The Estee Lauder Companies Inc. EL
- Market cap
- $34.6B
- P/E
- 185×
Follow EL
Target Price Range
Analyst price targets
Free account| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 76.34 | 121.64 | 121.47 | 137.01 | 231.97 | 186.47 | 102.22 | 62.29 | 48.37 | 66.22 |
Analyst estimates 2027–2029 Powerpack |
Low Price
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| 130.36 | 158.80 | 208.33 | 267.20 | 372.36 | 374.20 | 283.62 | 159.75 | 110.37 | 121.64 |
High Price
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| 46,000 | 46,000 | 48,000 | 48,000 | 62,000 | 63,000 | 62,000 | 62,000 | 57,000 | 55,000 |
Employees
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| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Revenue/Emp
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| 11,824 | 13,683 | 14,863 | 14,294 | 16,215 | 17,737 | 15,910 | 15,608 | 14,326 | 15,049 |
Revenue
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| 79.41% | 79.22% | 77.21% | 75.15% | 76.36% | 75.73% | 71.31% | 71.66% | 73.97% | 75.50% |
Gross Margin
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| 1,617 | 1,980 | 2,307 | 1,046 | 3,331 | 3,036 | 1,397 | 772 | (1,040) | 517 |
EBT
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| 13.68% | 14.47% | 15.52% | 7.32% | 20.54% | 17.12% | 8.78% | 4.95% | (7.26%) | 3.44% |
EBT Margin
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| 1,256 | 1,117 | 1,794 | 696 | 2,875 | 2,408 | 1,010 | 409 | (1,133) | 182 |
Net Income
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| 464 | 531 | 557 | 611 | 651 | 727 | 744 | 825 | 829 | 796 |
Depreciation
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| 32.21 | 37.18 | 40.89 | 39.64 | 44.68 | 49.27 | 44.45 | 43.48 | 39.78 | 41.54 |
Revenue/Sh
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| 3.40 | 3.01 | 4.91 | 1.90 | 7.91 | 6.64 | 2.81 | 1.09 | (3.15) | 0.50 |
Earnings/Sh
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| 4.88 | 6.96 | 6.92 | 6.32 | 10.01 | 8.44 | 4.84 | 6.57 | 3.53 | 4.89 |
Cash Flow/Sh
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| (1.34) | (1.71) | (2.04) | (1.73) | (1.76) | (2.89) | (9.19) | (2.56) | (1.66) | (1.23) |
Capex/Sh
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| 3.54 | 5.25 | 4.88 | 4.60 | 8.25 | 5.56 | (4.35) | 4.01 | 1.87 | 3.66 |
Free CF/Sh
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| 11.99 | 12.80 | 12.13 | 10.99 | 16.78 | 15.53 | 15.60 | 14.80 | 10.73 | 10.51 |
Book Value/Sh
|
|||
| 367 | 368 | 364 | 361 | 363 | 360 | 358 | 359 | 360 | 362 |
Shares
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| 28.23 | 47.42 | 37.19 | 99.31 | 40.26 | 38.41 | 69.64 | 96.68 | 0.00 | 154.80 |
PE Ratio
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| 2.98 | 3.84 | 4.46 | 4.76 | 7.12 | 5.17 | 4.42 | 2.42 | 2.03 | 1.90 |
PS Ratio
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| 8.00 | 11.15 | 15.02 | 17.17 | 18.95 | 16.40 | 12.58 | 7.12 | 7.53 | 7.52 |
PB Ratio
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| 3.13 | 3.90 | 4.49 | 4.84 | 7.16 | 5.25 | 4.67 | 2.70 | 2.34 | 2.15 |
EV/Sales
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| 28.56 | 27.60 | 37.56 | 41.73 | 38.76 | 46.57 | 102.16 | 29.29 | 49.77 | 24.44 |
EV/FCF
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| 1,790 | 2,562 | 2,517 | 2,280 | 3,631 | 3,040 | 1,731 | 2,360 | 1,272 | 1,773 |
Op' Cash Flow
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| (492) | (629) | (742) | (623) | (637) | (1,040) | (3,289) | (919) | (599) | (447) |
Capex
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| 1,298 | 1,933 | 1,775 | 1,657 | 2,994 | 2,000 | (1,558) | 1,441 | 673 | 1,326 |
FCF
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| 2,141 | 2,858 | 2,607 | 3,713 | 4,470 | 3,483 | 2,899 | 2,220 | 1,634 | 1,381 |
Working Cap'
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| 3,572 | 3,544 | 3,412 | 6,136 | 5,569 | 5,412 | 8,114 | 7,771 | 7,317 | 7,306 |
Total Debt
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| 1,831 | 829 | 425 | 1,114 | 611 | 1,455 | 4,085 | 4,376 | 4,396 | 3,808 |
Net Debt
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| 4,402 | 4,710 | 4,411 | 3,962 | 6,091 | 5,590 | 5,585 | 5,314 | 3,865 | 3,806 |
Sh' Equity
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| 12.01% | 9.18% | 13.88% | 4.42% | 14.44% | 11.15% | 4.54% | 1.73% | (5.45%) | 0.92% |
ROA
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| 17.09% | 23.19% | 29.89% | 7.46% | 24.41% | 28.12% | 9.75% | 6.26% | (5.94%) | 6.40% |
ROIC
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| 31.27% | 24.32% | 39.14% | 16.34% | 57.10% | 40.92% | 18.00% | 7.16% | (24.69%) | 4.75% |
ROE
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The Estee Lauder Companies Inc. peers in Household & Personal Products
