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The Estee Lauder Companies

NYSE: EL

Stock price

104.85 USD

(+0%) TODAY

fashioncosmeticsHousehold & Personal Products

Financial Performance

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5Y price score: (97)

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 35%

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    66.2

    52-week range

    121.6

    104.85

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    3.4 %

    Dividend Yield TTM

    1.3 %

    Market cap $

    $ 37,922

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    209.7

    Price / Book TTM

    10

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    2.6

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    20.2 %

    (65.4) %

    35 %

    Free cash flow per share growth

    6.7 %

    (55.6) %

    7.5 %

    Earnings per share growth

    79.5 %

    (93.6) %

    (83.1) %

    Founded: 1,946

    Employees: 44,020

    Business Summary:The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, nail polishes, and powders, as well as compacts, brushes, and other makeup tools. It also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products that include shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. The company offers its products under Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, Smashbox, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, By Kilian, BECCA, Too Faced, Dr. Jart+, DECIEM, and The Ordinary brands. It also holds license arrangements for Tommy Hilfiger, Donna Karan New York, DKNY, Michael Kors, and Ermenegildo Zegna brands. The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and in-flight and duty-free shops. The company was founded in 1946 and is headquartered in New York, New York.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q4 (Aug 19, 2026)

    1) Strategy & Leadership
    - CEO Stephane de la Faverie emphasized the success of the "Beauty Reimagined" initiative, which aims for a consumer-centric approach and organizational transformation.
    - The Profit Recovery and Growth Plan (PRGP) is now fully approved, allowing the company to focus on accelerating growth.
    - Estée Lauder is prioritizing core business growth over transformational M&A, with recent minority acquisitions like KILIAN PARIS and Forest Essentials.
    - The company has strengthened its talent pool, enhancing efficiency and accountability across the organization.

    2) Financial & Segment Results
    - Fiscal Q4 2026 saw reported sales rise by 5% and organic sales grow by 3%, marking the strongest quarterly performance of the year.
    - Operating margin improved by 320 basis points to 11.2%, while diluted EPS surged by 66% to $2.51 for the full year.
    - Gross margin expanded by 150 basis points, reaching 75.5% for the full year.
    - All product categories, except Hair Care, contributed to growth, with Fragrance leading at 10% organic sales growth.

    Metric FY 2026 Results FY 2025 Results YoY Change
    Organic Sales Growth 3% N/A N/A
    Operating Margin 11.2% 8.9% +320 bps
    Diluted EPS $2.51 $1.51 +66%
    Gross Margin 75.5% 74.0% +150 bps

    3) Problems / Headwinds
    - The conflict in the Middle East impacted growth in the EUKEM region, reducing organic sales growth by 2%.
    - Hair Care has not yet returned to organic sales growth, although Aveda shows signs of recovery in the U.S.
    - The company is managing inventory levels in travel retail to align with demand, which has been volatile in recent years.

    4) Operational or Product Plans
    - Estée Lauder plans to accelerate innovation, particularly in Skin Care and Fragrance, with a focus on launching new products in the first half of fiscal 2027.
    - The company aims to enhance its presence in high-growth channels like social commerce and specialty multi.
    - A robust slate of new products is set to launch, including innovations from Clinique and M·A·C, targeting consumer trends and preferences.

    5) Guidance & Outlook / Investor Angle
    - For fiscal 2027, Estée Lauder expects organic sales growth between 3% and 5%, with stronger growth anticipated in the first half.
    - Operating margin is projected to improve to between 12.7% and 13.5%, reflecting continued operational efficiencies and consumer-facing investments.
    - The company anticipates generating net cash flows from operating activities between $1.3 billion and $1.4 billion, with a focus on deleveraging and maintaining a strong balance sheet.

    Bottom line: Estée Lauder's strong fiscal 2026 results and strategic focus on growth, innovation, and operational efficiency position the company well for fiscal 2027, despite some regional challenges. The emphasis on core business and disciplined investments suggests a positive outlook for shareholders.

    Annual Reports, Presentations And IR Contacts

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    Annual report links (10K)
    20262025202420232022202120202019201820172016

    The Estee Lauder Companies — Financial Overview, Stock Price, Market Cap

    The Estee Lauder Companies is a company. Founded in 1946. As of August 26, 2026, the company's market capitalization is $37921586214 with a current stock price of $104.85.