- ISIN
- US5184391044
- CUSIP
- 518439104
- Sector
- Consumer Defensive
- Industry
- Household & Personal Products
- IPO Date
- Nov 16, 1995
Highlights
- Market Cap
- $30.34B
- Enterprise Value
- $37.42B
- EPS (TTM)
- -$0.68
- Total Revenue (TTM)
- $14.84B
- Gross Profit (TTM)
- $11.09B
- EBITDA (TTM)
- $1.30B
- Year Range
- $66.22 - $121.64
- Target Price
- $106.73
- ROA (TTM)
- -1.26%
- ROE (TTM)
- -6.21%
- Avg. Volume (1M)
- 2M
- Avg. Volume Value (1M)
- $184.14M
Share Price Chart
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Performance
EL Performance Chart
The Estée Lauder Companies Inc. (EL) is down 19.3% since the beginning of the year. At $84 per share, EL is trading 31.0% below its 52-week high of $122. Investors who bought $1,000 worth of EL shares 5 years ago would now be looking at an investment worth $271.
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Returns By Period
The Estée Lauder Companies Inc. (EL) has returned -19.32% so far this year and -6.49% over the past 12 months. Over the last ten years, EL has returned 0.22% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
The Estée Lauder Companies Inc.
- 1D
- -1.15%
- 1M
- 0.23%
- 6M
- -26.71%
- YTD
- -19.32%
- 1Y
- -6.49%
- 3Y*
- -20.27%
- 5Y*
- -22.98%
- 10Y*
- 0.22%
- ALL TIME*
- 9.25%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
EL Monthly Returns History
Based on dividend-adjusted daily data since Nov 17, 1995, EL's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, an investment would double in approximately 5.1 years.
Historically, 57% of months were positive and 43% were negative. The best month was Oct 1998 with a return of +27.9%, while the worst month was Mar 2026 at -34.4%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, EL closed higher 50% of trading days. The best single day was May 4, 2009 with a return of +18.5%, while the worst single day was Oct 31, 2024 at -20.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.08% | -4.74% | -34.44% | 6.88% | 16.40% | -11.24% | 6.27% | -19.32% | |||||
| 2025 | 11.27% | -13.39% | -8.22% | -9.15% | 12.21% | 20.71% | 15.52% | -1.72% | -3.57% | 9.73% | -2.34% | 11.32% | 42.13% |
| 2024 | -9.75% | 13.07% | 3.75% | -4.83% | -15.46% | -13.75% | -6.38% | -7.31% | 8.76% | -30.85% | 5.11% | 3.97% | -47.59% |
| 2023 | 11.68% | -12.04% | 1.40% | 0.11% | -25.16% | 6.71% | -8.34% | -10.45% | -9.95% | -10.85% | -0.39% | 14.54% | -40.13% |
| 2022 | -15.78% | -4.76% | -8.10% | -3.03% | -3.32% | 0.01% | 7.24% | -6.64% | -15.13% | -7.14% | 17.97% | 5.22% | -32.31% |
| 2021 | -11.10% | 21.01% | 1.75% | 7.89% | -2.15% | 3.77% | 4.95% | 2.15% | -11.91% | 8.14% | 2.57% | 11.48% | 40.03% |
Benchmark Metrics
The Estée Lauder Companies Inc. has an annualized alpha of 6.13%, beta of 0.83, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since November 17, 1995.
- R2 of 0.23 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 6.13%
- Beta
- 0.83
- R²
- 0.23
- Upside Capture
- 101.05%
- Downside Capture
- 98.17%
Return for Risk
Risk / Return Rank
EL ranks 35 for risk / return — above 35% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for The Estée Lauder Companies Inc. (EL) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.61 | ||
| Sortino ratioReturn per unit of downside risk | -1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.25 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 2.00 | -2.21 |
| Martin ratioReturn relative to average drawdown | -0.42 | 8.49 | -8.91 |
Dividends
Dividend History
The Estée Lauder Companies Inc. provided a 1.67% dividend yield over the last twelve months, with an annual payout of $1.40 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.40 | $1.40 | $2.33 | $2.64 | $2.46 | $2.19 | $1.49 | $1.77 | $1.57 | $1.40 | $1.24 | $1.02 |
Dividend yield | 1.67% | 1.34% | 3.11% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% |
Monthly Dividends
The table displays the monthly dividend distributions for The Estée Lauder Companies Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.70 | |||||
| 2025 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.35 | $0.00 | $1.40 |
| 2024 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.35 | $0.00 | $2.33 |
| 2023 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.66 | $0.00 | $2.64 |
| 2022 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.66 | $0.00 | $2.46 |
| 2021 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.60 | $0.00 | $2.19 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the The Estée Lauder Companies Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the The Estée Lauder Companies Inc. was 85.82%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current The Estée Lauder Companies Inc. drawdown is 75.76%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-85.82%Apr 2025 | 3y 3mo | — | 4y 7moJan 2022 - now | 2025 selloff2025 |
-62.10%Mar 2009 | 6mo 1d | 10mo 18d | 1y 4moSep 2008 - Jan 2010 | Financial crisis2007–2009 |
-52.96%Dec 2002 | 3y 5mo | 5y 7mo | 9y 1moJul 1999 - Aug 2008 | Dot-com crash2000–2002 |
-34.17%Mar 2020 | 2mo 2d | 5mo 8d | 7mo 10dJan 2020 - Aug 2020 | COVID crash2020 |
-33.00%Oct 1998 | 5mo 23d | 1mo 6d | 6mo 29dApr 1998 - Nov 1998 | — |
Drawdown Indicators
| EL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.82% | -56.78% | -29.04% |
Max Drawdown (1Y)Largest decline over 1 year | -43.62% | -9.10% | -34.52% |
Max Drawdown (3Y)Largest decline over 3 years | -69.59% | -18.90% | -50.69% |
Max Drawdown (5Y)Largest decline over 5 years | -85.82% | -25.43% | -60.39% |
Max Drawdown (10Y)Largest decline over 10 years | -85.82% | -33.92% | -51.90% |
Current DrawdownCurrent decline from peak | -75.76% | -1.58% | -74.18% |
Average DrawdownAverage peak-to-trough decline | -20.98% | -10.70% | -10.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.14% | 2.14% | +19.00% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of The Estée Lauder Companies Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how The Estée Lauder Companies Inc. is priced in the market compared to other companies in the Household & Personal Products industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EL relative to other companies in the Household & Personal Products industry. Currently, EL has a P/S ratio of 2.1. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for EL in comparison with other companies in the Household & Personal Products industry. Currently, EL has a P/B value of 7.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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