Estee Lauder Cos., Inc. - Ordinary Shares - Class A

Estee Lauder Cos., Inc. - Ordinary Shares - Class A

EL

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Market Cap$32.17B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Estee Lauder Cos., Inc. - Ordinary Shares - Class AEstee Lauder Cos., Inc. - Ordinary Shares - Class A-130.11.57%-6%2.12.3

Earnings Call Q3 2026

May 1, 2026 - AI Summary

Raised Fiscal 2026 Outlook: The Estée Lauder Company anticipates organic sales growth of approximately 3%, up from earlier projections. Operating margins are now expected to be between 10.7% to 11%, a significant improvement from the previous guidance of 10% and up from 8% in fiscal 2025. Diluted EPS is projected to range between $2.35 and $2.45, representing a year-on-year growth of 56% to 62%.
Strong Performance Across Regions: Three out of four regions showed organic growth, led by high single-digit growth in Mainland China and double-digit growth in priority emerging markets. Retail sales grew mid-single digits in the U.S., showcasing market share gains across multiple beauty categories, including notable performances from brands like La Mer and M·A·C.
Focus on Online Growth and Channel Diversification: The company achieved double-digit online organic sales growth, credited to an expansion into high-growth channels such as Amazon and TikTok Shop. Innovative product launches and enhanced consumer engagement campaigns helped in bolstering brand reach and sales.

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$91.54

Target Price by Analysts

11.6% upsideEstee Lauder Cos. Target Price DetailsTarget Price
$24.46

Current Fair Value

70.2% downside

Overvalued by 70.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$32.17 Billion
Enterprise Value$38.34 Billion
Dividend Yield$1.75 (1.57%)
Earnings per Share$-3.15
Beta1.21
Outstanding Shares362,700,000

Return

Return on Equity-6.21%ROE
Return on Assets-1.26%
Return on Invested Capital3.05%

Valuation & Multiples

P/E Ratio-130.09P/E Ratio
PEG295.49PEG
Price to Sales2.05Price to Sales
Price to Book Ratio7.46Price to Book Ratio
Enterprise Value to Revenue2.58
Enterprise Value to EBIT91.3
Enterprise Value to Net Income-155
Total Debt to Enterprise0.24
Debt to Equity2.33Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$0.67
Average shareholder expectation
Revenue Estimate
$3.69 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 19, 2026
EPS Estimate
$0.31
Average shareholder expectation
Revenue Estimate
$3.55 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.5439 30.32%
Total Calls4,184,872 31.23%
Total Puts6,460,983 14.43%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %63.39% 1.08%
Total Invested$16.44B 31.61%
Investors Holding897 49.00%

ESG Score

No data

About Estee Lauder Cos., Inc.

48,000 employees
CEO: Fabrizio Freda

The Estée Lauder Companies Inc. is one of the world's leading manufacturers and marketers of quality skin care, makeup, fragrance and hair care products. As the global leader in prestige beauty, Estée Lauder touches over half a billion ...

Relevant Senate Committees

Finance

This committee directly influences corporate taxation and international trade policy (e.g., tariffs, customs duties), which are critical factors for Estée Lauder's global profitability, supply chain costs, and competitive position.

Health, Education, Labor, and Pensions

The FDA, under this committee's jurisdiction, directly regulates cosmetics (ingredients, safety, claims), profoundly impacting EL's product development, manufacturing, and marketing. Labor laws also directly affect manufacturing costs and workforce management.

Commerce, Science, and Transportation

The FTC, under this committee's jurisdiction, regulates advertising, marketing claims, and consumer protection, which directly impacts how Estée Lauder develops, markets, and sells its products. Interstate commerce regulations also affect logistics.

Foreign Relations

Estée Lauder operates in over 150 countries. This committee's influence on U.S. foreign policy, trade agreements, and sanctions directly affects market access, supply chain stability, and consumer spending in various international markets, all critical for EL.