EL
Estée Lauder Companies (The)
Consumer Staples · Personal Care Products · US
$86.20
Close 2025-06-30
✗ ETHICAL FAIL

WEAK MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$31.2B
Trailing P/E
Forward P/E
27.30
Rev Growth
+4.6%
Profit Margin
-1.7%
ROE
-5.9%
Analyst Target
$94.64
Recommendation
BUY
About Estée Lauder Companies (The)

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.

Opportunity Summary
Trading at $86, 37% above fair value of $63. Fails ethical screen (Debt ratio). Ranks better than 0% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.48%)FAIL
Cash Ratio (0.00%)PASS
Receivables Ratio (0.22%)PASS
Revenue Ratio (0.01%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 44.5
Score Quality: 25.0
Score Combined: 29.9
Fair Value Est: $63.00 · Margin of Safety: -26.9% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation64.6
Quality12.0
Cash Flow72.5
Moat25.0
Balance Sheet7.4
Debt Purity0.0
Liquid Purity100.0
Rev Purity84.1
Compliance54.1
Tier: WATCH · Score: 36.2 · Rank: #4673
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-190.32Pending--
2026-05-010.590.24-59.2%
2026-02-050.770.44-43.0%
2025-10-300.180.32+81.9%
2025-08-20-0.04-1.51-3816.0%
2025-05-010.310.65+108.8%
2025-02-040.23-1.64-806.1%
2024-10-310.100.14+46.8%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$3.7B$89.0M$462.0M$2.8B$557.0M0.25
2025-12-31$4.2B$162.0M$615.0M$3.2B$608.0M0.45
2025-09-30$3.5B$47.0M$395.0M$2.6B$258.0M0.13
2025-06-30$3.4B-$546.0M-$153.0M$2.5B$141.0M-1.51
2025-03-31$3.5B$159.0M$532.0M$2.7B$403.0M0.44
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-02-27DE LA FAVERIE STEPHANEChief Executive Officer5,787--
2026-02-27SHRIVASTAVA AKHILChief Financial Officer5,265--
2025-11-26LAUDER JANE ADirector and Beneficial Owner of more than 10% of a Class of Security17,840$1.6M
2025-11-26LA LANDE RASHIDA KGeneral Counsel1,604$151.5K
2025-11-26LAUDER JANE ADirector and Beneficial Owner of more than 10% of a Class of Security17,840$1.7M
2025-11-18WEBSTER MERIDITH POfficer5,430$477.0K
2025-11-11STERNLICHT BARRY SDirector3,972$335.0K
2025-11-11STERNLICHT BARRY SDirector3,972$364.7K
2025-11-06LAL 2015 ELF TRUSTTrustee5,670,000$508.6M
2025-11-06EVELYN H. LAUDER 2012 MARITAL TRUST TWOTrustee2,845,283$255.2M
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.18.5M$1.6B0.1%
FMR, LLC18.1M$1.6B0.1%
Vanguard Capital Management LLC16.1M$1.4B0.1%
Bank of America Corporation13.8M$1.2B0.1%
Vanguard Portfolio Management LLC12.1M$1.1B0.0%
State Street Corporation11.8M$1.0B0.0%
Schroder Investment Management Group8.0M$708.2M0.0%
Eagle Capital Management LLC7.9M$700.6M0.0%
Bank Of New York Mellon Corporation6.8M$600.0M0.0%
Geode Capital Management, LLC6.7M$587.6M0.0%
Analyst Recommendations
3 Months Ago
4
6
13
24 analysts
2 Months Ago
3
7
13
24 analysts
Last Month
4
7
14
26 analysts
Current
5
6
13
25 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$38.1B
Price/Book
8.00
Beta
1.211
Analysts
22
Total Revenue (TTM)
$14.8B
Total Debt
$9.3B
Earnings Growth
-45.5%
Dividend Yield
162.0%
Rec. Mean
2.40
Short Ratio
1.83
Short % Float
0.0%
Employees
40,470

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Trade Consideration
The Opportunity
Score 29.9 (P12 — top 87.8% of scored tickers). Weak Moat. Ethical FAIL. 23 analysts at Buy.
Price: $86.20 | Target: $95.43 (+11%) | Fair Value: $63.00 (+-27%)
Score
30
Moat
WEAK
Conviction
Standard
Upside
+11%
The Fundamentals
Revenue Growth+4.6%
Profit Margin0.0%
ROE-5.9%
Forward P/E27.3
Market Cap$31.2B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-19$0.32Pending
2026-05-01$0.59$0.24-59.2%
2026-02-05$0.77$0.44-43.0%
2025-10-30$0.18$0.32+81.9%
2025-08-20$-0.04$-1.51-3816.0%
2025-05-01$0.31$0.65+108.8%
Position Sizing Scenarios
Stop: $73.27 (-15%) | Entry: $86.20
SharesCostProfit to TargetR:R
To Consensus ($95.43, 23 analysts)
10$862.00+$92.30 (11%)0.7R
50$4,310.00+$461.50 (11%)0.7R
100$8,620.00+$923.00 (11%)0.7R
To Fair Value ($63.00)
10$862.00+$-232.00 (-27%)-1.8R
50$4,310.00+$-1,160.00 (-27%)-1.8R
100$8,620.00+$-2,320.00 (-27%)-1.8R
Risk Factors
  • No elevated risk flags in current data
The Verdict
Estée Lauder Companies (The) holds a weak competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
52.9
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.9%
worst expected daily loss, 19 in 20 days
CVaR 95%
-8.0%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.38
above 1.0 is good
Max Drawdown
-59.4%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
NEAR_UPPER
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
50.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

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Inverse Correlated
TickerCorrelation
CALA-0.193
BAES.L-0.162
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CIPLA.NS-0.139
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Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Monday
Worst Day
Thursday
Best Month
May
Worst Month
Mar
Fri-Mon Effect
-0.2612728376277845
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+2.9%
Beat Drift Positive %
50.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+11.3%
3M Return
-24.6%
6M Return
+0.7%
12M Return
+36.6%
Momentum Rank
#2587
Momentum Signal
FLAT

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