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| KVUE Kenvue Inc. | $33.8B | 20.5× | Compare |
| KMB Kimberly-Clark Corporation | $32.3B | 16.7× | Compare |
| CHD Church & Dwight Co., Inc. | $22.6B | 30.9× | Compare |
| CL Colgate-Palmolive Company | $68.3B | 33.9× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| CLX The Clorox Company | $10.0B | 17.4× | Compare |
| UL Unilever PLC | $134.2B | 10.5× | Compare |
| ELF e.l.f. Beauty | $5.9B | 99.5× | Compare |
| IPAR Interparfums, Inc. | $3.7B | 22.5× | Compare |
EL metrics, ten years each
- Revenue
- Net income
- EBITDA
- Free cash flow
- Operating cash flow
- Gross margin
- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- EV/EBITDA
- EV/Sales
- Return on equity
- Return on assets
- Return on invested capital
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
The Estee Lauder Companies Inc. (EL) key facts
- The Estee Lauder Companies Inc. (EL) is a Household & Personal Products company in the Consumer Defensive sector, listed on the New York Stock Exchange.
- The Estee Lauder Companies Inc.’s revenue for fiscal 2026 (year ended June 2026) was $15.0 billion, up 5.05% from fiscal 2025.
- Net income was $182.0 million, or $0.50 per share (basic), a net margin of 1.21%.
- As of September 25, 2026, EL traded at $94.47, a market capitalization of $34.6 billion.
- At that price the stock trades at 185× trailing-twelve-month earnings and 2.3× sales.
- The Estee Lauder Companies Inc. pays an annual dividend of $2.64 per share, a yield of 1.89%, with a payout ratio of 92.5%.
- Return on equity was 4.75% and debt-to-equity 1.92.
The Estee Lauder Companies Inc. (EL) Latest News
23 Sep
Estée Lauder Companies Charitable Foundation commits $15 million over five years to the Breast Cancer Research Foundation to launch the Global Research Initiative on Breast Cancer in Younger Women, a multi-year, globally coordinated effort to study early-onset breast cancer. The program aims to address a significantly underfunded area as younger diagnoses rise—by 11% from 2012 to 2022, and with deaths higher among women under 40—by uncovering biology, improving risk prediction, prevention, early detection, and treatment. The inaugural grant funds the initiative’s first phase, focusing on biology and mechanisms of early-onset disease, and will connect scientists across countries and disciplines to break down silos and accelerate translation from lab to patient care. Executives William P. Lauder and Stéphane de La Faverie emphasize legacy, urgency, and global collaboration. BCRF notes the partnership supports decades-long progress against breast cancer. A $15 million, five-year philanthropic program expands EL's brand and ESG visibility, potentially boosting long-term goodwill with limited immediate financial impact.
22 Sep
Smashbox Canada launches Dual Filter 2-in-1 Concealer + Foundation with a one-day Toronto pop-up at Sam James Coffee on Sept. 24, offering shade matching, complimentary Dual Filter Cold Brew, a Polaroid station, and full-size freebies while supplies last. The formula delivers buildable coverage with a skin-like finish, claims up to 16 hours wear, and blends 98% naturally derived ingredients with 71% skin-caring ingredients. It rolls out in Toronto ahead of a broader global launch and is available at Shoppers Drug Mart, which is offering 20,000 PC Optimum points through Oct. 9. Moderate influence expected; strengthens EL's Canadian market presence and product innovation but unlikely to alter overall trajectory.
21 Sep
Smashbox Cosmetics, in partnership with RUSSH Magazine, opened the Dual Filter Studio in Melbourne for a two-day experiential pop-up to promote the Dual Filter 2-in-1 Concealer + Foundation (AU$67), now sold at MECCA. Located at 362 Little Collins Street, the Melbourne activation runs Sept. 22–23, 11:00 a.m.–7:00 p.m., with open admission, complimentary product samples, makeup touch-ups, a studio photo session, and a custom lamington for attendees while supplies last. Attendees leave with a full-size Smashbox product and treats. The Dual Filter 2-in-1 concealer and foundation can be purchased in-store and online at MECCA. Felix Backhaus, Smashbox Senior Manager, International Commercial & Marketing, says the pop-up aligns the activation near the MECCA flagship store for optimal brand experience. Smashbox, born in a Los Angeles photo studio in 1990, emphasizes studio-grade makeup that travels from set to reality. Localized Melbourne pop-up for a new product launch provides a moderate regional visibility boost for Smashbox/EL with limited global impact.
17 Sep
Estée Lauder Companies expands AI marketing initiatives. The move raises questions on whether EL stock remains undervalued. AI marketing expansion may enhance operational efficiency and competitive positioning but is unlikely to fundamentally alter long-term trajectory.
