Added to YB: 2025-02-26
Pitch date: 2025-02-25
EL [bullish]
The Estée Lauder Companies Inc.
+39.81%
current return
Author Info
Chop Wood, Carry Water is a tech manager and investor searching for value-based investments. Sign up for the newsletter.
Company Info
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.
Market Cap
$37.9B
Pitch Price
$74.46
Price Target
150.00 (+44%)
Dividend
1.33%
EV/EBITDA
15.74
P/E
-40.64
EV/Sales
3.12
Sector
Personal Care Products
Category
turnaround
$EL Quick Pitch
EL: Luxury beauty leader facing challenges, but "Beauty Reimagined" strategy aims for sales growth & double-digit margins. Asia (30% sales) rebound could boost. PRGP targets $800M-$1B annual savings by 2027. Risks: Asia weakness, PRGP execution, debt. Trading at 25x forward earnings vs 35x 5-year avg. 100%+ return potential if turnaround succeeds.
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