Charged Alpha logo
CHARGED ALPHA
Stock Analysis
EL Consumer Defensive Latest YouTube: Q1 2026 Published 2026-05-02

Estee Lauder Companies, Inc. (T

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

EL Stock: Q1 2026 Earnings Analysis

Published 2026-05-02

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 2026
2026-05-02
Podcast available
Yes
Current price
$101.94
+5.45 (+5.65%)
Trailing / Forward P/E
203.88x
Forward: 26.11x
Market cap / Volume
Volume:
Revenue / Earnings Growth
6.3%
Earnings: —
Margins
7.0% op
Gross: 75.5% · Net: 1.2%
Balance sheet
1.22x current
Debt / Equity: 242.9
52-week range / Beta
$66.22 - $121.64
Beta: 1.25
Analyst target
$105.54
Upside: 3.5%
Cash / shareholder return
4.91% FCF yield
Dividend yield: 1.46%

Company context

Industry: Household & Personal Products
Country: United States
Employees:
Price to book: 9.69x
Return on equity: 4.7%
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.

Price chart

Market context for EL

Competitive view

EL vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Estee Lauder Companies, Inc. (T latest YouTube video thumbnail YouTube
Estee Lauder Companies, Inc. (T
EL
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Philip Morris International Inc latest YouTube video thumbnail YouTube
Philip Morris International Inc
PM
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Clorox Company (The) latest YouTube video thumbnail YouTube
Clorox Company (The)
CLX
Latest video
Q4 FY2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
EL
$36.88B
Estee Lauder Companies, Inc. (T
PM
$293.38B
Philip Morris International Inc
CLX
$12.90B
Clorox Company (The)
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
EL
203.9x
Estee Lauder Companies, Inc. (T
PM
25.9x
Philip Morris International Inc
CLX
22.2x
Clorox Company (The)
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
EL
26.1x
Estee Lauder Companies, Inc. (T
PM
20.5x
Philip Morris International Inc
CLX
17.0x
Clorox Company (The)
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
EL
6.3%
Estee Lauder Companies, Inc. (T
PM
10.4%
Philip Morris International Inc
CLX
-2.0%
Clorox Company (The)
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
EL
Estee Lauder Companies, Inc. (T
PM
-7.5%
Philip Morris International Inc
CLX
-50.1%
Clorox Company (The)
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
EL
7.0%
Estee Lauder Companies, Inc. (T
PM
40.0%
Philip Morris International Inc
CLX
12.9%
Clorox Company (The)
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
EL
75.5%
Estee Lauder Companies, Inc. (T
PM
67.5%
Philip Morris International Inc
CLX
42.3%
Clorox Company (The)
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
EL
1.2%
Estee Lauder Companies, Inc. (T
PM
25.6%
Philip Morris International Inc
CLX
8.7%
Clorox Company (The)
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
EL
4.7%
Estee Lauder Companies, Inc. (T
PM
Philip Morris International Inc
CLX
163.8%
Clorox Company (The)
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
EL
4.9%
Estee Lauder Companies, Inc. (T
PM
3.3%
Philip Morris International Inc
CLX
0.9%
Clorox Company (The)
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
EL
242.93x
Estee Lauder Companies, Inc. (T
PM
Philip Morris International Inc
CLX
2221.43x
Clorox Company (The)
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
EL
1.22x
Estee Lauder Companies, Inc. (T
PM
0.98x
Philip Morris International Inc
CLX
0.66x
Clorox Company (The)
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
EL
1.25
Estee Lauder Companies, Inc. (T
PM
0.40
Philip Morris International Inc
CLX
0.54
Clorox Company (The)
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
EL
1.5%
Estee Lauder Companies, Inc. (T
PM
3.1%
Philip Morris International Inc
CLX
4.7%
Clorox Company (The)
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
EL
3.5%
Estee Lauder Companies, Inc. (T
PM
8.3%
Philip Morris International Inc
CLX
-4.7%
Clorox Company (The)

Episode timeline

Episode archive for EL

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-05-02
Published youtube podcast complete
EL Stock: Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Estee Lauder Companies, Inc. (T. Use the links on the right to open the video or podcast episode.