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Ldc SALOUP.PACompetitor analysis, valuation and peers

France · EUR·Consumer Staples›Agricultural Commodities/Milling

France's largest poultry producer, selling branded chicken and turkey products under Loue and Le Gaulois.

Momentum neutral 57
Mkt cap
$4.35B
US dollars, full cap
Free float
14%
of shares outstanding
$/day
$525,774
20-day average traded
Fwd P/E
11.7×
forward earnings
ROIC−WACC
+6.7 pp
WACC 7.0%
Hurdle
-18 pp
Req g minus delivered
Next earnings
19 days
25 Nov 2026
Close · EUR€108.40
1D-0.9%
1W+4.6%
1M+6.7%
3M-4.9%
6M-5.6%
YTD+21.9%
1Y+18.3%
ATR %2.0%
52w lowhigh14.9% off high

What Ldc does

France's largest poultry producer, selling branded chicken and turkey products under Loue and Le Gaulois.

Sells poultry and prepared dishes mostly to French supermarket chains and food-service buyers, with contract farmers raising the birds, so earnings follow feed costs and the prices retailers accept. Owning the chain from hatchery to processing keeps control of quality and supply.

Products and services

  • Fresh poultry (Loue, Le Gaulois brands)
  • Processed/prepared poultry products
  • International poultry operations (Europe)

Customers

  • French grocery retailers
  • European food service/retail customers

Where it sits in the supply chain

  • Consumer staples
  • Poultry production
  • Farming, processing and branded retail…

What could go right

  • Premium/branded poultry demand in France
  • European expansion

What could go wrong

  • Feed grain cost volatility
  • Avian flu outbreak risk

Moat: narrow (brand, scale, distribution). Leading French poultry brands with scale in farming/processing and strong retail distribution relationships.

Headquarters: Sable-sur-Sarthe, France · Employees: 28,392

Named competitors

Ldc at a glance

Size Ldc (LOUP.PA) is a France Consumer Staples company (Agricultural Commodities/Milling) with a market value of $4.35B, the 70th largest of 206 France companies the cockpit tracks. Shares closed at €108.40 on 6 Nov 2026.

Performance Over six months the shares fell 5.6%, against -16.1% for the median peer and -0.4% for the France market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue grew 15.2% over the last twelve months (peer median +7.0%); the operating margin is 6.2% (peer median 4.8%).

Valuation It trades at 11.7× forward earnings against a peer median of 15.4× (4th cheapest of 14).

Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -18 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 6.7 points above its cost of capital (7.0% WACC).

Next results Next results expected around 25 Nov 2026 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026LOUP.PA 96Peer median 84
Six months, rebased to 100: Ldc against the median of its 20 peers (local-currency closes).

Ldc financials

Reported figures in EUR; fiscal year ends 2026-02-28. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue€7.28B€7.28B€6.32B€6.20B€5.85B
Revenue growth—+15%+2%+6%—
Gross profit€515M€515M€359M€395M€371M
EBITDA€720M€720M€526M€578M€555M
Net income€321M€321M€244M€304M€225M
Free cash flow€256M€256M€113M€197M€248M
Capital expenditure€381M€381M€324M€293M€261M
Total debtn/a€718M€602M€423M€544M

Quarterly statements and history in the cockpit →

Ldc competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-20%-10%0%+10%-20%0%000876PATANJALI00215720026007373009726005982871GODREJINDSEB002299EB5EBROCALM300761SCHOPPCE5H605296CURALOUP.PA6-month return →1-month return →
Up and to the right = strong over both horizons. Ldc is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%0×20×40×60×PATANJALI20026007373009726005982871002299EB5EBRO300761PPCE5HLOUP.PARevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Ldc is the large dot.

Capital: growth delivered against growth the price implies

0%+50%+100%+150%0%50%100%150%20023009722871EB5E5HLOUP.PAGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Ldc is the large dot.

