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The Estee Lauder Companies Inc. (EL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

The Estee Lauder Companies Inc. (EL)

Equity · Currency in USD · Last updated Apr 25, 2025

Company Info

ISIN

US5184391044

CUSIP

518439104

Sector

Consumer Defensive

Industry

Household & Personal Products

IPO Date

Nov 16, 1995

Highlights

Market Cap

$20.12B

EPS (TTM)

-$1.99

PEG Ratio

0.70

Total Revenue (TTM)

$11.24B

Gross Profit (TTM)

$8.26B

EBITDA (TTM)

-$170.00M

Year Range

$48.37 - $145.77

Target Price

$71.46

Short %

3.48%

Short Ratio

2.52

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Popular comparisons:
EL vs. ELF EL vs. ULTA EL vs. LVMUY EL vs. LRLCY EL vs. VTI EL vs. VOO EL vs. SPY EL vs. OR.PA EL vs. DG EL vs. PEP
Popular comparisons:
EL vs. ELF EL vs. ULTA EL vs. LVMUY EL vs. LRLCY EL vs. VTI EL vs. VOO EL vs. SPY EL vs. OR.PA EL vs. DG EL vs. PEP

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The Estee Lauder Companies Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

700.00%800.00%900.00%1,000.00%1,100.00%1,200.00%1,300.00%NovemberDecember2025FebruaryMarchApril
831.03%
814.02%
EL (The Estee Lauder Companies Inc.)
Benchmark (^GSPC)

Returns By Period

The Estee Lauder Companies Inc. had a return of -21.40% year-to-date (YTD) and -59.30% in the last 12 months. Over the past 10 years, The Estee Lauder Companies Inc. had an annualized return of -2.23%, while the S&P 500 had an annualized return of 10.05%, indicating that The Estee Lauder Companies Inc. did not perform as well as the benchmark.

EL

YTD

-21.40%

1M

-11.24%

6M

-33.19%

1Y

-59.30%

5Y*

-17.83%

10Y*

-2.23%

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

Monthly Returns

The table below presents the monthly returns of EL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
202511.27%-13.39%-8.22%-11.14%-21.40%
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%
202311.68%-12.04%1.40%0.11%-25.15%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%40.04%
2020-5.51%-5.68%-13.21%10.71%11.94%-4.45%4.70%12.49%-1.57%0.65%11.92%8.51%29.77%
20194.86%15.36%5.49%3.78%-6.03%13.71%0.59%7.72%0.48%-6.37%5.20%5.66%60.34%
20186.07%2.85%8.15%-1.09%1.17%-4.52%-5.43%4.12%3.71%-5.42%4.12%-8.80%3.38%
20176.17%2.43%2.34%2.77%8.43%1.95%3.14%8.43%0.79%3.68%11.98%1.93%68.68%
2016-3.19%7.48%3.26%1.65%-3.95%-0.83%2.07%-3.63%-0.75%-1.61%-10.44%-1.56%-11.90%
2015-7.36%17.46%0.59%-2.25%7.85%-0.88%2.83%-10.21%1.14%-0.27%4.92%4.68%16.99%
2014-8.74%0.44%-2.85%8.51%5.86%-3.08%-1.08%4.86%-2.75%0.62%-1.06%2.78%2.34%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EL is 6, meaning it’s performing worse than 94% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of EL is 66
Overall Rank
The Sharpe Ratio Rank of EL is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of EL is 44
Sortino Ratio Rank
The Omega Ratio Rank of EL is 33
Omega Ratio Rank
The Calmar Ratio Rank of EL is 1010
Calmar Ratio Rank
The Martin Ratio Rank of EL is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for The Estee Lauder Companies Inc. (EL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The chart of Sharpe ratio for EL, currently valued at -1.17, compared to the broader market-2.00-1.000.001.002.003.00
EL: -1.17
^GSPC: 0.49
The chart of Sortino ratio for EL, currently valued at -1.83, compared to the broader market-6.00-4.00-2.000.002.004.00
EL: -1.83
^GSPC: 0.81
The chart of Omega ratio for EL, currently valued at 0.74, compared to the broader market0.501.001.502.00
EL: 0.74
^GSPC: 1.12
The chart of Calmar ratio for EL, currently valued at -0.69, compared to the broader market0.001.002.003.004.005.00
EL: -0.69
^GSPC: 0.50
The chart of Martin ratio for EL, currently valued at -1.40, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
EL: -1.40
^GSPC: 2.07

The current The Estee Lauder Companies Inc. Sharpe ratio is -1.17. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of The Estee Lauder Companies Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-1.17
0.49
EL (The Estee Lauder Companies Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

The Estee Lauder Companies Inc. provided a 3.44% dividend yield over the last twelve months, with an annual payout of $2.02 per share.

0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.50$1.00$1.50$2.00$2.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.02$2.33$2.64$2.46$2.19$1.49$1.77$1.57$1.40$1.24$1.02$0.84

Dividend yield

3.44%3.11%1.81%0.99%0.59%0.56%0.86%1.21%1.10%1.62%1.16%1.10%

Monthly Dividends

The table displays the monthly dividend distributions for The Estee Lauder Companies Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.35$0.00$0.00$0.35
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
2020$0.00$0.48$0.00$0.00$0.00$0.00$0.00$0.48$0.00$0.00$0.53$0.00$1.49
2019$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.48$0.00$1.77
2018$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.43$0.00$1.57
2017$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.38$0.00$1.40
2016$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.34$0.00$1.24
2015$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.30$0.00$1.02
2014$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.24$0.00$0.84

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%20.0%25.0%
EL: 3.4%
The Estee Lauder Companies Inc. has a dividend yield of 3.44%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%1,200.0%
EL: 85.2%
The Estee Lauder Companies Inc. has a payout ratio of 85.23%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.

-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-83.38%
-10.73%
EL (The Estee Lauder Companies Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the The Estee 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 Estee Lauder Companies Inc. was 85.82%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current The Estee Lauder Companies Inc. drawdown is 83.38%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.82%Jan 5, 2022817Apr 8, 2025———
-62.1%Sep 9, 2008125Mar 9, 2009220Jan 21, 2010345
-52.86%Jul 19, 1999868Dec 27, 20021418Aug 15, 20082286
-34.17%Jan 21, 202044Mar 23, 2020111Aug 28, 2020155
-32.99%Apr 17, 1998121Oct 7, 199826Nov 12, 1998147

Volatility

Volatility Chart

The current The Estee Lauder Companies Inc. volatility is 25.71%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
25.71%
14.23%
EL (The Estee Lauder Companies Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of The Estee Lauder Companies Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Annual
Quarterly
0.0

Income Statement

TTM
Revenue
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Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses
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Selling, General & Admin Expenses

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R&D Expenses

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Depreciation And Amortization

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Total Operating Expenses

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Income
—

Income Before Tax

—

Operating Income

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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

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Interest Income

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Interest Expense

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Net Interest Income

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Values in undefined except per share items