Nama Insights

Estée Lauder Companies (EL)

Consumer Defensive · Household Personal Products · NYSE

S&P 500
Estée Lauder Companies (EL) is a Consumer Defensive company in the Household Personal Products industry. It has a market capitalization of $39.88B, a trailing price-to-earnings ratio of 37.8 and a free-cash-flow yield of 3.3%. Over the most recent reported fiscal year, revenue grew 5.0% and free cash flow per share grew 93.9%. Nama's AI scorecard rates it Buy, 6.3 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.3/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +7.6% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-70.6%
How far the last close sits under the highest price of the past five years.
Market cap$39.88B
Trailing P/E37.8
Price / book10.5
Price / sales2.6
FCF yield3.3%
Dividend yield1.3%
Gross margin75.5%
Operating margin11.1%
Net margin1.2%
Revenue growth (YoY)+5.0%
Revenue growth (3-yr annual)-1.8%
EPS growth (YoY)+67.3%
FCF/share growth (YoY)+93.9%
Beta1.3
ExchangeNYSE
SectorConsumer Defensive
IndustryHousehold Personal Products

EL earnings

Next report: Feb 3, 2027 (Q2 2027, EPS estimate $0.51). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Nov 2, 2026 $0.72 $0.51 +41.2% $3.71B
Q4 2026 Aug 19, 2026 $0.39 $0.32 +21.9% $3.63B
Q3 2026 May 1, 2026 $0.91 $0.65 +40.0% $3.71B
Q2 2026 Feb 5, 2026 $0.89 $0.83 +7.2% $4.23B

EL analyst price target

Median target $119.52 from 27 analysts, ranging $70.00 – $129.00.

Household Personal Products peers

TickerCompanyMarket capP/E
PG Procter & Gamble $383.36B 24.0
UL Unilever $142.12B 44.0
CL Colgate-Palmolive $76.76B 24.9
KMB Kimberly-Clark $66.54B 14.2
KVUE Kenvue $37.11B 16.2
CHD Church & Dwight $25.81B 30.2
CLX Clorox $12.09B 16.0
ELF e.l.f. Beauty $6.86B 25.7
Explore live EL data on Nama Insights →

Recent Congressional trades

Estée Lauder Companies trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Jonathan Jackson House Buy $50,001 - $100,000 Oct 19, 2026
John Boozman Senate Buy $1,001 - $15,000 Aug 17, 2026
Kevin Hern House Sell $1,001 - $15,000 Aug 10, 2026
Dan Newhouse House Sell $1,001 - $15,000 May 16, 2025
Julie Johnson House Sell $1,001 - $15,000 Mar 12, 2025
Julie Johnson House Buy $1,001 - $15,000 Feb 12, 2025
Kevin Hern House Sell $15,001 - $50,000 Jan 15, 2025
Greg Landsman House Sell $1,001 - $15,000 Aug 14, 2024
Dan Newhouse House Buy $1,001 - $15,000 Apr 25, 2024
Kathy Manning House Sell $1,001 - $15,000 Jan 12, 2024
Kathy Manning House Sell $15,001 - $50,000 Jan 12, 2024
Josh Gottheimer House Sell $1,001 - $15,000 Nov 11, 2023

EL FAQ

Is EL a buy?
Nama's AI scorecard currently rates Estée Lauder Companies Buy (6.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is EL's P/E ratio?
Estée Lauder Companies trades at a trailing price-to-earnings ratio of 37.8.
When does EL report earnings?
Estée Lauder Companies's next scheduled report is on Feb 3, 2027. Analysts expect EPS of $0.51.
What is the EL price target?
The median analyst price target from 27 analysts is $119.52, with a range of $70.00 – $129.00.
Is EL Shariah compliant?
Nama's AAOIFI-style screen reads Estée Lauder Companies as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does EL pay a dividend?
Yes — Estée Lauder Companies's dividend yield is 1.3%.