The Estée Lauder Companies Inc. (EL)

US — Consumer Defensive Sector
Peers: KMB  KVUE  HSY  SYY  KDP  ABEV  ADM  KHC  JBS  CHD 

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Key Metrics & Ratings

  • symbol EL
  • Rev/Share 39.9834
  • Book/Share 10.7697
  • PB 9.9957
  • Debt/Equity 2.4221
  • CurrentRatio 1.3209
  • ROIC -0.0082

 

  • MktCap 38807943523.0
  • FreeCF/Share 2.8931
  • PFCF 37.1368
  • PE -41.8099
  • Debt/Assets 0.4875
  • DivYield 0.013
  • ROE -0.2287

 

  • 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
Downgrade EL Rothschild & Co Redburn Neutral Sell -- $70 Nov. 25, 2025
Upgrade EL Argus Hold Buy -- -- Nov. 11, 2025
Reiterated EL Telsey Advisory Group -- Market Perform $99 $105 Oct. 31, 2025
Upgrade EL Goldman Neutral Buy -- $115 Oct. 13, 2025
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

News

Best Momentum Stocks to Buy for Dec. 26
EL, EXPD, ISSC
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, Dec. 26th:

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image for news Best Momentum Stocks to Buy for Dec. 26
4 Cosmetics Stocks to Watch as the Market Resets for 2026
COTY, EL, EWCZ, HELE
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive

EL, COTY, HELE and EWCZ face rising costs and changing demand, but innovation and digital expansion support their strategies.

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image for news 4 Cosmetics Stocks to Watch as the Market Resets for 2026
ELF vs. EL: Which Beauty Stock Looks More Attractive Now?
EL, ELF
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive

e.l.f. Beauty's value-driven growth faces off against Estee Lauder's recovery strategy as both adapt to shifting beauty demand.

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image for news ELF vs. EL: Which Beauty Stock Looks More Attractive Now?
3 Beauty & Cosmetic Stocks Positioned Well for Sustainable Growth
EL, SBH, ULTA
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

From skincare and clean beauty to digital engagement, the beauty industry is evolving. Here's how EL, COTY and NUS are positioned to capture resilient demand and long-term growth.

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image for news 3 Beauty & Cosmetic Stocks Positioned Well for Sustainable Growth
Are Consumer Staples Stocks Lagging The Estee Lauder Companies (EL) This Year?
EL
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Neutral

Here is how Estee Lauder (EL) and Monster Beverage (MNST) have performed compared to their sector so far this year.

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image for news Are Consumer Staples Stocks Lagging The Estee Lauder Companies (EL) This Year?
Recession in 2026? 3 Solid Consumer-Staple Stocks for Safety
EL, MNST, TPB
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Positive

Recession fears for 2026 are rising, and EL, MNST and TPB stand out as consumer-staple stocks offering defensive strength and resilient earnings.

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image for news Recession in 2026? 3 Solid Consumer-Staple Stocks for Safety
HALPER SADEH LLC ENCOURAGES THE ESTEE LAUDER COMPANIES, INC. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS
EL
Published: December 05, 2025 by: PRNewsWire
Sentiment: Neutral

Shareholders should contact the firm immediately as there may be limited time to enforce your rights. NEW YORK , Dec. 5, 2025 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of The Estee Lauder Companies, Inc. (NYSE: EL) breached their fiduciary duties to shareholders.

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image for news HALPER SADEH LLC ENCOURAGES THE ESTEE LAUDER COMPANIES, INC. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS
The Estée Lauder Companies Inc. (EL) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
EL
Published: December 02, 2025 by: Seeking Alpha
Sentiment: Neutral

The Estée Lauder Companies Inc. (EL) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

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image for news The Estée Lauder Companies Inc. (EL) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar
EL, OLLI
Published: November 26, 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
3 Beauty & Cosmetic Stocks Set to Ride on the Next Wave of Growth
EL, NUS, ULTA
Published: November 25, 2025 by: Zacks Investment Research
Sentiment: Positive

ULTA, EL and NUS tap digital innovation, wellness shifts and curated assortments to capture beauty's expanding long-term demand.

