EssilorLuxottica Société anonyme (ESLOY) Fair Value & Analysis
Healthcare · US · Market cap $93.8B
EssilorLuxottica Société anonyme
ESLOY · US
Fair value as of: Jul 17, 2026
From 24 valuation models · updated 24 days ago
Fair value updated Jul 17, 2026, revised from $60.37 to $58.24 (−3.5%) since Jun 24, 2026. Share price +2.6% over the past month.
A solid business, but screening 42% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($75.75). The favourable scenario is already priced in.
- Solid but not exceptional quality (64/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($40.73 to $75.75) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.
How to read this chart
60‑month range $62.15 – $181.45 · fair‑value band $40.73 – $75.75 · the $99.90 price screens above the $58.24 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.
Analysis
EssilorLuxottica Société anonyme (ESLOY) currently trades at $99.90, while our model-based Fair Value estimate is $58.24, implying the stock looks roughly 41.7% overvalued today. The Quality Score stands at 64/100 (solid quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, EssilorLuxottica Société anonyme generated revenue of $28.5B at a net margin of 8.1%. Revenue grew 9.4% year over year. It earns a return on equity of 6.1%. Net debt stands at $10.9B. Fundamentals as of Jul 17, 2026
Our scenario range runs from $40.73 (bear case) to $75.75 (bull case); at $99.90, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 45% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -31% fair-value upside, at -42%, ESLOY screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: DCF Models ($68.30) versus Economic Profit ($27.74). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 30
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, sunglasses, and instruments and equipment in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific.
Full company description
EssilorLuxottica Société anonyme designs, manufactures, and distributes ophthalmic lenses, frames, sunglasses, and instruments and equipment in North America, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific. It offers lens, eyewear, contact lenses, reading glasses under Essilor, Varilux, Crizal, Eyezen, Stellest, Xperio, Transitions, Ray-Ban, Oakley, Barberini, KODAK Lens, Nikon, Shamir Optical, eyexpert, iWear, Humanware, Optifog, Persol, Oliver Peoples, Vogue Eyewear, Arnette, Alain Mikli, Costa, Bliz, Native Eyewear and Bolon, and Foster Grant brands. The company also provides vision assessment, eye pathology diagnosis and treatment, finishing equipment, fitting parameter measurement, small tools, and consumables. In addition, it offers SPECTRALIS, a multimodal imaging platform for diagnosis and treatment; RetinAI; Espansione Group; Cellview Imaging; ANTERION, a multidisciplinary all-in-one anterior segment imaging solution for measurements; apparel, footwear and accessories; and high-tech equipment for optical surfacing, polishing, measuring, coating, and finishing, as well as consumables, tools, and services under the Satisloh brand. Further, the company designs, develops, markets, and maintains diagnostics, refraction, lens edging and mounting instruments for opticians and prescription laboratories, and measurement; and optometry instruments for eyecare professionals, schools, occupational medicine centers, military, and other institutions. It sells its products to independent opticians, distributors, third-party e-commerce platforms, and large retail chains in the eyecare and eyewear industry; and consumers through the network of brick and mortar retail networks and its online channels. The company was formerly known as Essilor International Société Anonyme and changed its name to EssilorLuxottica Société anonyme in October 2018. EssilorLuxottica Société anonyme was founded in 1849 and is headquartered in Paris, France.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
EssilorLuxottica Société anonyme reported revenue of $28.5B in FY2025 versus $19.8B in FY2021, a compound +9.5%/yr. Reported net income was $2.2B in FY2025, compounding +11.3%/yr from FY2021.
ESLOY screens 42% overvalued. Compare with Intuitive Surgical, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Essilorluxottica (ESLOF) H1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ...
- AI glasses help propel EssilorLuxottica sales growth
- EssilorLuxottica falls as first-half revenue misses estimates
- EssilorLuxottica: Q2/H1 2026 Results - Solid revenue trajectory at +9.7% in H1, with Q2 at +8.7%. Increasing profitability, with Adj. Operat
Peer Group
Medical Instruments & Supplies · 203 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Medical Instruments & Supplies median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 35/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Medical Instruments & Supplies stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Intuitive Surgical, Inc ISRG | $402.33 | $150.04 | -63% |
| Medline Inc MDLN | $41.11 | $30.15 | -27% |
| Becton, Dickinson and Company BDX | $150.65 | $103.53 | -31% |
| Alcon Inc ALC | $70.26 | $39.78 | -43% |
| ResMed Inc RMD | $203.87 | $187.89 | -8% |
| West Pharmaceutical Services, Inc WST | $353.71 | $143.97 | -59% |
| Straumann Holding STMN | CHF 106.00 | CHF 47.31 | -55% |
| Sartorius Stedim Biotech S.A DIM | €188.50 | €51.16 | -73% |
| Coloplast A/S COLOB | kr 414.00 | kr 382.22 | -8% |
| Solventum Corporation SOLV | $81.31 | $117.08 | +44% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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