Estée Lauder Companies (The) (EL)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
$103.86+2.97%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
Research Workspace
Put EL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Staples is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 66% growth a year, above the roughly 5% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 44% in its worst 12-month stretch.
View RiskEL's growth trajectory relies on maintaining its recent earnings momentum and revenue growth. Revenue grew 5% year over year, and the last quarter beat expectations significantly. It trades at 41× P/E versus a peer median of 17×, indicating that the market prices in more growth than forecasted. The premium valuation suggests that the multiple must be earned to justify the current price. A specific risk is the potential for EL to cut guidance after recently raising it, which could harm credibility. Peer multiples imply a price about 66% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-04. EL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 29 analysts currently covering EL (as of Sep 2026).
Based on 15 Wall Street analysts offering 12-month price targets for EL in the last 4 months.
Continue this research
Compare EL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| EL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Staples (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put EL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Analyst upgrade supports growth outlook.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $103.86
The last 12 months of price, then the range of analyst 12-month targets from today’s $103.86.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Earnings surprises indicate strong performance.
Positive earnings outlook supports growth thesis.
Earnings beat confirms positive growth trajectory.