Estee Lauder Companies Stock Z Score

EL Stock

USD 146.98 2.00 1.34%

Estee Lauder Companies fundamentals help investors to digest information that contributes to Estee Lauder's financial success or failures. It also enables traders to predict the movement of Estee Stock. The fundamental analysis module provides a way to measure Estee Lauder's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Estee Lauder stock.

Short Long Term Debt Total Total Assets

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Estee Lauder Companies Company Z Score Analysis

Estee Lauder's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z_Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Estee Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Estee Lauder is extremely important. It helps to project a fair market value of Estee Stock properly, considering its historical fundamentals such as Z Score. Since Estee Lauder's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Estee Lauder's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Estee Lauder's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Intangible Assets	Common Stock	Long Term Debt	Good Will	Treasury Stock	Property Plant Equipment	Net Tangible Assets	Short Term Investments	Long Term Debt Total	Capital Surpluse	Current Deferred Revenue	Short Long Term Debt	Long Term Investments	Net Invested Capital	Cash And Equivalents	Net Working Capital	Capital Stock
Total Assets		0.93	0.94	0.98	0.96	0.52	1.0	0.98	0.83	0.97	0.44	0.99	0.94	-0.93	0.89	-0.31	-0.26	0.98	0.88	0.69	-0.07	-0.52	0.45	0.88	0.8	-0.62
Total Stockholder Equity	0.93		0.8	0.96	0.92	0.71	0.89	0.92	0.61	0.85	0.65	0.89	0.93	-0.91	0.79	-0.16	-0.07	0.86	0.82	0.64	-0.27	-0.35	0.3	0.72	0.7	-0.55
Net Debt	0.94	0.8		0.89	0.84	0.28	0.95	0.86	0.9	0.97	0.27	0.98	0.87	-0.82	0.77	-0.52	-0.19	0.98	0.8	0.56	0.06	-0.41	0.61	0.77	0.66	-0.69
Retained Earnings	0.98	0.96	0.89		0.97	0.63	0.96	0.96	0.77	0.91	0.56	0.95	0.94	-0.96	0.84	-0.28	-0.15	0.93	0.88	0.66	-0.17	-0.43	0.41	0.8	0.72	-0.6
Accounts Payable	0.96	0.92	0.84	0.97		0.64	0.95	0.96	0.74	0.9	0.43	0.93	0.96	-0.95	0.86	-0.2	-0.24	0.92	0.89	0.72	-0.21	-0.51	0.32	0.86	0.8	-0.54
Net Receivables	0.52	0.71	0.28	0.63	0.64		0.47	0.6	0.17	0.36	0.71	0.43	0.58	-0.7	0.51	0.18	0.03	0.39	0.7	0.56	-0.49	-0.16	0.08	0.48	0.44	0.07
Total Liab	1.0	0.89	0.95	0.96	0.95	0.47		0.97	0.88	0.97	0.39	0.99	0.92	-0.92	0.89	-0.35	-0.3	0.98	0.88	0.68	-0.02	-0.54	0.48	0.9	0.81	-0.63
Total Current Assets	0.98	0.92	0.86	0.96	0.96	0.6	0.97		0.81	0.9	0.51	0.94	0.9	-0.94	0.93	-0.21	-0.32	0.93	0.88	0.71	-0.09	-0.58	0.36	0.92	0.85	-0.54
Short Term Debt	0.83	0.61	0.9	0.77	0.74	0.17	0.88	0.81		0.84	0.21	0.87	0.67	-0.73	0.73	-0.63	-0.37	0.88	0.71	0.5	0.3	-0.54	0.67	0.8	0.62	-0.63
Intangible Assets	0.97	0.85	0.97	0.91	0.9	0.36	0.97	0.9	0.84		0.26	0.98	0.91	-0.83	0.78	-0.42	-0.32	0.99	0.82	0.71	0.06	-0.54	0.55	0.81	0.72	-0.7
