings growth report, there's an indication that Nicolet Bankshares might be ready to expand. Get an in-depth perspective on Nicolet Bankshares' balance sheet by reading our health report here.NIC Discounted Cash Flow as at Mar 2026

Taking Advantage

Click here to access our complete index of 154 Undervalued US Stocks Based On Cash Flows. Are any of these part of your asset mix? Tap into the analytical power of Simply Wall St's portfolio to get a 360-degree view on how they're shaping up. Maximize your investment potential with Simply Wall St, the comprehensive app that offers global market insights for free.

Ready For A Different Approach?

Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management.

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.

Companies discussed in this article include FBNCMC and NIC.

This article was originally published by Simply Wall St.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

LVMH

Paris, March 31st, 2026

The disclosure of share transactions carried out from March 23rd to March 27th, 2026, was sent to the AMF on March 31st 2026. As required by current law, this document is publically available and can be consulted on the Company’s website (www.lvmh.com) under the section «regulated information».

LVMH

LVMH Moët Hennessy Louis Vuitton is represented in Wines and Spirits by a portfolio of brands that includes Moët & Chandon, Dom Pérignon, Veuve Clicquot, Krug, Ruinart, Mercier, Château d’Yquem, Domaine du Clos des Lambrays, Château Cheval Blanc, Colgin Cellars, Hennessy, Glenmorangie, Ardbeg, Belvedere, Woodinville, Volcán de mi Tierra, Chandon, Cloudy Bay, Terrazas de los Andes, Cheval des Andes, Bodega Numanthia, Ao Yun, Château d’Esclans, Château Galoupet, Joseph Phelps and Château Minuty. Its Fashion and Leather Goods division includes Louis Vuitton, Christian Dior, Celine, Loewe, Kenzo, Givenchy, Fendi, Emilio Pucci, Marc Jacobs, Berluti, Loro Piana, RIMOWA, Patou, Barton Perreira and Vuarnet. LVMH is present in the Perfumes and Cosmetics sector with Parfums Christian Dior, Guerlain, Parfums Givenchy, Kenzo Parfums, Perfumes Loewe, Benefit Cosmetics, Make Up For Ever, Acqua di Parma, Fresh, Fenty Beauty by Rihanna, Maison Francis Kurkdjian and Officine Universelle Buly. LVMH's Watches and Jewelry division comprises Bulgari, TAG Heuer, Tiffany & Co, Chaumet, Zenith, Fred, Hublot and l’Epée. LVMH is also active in Selective Retailing as well as in other activities through DFS, Sephora, Le Bon Marché, La Samaritaine, Groupe Les Echos-Le Parisien, Paris Match, Cova, Le Jardin d’Acclimatation, Royal Van Lent, Belmond and Cheval Blanc hotels.

LVMH CONTACTS

Analysts and investors Rodolphe Ozun LVMH

• 33 1 44 13 27 21 Media Jean-Charles Tréhan LVMH
  • 33 1 44 13 26 20 MEDIA CONTACTS France Charlotte Mariné / +33 6 75 30 43 91 Axelle Gadala / +33 6 89 01 07 60 Publicis Consultants
• 33 1 44 82 46 05 France Michel Calzaroni / + 33 6 07 34 20 14 Olivier Labesse / Hugues Schmitt / Thomas Roborel de Climens / + 33 6 79 11 49 71 Italy Michele Calcaterra / Matteo Steinbach SEC and Partners
  • 39 02 6249991 UK Hugh Morrison / Charlotte McMullen Montfort Communications
  • 44 7921 881 800 US Nik Deogun / Blake Sonnenshein Brunswick Group
  • 1 212 333 3810 China Daniel Jeffreys Deluxewords
  • 44 772 212 6562
  • 86 21 80 36 04 48

Attachment

Share Transactions Disclosure- March 23rd to 27th 2026

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Wars don’t tend to drive up demand for designer handbags and Swiss watches, but the luxury rebound remains on track.

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Beauty brands Sephora and Benefit Cosmetics are being investigated regarding the premature use of adult cosmetics by children and adolescents.

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LVMH

Paris, March 24th, 2026

The disclosure of share transactions carried out from March 16th to March 20th, 2026, was sent to the AMF on March 24th 2026. As required by current law, this document is publically available and can be consulted on the Company’s website (www.lvmh.com) under the section «regulated information».

LVMH

LVMH Moët Hennessy Louis Vuitton is represented in Wines and Spirits by a portfolio of brands that includes Moët & Chandon, Dom Pérignon, Veuve Clicquot, Krug, Ruinart, Mercier, Château d’Yquem, Domaine du Clos des Lambrays, Château Cheval Blanc, Colgin Cellars, Hennessy, Glenmorangie, Ardbeg, Belvedere, Woodinville, Volcán de mi Tierra, Chandon, Cloudy Bay, Terrazas de los Andes, Cheval des Andes, Bodega Numanthia, Ao Yun, Château d’Esclans, Château Galoupet, Joseph Phelps and Château Minuty. Its Fashion and Leather Goods division includes Louis Vuitton, Christian Dior, Celine, Loewe, Kenzo, Givenchy, Fendi, Emilio Pucci, Marc Jacobs, Berluti, Loro Piana, RIMOWA, Patou, Barton Perreira and Vuarnet. LVMH is present in the Perfumes and Cosmetics sector with Parfums Christian Dior, Guerlain, Parfums Givenchy, Kenzo Parfums, Perfumes Loewe, Benefit Cosmetics, Make Up For Ever, Acqua di Parma, Fresh, Fenty Beauty by Rihanna, Maison Francis Kurkdjian and Officine Universelle Buly. LVMH's Watches and Jewelry division comprises Bulgari, TAG Heuer, Tiffany & Co, Chaumet, Zenith, Fred, Hublot and l’Epée. LVMH is also active in Selective Retailing as well as in other activities through DFS, Sephora, Le Bon Marché, La Samaritaine, Groupe Les Echos-Le Parisien, Paris Match, Cova, Le Jardin d’Acclimatation, Royal Van Lent, Belmond and Cheval Blanc hotels.

