Added to YB: 2026-08-28
Pitch date: 2026-08-26
EL [neutral]
The Estée Lauder Companies Inc.
+1.65%
current return
Author Info
No bio for this author
Company Info
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.
Market Cap
$38.0B
Pitch Price
$104.49
Price Target
N/A
Dividend
1.33%
EV/EBITDA
13.47
P/E
210.12
EV/Sales
2.91
Sector
Personal Care Products
Category
turnaround
'Growth in the Clouds' Stock Market (and Sentiment Results)… - The Estée Lauder Companies Inc.
EL (earnings): Estée Lauder’s recovery is gaining traction: Q4 organic sales rose 5%, the fourth consecutive growth quarter, while FY26 delivered its first positive organic growth in four years. Q4 adjusted operating margin expanded 330 bps to 7.3%, and free cash flow nearly doubled to $1.32B. FY27 organic growth guidance remains 3-5%, but the adjusted margin outlook rose to 12.7-13.5% as restructuring benefits continue to ramp.
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