The Estée Lauder Companies Inc. (EL) Stock

The Estée Lauder Companies Inc. (EL) is a Consumer Discretionary stock trading at $82.11 (as of 2026-07-17), with a market capitalization of $30.00B. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, nail polishes, and powders, as well as compacts, brushes, and other makeup tools. It also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products that include shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. The company offers its products under Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, Smashbox, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, By Kilian, BECCA, Too Faced, Dr. Jart+, DECIEM, and The Ordinary brands. It also holds license arrangements for Tommy Hilfiger, Donna Karan New York, DKNY, Michael Kors, and Ermenegildo Zegna brands. The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and in-flight and duty-free shops. The company was founded in 1946 and is headquartered in New York, New York.

Understand The Estée Lauder Companies Inc.: how it makes money

Estée Lauder makes, markets, and sells skin care, makeup, fragrance, and hair care products worldwide, and earns money from consumer product sales through its global brand portfolio.

The profit engine is primarily tied to organic net sales performance by region and product category, with partial support from cost reductions under the restructuring program.

Business quality (Weak): Brand momentum is mixed, with some areas showing relative strength, while the overall topline is pressured by broad organic net sales declines and softer categories and channels.

Bull case

  • Some category and channel resilience: Fragrance shows positive organic net sales (2 percent), and organic net sales excluding travel retail declines less (3 percent).
  • Competitive positioning and brand momentum: Clinique market share gains streak for 11 months.
  • Cost discipline and operating actions: Non-consumer-facing expenses reduction under the restructuring program (3 percent).
  • Retail footprint actions: Freestanding stores opened in the France portfolio (14 count), and net new freestanding stores opened (10 count).

Bear case

  • Broad topline pressure: Organic net sales decline is 13 percent, with negative organic net sales in multiple regions.
  • Region weakness is uneven but persistent: Organic net sales decline (EMEA) is 14 percent, while Asia Pacific organic net sales decline is 7 percent and Americas organic net sales decline is 1 percent.
  • Core categories are under pressure: Organic net sales (Skin Care) decline is 12 percent, Organic net sales (Hair Care) decline is 8 percent, and Organic net sales (Makeup) decline is 1 percent.
  • Travel retail is a clear drag: Organic net sales (travel retail) decline is 28 percent.
Valuation — source: SEC EDGAR (first-party)
Price$82.11
Market Cap$30.00B
EV / EBITDA43.8
Price / Book7.51
Price / Sales2.02
FCF Yield7.1%
DCF Value (model)$44.94
DCF Upside vs Price-45.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$14.33B
Net Margin-7.9%
Revenue Growth (YoY)4.6%
EPS Growth (YoY)-43.2%
FCF Growth (YoY)222.8%
Financial Health — source: SEC EDGAR
Altman Z-Score2.62 (grey)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)21.6
Industry P/E (Consumer Goods)27.6
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($2.93B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorConsumer Discretionary
IndustryConsumer Goods
CEOStephane de la Faverie
Employees44,020
CountryUS
IPO Date1995-11-17

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EL earnings history · EL institutional & insider holders · EL KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.