Estee Lauder Companies Stock Analysis

EL Stock  USD 145.04  5.73  4.11%   
Estee Lauder Companies is undervalued with Real Value of 163.95 and Target Price of 184.75. The main objective of Estee Lauder stock analysis is to determine its intrinsic value, which is an estimate of what Estee Lauder Companies is worth, separate from its market price. There are two main types of Estee Lauder's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Estee Lauder's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Estee Lauder's stock to identify patterns and trends that may indicate its future price movements.
The Estee Lauder stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Estee Lauder is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Estee Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Estee Lauder's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Estee Lauder Companies. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.

Estee Stock Analysis Notes

About 92.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.64. Estee Lauder Companies last dividend was issued on the 28th of February 2024. The entity had 2:1 split on the 23rd of January 2012. The Este Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The Este Lauder Companies Inc. was founded in 1946 and is headquartered in New York, New York. Estee Lauder operates under Household Personal Products classification in the United States and is traded on New York Stock Exchange. It employs 44730 people. To learn more about Estee Lauder Companies call Fabrizio Freda at 212 572 4200 or check out https://www.elcompanies.com.

Estee Lauder Quarterly Total Revenue

4.27 Billion

Estee Lauder Companies Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Estee Lauder's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Estee Lauder Companies or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Over 92.0% of the company shares are held by institutions such as insurance companies
On 15th of March 2024 Estee Lauder paid $ 0.66 per share dividend to its current shareholders
Latest headline from finance.yahoo.com: Este Lauder Companies Insiders Sell US4.6m Of Stock, Possibly Signalling Caution

Estee Lauder Companies Upcoming and Recent Events

Earnings reports are used by Estee Lauder to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Estee Lauder previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
5th of February 2024
Upcoming Quarterly Report
View
1st of May 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
16th of August 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
30th of June 2023
Last Financial Announcement
View

Estee Largest EPS Surprises

Earnings surprises can significantly impact Estee Lauder's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2002-08-15
2002-06-300.090.10.0111 
1997-08-12
1997-06-300.060.070.0116 
1997-04-29
1997-03-310.060.070.0116 
View All Earnings Estimates

Estee Lauder Thematic Classifications

In addition to having Estee Lauder stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Housewares Idea
Housewares
Housewares products and accessories
Consumer Goods Idea
Consumer Goods
USA Equities from Consumer Goods industry as classified by Fama & French

Estee Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Estee Lauder is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Estee Lauder Companies backward and forwards among themselves. Estee Lauder's institutional investor refers to the entity that pools money to purchase Estee Lauder's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Lazard Asset Management Llc2023-12-31
3.2 M
D. E. Shaw & Co Lp2023-09-30
3.1 M
Clearbridge Advisors, Llc2023-12-31
M
Jpmorgan Chase & Co2023-12-31
2.9 M
Ninety One Uk Limited2023-12-31
2.7 M
Alecta Pensionsforsakring, Omsesidigt2023-12-31
2.6 M
Independent Franchise Partners Llp2023-12-31
2.5 M
Two Sigma Advisers, Llc2023-12-31
2.4 M
Nuveen Asset Management, Llc2023-12-31
2.4 M
Vanguard Group Inc2023-12-31
19.4 M
Blackrock Inc2023-12-31
14.6 M
Note, although Estee Lauder's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Estee Market Capitalization

The company currently falls under 'Large-Cap' category with a market capitalization of 51.99 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Estee Lauder's market, we take the total number of its shares issued and multiply it by Estee Lauder's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Estee Profitablity

Estee Lauder's profitability indicators refer to fundamental financial ratios that showcase Estee Lauder's ability to generate income relative to its revenue or operating costs. If, let's say, Estee Lauder is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Estee Lauder's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Estee Lauder's profitability requires more research than a typical breakdown of Estee Lauder's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 0.03 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.14 %, which signifies that for every $100 of sales, it has a net operating income of $0.14.
Last ReportedProjected for 2024
Return On Capital Employed 0.10  0.1 
Return On Assets 0.04  0.04 
Return On Equity 0.16  0.21 

Management Efficiency

Estee Lauder Companies has Return on Asset (ROA) of 0.0291 % which means that for every $100 of assets, it generated a profit of $0.0291. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.0727 %, which means that it produced $0.0727 on every 100 dollars invested by current stockholders. Estee Lauder's management efficiency ratios could be used to measure how well Estee Lauder manages its routine affairs as well as how well it operates its assets and liabilities. Return On Equity is expected to rise to 0.21 this year, although the value of Return On Capital Employed will most likely fall to 0.1. At this time, Estee Lauder's Total Assets are quite stable compared to the past year. Non Current Assets Total is expected to rise to about 17.2 B this year, although the value of Other Current Assets will most likely fall to about 398 M.
Last ReportedProjected for 2024
Price Book Value Ratio 11.33  6.85 
Enterprise Value Multiple 25.88  27.17 
Price Fair Value 11.33  6.85 
The analysis of Estee Lauder's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Estee Lauder's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Estee Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0182
Forward Dividend Yield
0.0182
Forward Dividend Rate
2.64
Beta
1.072

