EL
The Estée Lauder Companies Inc.Consumer Defensive · $34.1B market cap
Verdict
Share price
$91.97
close of Oct 3, 2026
Fair value
$55.93
Sticker Price
Payback Price
$22.37
buy price
EL is Overpriced: at $91.97 it trades 64% above its fair value of $55.93. Its buy price (Payback Price) is $22.37, 76% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow. Sales grew -2% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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3 of the investors we track hold EL. In Q2 2026, 1 opened a position. Who we track
Hillman Capital Management
Hillman Capital Management · as of Q2 2026
$4.0M
50,226 shares
Lindsell Train
Lindsell Train · as of Q2 2026
$1.2M
15,000 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$253K
3,202 shares
Moves in Q2 2026
New position: Lee Ainslie
Insider activity
Since Sep 9, 2026: no open-market purchases, 1 sale worth $373K and 1 other filing (stock awards, tax withholding and similar). Why purchases matter
Sales
Other filings
About The Estée Lauder Companies Inc.
The Estée Lauder Companies Inc. is a global entity dedicated to the development, marketing, and sale of a diverse range of premium beauty and personal care items worldwide. Its extensive product catalog encompasses numerous offerings across four primary categories. For skin care, it provides moisturizers, serums, cleansers, toners, body treatments, exfoliants, acne and oil control solutions, facial masks…
Household & Personal Products
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works