Added to YB: 2024-02-07
Pitch date: 2024-02-07
EL [bullish]
The Estée Lauder Companies Inc.
-49.18%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.
Market Cap
$24.6B
Pitch Price
$136.01
Price Target
222.00 (+221%)
Dividend
2.06%
EV/EBITDA
10.27
P/E
-134.91
EV/Sales
2.11
Sector
Personal Care Products
Category
turnaround
Show full summary:
Estée Lauder: Inflection Point After Q2 FY24
EL inflection point: Q3 org sales guided 4-6% after 2Q decline. Restructuring to cut 3-5% jobs, add $1.1-1.4B EBIT by FY26. Inventory progress but US share still a struggle. 27x FY19 P/E, 5.5% FY19-26 NI CAGR gets $222 Jun'26, 53% return. Buy.
Read full article (8 min)