Common Stock	0.44	0.65	0.27	0.56	0.43	0.71	0.39	0.51	0.21	0.26		0.35	0.37	-0.57	0.41	0.0	0.17	0.29	0.39	0.18	-0.29	0.0	0.08	0.26	0.24	-0.1
Long Term Debt	0.99	0.89	0.98	0.95	0.93	0.43	0.99	0.94	0.87	0.98	0.35		0.93	-0.89	0.83	-0.43	-0.23	1.0	0.86	0.65	-0.01	-0.48	0.54	0.84	0.75	-0.67
Good Will	0.94	0.93	0.87	0.94	0.96	0.58	0.92	0.9	0.67	0.91	0.37	0.93		-0.89	0.78	-0.21	-0.1	0.93	0.86	0.66	-0.28	-0.37	0.32	0.77	0.74	-0.58
Treasury Stock	-0.93	-0.91	-0.82	-0.96	-0.95	-0.7	-0.92	-0.94	-0.73	-0.83	-0.57	-0.89	-0.89		-0.88	0.17	0.15	-0.87	-0.93	-0.65	0.26	0.44	-0.35	-0.85	-0.75	0.36
Property Plant Equipment	0.89	0.79	0.77	0.84	0.86	0.51	0.89	0.93	0.73	0.78	0.41	0.83	0.78	-0.88		0.03	-0.35	0.82	0.83	0.61	-0.14	-0.58	0.16	0.94	0.93	-0.36
Net Tangible Assets	-0.31	-0.16	-0.52	-0.28	-0.2	0.18	-0.35	-0.21	-0.63	-0.42	0.0	-0.43	-0.21	0.17	0.03		0.02	-0.44	-0.19	-0.08	-0.49	0.09	-0.84	-0.13	0.12	0.56
Short Term Investments	-0.26	-0.07	-0.19	-0.15	-0.24	0.03	-0.3	-0.32	-0.37	-0.32	0.17	-0.23	-0.1	0.15	-0.35	0.02		-0.25	-0.19	-0.59	-0.67	0.83	-0.15	-0.45	-0.36	0.2
Long Term Debt Total	0.98	0.86	0.98	0.93	0.92	0.39	0.98	0.93	0.88	0.99	0.29	1.0	0.93	-0.87	0.82	-0.44	-0.25		0.85	0.65	0.01	-0.49	0.54	0.84	0.75	-0.68
Capital Surpluse	0.88	0.82	0.8	0.88	0.89	0.7	0.88	0.88	0.71	0.82	0.39	0.86	0.86	-0.93	0.83	-0.19	-0.19	0.85		0.74	-0.22	-0.45	0.5	0.87	0.74	-0.26
Current Deferred Revenue	0.69	0.64	0.56	0.66	0.72	0.56	0.68	0.71	0.5	0.71	0.18	0.65	0.66	-0.65	0.61	-0.08	-0.59	0.65	0.74		0.07	-0.79	0.39	0.69	0.57	-0.32
Short Long Term Debt	-0.07	-0.27	0.06	-0.17	-0.21	-0.49	-0.02	-0.09	0.3	0.06	-0.29	-0.01	-0.28	0.26	-0.14	-0.49	-0.67	0.01	-0.22	0.07		-0.37	0.42	-0.03	-0.17	-0.29
Long Term Investments	-0.52	-0.35	-0.41	-0.43	-0.51	-0.16	-0.54	-0.58	-0.54	-0.54	0.0	-0.48	-0.37	0.44	-0.58	0.09	0.83	-0.49	-0.45	-0.79	-0.37		-0.24	-0.67	-0.57	0.31
Net Invested Capital	0.45	0.3	0.61	0.41	0.32	0.08	0.48	0.36	0.67	0.55	0.08	0.54	0.32	-0.35	0.16	-0.84	-0.15	0.54	0.5	0.39	0.42	-0.24		0.35	0.07	-0.37
Cash And Equivalents	0.88	0.72	0.77	0.8	0.86	0.48	0.9	0.92	0.8	0.81	0.26	0.84	0.77	-0.85	0.94	-0.13	-0.45	0.84	0.87	0.69	-0.03	-0.67	0.35		0.93	-0.34
Net Working Capital	0.8	0.7	0.66	0.72	0.8	0.44	0.81	0.85	0.62	0.72	0.24	0.75	0.74	-0.75	0.93	0.12	-0.36	0.75	0.74	0.57	-0.17	-0.57	0.07	0.93		-0.33
Capital Stock	-0.62	-0.55	-0.69	-0.6	-0.54	0.07	-0.63	-0.54	-0.63	-0.7	-0.1	-0.67	-0.58	0.36	-0.36	0.56	0.2	-0.68	-0.26	-0.32	-0.29	0.31	-0.37	-0.34	-0.33

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Estee Lauder

According to the company's disclosures, Estee Lauder Companies has a Z Score of 0.0. This is 100.0% lower than that of the Personal Care Products sector and 100.0% lower than that of the Consumer Staples industry. The z score for all United States stocks is 100.0% higher than that of the company.

