Change in the L’Oréal share price compared to the CAC 40 index from 27 February 2013 to 28 February 2023
This graph shows the change in the L’Oréal share price compared to the CAC 40 index from 27 February 2013 to 28 February 2023
L’Oréal
02/2013: €113.45
02/2023: €375.10
CAC 40 indexed to L’Oréal
02/2013: €3,691.5
02/2023: €7,267.9
7.5.2.2. Total shareholder return
Amongst the various economic and financial indicators used to measure value creation, L’Oréal has chosen to apply the criterion of Total Shareholder Return: (TSR). This indicator is a synthetic measurement that takes into account not only the value of the share but also the dividend income received (excluding tax credits before 1 January 2005).
7.5.2.2.1. Five-year evolution of a portfolio of approximately €15,000 invested in L’Oréal shares with reinvestment of dividends
| Date of transaction | Nature of transaction | Investment (€) | Income (€) | Number of shares after the transaction |
|---|---|---|---|---|
| 29.12.2017 | 29.12.2017 Nature of transactionPurchase of 82 shares at 184.95 € |
29.12.2017 Investment (€)15,165.90 |
29.12.2017 Income (€)
|
29.12.2017 Number of shares after the transaction82 |
| 27.04.2018 | 27.04.2018 Nature of transactionDividend: 3.55€ per share |
27.04.2018 Investment (€)
|
27.04.2018 Income (€)291.10 |
27.04.2018 Number of shares after the transaction82 |
Nature of transaction Reinvestment: purchase of 2 shares at 196.90 € |
Investment (€) 393.80 |
Income (€)
|
Number of shares after the transaction 84 |
|
| 30.04.2019 | 30.04.2019 Nature of transactionDividend: 3.85€ per share |
30.04.2019 Investment (€)
|
30.04.2019 Income (€)323.40 |
30.04.2019 Number of shares after the transaction84 |
Nature of transaction Reinvestment: purchase of 2 shares at 245.10 € |
Investment (€) 490.20 |
Income (€)
|
Number of shares after the transaction 86 |
|
| 07.07.2020 | 07.07.2020 Nature of transactionDividend: 3.85€ per share |
07.07.2020 Investment (€)
|
07.07.2020 Income (€)331.10 |
07.07.2020 Number of shares after the transaction86 |
Nature of transaction Reinvestment: purchase of 2 shares at 288.30 € |
Investment (€) 576.60 |
Income (€)
|
Number of shares after the transaction 88 |
|
| 29.04.2021 | 29.04.2021 Nature of transactionDividend: 4.00€ per share |
29.04.2021 Investment (€)
|
29.04.2021 Income (€)352.00 |
29.04.2021 Number of shares after the transaction88 |
Nature of transaction Reinvestment: purchase of 2 shares at 343.10 € |
Investment (€) 686.20 |
Income (€)
|
Number of shares after the transaction 90 |
|
| 29.04.2022 | 29.04.2022 Nature of transactionDividend:4.80€ per share |
29.04.2022 Investment (€)
|
29.04.2022 Income (€)432.00 |
29.04.2022 Number of shares after the transaction92 |
| 30.12.2022 | 30.12.2022 Nature of transactionReinvestment: purchase of 2 shares at 348.90 € |
30.12.2022 Investment (€)697.80 |
30.12.2022 Income (€)
|
30.12.2022 Number of shares after the transaction92 |
| TOTAL | TOTALNature of transaction
|
TOTALInvestment (€)18,010.50 | TOTALIncome (€)1,729.60 | TOTALNumber of shares after the transaction
|
| TOTAL NET INVESTMENT | TOTAL NET INVESTMENTNature of transaction
|
TOTAL NET INVESTMENTInvestment (€)16,280.89 | TOTAL NET INVESTMENTIncome (€)
|
TOTAL NET INVESTMENTNumber of shares after the transaction
|
Portfolio value at 31 December 2022 (92 shares at €333.60, price at 30 December 2022(1)): €30,691.
The initial capital has thus been multiplied by 2 over 5 years (5‑year inflation rate = 9.73% – Source: INSEE) and the final capital is 1.9 times the total net investment.
The Total Shareholder Return of the investment is thus 14% per year (assuming that the shares are sold on 30 December 2022, excluding tax on capital gains).
NOTE: Any income tax that may be paid by the investor as a result of the successive dividend payments is not taken into account.
(1) The last trading day of 2022 is Friday, December 30, 2022.