WallStSmart
EL

Estee Lauder Companies Inc

NYSE: EL · CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS

$75.69
-1.83% today

Updated 2026-04-29

Market cap
$27.38B
P/E ratio
—
P/S ratio
1.87x
EPS (TTM)
$-0.51
Dividend yield
1.82%
52W range
$56 – $121
Volume
4.6M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Estee Lauder Companies Inc (EL) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$75.69
Consensus
$102.00
+34.76%
2030 Target
$608.26
+703.62%
DCF
$162.86
+35.29% MoS
21 analysts:
11 Buy9 Hold1 Sell

Management guidance

CEO Stéphane de la Faverie outlined a multi-year Profit Recovery and Growth Plan with $1.2-$1.6B in restructuring charges through FY2026, focusing on margin rebuilding and operational efficiency. Management has established the 'One ELC' operating model aimed at supporting future growth through cost savings and brand-led initiatives, but specific revenue targets beyond FY2027 have not been publicly disclosed.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,016.06
$18.4B Rev × 20x P/S
Base case (2030)
$608.26
$18.4B Rev × 12x P/S
Bear case (2030)
$407.81
$18.4B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$15.9B$15.6B$14.3B$15.4B$16.1B$16.8B$17.6B$18.4B
Revenue growth—-1.9%-8.5%7.7%4.2%4.5%4.5%4.6%
EPS—$2.60$1.21$2.29$3.15$3.85$4.55$5.30
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$511.49$532.22$559.87$580.61$608.26

Catalysts & risks

Growth catalysts
+ Potential Puig acquisition (announced March 2026) to strengthen fragrance portfolio and geographic reach
+ Completion of Profit Recovery and Growth Plan cost restructuring improving operating margins
+ Expansion initiatives including Forest Essentials full acquisition in India and MAC Cosmetics Sephora US distribution
+ Digital transformation and AI-driven search/discovery capabilities in EMEA
+ Recovery in China luxury demand and travel retail normalization post-slowdown
Key risks
- Luxury beauty market slowdown particularly in China and Asia-Pacific travel retail
- Puig acquisition integration execution risks and potential deal failure
- Sustained negative operating margins (-1.2% currently) and ongoing profitability challenges
- Consumer spending softness in premium cosmetics amid economic uncertainty
- Competitive pressure from e.l.f. Beauty and other mid-tier beauty brands gaining share

Methodology

Estee Lauder Companies Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 21 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.