Estee Lauder ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Estee Lauder's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Estee Lauder's managers, analysts, and investors.

Environment Score

Governance Score

Social Score

Estee Lauder Institutional Holders

Institutional Holdings refers to the ownership stake in Estee Lauder that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Estee Lauder's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Estee Lauder's value.

		Shares
Lazard Asset Management Llc	2023-12-31	3.2 M
D. E. Shaw & Co Lp	2023-09-30	3.1 M
Clearbridge Advisors, Llc	2023-12-31	3 M
Jpmorgan Chase & Co	2023-12-31	2.9 M
Ninety One Uk Limited	2023-12-31	2.7 M
Alecta Pensionsforsakring, Omsesidigt	2023-12-31	2.6 M
Independent Franchise Partners Llp	2023-12-31	2.5 M
Two Sigma Advisers, Llc	2023-12-31	2.4 M
Nuveen Asset Management, Llc	2023-12-31	2.4 M
Vanguard Group Inc	2023-12-31	19.4 M
Blackrock Inc	2023-12-31	14.6 M

Estee Fundamentals

	Return On Equity	0.0727
	Return On Asset	0.0291
	Profit Margin	0.03 %
	Operating Margin	0.14 %
	Current Valuation	60.09 B
	Shares Outstanding	232.93 M
	Shares Owned By Insiders	0.46 %
	Shares Owned By Institutions	91.92 %
	Number Of Shares Shorted	5.23 M
	Price To Earning	36.55 X
	Price To Book	8.71 X
	Price To Sales	3.28 X
	Revenue	15.91 B
	Gross Profit	13.43 B
	EBITDA	2.66 B
	Net Income	1.01 B
	Cash And Equivalents	4.03 B
	Cash Per Share	8.23 X
	Total Debt	10.17 B
	Debt To Equity	1.21 %
	Current Ratio	1.68 X
	Book Value Per Share	15.94 X
	Cash Flow From Operations	1.73 B
	Short Ratio	2.27 X
	Earnings Per Share	1.30 X
	Price To Earnings To Growth	1.60 X
	Target Price	164.5
	Number Of Employees	44.02 K
	Beta	1.07
	Market Capitalization	53.41 B
	Total Asset	23.41 B
	Retained Earnings	13.99 B
	Working Capital	2.9 B
	Current Asset	4.22 B
	Current Liabilities	2.68 B
	Annual Yield	0.02 %
	Five Year Return	0.89 %
	Net Asset	23.41 B
	Last Dividend Paid	2.64

About Estee Lauder Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Estee Lauder Companies's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Estee Lauder using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Estee Lauder Companies based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with Estee Lauder

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Estee Lauder position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Estee Lauder will appreciate offsetting losses from the drop in the long position's value.

Moving together with Estee Stock

0.74	CL	Colgate Palmolive Earnings Call This Week	Pair Corr
0.75	PG	Procter Gamble Financial Report 26th of July 2024	Pair Corr

Moving against Estee Stock

0.65	NUS	Nu Skin Enterprises Financial Report 1st of May 2024	Pair Corr
0.52	SPCO	The Stephan	Pair Corr
0.48	ACU	Acme United	Pair Corr
0.47	YSG	Yatsen Holding Financial Report 21st of May 2024	Pair Corr
0.42	NWL	Newell Brands Earnings Call This Week	Pair Corr

The ability to find closely correlated positions to Estee Lauder could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Estee Lauder when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Estee Lauder - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Estee Lauder Companies to buy it.

The correlation of Estee Lauder is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Estee Lauder moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Estee Lauder Companies moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Estee Lauder can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

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:

How To Invest In Estee

Details

Is Estee Stock a good investment?

Details

What is Estee Lauder's Net Worth?

Details

Largest Personal Care Products Companies

View

Largest Household & Personal Products Companies

View

Check out Estee Lauder Piotroski F Score and Estee Lauder Altman Z Score analysis.

You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.

Complementary Tools for Estee Stock analysis

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

1.3

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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Estee Lauder Companies Stock Z Score

Estee Lauder Companies Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Estee Z Score Driver Correlations

Estee Lauder ESG Sustainability

Estee Lauder Institutional Holders

Estee Fundamentals

About Estee Lauder Fundamental Analysis

Pair Trading with Estee Lauder

Moving together with Estee Stock

Moving against Estee Stock

Complementary Tools for Estee Stock analysis

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