The Estรฉe Lauder Companies Inc.

The Estรฉe Lauder Companies Inc.

ELยทNYSE

$82.05

-4.1%
Consumer DefensiveHousehold & Personal Products

The Estรฉe Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, nail polishes, and powders, as well as compacts, brushes, and other makeup tools. It also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products that include shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. The company offers its products under Estรฉe Lauder, Aramis, Clinique, Lab Series, Origins, MยทAยทC, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, Smashbox, Le Labo, Editions de Parfums Frรฉdรฉric Malle, GLAMGLOW, By Kilian, BECCA, Too Faced, Dr. Jart+, DECIEM, and The Ordinary brands. It also holds license arrangements for Tommy Hilfiger, Donna Karan New York, DKNY, Michael Kors, and Ermenegildo Zegna brands. The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and in-flight and duty-free shops. The company was founded in 1946 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$29.68B
EPS-3.1500
P/E Ratio-25.68
Earnings Date08/19/2026
The Estรฉe Lauder Companies Inc.

The Estรฉe Lauder Companies Inc. Fair Value Envelope

EL ยท NYSE

Our analysis suggests that EL has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $82.05, this represents a potential HIDDEN relative to our calculated worth for The Estรฉe Lauder Companies Inc..

Intrinsic Value
Current Price: $82.05

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$1.0B
+ Cash & Equivalents$2.9B
Firm Value$3.9B
- Debt$9.4B
Equity Value-$5.5B
/ Shares Outstanding360,501,101B
DCF Value-$15
OVERVALUED BY 119%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$636.0M
$318.0M
$159.0M
$79.5M
$39.8M
$19.9M
$9.9M
$5.0M
$2.5M
$1.2M
Maintenance CapEx
-$60.2M
-$30.1M
-$15.1M
-$7.5M
-$3.8M
-$1.9M
-$940.6K
-$470.3K
-$235.2K
-$117.6K
Owner Earnings
$575.8M
$287.9M
$144.0M
$72.0M
$36.0M
$18.0M
$9.0M
$4.5M
$2.2M
$1.1M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$533.1M
$246.8M
$114.3M
$52.9M
$24.5M
$11.3M
$5.2M
$2.4M
$1.1M
$520.9K
Terminal Value represents 0.9% of Enterprise Value