Estée Lauder Companies (The) (EL) is a personal care products company in the Consumer Staples sector. Listed on the NASDAQ, Estée Lauder Companies (The) is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $85.39.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $85.39 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -14.10% |
| Risk / Std Dev (Annualized) | 43.35% |
| Sharpe Ratio (rf=4.5%) | -0.43 |
S&P 500 Context
- Sector: Consumer Staples
- Sub-Industry: Personal Care Products
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -14.10% with an annualized volatility of 43.35%. The Sharpe ratio of -0.43 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 30.89B |
| Enterprise Value | 37.07B |
| Forward P/E | 26.8 |
| Price to Book | 7.74 |
| Price to Sales | 2.08 |
| EV/Revenue | 2.5 |
| EV/EBITDA | 15.77 |
| Profitability | | | Profit Margin | -1.67% | | Operating Margin | 14.92% | | ROE | -5.95% | | ROA | 4.87% |
| Growth | | | Revenue Growth | 4.6% | | Earnings Growth | -45.5% |
| Dividend | | | Dividend Yield | 164.0% | | Payout Ratio | 471.43% | | 5Y Avg Yield | 162.0% |
| Financial Health | | | Total Revenue | 14.83B | | Total Debt | 9.3B | | Total Cash | 3.13B | | Free Cash Flow | 1.81B | | Operating Cash Flow | 1.8B |
| Price & Technical | | | 52W High | $121.64$ | | 52W Low | $66.22$ | | 50-Day Avg | $79.36$ | | 200-Day Avg | $93.3$ | | Beta | 1.25 | | Shares Outstanding | 0.25B | | Float Shares | 0.25B | | Insider Holdings | 0.41% | | Institutional Holdings | 97.12% | | Short Ratio | 1.95 | | Short % of Float | 3.45% |
| Analyst Targets | | | Target High | $125.0$ | | Target Low | $70.0$ | | Target Mean | $95.67$ | | Target Median | $90.0$ | | # of Analysts | 24 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.