CHARGED ALPHATMFrontier AI stock research

EL · NYSE

The Estée Lauder Companies Inc.

Household & Personal Products · United States

USD 93.530.2% daily changeQuote 2026-10-06 · USD
Market cap (USD)
US$33.89B
Trailing P/E
187.05x
Forward P/E
23.85x
Quarterly revenue growth
6.3%
Trailing net margin
1.2%
Indicated dividend yield
1.5%

Snapshot 2026-10-06 · Latest financial period 2026-06-30 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.

Next earnings: 2026-11-02 (provider estimate, not issuer-confirmed).

Company background

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company provides 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 offers 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 color products, as well as sells ancillary products and services. The company provides 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, Smashbox, Darphin Paris, Lab Series, Avestan, Loopha, Origins, 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 based in New York, New York.

Company website

Q1 2026

Go beyond the headline.

EL Stock: Q1 2026 Earnings Analysis

Published 2026-05-02

Comparable businesses

EL peer comparison

Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.

Comparison stocks

Market metrics · missing or inapplicable values shown as —
MetricELThe Estée Lauder Companies Inc.Snapshot 2026-10-06Financial period: 2026-06-30KVUEKenvue Inc.Snapshot 2026-10-06Financial period: 2026-06-28ELFe.l.f. Beauty, Inc.Snapshot 2026-10-06Financial period: 2026-06-30
Market capMarket value, converted to USDUS$33.89BUS$33.54BUS$6.14B
Forward P/EProvider forward earnings estimate23.85x14.08x26.92x
EV / EBITDAEnterprise value / trailing EBITDA16.09x11.75x32.02x
Revenue growthLatest quarter vs prior-year quarter6.3%3.0%35.5%
Operating marginLatest reported quarter7.0%19.4%14.3%
Free cash flow yieldTrailing cash flow / market cap5.3%5.7%4.6%
Net debt / EBITDANet debt / trailing EBITDA2.34x2.16x2.79x
Debt / equityTotal debt / positive book equity2.43x0.82x0.80x
Trailing P/ETrailing twelve-month earnings187.05x20.30x106.18x
Price / bookPrice / positive book equity per share8.89x3.18x5.25x
EV / salesEnterprise value / trailing revenue2.62x2.65x3.81x
Earnings growthLatest quarter vs prior-year quarter—8.5%93.1%
Gross marginTrailing twelve months75.5%58.4%71.6%
Net marginTrailing twelve months1.2%10.8%3.4%
Return on equityProvider trailing return; positive equity only4.7%15.6%6.0%
Free cash flow marginTrailing free cash flow / revenue12.0%12.4%16.0%
Dividend yieldIndicated annual dividend / price1.5%4.8%—
Earnings payoutProvider trailing dividend payout280.0%96.5%0.0%
Current ratioCurrent assets / current liabilities1.22x1.00x2.55x
BetaProvider historical market sensitivity1.260.451.60

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Comparison methodology & limitations

Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.

Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.

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Price history

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Earnings-multiple scenario

Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.

Starting assumptions, when available, use provider forward estimates as of 2026-10-06. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.

THE RESEARCH RECORD

Research history for EL

All available reporting periods
Q1 20262026-05-02

EL Stock: Q1 2026 Earnings Analysis

Presentation · 2026-05-02 · YouTube

Reported figures

Verify material figures against company filings. Market data and AI-assisted analysis may contain errors.