The Estée Lauder Companies Inc. (EL)
NYSE · Consumer Staples · market cap 32.18B
Share price
$93.86
At the last nightly close
Intrinsic value
$32.28
A single conservative estimate.
Margin of safety
-65.6%
($32.28 − $93.86) ÷ $93.86
EV / EBIT
23.9
On the median operating profit of 15 fiscal years through 2026.
How these numbers are computed
The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above is the low end of what they agree on.
The frame gives no credit for growth. A company that compounds will therefore read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.
The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.
Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-09-03.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2026-FY | 15.05B | 1.68B | 182.0M | 0.50 | 1.32B |
| 2025-FY | 14.33B | 1.14B | -1.13B | -3.15 | 670.0M |
| 2024-FY | 15.61B | 1.56B | 390.0M | 1.09 | 1.44B |
| 2023-FY | 15.91B | 1.77B | 1.01B | 2.81 | -1.56B |
| 2022-FY | 17.74B | 3.17B | 2.41B | 6.55 | 2.00B |
Filed figures from SEC EDGAR, in the reporting currency.
Next earnings
Recent news
- Citi adds catalyst watch on Estee Lauder stock ahead of ...investing.com
- Estee Lauder Companies Inc (EL) Stock Price & News - Google Financegoogle.com
- Estée Lauder Companies (NYSE:EL) Soars on Earnings Beat and Raised Guidance Despite Revenue Miss | ChartMill.comchartmill.com
- The Estée Lauder Companies Inc. (EL) Stock Price, News, Quote & History - Yahoo Financefinance.yahoo.com
- Perplexityperplexity.ai
Headlines link to their source. Sperio does not republish article text.
The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on EL.
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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.