Estee Lauder Companies Inc (EL) fair value: what the stock is really worth
As of Nov 4, 2026: fair value (intrinsic value) of Estee Lauder Companies Inc stock $44.21, price $112, that is 60.5% below the price, quality 65 out of 100. Rating: strongly overvalued. Calculated from audited financials with 23 of our 26 valuation models and 37 quality factors, updated daily.
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Estee Lauder Companies Inc
EL · USOur calculation puts a fair price 61% below what the stock costs today.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 3, 2026.
How to read this chart
60‑month range $48.92 – $344.87 · fair‑value band $26.20 – $62.22 · the $112.04 price screens above the $44.21 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 3, 2026.
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Company profile
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.
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The company offers 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 provides 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 colour products, as well as sells ancillary products and services.
The company offers 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, Editions de Parfums Frédéric Malle, Smashbox, Darphin Paris, Lab Series, 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 headquartered in New York, New York.
Stock analysis
Estee Lauder Companies Inc (EL) currently trades at $112.04, while our model-based Fair Value estimate is $44.21, 61% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Growth DCF group reads highest at a median of $52.70 per share, and 0 of the 23 models we run sit above the $112.04 price.
Bear case: the Economic Profit group reads lowest at $7.99, and 23 of the 23 models stay below the price. Data coverage for this calculation is high.
Scenario range: $26.20 (bear) to $62.22 (bull), the price of $112.04 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 65/100 (solid quality), in the Consumer Defensive sector.
Weak Growth: Revenue growth is weak: less than 2 % a year.
Estee Lauder Companies Inc reported revenue of $15.0B in FY2026 versus $17.7B in FY2022, a compound −4.0%/yr. Reported net income was $182M in FY2026, compounding −47.5%/yr from FY2022.
Key figures
Market cap $40.7B Large · P/E ratio 218.3 · P/S ratio 2.70 · EPS (TTM) $0.4800 · Dividend yield 1.2% · Net margin 1.2% · Return on equity 4.8% · Return on assets (EBIT) 7.9%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 38 out of 100 (medium confidence).
What moves the price
The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat.
The share trades about 5% below its 52-week high and 68% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Consumer Defensive peers we cover trades at −23% fair-value upside, at −61%, EL screens richer than that median.
Fair Value models
All 23 models by family
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, 3 officers or directors sold shares worth $11.8M and none bought.
- SalePaul J FribourgDirector103,000 shares at $97.56$10.0MSep 14, 2026
- SaleCharlene BarshefskyDirector3,775 shares at $98.82$373,046Sep 9, 2026
- SaleRashida La LandeExec VP & General Counsel3× since Nov 26, 2025: 14,934 shares, avg. $100.96$1.5MAug 28, 2026
- SaleJane LauderDirector, 10% owner17,840 shares at $94.38$1.7MNov 26, 2025
- SaleMeridith WebsterExec VP GlobalComm/PubAffairs5,430 shares at $87.84$476,971Nov 18, 2025
- SaleBarry S SternlichtDirector3,972 shares at $91.83$364,749Nov 11, 2025
- SaleLAL 2015 ELF Trust10% owner5,670,000 shares at $89.70$508.6MNov 6, 2025
- SaleEvelyn H. Lauder 2012 Marital Trust Two10% owner2,845,283 shares at $89.70$255.2MNov 6, 2025
- SaleLeonard A. Lauder 2013 Revocable Trust10% owner2,786,040 shares at $89.70$249.9MNov 6, 2025
Plus 12 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 4, 2026. All filings at the SEC ↗
Revenue & earnings trend
Growth Forecast
EL screens overvalued: fair value 61% below the price. Compare with Colgate-Palmolive Company →
Recent news
- Estee Lauder (EL) Is Up 0.52% in One Week: What You Should Know
- The Estee Lauder Companies Inc (EL) (Q1 2027) Earnings Call Highlights: Broad-Based Growth, ...
- Estée Lauder Companies (EL) Partners With Microsoft On AI And Data Tools
Compare Estee Lauder Companies Inc with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Household & Personal Products · 234 stocks
Valuation Multiplesvs Household & Personal Products median · lower = cheaper
Strength profile in five axes (Snowflake)
VALUE 0: the price sits above our fair-value range.
Context: sector, industry, market
- Is the Consumer Staples sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- PEG ratio by industry
- Revenue growth by industry
- PEG screener for stocks with fair value
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Household & Personal Products stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Godrej Consumer Products Limited GODREJCP | ₹862.75 | ₹1,146 | +33% | vs EL |
| Puig Brands, S.A PUIG | €20.10 | €24.28 | +21% | vs EL |
| Henkel AG HEN | €75.55 | €82.55 | +9% | vs EL |
| Beiersdorf Aktiengesellschaft, BEI | €85.86 | €69.09 | −20% | vs EL |
| Kimberly-Clark Corporation KMB | $108.79 | $83.77 | −23% | vs EL |
| The Clorox Company CLX | $99.16 | $74.29 | −25% | vs EL |
| Church & Dwight Co CHD | $112.03 | $65.04 | −42% | vs EL |
| Colgate-Palmolive Company CL | $98.76 | $56.16 | −43% | vs EL |
| Marico Limited MARICO | ₹887.75 | ₹493.84 | −44% | vs EL |
| Hindustan Unilever Limited HINDUNILVR | ₹1,982 | ₹775.25 | −61% | vs EL |
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Key figures of Estee Lauder Companies Inc
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