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image for news 3 Beauty & Cosmetic Stocks Set to Ride on the Next Wave of Growth
The Pros And Cons Of Buying Estee Lauder Now
EL
Published: November 21, 2025 by: Seeking Alpha
Sentiment: Positive

Estée Lauder Companies (EL) posted 3% revenue growth, driven by China, but offset by weakness in the Americas. At the same time, accounts receivable rose by more than 20%. EL's profitability and liquidity improved year-over-year, reflecting successful cost reduction and investment initiatives. Despite a sustainable dividend, negative cash flow from operations raises concerns about capital allocation amid ongoing growth challenges.

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image for news The Pros And Cons Of Buying Estee Lauder Now
The Estée Lauder Companies Holds Annual Meeting of Stockholders
EL
Published: November 13, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) (“the Company”) held its Annual Meeting of Stockholders today. William P. Lauder, Executive Chairman, chaired the meeting. At the meeting, stockholders elected William P. Lauder, Annabelle Yu Long, Dana Strong, CBE, Jennifer Tejada, and Richard F. Zannino to the Board as Class II Directors and Eric L. Zinterhofer as a Class I Director. Stockholders also ratified the appointment of PricewaterhouseCoopers LLP as independent aud.

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image for news The Estée Lauder Companies Holds Annual Meeting of Stockholders
Bloomberg Watch Shows 5 Ideal "Safer" November Dividend Dogs
AVGO, CIIHY, CL, EL, EMR, ESS, FOX, ITVPY, KLAC, NRDBY, NSC, OZK, PHPPY, PYPL, SLB, SUBCY, SUHJY, TPR, UPS, WM
Published: November 12, 2025 by: Seeking Alpha
Sentiment: Positive

Bloomberg's 2025 Dividend Focus list highlights 36 dividend payers, with 16 qualifying as 'safer' due to free cash flow yields exceeding dividend yields. Top ten dividend stocks, including OZK, SLB, WM, and SUBCY, are projected to offer 12.5%-26.5% net gains by November 2026 based on analyst targets. Five 'IDEAL' stocks—CHHQF, VODAF, SUBCY, ITVPY, AVIFY—offer dividends from $1,000 invested that exceed their single share price, signaling potential buy opportunities.

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image for news Bloomberg Watch Shows 5 Ideal "Safer" November Dividend Dogs
Estee Lauder Q1 Earnings Beat Estimates, Sales Up 4% Y/Y
EL
Published: October 30, 2025 by: Zacks Investment Research
Sentiment: Positive

EL posts Q1 earnings and sales beats, fueled by fragrance demand, PRGP savings and Asia-Pacific growth momentum.

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image for news Estee Lauder Q1 Earnings Beat Estimates, Sales Up 4% Y/Y
The Estée Lauder Companies Inc. (EL) Q1 2026 Earnings Call Transcript
EL
Published: October 30, 2025 by: Seeking Alpha
Sentiment: Neutral

The Estée Lauder Companies Inc. ( EL ) Q1 2026 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Laraine Mancini - Senior Vice President Finance & Strategy & Head of Investor Relations Stephane de la Faverie - CEO, President & Director Akhil Shrivastava - Executive VP & CFO Conference Call Participants Lauren Lieberman - Barclays Bank PLC, Research Division Dara Mohsenian - Morgan Stanley, Research Division Filippo Falorni - Citigroup Inc., Research Division Bonnie Herzog - Goldman Sachs Group, Inc., Research Division Stephen Robert Powers - Deutsche Bank AG, Research Division Peter Grom - UBS Investment Bank, Research …

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image for news The Estée Lauder Companies Inc. (EL) Q1 2026 Earnings Call Transcript
Compared to Estimates, Estee Lauder (EL) Q1 Earnings: A Look at Key Metrics
EL
Published: October 30, 2025 by: Zacks Investment Research
Sentiment: Neutral

While the top- and bottom-line numbers for Estee Lauder (EL) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

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image for news Compared to Estimates, Estee Lauder (EL) Q1 Earnings: A Look at Key Metrics
Halper Sadeh LLC Encourages The Estee Lauder Companies, Inc. Shareholders to Contact the Firm to Discuss Their Rights
EL
Published: October 23, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of The Estee Lauder Companies, Inc. (NYSE: EL) breached their fiduciary duties to shareholders. If you currently own Estee Lauder stock and acquired shares on or before February 3, 2022, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click.

