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LuxExperience B.V. (LUXE) Análise de ações

Consumo Cíclico

LuxExperience B.V.

$6.87

$-0.11 (-1.58%)

Última atualização: 26 de maio de 2026

Histórico de Preços

Análise

Visão geral da empresa

LuxExperience B.V. operates as a digital platform dedicated to the luxury fashion sector, serving a global customer base that includes markets in Germany, the United States, Europe, the Middle East, Japan, mainland China, Hong Kong SAR, and other international regions. Through its subsidiary, the enterprise provides a comprehensive assortment of products encompassing womenswear, menswear, kidswear, fine jewelry, watches, and other luxury accessories. The company is classified within the Consumer Cyclical sector and specifically within the Luxury Goods industry, positioning it as a retailer dependent on discretionary consumer spending power. With a total market capitalization of $1.17B and an annual revenue of $2.06B, the firm manages a workforce of 4262 employees, indicating a substantial operational footprint. These valuation and revenue metrics suggest that the company has achieved significant scale within the competitive luxury retail landscape, although its market cap relative to its revenue implies specific market dynamics that warrant further analysis.

Saúde financeira

The company reported total revenue of $2.06B for the trailing twelve months, generating net income of $498.93M and an EBITDA of $617.67M, figures that highlight the efficiency of its top-line conversion into bottom-line profitability. A detailed examination of the gap between revenue and net income reveals that while the gross margin stands at 46.7%, the operating margin registers at -0.6%, suggesting specific operational costs or restructuring expenses that impact pre-tax profits before the final profit margin of 23.9% is realized. The generation of $123.63M in free cash flow provides the organization with essential financial flexibility to fund operations, invest in inventory, or manage capital expenditures without relying heavily on external financing. On the balance sheet, the company holds $418.60M in cash against $189.66M in debt, resulting in a debt-to-equity ratio of 14.92, which indicates a leveraged capital structure where debt obligations are significant relative to shareholder equity. Despite the leverage, the current ratio of 2.12 demonstrates robust short-term liquidity, ensuring the firm can comfortably meet its current liabilities with its available assets. Furthermore, the Return on Equity of 59.2% and Return on Assets of 25.4% reveal that management is effectively utilizing shareholder capital and total assets to generate substantial returns, reflecting high operational efficiency in deploying resources.

Avaliação de valorização

The valuation metrics present a complex picture, with a trailing P/E ratio of 1.53 contrasted sharply by a forward P/E of -8932.70, implying a significant divergence between current earnings and future expectations that may stem from non-recurring charges or anticipated losses in upcoming periods. The price-to-book ratio stands at 0.82, indicating that the market values the company's equity at a discount relative to its book value, which often occurs when intangible assets or brand value are not fully captured on the balance sheet. Alternative valuation measures such as the price-to-sales ratio of 0.57 and an EV/EBITDA of 1.57 provide additional context, suggesting the stock trades at a fraction of its sales and earnings potential, potentially reflecting market skepticism regarding future earnings quality. Regarding price movement, the stock has traded between a 52-week low of $6.75 and a 52-week high of $11.38, with the current price trading below the upper bound of this historical range. The beta value of 1.16 indicates that the stock exhibits higher volatility than the broader market, meaning price swings are amplified relative to general market movements.

Growth & Income

Revenue growth accelerated dramatically with a year-over-year increase of 190.1%, while earnings growth is marked as N/A, a discrepancy that suggests the rapid expansion in sales has not yet fully translated into proportional earnings growth, possibly due to the previously noted negative operating margin. The company does not distribute dividends to shareholders, evidenced by a dividend yield of N/A and a payout ratio of 0.0%, which signifies a strategy of retaining all earnings to fund internal growth initiatives rather than distributing cash flow. This absence of a dividend payout implies that the management team prioritizes capital allocation toward expansion or balance sheet strengthening over immediate income generation for investors. Consequently, the overall growth and income profile is characterized by aggressive top-line expansion and high capital retention, relying on reinvestment rather than income distributions to drive shareholder value.

Comparação com pares

LuxExperience B.V. (LUXE) atua no setor de Artigos de Luxo. Veja como se compara com seus pares mais próximos por capitalização de mercado:

Empresa Ticker Cap. de Mercado Índice P/L
LuxExperience B.V. LUXE $942.99M 1.2
Tapestry, Inc. TPR $28.41B 42.9
Signet Jewelers Limited SIG $3.33B 11.9
Capri Holdings Limited CPRI $2.20B N/A

O índice P/L médio do setor Artigos de Luxo é 19.6x. LuxExperience B.V. é negociada a um P/L de 1.2.

Esta análise é gerada por IA apenas para fins informativos e não constitui aconselhamento financeiro. Os dados podem estar atrasados ou imprecisos. Sempre faça sua própria pesquisa e consulte um consultor financeiro qualificado antes de tomar decisões de investimento.

Sobre LuxExperience B.V.

LuxExperience B.V., through its subsidiary, operates digital platform for the luxury fashion in Germany, the United States, Europe, Middle East, Japan, mainland China, Hong Kong SAR, China, and internationally. The company offers womenswear, menswear, kidswear, fine jewelry, watches, fine jewelry and lifestyle products under the Mytheresa, NET-A-PORTER, MR PORTER, YOOX, and the OUTNET brand name. The company was formerly known as MYT Netherlands Parent B.V. and changed its name to LuxExperience B.V. in May 2025. LuxExperience B.V. was founded in 1987 and is based in Munich, Germany.

A descrição da empresa é mostrada em inglês.

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Estatísticas Principais

Capitalização
$942.99M
Índice P/L
1.16
Máx. 52 Sem.
$11.38
Mín. 52 Sem.
$6.54
Volume Médio
246.12K
Beta
1.17

Dados fornecidos pelo Yahoo Finance via yfinance. Atualizado diariamente.

Informações da Empresa

Bolsa
NYSE
País
Germany
Funcionários
4,262