The Estée Lauder Companies Inc (EL) Fair Value & Analysis
Consumer Defensive · US · Market cap $30.0B
The Estée Lauder Companies Inc
EL · US
Fair value as of: Jun 24, 2026
From 16 valuation models · updated 5 days ago
Share price −10.8% over the past month.
Price vs Fair Value (12 months)
12‑month range $70.68 – $125.35 · fair‑value band $14.00 – $53.59 · the $83.76 price screens above the $31.35 fair value. As of Jun 24, 2026.
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The Estée Lauder Companies Inc (EL) currently trades at $83.76, while our model-based Fair Value estimate is $31.35 — implying the stock looks roughly 62.6% overvalued today. We read business quality at 95/100 (high quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, The Estée Lauder Companies Inc generated revenue of $14.8B at a net margin of -1.7%. Revenue grew 4.6% year over year. It earns a return on equity of -6.0%. Net debt stands at $6.5B. Fundamentals as of Jun 24, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.
About the company
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. 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 Beaut…
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
The Estée Lauder Companies Inc reported revenue of $14.3B in FY2025 versus $16.2B in FY2021, a compound −3.1%/yr. Reported net income was −$1.1B in FY2025.
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Recent news
- Q1 Earnings Roundup: Estée Lauder (NYSE:EL) And The Rest Of The Personal Care Segment
- ELF Beauty Taps Skincare and Global Expansion as Growth Shifts Higher
- ELF Stock Outlook Hinges on Rhode Growth and Core Brand Reset in 2027
- EssilorLuxottica (ENXTPA:EL) Stock After 26% Slide And Sector Reassessment
External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.
Similar stocks
6 more Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| The Procter & Gamble Company PG | 2,590 MXN | 108.66 MXN | -96% |
| L'Oréal S.A LRLCF | $450.56 | $209.17 | -54% |
| Unilever PLC UNLYF | $59.34 | $46.11 | -22% |
| Colgate-Palmolive Company CPA | €77.58 | €35.72 | -54% |
| Hindustan Unilever Limited HINDUNILVR | ₹2,170 | ₹807.38 | -63% |
| Reckitt Benckiser Group RBGLY | $12.32 | $17.37 | +41% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.