기업 프로필 · Consumer Defensive

Estee Lauder Companies Inc

EL · 미국
거래소
미국
국가 / 지역
USA
상장일
1995년 11월 16일
직원 수
40,470
현재가
$83.2
실시간 · 2026년 7월 27일
적정 매수가
≤ $55
안전마진 진입가
베일리 성장 점수
40/100
다소 약함
내재가치 · 3단계 구간 현재가 $83.2 실시간 · 적정 구간과 낙관적 구간 사이

종합 밸류에이션 구간 · 보수적 $40–$50 / 적정 $60–$75 / 낙관적 $90–$105. $83.2 기준, 적정 구간과 낙관적 구간 사이.

보고서 발행 시 $91.2(2026년 5월 28일)

시가총액US$302.61억
매출 (TTM)US$148.33억
EBITDAUS$23.5억
순이익률-1.67%
ROE-5.95%
선행 PER25.51
PEG1.42
EPS-US$0.71
배당수익률1.75%
52주 범위US$65.97 – US$120.79
애널리스트 목표주가US$95.54
애널리스트 평가3.6 / 5

데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers skin care products, including moisturizers, serums, cleansers, toners, eye care, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, mascaras, and eyeshadows and eyeliners, as well as compacts, brushes, and other makeup tools. It also provides fragrance products in various forms comprising parfum, eau de parfum, eau de toilette, eau de cologne, and body spray, as well as lotions, creams, powders, candles and soaps; and hair care products, including shampoos, conditioners, styling products, treatment, finishing sprays, and hair colour products, as well as sells ancillary products and services. The company offers its products under the La Mer, Jo Malone London, TOM FORD, AERIN Beauty, Le Labo, Editions de Parfums Frédéric Malle, KILIAN PARIS, BALMAIN Beauty, Estée Lauder, Clinique, M·A·C, The Ordinary, Aveda, Bobbi Brown Cosmetics, Too Faced, Dr.Jart+, Bumble and bumble, Smashbox, Darphin Paris, Lab Series, NIOD, Aramis, and GLAMGLOW brands. It sells its products through department stores, duty-free retailers, specialty multi retailers, online pure players, upscale perfumeries and pharmacies, and top-tier salons and spas, as well as direct-to-consumer businesses across freestanding stores, and brand websites and third-party online platforms. The Estée Lauder Companies Inc. was founded in 1946 and is headquartered in New York, New York.

연혁

The Estée Lauder Companies Inc. was founded in 1946 and is headquartered in New York, New York, and went public on November 16, 1995. The company operates as a family-controlled "controlled company": its Class A shares carry one vote each while Class B shares carry ten votes each and are held only by the Lauder family and related entities, which hold more than 50% of the voting power. Over the decades it built a multi-brand prestige portfolio that today spans skin care, makeup, fragrance, and hair care, including Estée Lauder, Clinique, La Mer, M·A·C, Jo Malone London, Le Labo, TOM FORD, Too Faced, Dr.Jart+, The Ordinary, and Aveda, among others. In fiscal 2023 the company acquired the TOM FORD brand assets at a total cost of about $2.578 billion and subsequently began licensing the TOM FORD trademark to Marcolin and Zegna for eyewear and fashion, creating a new licensing revenue stream. By the end of fiscal 2024 it operated roughly 1,600 freestanding stores worldwide, and Stéphane de La Faverie became president and CEO in January 2025. Net sales reached a peak of $17.737 billion in fiscal 2022 and then declined for several years to $14.326 billion in fiscal 2025.

업계 내 위치

Estée Lauder is a major global participant in prestige beauty, manufacturing, marketing, and selling skin care, makeup, fragrance, and hair care products worldwide through a portfolio of brands. It sells through department stores, duty-free and travel-retail outlets, specialty multi-brand retailers, online pure players, upscale perfumeries and pharmacies, salons and spas, and direct-to-consumer freestanding stores, brand websites, and third-party platforms. The business carries significant geographic concentration in China and travel retail, which accounted for about 26% of consolidated net sales in fiscal 2024, about 28% in fiscal 2023, and about 34% in fiscal 2022; its largest customer is mainly in China travel retail, representing about 12% of period-end accounts receivable in fiscal 2024. Its principal global competitor is L'Oréal, which reported 2025 sales of €44.05 billion and a 20.2% operating margin; other comparable players cited include Ulta, e.l.f. Beauty, and Coty. The company's competitive position rests on brand premium across its prestige portfolio, scale across a global brand matrix, supply chain, marketing procurement, and channel negotiation, and deep historical presence in department stores, duty-free, and upscale retail. For context, Estée Lauder reported fiscal 2025 net sales of $14.326 billion.

이 종목에 대한 리포트가 아직 해당 언어로 없습니다.