ELEstée Lauder Companies (The)

Consumer Defensive

$98.03+13% 1Y

$98.03

$66.9752 weeks$118.78

Is the price fair?

Watch

A demanding price: at the top of its own P/E range and rich vs its sector.

2 to watch, 1 without data

What the price assumes~+8% a year

Priced for ~8% a year FCF growth. Moderate growth expectations are priced in.

Vs its own P/E rangedearest in 35 quartersderived

Expensive vs its own history: P/E 200.1 vs a 39.7 median over 35 quarters (+404% vs median).

Vs sector (EV/EBIT)44.2×

Sector median 16.6× across 78 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)bottom 2% of the market

FCF yieldmiddle of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What EL's price assumes

Estée Lauder Companies (The) trades at 200× earnings against 23.6× for the median Household & Personal Products name, more expensive than its own group.

200

Trailing P/E · Household & Personal Products median 23.6 · 8.47× the median: the market pays up for this one

Price / sales: 2.04
Price / sales · today's price, trailing year to Jun 30, 2026
Free cash flow yield: 4.3%
Free cash flow yield · Household & Personal Products median 7.2%
Growth the price implies: +7.7%
Growth the price implies · The price pays for +7.7% free cash flow growth a year for a decade; the business has delivered +22% a year over the last three.