Added to YB: 2024-02-07
Pitch date: 2024-02-07
EL [bullish]
The Estée Lauder Companies Inc.
-41.98%
current return
Author Info
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Company Info
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.
Market Cap
$29.0B
Pitch Price
$136.01
Price Target
222.00 (+181%)
Dividend
1.74%
EV/EBITDA
11.12
P/E
-116.71
EV/Sales
2.37
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)