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Hunting for value in luxury stocks

Thiveyen Kathirrasan
Thiveyen Kathirrasan • 3 min read
Hunting for value in luxury stocks
Based on our purely quantitative scoring table, Paris-listed LVMH Moët Hennessy Louis Vuitton and Italiana-listed Moncler are the most undervalued. Photo Credit: Bloomberg
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The table scores globally listed luxury brands using financial metrics The Edge Singapore considers important for quantitative analysis. These eight companies are bellwether names in the luxury industry and are assessed using the following quantitative aspects:

  • Historical performance, which looks at the company’s historical financials over the past 10 years or since inception, where discounts are given for poor performance and inconsistency;
  • Profitability, which looks at profitability ratios such as return on equity, return on assets and margins;
  • Yields and valuation, which compares the company’s fundamental yields against the risk-free rate and its relative valuation to peers;
  • Financial safety, which examines the company’s balance sheet, comprising liquidity and solvency ratios, the quality of its shareholder equity, and any external credit rating on the company;
  • Sentiment, which looks at analyst ratings and forward price ratios on the company;
  • Price-to-value analysis, which compares price growth to weighted value growth over multiple periods. This weighted value includes revenue, net income and cash flows in ascending order.

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