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The Estée Lauder Companies Inc. Stock Price

NYSE:EL Community·US$36.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 214 Fair Values set on narratives written by author

EL Share Price Performance

US$99.47
30.76 (44.77%)
US$117.70
Fair Value
US$99.47
30.76 (44.77%)
17.1% undervalued intrinsic discount
US$120.00
Fair Value
Price US$99.47
AnalystHighTarget US$120.00
AnalystConsensusTarget US$104.30
AnalystLowTarget US$73.73

EL Community Narratives

AnalystHighTarget·
Fair Value US$117.7 15.5% undervalued intrinsic discount

Digital Engagement And Emerging Markets Will Unlock Premium Skincare

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AnalystConsensusTarget·
Fair Value US$104.3 4.6% undervalued intrinsic discount

Luxury Expansion And Profit Margins Will Shape Long-Term Global Opportunities

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91users have followed this narrative
AnalystLowTarget·
Fair Value US$73.73 34.9% overvalued intrinsic discount

Travel Retail Volatility And Digital Rivals Will Hurt Performance

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US$73.73
34.9% overvalued intrinsic discount
Revenue
2.97% p.a.
Profit Margin
10.68%
Future PE
19.86x
Price in 2029
US$92.35
US$104.3
4.6% undervalued intrinsic discount
Revenue
4.22% p.a.
Profit Margin
8.97%
Future PE
32.33x
Price in 2029
US$130.87

Trending Discussion

Updated Narratives

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EL: Equity Offering And Future Lockup Expiry Will Pressure Shares

Fair Value: US$73.73 34.9% overvalued intrinsic discount
3 users have followed this narrative
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EL: Digital Commerce And Fragrance Expansion Will Support Balanced Future Performance

Fair Value: US$104.3 4.6% undervalued intrinsic discount
91 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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Digital Engagement And Emerging Markets Will Unlock Premium Skincare

Fair Value: US$117.7 15.5% undervalued intrinsic discount
9 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Reasonable growth potential with mediocre balance sheet.

2 Risks
2 Rewards

The Estée Lauder Companies Inc. Key Details

US$14.7b

Revenue

US$3.8b

Cost of Revenue

US$10.9b

Gross Profit

US$11.1b

Other Expenses

-US$178.0m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 01, 2026
-0.49
74.32%
-1.21%
181.6%
View Full Analysis

About EL

Founded
1946
Employees
44460
CEO
Stephane de la Faverie
WebsiteView website
www.elcompanies.com

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers skin care products, including moisturizers, serums, cleansers, toners, eye care, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, mascaras, and eyeshadows and eyeliners, as well as compacts, brushes, and other makeup tools. It also provides fragrance products in various forms comprising parfum, eau de parfum, eau de toilette, eau de cologne, and body spray, as well as lotions, creams, powders, candles and soaps; and hair care products, including shampoos, conditioners, styling products, treatment, finishing sprays, and hair colour products, as well as sells ancillary products and services. The company offers its products under the La Mer, Jo Malone London, TOM FORD, AERIN Beauty, Le Labo, Editions de Parfums Frédéric Malle, KILIAN PARIS, BALMAIN Beauty, Estée Lauder, Clinique, M·A·C, The Ordinary, Aveda, Bobbi Brown Cosmetics, Too Faced, Dr.Jart+, Bumble and bumble, Editions de Parfums Frédéric Malle, Smashbox, Darphin Paris, Lab Series, NIOD, Aramis, and GLAMGLOW brands. It sells its products through department stores, duty-free retailers, specialty multi retailers, online pure players, upscale perfumeries and pharmacies, and top-tier salons and spas, as well as direct-to-consumer businesses across freestanding stores, and brand websites and third-party online platforms. The Estée Lauder Companies Inc. was founded in 1946 and is headquartered in New York, New York.

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