Estee Lauder Companies Stock Performance
| EL Stock | USD 74.78 0.32 0.43% |
Estee Lauder has a performance score of 1 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.43, which means possible diversification benefits within a given portfolio. As returns on the market increase, Estee Lauder's returns are expected to increase less than the market. However, during the bear market, the loss of holding Estee Lauder is expected to be smaller as well. Estee Lauder Companies right now shows a risk of 3.09%. Please confirm Estee Lauder Companies semi variance, and the relationship between the maximum drawdown and accumulation distribution , to decide if Estee Lauder Companies will be following its price patterns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Estee Lauder Companies are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent essential indicators, Estee Lauder is not utilizing all of its potentials. The newest stock price mess, may contribute to short-term losses for the institutional investors. ...more
Actual Historical Performance (%)
One Day Return (0.43) | Five Day Return 5.1 | Year To Date Return 1.08 | Ten Year Return (8.67) | All Time Return 766.51 |
Forward Dividend Yield 0.0186 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 1.4 | Dividend Date 2025-03-17 |
1 | Insider Trading | 12/06/2024 |
| Estee Lauder dividend paid on 16th of December 2024 | 12/16/2024 |
2 | The Estee Lauder Companies Inc Q2 2025 Earnings Call Highlights Navigating Challenges ... | 02/05/2025 |
3 | The Este Lauder Companies Inc. Shares Sold by Vision Capital Management Inc. | 02/06/2025 |
4 | INNOCOS Longevity Conference 2025 Future-proofing Beauty, Health Wellness with Data, AI, E-commerce, Supply Chain, Scaling and Investment Opportunities - Resear... | 02/10/2025 |
5 | Este Lauder Horrendous Jim Cramer Slams Este Lauders Business Decisions | 02/13/2025 |
6 | Hair Care Market to Grow by USD 18.28 Billion from 2025 to 2029, Driven by Social Media and Blogging Influence, Report on AIs Impact on Market Trends - Technavi... | 02/14/2025 |
7 | How Is Este Lauder Companies Managing Market Challenges | 02/19/2025 |
8 | The Este Lauder Companies Inc. Position Boosted by Kentucky Retirement Systems Insurance Trust Fund | 02/20/2025 |
9 | What You Can Learn From The Este Lauder Companies Inc.s PS | 02/21/2025 |
10 | The Estee Lauder Companies Inc s Uncertain Future Understanding the Barriers to Outperformance | 02/25/2025 |
| Begin Period Cash Flow | 4 B |
Estee |
Estee Lauder Relative Risk vs. Return Landscape
If you would invest 7,361 in Estee Lauder Companies on November 27, 2024 and sell it today you would earn a total of 115.00 from holding Estee Lauder Companies or generate 1.56% return on investment over 90 days. Estee Lauder Companies is generating 0.0755% of daily returns and assumes 3.0858% volatility on return distribution over the 90 days horizon. Put differently, 27% of stocks are less risky than Estee on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Estee Lauder Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Estee Lauder's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Estee Lauder Companies, and traders can use it to determine the average amount a Estee Lauder's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0245
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Estimated Market Risk
| 3.09 actual daily | 27 73% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Estee Lauder is performing at about 1% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Estee Lauder by adding it to a well-diversified portfolio.
Estee Lauder Fundamentals Growth
Estee Stock prices reflect investors' perceptions of the future prospects and financial health of Estee Lauder, and Estee Lauder fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Estee Stock performance.
| Return On Equity | -0.13 | ||||
| Return On Asset | 0.0435 | ||||
| Profit Margin | (0.05) % | ||||
| Operating Margin | 0.12 % | ||||
| Current Valuation | 33.81 B | ||||
| Shares Outstanding | 234.17 M | ||||
| Price To Earning | 36.55 X | ||||
| Price To Book | 6.48 X | ||||
| Price To Sales | 1.77 X | ||||
| Revenue | 15.61 B | ||||
| Gross Profit | 11.1 B | ||||
| EBITDA | 1.98 B | ||||
| Net Income | 409 M | ||||
| Cash And Equivalents | 4.03 B | ||||
| Cash Per Share | 8.23 X | ||||
| Total Debt | 9.83 B | ||||
| Debt To Equity | 1.21 % | ||||
| Current Ratio | 1.68 X | ||||
| Book Value Per Share | 11.59 X | ||||
| Cash Flow From Operations | 2.36 B | ||||
| Earnings Per Share | (1.94) X | ||||
| Market Capitalization | 26.9 B | ||||
| Total Asset | 21.68 B | ||||
| Retained Earnings | 13.43 B | ||||
| Working Capital | 2.22 B | ||||
| Current Asset | 4.22 B | ||||
| Current Liabilities | 2.68 B | ||||
About Estee Lauder Performance
By examining Estee Lauder's fundamental ratios, stakeholders can obtain critical insights into Estee Lauder's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Estee Lauder is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 206.36 | 225.48 | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.07 | 0.07 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.07 | 0.06 |
Things to note about Estee Lauder Companies performance evaluation
Checking the ongoing alerts about Estee Lauder for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Estee Lauder Companies help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Estee Lauder had very high historical volatility over the last 90 days | |
| Over 94.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from gurufocus.com: The Estee Lauder Companies Inc s Uncertain Future Understanding the Barriers to Outperformance |
- Analyzing Estee Lauder's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Estee Lauder's stock is overvalued or undervalued compared to its peers.
- Examining Estee Lauder's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Estee Lauder's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Estee Lauder's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Estee Lauder's stock. These opinions can provide insight into Estee Lauder's potential for growth and whether the stock is currently undervalued or overvalued.
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 closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Is Personal Care Products space 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 1.116 | Dividend Share 2.33 | Earnings Share (1.94) | Revenue Per Share | Quarterly Revenue Growth (0.06) |
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.