The Estée Lauder Companies Inc. (EL)

US — Consumer Defensive Sector
Peers: CL  COTY  ELF  KVUE  PG  STZ 

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Key Metrics & Ratings

  • symbol EL
  • Rev/Share 39.7172
  • Book/Share 10.7153
  • PB 8.0791
  • Debt/Equity 2.4494
  • CurrentRatio 1.3006
  • ROIC -0.0575

 

  • MktCap 31143731159.0
  • FreeCF/Share 1.8575
  • PFCF 46.4832
  • PE -27.5603
  • Debt/Assets 0.4759
  • DivYield 0.0198
  • ROE -0.2595

 

  • Rating C-
  • Score 1
  • Recommendation Strong Sell
  • P/E Score 1
  • DCF Score 3
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Reiterated EL Telsey Advisory Group -- Market Perform $66 $99 Aug. 14, 2025
Upgrade EL JP Morgan Neutral Overweight -- $101 July 25, 2025
Resumed EL BofA Securities -- Buy -- $110 July 10, 2025
Upgrade EL HSBC Securities Hold Buy -- -- June 27, 2025
Upgrade EL Deutsche Bank Hold Buy -- $95 June 23, 2025
Reiterated EL Telsey Advisory Group -- Market Perform $76 $66 May 2, 2025
Downgrade EL HSBC Securities Buy Hold -- $100 Oct. 16, 2024
Initiation EL B. Riley Securities -- Neutral -- $95 Sept. 10, 2024
Upgrade EL Piper Sandler Neutral Overweight $95 $114 Aug. 22, 2024
Downgrade EL BofA Securities Buy Neutral $140 $100 Aug. 16, 2024

News

The Estée Lauder Companies Inc. (EL) Q4 2025 Earnings Call Transcript
EL
Published: August 20, 2025 by: Seeking Alpha
Sentiment: Neutral

The Estée Lauder Companies Inc. (NYSE:EL ) Q4 2025 Earnings Conference Call August 20, 2025 8:30 AM ET Company Participants Akhil Shrivastava - Executive VP & CFO Laraine A. Mancini - Senior Vice President Finance & Strategy & Head of Investor Relations Stephane de la Faverie - CEO, President & Director Conference Call Participants Andrea Faria Teixeira - JPMorgan Chase & Co, Research Division Ashley Wallace - BofA Securities, Research Division Christopher Michael Carey - Wells Fargo Securities, LLC, Research Division Dara Warren Mohsenian - Morgan Stanley, Research Division Lauren Rae Lieberman - Barclays Bank PLC, Research Division Peter K.

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image for news The Estée Lauder Companies Inc. (EL) Q4 2025 Earnings Call Transcript
Estee Lauder Q4 Earnings Beat Estimates, Sales Down 12% Y/Y
EL
Published: August 20, 2025 by: Zacks Investment Research
Sentiment: Positive

EL's fiscal fourth-quarter results reflect an earnings and sales beat despite declines in most categories and regions, except Fragrance.

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image for news Estee Lauder Q4 Earnings Beat Estimates, Sales Down 12% Y/Y
Estee Lauder: Macro Headwinds And Rising Tariffs Affect Growth And Profitability
EL
Published: August 20, 2025 by: Seeking Alpha
Sentiment: Negative

In 4Q25, The Estée Lauder Companies Inc. generated $3.41 billion in revenue, representing a decline of 12% y/y and 4% q/q. Profitability continues to deteriorate. Operating and net income fell by 67% and 92%. EL's recent performance proves that its previous quarter success is not sustainable. Unfortunately, current indicators suggests that more obstacles await. Macroeconomic headwinds will continue to weigh on overall demand, affecting on the company's sales. It is unlikely that we will see demand improve anytime soon.

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image for news Estee Lauder: Macro Headwinds And Rising Tariffs Affect Growth And Profitability
Estee Lauder: Mixed Q4 And Weak Guidance Leave Shares Unattractive
EL
Published: August 20, 2025 by: Seeking Alpha
Sentiment: Negative

The Estée Lauder Companies Inc. continues to struggle with weak sales, especially in Asia, and slow consumer spending, leading to disappointing earnings and guidance. Restructuring efforts are ongoing, but benefits are masked by sales pressures; turnaround will take years and execution risk remains high. Despite a healthy balance sheet and secure dividend, shares trade at over 40x earnings, requiring substantial future growth to justify valuation.

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image for news Estee Lauder: Mixed Q4 And Weak Guidance Leave Shares Unattractive
Estee Lauder (EL) Reports Q4 Earnings: What Key Metrics Have to Say
EL
Published: August 20, 2025 by: Zacks Investment Research
Sentiment: Positive

Although the revenue and EPS for Estee Lauder (EL) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

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image for news Estee Lauder (EL) Reports Q4 Earnings: What Key Metrics Have to Say
Estée Lauder Stock Falls as Quarterly Losses and Outlook Miss Expectations
EL
Published: August 20, 2025 by: Investopedia
Sentiment: Negative

Estée Lauder (EL) shares are down 6% in premarket trading Wednesday after the cosmetics company posted a wider-than-forecast quarterly loss and a disappointing outlook for the upcoming year.

