The Estee Lauder Companies Inc. Class A (EL) — Analysis Summary
The Estee Lauder Companies Inc. Class A (EL) has a market cap of $38.43B with year-over-year revenue growth of +5.0%. Net margin stands at 1.2%. The stock trades at a P/E ratio of 211.1.
Key Takeaways
- Revenue changed +5.0% year-over-year
- Net margin of 1.2%
- P/E ratio of 211.1
Compared to other companies in the PERFUMES, COSMETICS & OTHER TOILET PREPARATIONS sector, EL posted revenue growth of +5.0% and trades at a P/E of 211.1.
The Estee Lauder Companies Inc. Class A (EL)
UPDATED — ET · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsWatch List
Some caution signals are active and should be weighed alongside the valuation work.
Debt/EBITDA at 4.3x — elevated leverage
Interest coverage at 2.3x — limited headroom for earnings decline
Estée Lauder is a leader in the global prestige beauty market, participating across skin care (49% of fiscal 2025 sales), makeup (29%), fragrance (17%), and hair care and others (5%). Top-selling brands include Estée Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 31% of revenue from the Americas, 37% from Europe, the Middle East and Africa (including travel retail), and 32% from Asia-Pacific. Estée Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
Sector
PERFUMES, COSMETICS & OTHER TOILET PREPARATIONS
Employees
55,000
Headquarters
NEW YORK, NY
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$1.40
Dividend Yield
1.35%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.