Estee Lauder: Valuation Premium Is Unjustified [Seeking Alpha]
Estee Lauder Companies, Inc. (The) (EL)
Last estee lauder companies, inc. (the) earnings: 5/1 06:45 am
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US:NYSE Investor Relations:
elcompanies.com/investors
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Source: Seeking Alpha
EL's recovery is underway, with margin expansion and strong China growth, yet organic growth remains sub-4% and U.S. sales are flat. Restructuring is progressing, yielding cost savings and improved free cash flow, but near-term capital returns are unlikely until completion. At over 43x current earnings and 25x 2028 earnings, EL is deeply overvalued; I maintain a "Sell" rating with ~20% downside to fair value. Robert Way/iStock Editorial via Getty Images Shares of Estee Lauder ( EL ) have recovered solidly over the past year, gaining over 40%, though its earnings on Thursday reminded investors this is not a linear recovery by any means. While the company beat its Q2 earnings, the updated outlook provided alongside This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my o
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High impacting Estee Lauder Companies, Inc. (The) news events
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EL
News
- The Estee Lauder Companies Inc (EL) Q2 2026 Earnings Call Highlights: Strong EPS Growth and ... [Yahoo! Finance]Yahoo! Finance
- Stocks making the biggest moves midday: Amazon, Canada Goose, Estee Lauder, Qualcomm & more [CNBC]CNBC
- Estee Lauder Companies (NYSE:EL) had its "market perform" rating reaffirmed by analysts at Telsey Advisory Group. They now have a $105.00 price target on the stock.MarketBeat
- Estée Lauder expects $100 million tariff hit to full-year profitability; stock sinks more than 20% [MSNBC.com]MSNBC.com
- Why Estée Lauder (EL) Shares Are Getting Obliterated Today [Yahoo! Finance]Yahoo! Finance
EL
Earnings
- 2/5/26 - Beat
EL
Sec Filings
- 2/5/26 - Form SCHEDULE
- 2/5/26 - Form 10-Q
- 2/5/26 - Form 8-K
- EL's page on the SEC website