EL

Estee Lauder Companies Inc

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Advanced Chart

91.700

+2.56(2.872%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

92.2797

Open

89.610

VWAP

91.51

Vol

2.71M

Mkt Cap

32.99B

Low

89.290

Amount

248.26M

EV/EBITDA(TTM)

16.88

Total Shares

358.56M

36.74B

EV/OCF(TTM)

23.55

P/S(TTM)

2.17

The Estee Lauder Companies Inc. is a manufacturer, marketer and seller of skin care, makeup, fragrance and hair care products. Its product categories include skin care, makeup, fragrance, hair care and others. Its products are sold in approximately 150 countries and territories under a number of brand names, including Estee Lauder, Aramis, Clinique, Lab Series, Origins, M.A.C, Bobbi Brown Cosmetics, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD, Smashbox, AERIN Beauty, Le Labo, Editions de Parfums Frederic Malle, GLAMGLOW, Kilian Paris, Too Faced, Dr.Jart+, and the DECIEM family of brands, including The Ordinary and NIOD. It is a licensee for fragrances, cosmetics and/or related products for AERIN, BALMAIN, and Dr. Andrew Weil. Its skin care products include moisturizers, serums, cleansers, toners, exfoliators, facial masks, body care, sun care products and others. Its makeup products include lipsticks, lip glosses, mascaras, foundations and others.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q2

FY2026Q1

FY2025Q4

4.03B

+0.77%

0.834

+34.5%

3.31B

-1.62%

0.233

+66.71%

3.36B

-13.1%

0.094

-85.35%

Estimates Revision

The market is revising Upward the revenue expectations for The Estée Lauder Companies Inc. (EL) for FY2025, with the revenue forecasts being adjusted by 0.17% over the past three months. During the same period, the stock price has changed by 40.30%.

Revenue Estimates for FY2025

Revise Upward

+0.17%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+0.39%

In Past 3 Month

Stock Price

Go Up

+40.30%

In Past 3 Month

13 Analyst Rating

2.05% Upside

Wall Street analysts forecast EL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EL is 93.58 USD with a low forecast of 62.00 USD and a high forecast of 110.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

6 Buy

7 Hold

0 Sell

Moderate Buy

2.05% Upside

Current: 91.700

Low

62.00

Averages

93.58

High

110.00

2.05% Upside

Current: 91.700

Low

62.00

Averages

93.58

High

110.00

JPMorgan

Neutral -> Overweight

upgrade

$62 -> $101

2025-07-25

Reason

JPMorgan

Price Target

$62 -> $101

2025-07-25

upgrade

Neutral -> Overweight

Reason

JPMorgan upgraded Estee Lauder to Overweight from Neutral with a price target of $101, up from $62. The firm also placed the shares on \"Positive Catalyst Watch\" into the earnings report. Estee will report results at the top of its guidance given the \"better than feared\" 6.18 event and better performance online, the analyst tells investors in a research note. JPMorgan also believes the company \"will inflect\" like-for-like sales in the holiday quarter.

UBS

Neutral

maintain

$62 -> $93

2025-07-17

Reason

UBS

Price Target

$62 -> $93

2025-07-17

maintain

Neutral

Reason

UBS raised the firm's price target on Estee Lauder to $93 from $62 and keeps a Neutral rating on the shares.

Citi

Neutral

maintain

$60 -> $99

2025-07-15

Reason

Citi

Price Target

$60 -> $99

2025-07-15

maintain

Neutral

Reason

Citi raised the firm's price target on Estee Lauder to $99 from $60 and keeps a Neutral rating on the shares. The firm adjusted price targets in the beverages, household and personal care group as part of a Q2 preview. It sees a slightly improved fundamentals across the sector heading into the reports relative to Q1.

Barclays

Equal Weight

maintain

$63 -> $84

2025-07-15

Reason

Barclays

Price Target

$63 -> $84

2025-07-15

maintain

Equal Weight

Reason

Barclays raised the firm's price target on Estee Lauder to $84 from $63 and keeps an Equal Weight rating on the shares. The firm adjusted price targets in the staples group as a part of a Q2 preview. Investor expectations "feel subdued" into earnings season, the analyst tells investors in a research note.

Citi

Neutral

maintain

$60 -> $95

2025-07-15

Reason

Citi

Price Target

$60 -> $95

2025-07-15

maintain

Neutral

Reason

Citi raised the firm's price target on Estee Lauder to $95 from $60 and keeps a Neutral rating on the shares. The firm adjusted price targets in the beverages, household and personal care group as part of a Q2 preview. It sees a slightly improved fundamentals across the sector heading into the reports relative to Q1.

BofA

Ashley Wallace

initiated

$110

2025-07-10

Reason

BofA

Ashley Wallace

Price Target

$110

2025-07-10

initiated

Reason

BofA analyst Ashley Wallace reinstated coverage of Estee Lauder with a Buy rating and $110 price target. BofA is confident that Estee Lauder's "Beauty Reimagined" plan will drive an earnings recovery and forecasts a 4% revenue compound annual growth rate, which should come with high incremental margin drop through, the analyst tells investors in a research note.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Estee Lauder Companies Inc (EL.N) is 46.51, compared to its 5-year average forward P/E of 44.39. For a more detailed relative valuation and DCF analysis to assess Estee Lauder Companies Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

44.39

Current PE

46.51

Overvalued PE

56.65

Undervalued PE

32.13

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

23.59

Current EV/EBITDA

18.48

Overvalued EV/EBITDA

29.47

Undervalued EV/EBITDA

17.71

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Undervalued

5Y Average PS

4.27

Current PS

2.21

Overvalued PS

5.94

Undervalued PS

2.60