LVMH CONTACTS

Analysts and investors Rodolphe Ozun LVMH

• 33 1 44 13 27 21 Media Jean-Charles Tréhan LVMH
  • 33 1 44 13 26 20 MEDIA CONTACTS France Charlotte Mariné / +33 6 75 30 43 91 Axelle Gadala / +33 6 89 01 07 60 Publicis Consultants
• 33 1 44 82 46 05 France Michel Calzaroni / + 33 6 07 34 20 14 Olivier Labesse / Hugues Schmitt / Thomas Roborel de Climens / + 33 6 79 11 49 71 Italy Michele Calcaterra / Matteo Steinbach SEC and Partners
  • 39 02 6249991 UK Hugh Morrison / Charlotte McMullen Montfort Communications
  • 44 7921 881 800 US Nik Deogun / Blake Sonnenshein Brunswick Group
  • 1 212 333 3810 China Daniel Jeffreys Deluxewords
  • 44 772 212 6562
  • 86 21 80 36 04 48

Attachment

Share Transactions Disclosure- March 16th to 20th 2026

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.

LVMH Moët Hennessy - Louis Vuitton Société Européenne (ENXTPA:MC) is back in focus after appointing longtime executive Philippe Farnier as deputy chief executive of its beauty division and Parfums Christian Dior.

See our latest analysis for LVMH Moët Hennessy - Louis Vuitton Société Européenne.

The executive reshuffle in LVMH’s beauty arm comes at a time when the 30 day share price return of 15.88% and year to date share price return of 27.30% point to fading momentum, alongside a 1 year total shareholder return of 19.87% and 3 year total shareholder return of 39.47% that suggest a tougher period for long term holders.

If you are weighing this shift at LVMH against other opportunities in consumer and luxury related names, it can be useful to see what else is setting up on the market, starting with 94 top founder-led companies

With the shares sitting on a 27.30% year to date decline and trading below analyst price targets, the real question is whether current levels reflect an undervalued global luxury leader or whether the market is already pricing in future growth.

Most Popular Narrative: 37.8% Undervalued

The current share price of €466.60 sits well below the narrative fair value of €750.04, which frames this management move against a much bigger long term luxury thesis.

“Next 3–5 years (Mid Term): Investor View – Concrete Value Drivers

• Monetising experiences instead of only products: private fashion shows, invitation-only events and experiential product launches increase willingness to pay by selling memory, belonging and status, not just objects

• Scaling luxury hospitality as a profit pool: expansion of Cheval Blanc (LVMH’s ultra-luxury hotel brand) and Belmond (luxury hotels, resorts and iconic luxury trains acquired in 2019) integrates fashion, design, gastronomy and service into high-margin destinations with recurring customer spend

• Owning more of the customer’s life, not just the wardrobe: shifting the value proposition from “What do you wear?” to “How do you live?” increases touchpoints and customer lifetime value

• Expanding into structurally larger markets: while product luxury is finite, experience and lifestyle markets are theoretically unlimited, especially attractive for younger generations

Read the complete narrative.

Curious what sits behind that €750 fair value tag, according to Tokyo? The story leans heavily on steady top line expansion, stronger margins and a premium exit multiple that treats LVMH more like an enduring platform rather than just a fashion group.

Story Continues

Result: Fair Value of €750.04 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this story can be tested quickly if luxury demand softens further or if brands outside the group start winning share in key regions.

Find out about the key risks to this LVMH Moët Hennessy - Louis Vuitton Société Européenne narrative.

Another Take On Value

The SWS DCF model presents a very different picture compared with the €750.04 fair value derived from the narrative. On this view, LVMH at €466.60 is trading above an estimated future cash flow value of €308.43, which suggests an overvalued stock rather than a discount. For you, that raises a simple question: which framework feels more realistic for how LVMH can convert its brand strength into cash over time?

Look into how the SWS DCF model arrives at its fair value.MC Discounted Cash Flow as at Mar 2026

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out LVMH Moët Hennessy - Louis Vuitton Société Européenne for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 244 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

Next Steps

With such mixed signals on value and sentiment, the next move is yours. It helps to see both sides clearly through 3 key rewards and 1 important warning sign.

Looking for more investment ideas?

If LVMH is on your radar, do not stop there. Broader context from other stocks can sharpen your decisions and highlight opportunities you might otherwise miss.

Contrast premium brands with value opportunities by scanning 244 high quality undervalued stocks to see which companies combine quality with prices that may still lag their fundamentals. Build a steadier income stream by checking out 482 dividend fortresses and focusing on companies targeting yields of 5% or more alongside stability. Strengthen your watchlist with companies that aim to limit downside risk by using 271 resilient stocks with low risk scores to zero in on businesses with more resilient profiles.

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.

Companies discussed in this article include MC.PA.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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