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 9.9613
  • Debt/Equity 2.4221
  • CurrentRatio 1.3209
  • ROIC -0.0082

 

  • MktCap 38674558115.0
  • FreeCF/Share 2.8931
  • PFCF 37.0091
  • PE -41.6662
  • 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

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
Lisa Sequino Appointed President, Makeup Brand Cluster, The Estée Lauder Companies
EL
Published: May 29, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced the appointment of Lisa Sequino as the new President, Makeup Brand Cluster, responsible for leading the strategic direction and global growth of makeup, and overseeing the company's portfolio of makeup brands, including M·A·C, Bobbi Brown, Too Faced, Smashbox and GLAMGLOW. Ms. Sequino will report to Jane Hertzmark Hudis, Executive Vice President, Chief Brand Officer and will be effective in the role as of June.

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image for news Lisa Sequino Appointed President, Makeup Brand Cluster, The Estée Lauder Companies
Top 5 Stocks Hedge Funds Are Buying Right Now
AVGO, DLTR, DOCU, EL, UBER
Published: May 20, 2025 by: MarketBeat
Sentiment: Neutral

The quarterly 13F filing season is a goldmine for investors looking to uncover what some of the world's top hedge funds and institutional managers are buying and selling. Filed with the SEC within 45 days after each quarter's end, these disclosures provide a glimpse into the minds of elite investors managing more than $100 million, including big names like Warren Buffett, David Tepper, and Stanley Druckenmiller.

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image for news Top 5 Stocks Hedge Funds Are Buying Right Now
‘Big Short' investor Michael Burry doubles stake in Estee Lauder, betting on luxe rebound
EL
Published: May 16, 2025 by: New York Post
Sentiment: Positive

Burry's firm now owns 200,000 shares of Estee valued at $13.2 million.

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image for news ‘Big Short' investor Michael Burry doubles stake in Estee Lauder, betting on luxe rebound
Creative Visionary Nicola Formichetti Named Global Creative Director, M·A·C Cosmetics
EL
Published: May 14, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies (NYSE:EL) and M·A·C Cosmetics announced today the appointment of Nicola Formichetti as Global Creative Director, effective May 19, 2025. A celebrated creative director, designer, and cultural icon, Formichetti brings his visionary artistry, genre-defying creativity and consumer-first mindset to the helm of M·A·C's global creative strategy. He will report directly to Aïda Moudachirou-Rébois, M·A·C's Senior Vice President and Global General Ma.

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image for news Creative Visionary Nicola Formichetti Named Global Creative Director, M·A·C Cosmetics
Why Estee Lauder (EL) International Revenue Trends Deserve Your Attention
EL
Published: May 13, 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 Why Estee Lauder (EL) International Revenue Trends Deserve Your Attention
The Estée Lauder Companies Inc. (EL) Q3 2025 Earnings Call Transcript
EL
Published: May 01, 2025 by: Seeking Alpha
Sentiment: Neutral

The Estée Lauder Companies Inc. (NYSE:EL ) Q3 2025 Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Rainey Mancini - SVP, IR Stéphane de La Faverie - President and CEO Akhil Shrivastava - EVP and CFO Conference Call Participants Steve Powers - Deutsche Bank Bonnie Herzog - Goldman Sachs Lauren Lieberman - Barclays Filippo Falorni - Citi Peter Grom - UBS Dara Mohsenian - Morgan Stanley Bryan Spillane - Bank of America Operator Good day everyone and welcome to The Estée Lauder Companies' Fiscal 2025 Third Quarter Conference Call. Today's webcast is being recorded.

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image for news The Estée Lauder Companies Inc. (EL) Q3 2025 Earnings Call Transcript
EL Q3 Earnings Beat Estimates, Sales Down Amid China Weakness
EL
Published: May 01, 2025 by: Zacks Investment Research
Sentiment: Neutral

The Estee Lauder Companies' fiscal Q3 results reflect lower earnings and sales amid challenges in China and lower demand across the Americas.

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image for news EL Q3 Earnings Beat Estimates, Sales Down Amid China Weakness

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.