Assessing Interparfums (IPAR) Valuation After New David Beckham And Nautica Licensing Deals

Interparfums (IPAR) has expanded its fragrance portfolio with long term global licensing deals for David Beckham and Nautica, agreements that introduce established brands and projected sales figures into its future revenue mix.

See our latest analysis for Interparfums.

The recent licensing announcements arrive after a mixed share price pattern, with a 14.2% 1 month share price return and a 7.7% 3 month share price return, but a 1 year total shareholder return decline of 28.8%. This suggests some renewed momentum in the short term, while longer term holders have experienced weaker results.

If the fragrance deals have you thinking about brand led growth stories, it could be a good moment to widen your watchlist with fast growing stocks with high insider ownership.

With the shares posting a 1 year total return decline of 28.8% yet trading at an intrinsic value estimate that is 54.7% below the current price, is Interparfums undervalued today, or is the market already pricing in future growth?

Most Popular Narrative: 8.6% Undervalued

Compared to the $97.57 last close, the most followed narrative points to a fair value of $106.80, built on detailed long term forecasts and a 7.53% discount rate.

Interparfums is significantly expanding its e commerce and digital marketing capabilities, including targeted programs for channels like Amazon and TikTok. This positions the company to capture incremental market share and engage directly with global consumers across higher margin channels.

Read the complete narrative.

Curious how a fragrance pure play gets to that higher fair value. The narrative leans on steady sales expansion, firmer margins and a richer earnings multiple. The full breakdown connects all three.

Result: Fair Value of $106.80 (UNDERVALUED)

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

However, that higher fair value hinges on licensed brands and consumer tastes holding up, while retailer destocking or weaker fragrance demand could easily challenge the story.

Find out about the key risks to this Interparfums narrative.

Build Your Own Interparfums Narrative

If you are not fully on board with this story, or simply prefer to weigh the numbers yourself, you can build a tailored view in minutes with Do it your way.

A great starting point for your Interparfums research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

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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.

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