16 Sep
Estee Lauder forms a profound partnership to strengthen AI visibility. AI-focused partnership may moderately influence innovation and market positioning.
14 Sep
Estée Lauder Companies announces partnership with Profound to expand AI visibility across its global brand portfolio. Partnership adds AI visibility tools to Estée Lauder brands with moderate effects on operations and positioning.
1 Sep
The Estee Lauder Companies Inc. considers whether its major fragrance products can regain strong sales momentum. Fragrance performance directly affects Estee Lauder revenue and positioning in beauty markets.
28 Aug
Estée Lauder’s China strategy produced strong results after targeted investments, supporting overall performance, while its makeup business continues to lag without meaningful recovery. China gains provide moderate revenue support but ongoing makeup weakness limits broader financial improvement.
27 Aug
Estée Lauder turnaround gains backing from concrete financial metrics that strengthen its recovery narrative and market positioning. Validated turnaround metrics signal major strategic progress likely to lift EL trajectory and investor sentiment.
26 Aug
Estée Lauder reported Q4 2026 results and outlook during its earnings call, addressing sales trends, margins, regional performance, and strategic priorities. Earnings call delivers detailed results plus forward guidance that directly shapes near-term valuation and investor positioning.
Estée Lauder shares rose 24.4% after the company issued updated EPS guidance, affirmed its dividend, and provided an R&D update. EPS guidance, dividend affirmation and R&D update represent major positive signals that can shift investor sentiment and company trajectory.
Estée Lauder’s Q2 earnings call included five key analyst questions on financial results, outlook, and strategy. Q2 earnings call questions can highlight performance issues likely to influence near-term investor views and operations.
24 Aug
Estee Lauder promised bigger margins, prompting its stock to jump. Bigger margin promise signals improved future profitability and operational strength for Estee Lauder.
21 Aug
Estee Lauder posts Q4 earnings, triggering buy sell or hold analysis for EL stock. Q4 earnings drive moderate shifts in Estee Lauder investor positioning and near-term sentiment.
20 Aug
EL Q4 earnings call signals higher margins and broader growth across operations and markets. Signals of higher margins and broader growth indicate major positive shifts in financial trajectory and investor outlook.
Estee Lauder shares rose this week on stronger consumer demand for beauty products and favorable market conditions supporting the stock. Weekly stock rally signals moderately noticeable influence on near-term sentiment without altering long-term trajectory.
RBC affirms Estee Lauder's fiscal 2027 guidance remains achievable amid its ongoing turnaround. Analyst confirmation of guidance achievability offers moderate reassurance on Estee Lauder's recovery trajectory and investor sentiment.
The Estee Lauder Companies Inc. posted Q2 organic growth with margin expansion driven by strategic investments in key product categories. Q2 organic growth and margin expansion reflect core financial improvements that may influence near-term performance and sentiment but remain balanced by broader market factors.
19 Aug
The Estée Lauder Companies Inc. held its Q4 2026 earnings call, releasing financial results and forward outlook for the fiscal period. Q4 earnings call directly discloses financial performance and guidance that can shift investor sentiment and company valuation.
Estee Lauder upgraded margin guidance, triggering a rally in its shares. Margin guidance upgrade signals stronger profitability and lifts Estee Lauder's stock trajectory.
Estée Lauder shares surge after beating earnings expectations and raising margin guidance. Earnings beat with raised margin guidance signals stronger profitability and directly lifts stock performance plus future outlook.
Estee Lauder reported Q4 earnings with key financial metrics compared directly to Wall Street estimates. Q4 earnings metrics versus estimates can shift investor sentiment and near-term stock trajectory.
Estée Lauder stock surges as earnings confirm growth plan effectiveness. Earnings confirmation of growth plan success drives stock surge and signals strong future performance for Estée Lauder.
Estée Lauder beat Q2 CY2026 sales expectations and its stock rose 11.8%. Quarterly sales beat triggered an immediate 11.8% stock surge that signals meaningful near-term performance lift.
Estée Lauder beat Q4 2026 earnings expectations and issued a profit forecast for fiscal 2027. Earnings beat combined with fiscal 2027 profit guidance signals stronger financial performance and improved investor outlook.
Estee Lauder shares rose after the company issued a fiscal 2027 profit forecast that topped analyst estimates. Fiscal 2027 profit forecast beating estimates triggers immediate share price gains and lifts investor outlook.
Estée Lauder shares rise after the company’s fiscal 2027 profit outlook beat forecasts. Beating fiscal 2027 profit forecasts directly lifts near-term investor sentiment and share price.
Estee Lauder beat Q4 earnings estimates with sales rising 6% year-over-year. Quarterly earnings beat and sales growth provide positive signal for near-term market sentiment and performance.
Estee Lauder Companies reported Q4 results including revenue figures, segment performance, and management commentary on demand trends and outlook. Q4 earnings data directly shapes near-term investor expectations for revenue and margins.
Estee Lauder reported Q4 earnings and revenues that beat estimates. Beating quarterly estimates signals stronger financial results likely to support near-term share price movement.