Estee Lauder Companies Stock Retained Earnings
| 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.
| Last Reported | Projected for Next Year | ||
| Retained Earnings | 16.1 B | 16.9 B | |
| Retained Earnings Total Equity | 16.1 B | 9.6 B |
Estee | Retained Earnings |
Estee Lauder Companies Company Retained Earnings Analysis
Estee Lauder's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
More About Retained Earnings | All Equity Analysis
Retained Earnings | = | Beginning RE + Income | - | Dividends |
Current Estee Lauder Retained Earnings | 13.99 B |
Most of Estee Lauder's fundamental indicators, such as Retained Earnings, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Estee Lauder Companies is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Estee Retained Earnings 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 Retained Earnings. 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.
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Estee Retained Earnings Historical Pattern
Today, most investors in Estee Lauder Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Estee Lauder's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's retained earnings growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Estee Lauder retained earnings as a starting point in their analysis.
Estee Lauder Retained Earnings |
| Timeline |
Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
| Competition |
Based on the latest financial disclosure, Estee Lauder Companies has a Retained Earnings of 13.99 B. This is 8.61% higher than that of the Personal Care Products sector and 153.82% higher than that of the Consumer Staples industry. The retained earnings for all United States stocks is 49.96% lower than that of the firm.
Estee Retained Earnings Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Estee Lauder's direct or indirect competition against its Retained Earnings to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Estee Lauder could also be used in its relative valuation, which is a method of valuing Estee Lauder by comparing valuation metrics of similar companies.Estee Lauder is currently under evaluation in retained earnings category among related companies.
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 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.
Estee Lauder Investors Sentiment
The influence of Estee Lauder's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Estee. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Estee Lauder's public news can be used to forecast risks associated with an investment in Estee. The trend in average sentiment can be used to explain how an investor holding Estee can time the market purely based on public headlines and social activities around Estee Lauder Companies. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Estee Lauder's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Estee Lauder's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Estee Lauder's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Estee Lauder.
Estee Lauder Implied Volatility | 48.09 |
Estee Lauder's implied volatility exposes the market's sentiment of Estee Lauder Companies stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Estee Lauder's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Estee Lauder stock will not fluctuate a lot when Estee Lauder's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Estee Lauder in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Estee Lauder's short interest history, or implied volatility extrapolated from Estee Lauder options trading.
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 | PairCorr |
| 0.75 | PG | Procter Gamble Financial Report 26th of July 2024 | PairCorr |
Moving against Estee Stock
| 0.65 | NUS | Nu Skin Enterprises Financial Report 1st of May 2024 | PairCorr |
| 0.52 | SPCO | The Stephan | PairCorr |
| 0.48 | ACU | Acme United | PairCorr |
| 0.47 | YSG | Yatsen Holding Financial Report 21st of May 2024 | PairCorr |
| 0.42 | NWL | Newell Brands Earnings Call This Week | PairCorr |
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.Check out Estee Lauder Piotroski F Score and Estee Lauder Altman Z Score analysis. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
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.