Estee Lauder Companies Inc

Estee Lauder Companies Inc (EL) Stock Analysis

$104.540

-2.582 (-2.47%)At close

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High
108.715
Open
107.500
VWAP
105.89
Volume
2.85M
Mkt Cap
39.75B
Low
104.410
Amount
301.33M
EV/EBITDA, TTM
22.93

The Estee Lauder Companies Inc. is a manufacturer, marketer and seller of skin care, makeup, fragrance and hair care products. Its products are sold in over 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, and BALMAIN Beauty. It is a license 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 foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, and mascaras, eyeshadows and eyeliners.

AI analysis of Estee Lauder Companies Inc (EL)

Buy

Estee Lauder is a good buy right now due to its current price of $104.54, which is below the analyst price target of $117 from Deutsche Bank, suggesting a potential upside of 12%. Additionally, the company's recent positive earnings surprise of 21.88% indicates improving financial performance. However, the main risk is its high forward P/E ratio of 29.76, which suggests that the stock may be overvalued if growth does not materialize as expected.

Analyst Ratings (24)

+2.12% upside
Buy
19 Buy
5 Hold
0 Sell
Current: 104.54
Low
70.00
Average
106.76
High
130.00

Barclays

2026-10-05

Price Target

$108

Overweight

Deutsche Bank

2026-09-11

Price Target

$117

Buy

CICC

2026-08-30

Price Target

$122

Outperform

Berenberg

2026-08-25

Price Target

$92

Hold

Telsey Advisory

2026-08-21

Price Target

$108

Market Perform

Valuation Metrics

The current forward P/E ratio for Estee Lauder Companies Inc (EL) is 29.76, compared to its 5-year average forward P/E of 42.08.

Forward P/E

Fair
5Y Average P/E
42.08
Current P/E
29.76
Overvalued
55.59
Undervalued
28.56

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
21.63
Current EV/EBITDA
22.93
Overvalued
28.41
Undervalued
14.85

Forward P/S

Fair
5Y Average P/S
3.37
Current P/S
2.37
Overvalued
4.91
Undervalued
1.84

Alphio AI Price Scenarios for EL

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%EL

$57.03

Scenario price

B

Base

Base · 50%EL

$53.33

Scenario price

B

Bear

Bear · 25%EL

$46.80

Scenario price

Whales holding EL

L

Lal Family Partners, LP

+ HoldingEL

+14.89%

3M Return

L

Lazard Frères Gestion SAS

+ HoldingEL

+4.51%

3M Return

L

Leonteq AG

+ HoldingEL

+0.95%

3M Return

C

Caisse des Dépôts et Consignations

+ HoldingEL

+0.22%

3M Return

C

Cacti Asset Management, LLC

+ HoldingEL

-1.37%

3M Return

A

Alberta Investment Management Corporation

+ HoldingEL

-2.98%

3M Return

Events Timeline

2026-10-08 (ET)

08:30:00

Estee Lauder Appoints Gaetane Baudry as Global General Manager

2026-09-23 (ET)

09:00:00

Estee Lauder Commits $15M to Breast Cancer Research Foundation

2026-09-14 (ET)

13:00:00

Estee Lauder Partners with Profound for Global Strategic Alliance

2026-09-08 (ET)

17:30:00

Estee Lauder Appoints New Chief Technology Officer and Digital President

2026-09-03 (ET)

11:00:00

Estée Lauder Appoints New Brand Leaders

News

EL FAQ — answered by Alphio AI

The Estee Lauder Companies Inc. is a manufacturer, marketer and seller of skin care, makeup, fragrance and hair care products. Its products are sold in over 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, and BALMAIN Beauty. It is a license 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 foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, and mascaras, eyeshadows and eyeliners. It operates in the Consumer Non-Cyclicals sector (PERFUMES, COSMETICS & OTHER TOILET PREPARATIONS industry).

Estee Lauder is a good buy right now due to its current price of $104.54, which is below the analyst price target of $117 from Deutsche Bank, suggesting a potential upside of 12%. Additionally, the company's recent positive earnings surprise of 21.88% indicates improving financial performance. However, the main risk is its high forward P/E ratio of 29.76, which suggests that the stock may be overvalued if growth does not materialize as expected.

24 analysts cover EL: 19 rate it Buy, 5 Hold and 0 Sell. The average price target is 106.76.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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