Technical Drivers

As of the 28th of March, Estee Lauder shows the Coefficient Of Variation of 7882.54, downside deviation of 2.06, and Mean Deviation of 1.73. Estee Lauder Companies technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down and interpolate nineteen technical drivers for Estee Lauder Companies, which can be compared to its rivals. Please confirm Estee Lauder Companies variance, maximum drawdown, as well as the relationship between the Maximum Drawdown and semi variance to decide if Estee Lauder Companies is priced favorably, providing market reflects its regular price of 145.04 per share. Given that Estee Lauder has jensen alpha of (0.13), we urge you to verify Estee Lauder Companies's prevailing market performance to make sure the company can sustain itself at a future point.

Estee Lauder Companies Price Movement Analysis

The output start index for this execution was two with a total number of output elements of fifty-nine. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Estee Lauder middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Estee Lauder Companies. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Estee Lauder Companies Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Estee Lauder insiders, such as employees or executives, is commonly permitted as long as it does not rely on Estee Lauder's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Estee Lauder insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Estee Lauder Predictive Daily Indicators

Estee Lauder intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Estee Lauder stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Estee Lauder Corporate Filings

F4
18th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
28th of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
27th of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
14th of February 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13th of February 2024
Prospectus used primarily for registering securities for public sale.
ViewVerify
12th of February 2024
Other Reports
ViewVerify
13A
9th of February 2024
An amended filing to the original Schedule 13G
ViewVerify
F4
7th of February 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

Estee Lauder Forecast Models

Estee Lauder's time-series forecasting models are one of many Estee Lauder's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Estee Lauder's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Estee Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Estee Lauder prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Estee shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Estee Lauder. By using and applying Estee Stock analysis, traders can create a robust methodology for identifying Estee entry and exit points for their positions.
Last ReportedProjected for 2024
Pretax Profit Margin 0.08  0.09 
Operating Profit Margin 0.09  0.1 
Net Profit Margin 0.06  0.06 
Gross Profit Margin 0.82  0.85 

Current Estee Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Estee analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Estee analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
184.75Buy30Odds
Estee Lauder Companies current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Estee analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Estee stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Estee Lauder Companies, talking to its executives and customers, or listening to Estee conference calls.
Estee Analyst Advice Details

Estee Stock Analysis Indicators

Estee Lauder Companies stock analysis indicators help investors evaluate how Estee Lauder stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Estee Lauder shares will generate the highest return on investment. By understating and applying Estee Lauder stock analysis, traders can identify Estee Lauder position entry and exit signals to maximize returns.
Begin Period Cash FlowB
Total Stockholder Equity5.6 B
Property Plant And Equipment NetB
Cash And Short Term InvestmentsB
CashB
50 Day M A142.4436
Total Current Liabilities6.2 B
Forward Price Earnings34.4828
Common Stock Total EquityM
Stock Based Compensation267 M
Long Term Debt7.1 B
Common Stock Shares Outstanding360.9 M
Total Cashflows From Investing Activities-3.2 B
Tax Provision387 M
Quarterly Earnings Growth Y O Y-0.202
Warrants832 M
Accounts Payable1.7 B
Net Debt6.1 B
Other Operating Expenses14.1 B
Non Current Assets Total14.3 B
Non Currrent Assets Other1.2 B
When determining whether Estee Lauder Companies is a strong investment it is important to analyze Estee Lauder's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Estee Lauder's future performance. For an informed investment choice regarding Estee Stock, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Estee Lauder Companies. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.

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When running Estee Lauder's price analysis, check to measure Estee Lauder's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Estee Lauder is operating at the current time. Most of Estee Lauder's value examination focuses on studying past and present price action to predict the probability of Estee Lauder's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Estee Lauder's price. Additionally, you may evaluate how the addition of Estee Lauder to your portfolios can decrease your overall portfolio volatility.
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Is Estee Lauder's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Estee Lauder. If investors know Estee will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Estee Lauder listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.20)
Dividend Share
2.64
Earnings Share
1.29
Revenue Per Share
42.303
Quarterly Revenue Growth
(0.07)
The market value of Estee Lauder Companies is measured differently than its book value, which is the value of Estee that is recorded on the company's balance sheet. Investors also form their own opinion of Estee Lauder's value that differs from its market value or its book value, called intrinsic value, which is Estee Lauder's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Estee Lauder's market value can be influenced by many factors that don't directly affect Estee Lauder's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Estee Lauder's value and its price as these two are different measures arrived at by different means. Investors typically determine if Estee Lauder is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Estee Lauder's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.