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image for news Estée Lauder Stock Falls as Quarterly Losses and Outlook Miss Expectations
Estée Lauder shares fall on weak outlook and $100 mn tariff warning
EL
Published: August 20, 2025 by: Invezz
Sentiment: Negative

Estée Lauder stock slipped before the opening bell on Wednesday after the beauty group forecast annual profit below analyst expectations and flagged fresh tariff-related costs.

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image for news Estée Lauder shares fall on weak outlook and $100 mn tariff warning
Estée Lauder shares slip on disappointing profit outlook
EL
Published: August 20, 2025 by: Proactive Investors
Sentiment: Negative

Estee Lauder Companies Inc (NYSE:EL, ETR:ELAA) shares tumbled as the beauty giant's fiscal year 2026 outlook fell short of expectations amid tariffs and consumer weakness in its major markets. The company said it expects adjusted earnings per share (EPS) in the range of $1.90 to $2.10, below Street forecasts of $2.21.

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image for news Estée Lauder shares slip on disappointing profit outlook
Power Check: Palo Alto Networks, Viking Holdings, and Estee Lauder
EL, PANW, VIK
Published: August 18, 2025 by: CNBC Television
Sentiment: Neutral

Michael Landsberg, Landsberg Bennett Private Wealth chief investment officer, joins CNBC's 'Power Lunch' to break down why he's keeping an eye on shares of Palo Alto Networks, Viking Holdings, and Estee Lauder.

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image for news Power Check: Palo Alto Networks, Viking Holdings, and Estee Lauder
Estée Lauder: Sell EL Stock Now?
EL
Published: August 18, 2025 by: Forbes
Sentiment: Negative

Estée Lauder Companies (NYSE:EL) will report earnings on Wednesday, August 20, 2025. For event-driven traders, reviewing historical stock behavior around earnings may provide an edge.

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image for news Estée Lauder: Sell EL Stock Now?
Estee Lauder (EL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
EL
Published: August 15, 2025 by: Zacks Investment Research
Sentiment: Positive

Besides Wall Street's top-and-bottom-line estimates for Estee Lauder (EL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.

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image for news Estee Lauder (EL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Estee Lauder (EL) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
EL
Published: August 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Estee Lauder (EL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Estee Lauder (EL) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Estee Lauder (EL) Crossed Above the 20-Day Moving Average: What That Means for Investors
EL
Published: August 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Estee Lauder (EL) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, EL crossed above the 20-day moving average, suggesting a short-term bullish trend.

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image for news Estee Lauder (EL) Crossed Above the 20-Day Moving Average: What That Means for Investors
EL's Q4 Earnings on the Horizon: Essential Insights for Investors
EL
Published: August 12, 2025 by: Zacks Investment Research
Sentiment: Negative

The Estee Lauder Companies' fiscal fourth-quarter results are likely to reflect a decline due to challenges in China, travel retail and rising expenses.

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image for news EL's Q4 Earnings on the Horizon: Essential Insights for Investors
COTY vs. EL: Which Stock Is the Better Value Option?
COTY, EL
Published: July 30, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors interested in stocks from the Cosmetics sector have probably already heard of Coty (COTY) and Estee Lauder (EL). But which of these two stocks offers value investors a better bang for their buck right now?

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image for news COTY vs. EL: Which Stock Is the Better Value Option?
These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar
EL, MO
Published: July 25, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

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image for news These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar
Michael Burry is now up 35% on his only stock position
EL
Published: July 23, 2025 by: Finbold
Sentiment: Negative

Michael Burry, the hedge fund manager made famous by his contrarian bets during the 2008 financial crisis and portrayed in The Big Short , has taken an unorthodox approach to 2025.

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image for news Michael Burry is now up 35% on his only stock position
Will Estee Lauder (EL) Beat Estimates Again in Its Next Earnings Report?
EL
Published: July 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Estee Lauder (EL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Will Estee Lauder (EL) Beat Estimates Again in Its Next Earnings Report?
Estée Lauder Targets Younger Consumers in New Digital Push
EL
Published: July 16, 2025 by: PYMNTS
Sentiment: Positive

Estée Lauder is reportedly embarking on a new online retail push to reinvigorate slumping sales. That's according to a report Wednesday (July 16) by The Wall Street Journal (WSJ), which includes an interview with the beauty brand's new CEO, Stéphane de La Faverie.

