Stock AnalizEstee Lauder Companies Inc. EL
Package Goods/Cosmetics · IPO 1995 · data as of November 13, 2026
Estee Lauder Companies Inc. (EL) is a consumer discretionary company listed in the US with a market value of about $40.5B. In the twelve months to September 30, 2026 it had revenue of $15.3B and net income of $368M, a net margin of 2.4%.
Its overall Stock Analiz score is 1.4 out of 5 (weak). The strongest part is shareholder returns (4/5); the weakest is value (0/5).
Key numbers: a P/E of 111.8, a price to free cash flow of 26.7, 5-year revenue growth of -1% a year, a 5-year average ROIC of 6%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 63% below the current price.
Score: 1.4 / 5
Checks passed
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Positive free cash flow
- Pays a dividend
- 20% to 100% of free cash flow returned to shareholders
- Dividend 3 years in a row
- Stock-based pay below 5% of revenue
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Strong R&D investment or growth above 20%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $15.3B | $15.0B | $14.3B | $15.6B | $15.9B | $17.7B | $16.2B | $14.3B | $14.9B | $13.7B | $11.8B |
| Net income | $368M | $182M | -$1.1B | $390M | $1.0B | $2.4B | $2.9B | $684M | $1.8B | $1.1B | $1.2B |
| Free cash flow | $1.5B | $1.3B | $670M | $1.4B | $728M | $2.0B | $3.0B | $1.7B | $1.8B | $1.9B | $1.3B |
| EPS (diluted) | $1.00 | $0.50 | $-3.15 | $1.08 | $2.79 | $6.55 | $7.79 | $1.86 | $4.82 | $2.95 | $3.35 |
| Net margin | 2.4% | 1.2% | -7.9% | 2.5% | 6.3% | 13.5% | 17.7% | 4.8% | 12.0% | 8.1% | 10.6% |
| ROIC | — | 4.7% | -4.7% | 3.4% | 6.9% | 19.0% | 16.0% | 3.2% | 17.0% | 14.1% | 16.6% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 28 analysts is $115.53, 3% above the current price; targets range from $70.00 to $132.00; the consensus rating is “Buy”; expected EPS is $3.43 for the fiscal year ending June 30, 2027.
Frequently asked questions
What is Estee Lauder Companies’s P/E ratio?
About 111.8, based on the last twelve months of diluted earnings per share (forward P/E about 26.0).
Is Estee Lauder Companies stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 63% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Estee Lauder Companies pay a dividend?
Yes. The dividend yield is about 1.25%, and it has paid dividends for 10 years in our data.
Is Estee Lauder Companies a good stock to buy?
We do not give buy or sell advice. Estee Lauder Companies scores 1.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.