Ldc competitors and peer comparison

Head to head with its named competitors (LOUP.PA vs TSN vs PPC vs CWK.L)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Ldc LOUP.PA$4.35B-6%+15%6%11.7×-7.7%
Tyson Foods TSN$20.6B-13%+3%3%17.4×6.7%
Pilgrim's Pride PPC$6.79B-2%0%5%13.0×-4.8%
Cranswick CWK.L$3.94B+7%+10%8%17.2×5.7%

How Ldc compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Ldc against its 20 peers (data as of 6 Nov 2026)
MeasureLOUP.PAPeer medianRank in peer set
1-month return+6.7%+0.1%8th highest of 21
6-month return-5.6%-16.1%8th highest of 21
Distance from 52-week high-14.9%-28.2%8th highest of 21
Revenue growth (TTM)+15.2%+7.0%5th highest of 21
Operating margin6.2%4.8%8th highest of 21
Forward P/E11.7×15.4×4th cheapest of 14
Growth the price implies (Req g, 7 yrs)-7.7%-4.1%4th least demanding of 11
Growth delivered (Del g)+10.5%+9.4%5th highest of 11
Hurdle (Req g minus delivered)-18.2 pp-13.0 pp4th least demanding of 11
ROIC minus cost of capital+6.7 pp+1.1 pp4th highest of 21
EV / EBITDA5.2×7.7×2nd cheapest of 12
Net debt / EBITDA-0.2×1.0×2nd least indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Ldc LOUP.PAFrance$4.35B-6%+15%6%11.7×-7.7%+10.5%
New Hope Liuhe 000876.SZChina$4.71B-19%+7%-3%n/an/an/a
Patanjali Foods PATANJALI.NSIndia$4.75B-11%+19%4%27.1×n/an/a
Jiangxi Zhengbang Technology 002157.SZChina$3.97B-17%+15%-10%n/an/an/a
Nisshin Seifun 2002.TJapan$3.94B+14%+3%5%15.4×-1.1%+4.9%
Cofco Sugar 600737.SSChina$3.94B-18%-29%6%22.9×n/an/a
Fujian Wanchen Food 300972.SZChina$3.86B-43%+46%7%9.9×-18.7%+157.9%
Heilongjiang Agriculture 600598.SSChina$3.66B-18%-12%24%59.7×n/an/a
Nichirei 2871.TJapan$3.42B+13%+10%5%24.2×2.4%+4.6%
Godrej Industries GODREJIND.NSIndia$3.41B-22%+17%8%n/an/an/a
Seaboard SEBUnited States$3.38B-22%+7%3%n/an/an/a
Fujian Sunner Development 002299.SZChina$3.28B-7%+13%5%19.1×-1.0%+7.9%
First Resources Ltd. (Singapore) EB5.SISingapore$3.27B-26%+51%30%7.6×-7.1%+19.0%
Ebro Foods EBRO.MCSpain$3.12B+1%-4%10%13.2×-7.7%+4.4%
Cal-Maine Foods CALMUnited States$3.02B-15%-43%1%n/an/an/a
Jiangsu Lihua Animal Husbandry 300761.SZChina$2.94B+2%+7%3%29.1×4.0%+16.8%
Schouw & SCHO.CODenmark$2.90B+30%-1%4%15.1×-3.3%+9.9%
Pilgrim's Pride PPCUnited States$6.79B-2%0%5%13.0×-4.8%+8.9%
Golden Agri-Resources E5H.SISingapore$2.68B-18%+9%6%4.2×-13.7%+11.6%
Yunnan Shennong Agricultural Industry 605296.SSChina$2.60B+10%+2%-19%n/an/an/a
Curaleaf CURA.TOCanada$2.50B-18%+5%1%n/an/an/a

Questions

Who are Ldc's main competitors?
Named competitors: Tyson Foods (TSN), Danish Crown (private or unlisted), Plukon Food Group (private or unlisted), Pilgrim's Pride (PPC), Cranswick (CWK.L). The cockpit's measured peer set (industry) also includes New Hope Liuhe (000876.SZ), Patanjali Foods (PATANJALI.NS), Jiangxi Zhengbang Technology (002157.SZ), Nisshin Seifun (2002.T), Cofco Sugar (600737.SS), Fujian Wanchen Food (300972.SZ).
Is Ldc expensive compared with its peers?
On forward p/e it trades at 11.7× against a peer median of 15.4×, 4th cheapest of 14 in its peer set. For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -18 pp: the price already allows for a slowdown.
How has Ldc stock performed?
Over six months to 6 Nov 2026 the shares returned -5.6% against -16.1% for the median peer; over one year +18.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.