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image for news Estée Lauder Targets Younger Consumers in New Digital Push
Top Beauty and Cosmetics Stocks That May Drive Long-Term Growth
COTY, EL, JNJ, UL, ULTA
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Positive

EL, COTY and ULTA are tapping AI, e-commerce, and clean beauty to ride the next wave of long-term industry growth.

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image for news Top Beauty and Cosmetics Stocks That May Drive Long-Term Growth
Estee Lauder gains after BofA reinstates coverage with Buy rating, sees 30% upside
EL
Published: July 10, 2025 by: Proactive Investors
Sentiment: Positive

Shares of Estee Lauder Companies Inc (NYSE:EL, ETR:ELAA) rose 6.5% on Thursday after Bank of America reinstated coverage of the beauty giant with a “Buy” rating and a $110 price objective, implying a 30% upside from current levels. The brokerage cited growing confidence in Estee Lauder's “Beauty Reimagined” turnaround plan, forecasting 4% annual revenue growth through fiscal 2027 and a 430 basis-point improvement in operating margin to 12%.

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image for news Estee Lauder gains after BofA reinstates coverage with Buy rating, sees 30% upside
5 Momentum Picks for Third-Quarter 2025 After a Stellar Second Quarter
EL, HEI, JBL, NEM, ROK
Published: July 03, 2025 by: Zacks Investment Research
Sentiment: Positive

JBL, NEM, HEI, ROK and EL are riding strong Q3 momentum after U.S. stocks posted their best quarter in over a year.

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image for news 5 Momentum Picks for Third-Quarter 2025 After a Stellar Second Quarter
These Top 4 Women-Run Company Stocks Are Quietly Beating the Market
ACN, ADBE, EL, MCK
Published: July 02, 2025 by: Zacks Investment Research
Sentiment: Positive

These women-run company stocks offer high growth and stability.

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image for news These Top 4 Women-Run Company Stocks Are Quietly Beating the Market
Best Momentum Stocks to Buy for July 2nd
EL, GRPN, MSBHF
Published: July 02, 2025 by: Zacks Investment Research
Sentiment: Positive

GRPN, EL and MSBHF made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 2, 2025.

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image for news Best Momentum Stocks to Buy for July 2nd
Estée Lauder: Strong Brand, Broken Trust
EL
Published: June 30, 2025 by: Seeking Alpha
Sentiment: Positive

Estée Lauder's turnaround is real: management is cutting costs, fixing past mistakes, and shifting aggressively to digital and direct-to-consumer channels. The China and travel retail overexposure is being addressed, with a focus on healthier, more sustainable sales models and less reliance on inventory dumping. Restructuring is purposeful, targeting $1B in annual savings by 2027 and reinvesting in innovation, supply chain flexibility, and faster product cycles.

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image for news Estée Lauder: Strong Brand, Broken Trust
3 Cosmetic Stocks Holding Steady Despite Market Challenges
COTY, EL, EWCZ
Published: June 24, 2025 by: Zacks Investment Research
Sentiment: Neutral

EL, COTY and EWCZ are defying cosmetics industry headwinds with innovation, digital growth and strategic focus.

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image for news 3 Cosmetic Stocks Holding Steady Despite Market Challenges
This Michael Burry stock just got a ‘Buy' rating
EL
Published: June 24, 2025 by: Finbold
Sentiment: Positive

Estée Lauder (NYSE: EL) shares surged on Monday after Deutsche Bank's Stephen Powers upgraded the stock from Hold to Buy, citing improved fundamentals and signs of a bottoming global beauty market.

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image for news This Michael Burry stock just got a ‘Buy' rating
Stock Of The Day: Will Estee Lauder Fill The Gap?
EL
Published: June 17, 2025 by: Benzinga
Sentiment: Positive

The stock of The Estée Lauder Companies Inc. EL is consolidating Tuesday. This comes after the shares gained more than 10% on Monday.

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image for news Stock Of The Day: Will Estee Lauder Fill The Gap?
3 of the Most Notable Big Money Bets
EL, UBER, YETI
Published: June 16, 2025 by: 24/7 Wall Street
Sentiment: Neutral

Hedge funds made some pretty interesting bets in the first quarter of this year, and a lot of them, I believe, have mostly flown under the radar of investors.

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image for news 3 of the Most Notable Big Money Bets
Estee Lauder Launches on Amazon.ca to Expand Reach in Canada
EL
Published: June 13, 2025 by: Zacks Investment Research
Sentiment: Positive

EL debuts on Amazon.ca, expanding its reach in Canada with a curated lineup of skincare, makeup and fragrance bestsellers.

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image for news Estee Lauder Launches on Amazon.ca to Expand Reach in Canada

About The Estée Lauder Companies Inc. (EL)

  • IPO Date 1995-11-17
  • Website https://www.elcompanies.com
  • Industry Household & Personal Products
  • CEO Stephane de la Faverie
  • Employees 44020

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.