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image for news Halper Sadeh LLC Encourages The Estee Lauder Companies, Inc. Shareholders to Contact the Firm to Discuss Their Rights
Estee Lauder (EL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
EL
Published: October 23, 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) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Estee Lauder Targets 25% of Sales From Innovation in Fiscal 2026
EL
Published: October 20, 2025 by: Zacks Investment Research
Sentiment: Neutral

EL aims for 25% of sales from innovation in fiscal 2026, driving growth across all major beauty categories.

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image for news Estee Lauder Targets 25% of Sales From Innovation in Fiscal 2026
Estee Lauder Launches Paris Fragrance Atelier to Drive Innovation
EL
Published: October 15, 2025 by: Zacks Investment Research
Sentiment: Neutral

EL opens a Paris Fragrance Atelier blending AI, neuroscience and artistry to reinvent luxury perfume creation.

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image for news Estee Lauder Launches Paris Fragrance Atelier to Drive Innovation
Why Investors Need to Take Advantage of These 2 Consumer Staples Stocks Now
ADM, EL
Published: October 15, 2025 by: Zacks Investment Research
Sentiment: Positive

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

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image for news Why Investors Need to Take Advantage of These 2 Consumer Staples Stocks Now
Amazon and TikTok are helping Estee Lauder reinvent itself, Goldman Sachs says
AMZN, EL
Published: October 13, 2025 by: Market Watch
Sentiment: Positive

Cosmetics giant Estee Lauder Cos.'s rebound could take hold sooner than expected, Goldman Sachs analysts said on Monday, as trends firm up in the U.S. and China and the company puts more focus on newer and higher-end products and sales through TikTok and Amazon.

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image for news Amazon and TikTok are helping Estee Lauder reinvent itself, Goldman Sachs says
Will Estee Lauder (EL) Beat Estimates Again in Its Next Earnings Report?
EL
Published: October 10, 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?
The Estée Lauder Companies Announces BEAUTY&YOU India 2025 Winners, Celebrating the Next Generation of Beauty Entrepreneurs
EL
Published: October 08, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK & MUMBAI, India--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) announced yesterday the winners of BEAUTY&YOU India 2025. This year's program, supported by the Government of India's Startup India and launch partner Nykaa, highlighted the emerging talent reimagining the future of beauty in India. Stéphane de La Faverie, President and CEO, The Estée Lauder Companies said: “When we launched BEAUTY&YOU, our vision was simple yet powerful — to discover and support visio.

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image for news The Estée Lauder Companies Announces BEAUTY&YOU India 2025 Winners, Celebrating the Next Generation of Beauty Entrepreneurs
4 Cosmetics Leaders Adapting and Thriving Despite Industry Pressures
EL, ELF, EWCZ, HELE
Published: October 06, 2025 by: Zacks Investment Research
Sentiment: Positive

EL, ELF, HELE and EWCZ are navigating rising costs and shifting consumer demand through innovation, digital expansion, and strategic initiatives.

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image for news 4 Cosmetics Leaders Adapting and Thriving Despite Industry Pressures
Estee Lauder Online Sales Hit 31%: Structural Shift in Beauty Retail?
EL
Published: September 23, 2025 by: Zacks Investment Research
Sentiment: Positive

EL's online sales soar to 31%, highlighting a structural digital shift in prestige beauty retail.

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image for news Estee Lauder Online Sales Hit 31%: Structural Shift in Beauty Retail?
What's Next For Estée Lauder's Stock?
EL
Published: September 15, 2025 by: Forbes
Sentiment: Negative

Estée Lauder's stock has dropped 6% in the past week, continuing a downward trend that began last month. This decline follows the company's report of a 12% year-over-year decrease in fourth-quarter net sales.

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image for news What's Next For Estée Lauder's Stock?
Defensive Plays: 3 Consumer Staples Giants Showing Strength
EL, MDLZ, STZ
Published: September 02, 2025 by: MarketBeat
Sentiment: Neutral

The consumer staples sector has faced some significant challenges in recent months. Cost pressures due to persistent inflation, high commodity prices, and tariffs have damaged profit margins, while real average wages have fallen and caused consumers to tighten belts.

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image for news Defensive Plays: 3 Consumer Staples Giants Showing Strength
Estee Lauder (EL) International Revenue Performance Explored
EL
Published: August 25, 2025 by: Zacks Investment Research
Sentiment: Positive

Evaluate Estee Lauder's (EL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

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image for news Estee Lauder (EL) International Revenue Performance Explored
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

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.