Added to YB: 2024-07-09
Pitch date: 2024-07-08
EL [bullish]
The Estée Lauder Companies Inc.
+1.23%
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
$37.9B
Pitch Price
$102.84
Price Target
N/A
Dividend
1.33%
EV/EBITDA
15.74
P/E
-40.64
EV/Sales
3.12
Sector
Personal Care Products
Category
growth
The Estée Lauder Companies Inc. - $EL
EL: Prestige beauty leader w/ 25+ iconic brands. 75-80% gross margins, neg. working capital. Moat: brand equity, scale, multi-channel, innovation. Growth drivers: emerging markets, e-commerce, travel retail recovery, skincare. Owner-operator mindset, family control. Resilient industry, premiumization trend. Strong financials, consistent growth. Long-term compounder despite high valuation.
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