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Estée Lauder Companies (The) EL

equity

Price History

$8.72$129.21$249.71$370.2
1995-11 · DCA start$9.09

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-83.8%-55.9%-27.9%0.0%
1995-112026-08 · -76.3%

Worst drawdown: −84%, peaking Dec 2021 and bottoming Apr 2025 — still unrecovered after 56 months.

DCA Backtest

Invested
$37,000
Value today
$107,681
Return
+191.0%
Months invested
370

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $56,957 today, so the real (inflation-adjusted) return is +89.1%.

Lump sum instead — $37,000 all at once in Nov 1995: $356,746 (+864.2%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Dec 2021): $4,173 on $5,700 invested (-26.8%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1995-11: +191.0%

About Estée Lauder Companies (The)

The Estée Lauder Companies Inc. is an American multinational cosmetics company, a manufacturer and marketer of makeup, skincare, perfume, and hair care products, based in Midtown Manhattan, New York City. It is the second largest cosmetics company in the world after L'Oréal. The company owns a diverse portfolio of brands, including La Mer, Jo Malone London, Clinique and Tom Ford Beauty, among many more, distributed internationally through both digital commerce and retail channels. (Wikipedia)

It's a listed company categorised under consumer staples and personal care products.

It rates Extreme Risk at 3.3/5, meaning the rated factors are poor across the board — treat any position here as speculative.

What pushes the score up: earnings quality (5.0/5) and leverage / financial (4.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Extreme Risk(3.3/5)80% rated

How these ratings work

Market / Volatility3.7/5 · weight 20%
  • Annualised volatility (3yr)4/547.1
  • Max drawdown from ATH4/583.8
  • Beta vs S&P 5003/51.0
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5279.4m
  • Float % of shares outstandingnot yet researched
Leverage / Financial4.0/5 · weight 20%
  • Debt / equity4/51.8
  • Interest coverage (EBIT / interest)4/52.3
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/5100
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.