$16B Beauty Giant: Estee Lauder Stock ($EL) On Sale? Deep Dive into Financials & Growth 📈💄
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- Опубліковано 29 сер 2023
- A Must Watch comprehensive exploration of Estée Lauder's 10-year financial journey and cash flow analysis. As of 2022, this industry titan holds the #3 spot on the list of Top Global Beauty Companies. Renowned as the fourth largest skincare brand globally, Estée Lauder sets the standard in luxury makeup, skincare, fragrance, and hair care sales. Notable subsidiaries like #Clinique, #LaMer, #tomfordbeauty, #mac, and #BobbyBrowncosmetics further exemplify its influence.
"Long ago, Ben Graham taught me that 'Price is what you pay; value is what you get.' Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down." - Warren Buffett
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All opinions expressed by Cameron Stewart at Rational Investing with Cameron Stewart, CFA or on Cashflowinvestingpro.com are solely Mr. Stewart’s opinions. You should not treat any opinion expressed by Mr. Stewart as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Stewart’s statements and opinions are subject to change without notice. Past performance is not indicative of future results. Mr. Stewart does not guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this show. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this show may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this show. Before acting on information on this show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.
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Awesome Video. Very informative and detailed analysis 👏
Love these ! Time to see if you’ve posted another gem…
I always enjoy and learn from your videos. Thank you! I would love your analysis of BN (Brookfield Management).
LOL did my own analysis today…perfect timing, thanks!before watching the video: I was not sure what to make of it at the current price
Appreciate your content as always Cameron. Thank you for the upload!
Great video. would appreciate your thoughts/analysis on DFS.
Let the stock price comes to us! Gem of a statement!
I just bought a few at $123 thank you for an awesome good explain about this stock
Brilliant in-depth stock analysis though!
Hy dear i love your content watching your videos from very long time can you please make a full analysis video on BLK its my favourite stock I’m pretty sure you will love it after that.
I really like your content, great video. what are you toughts on yum china?
Hey Cameron, thanks a lot for your brilliant work. Could you please do Dollar General DG? Cheers
Great analysis! Bought some EL at $170 I’ll buy more if it hits under $150 again
Would love to see the Hartford stock. Seems very well valued and growing. Not great with insurance or bank stocks though
very detailed. I like that you describe accounting principles like goodwill in the video that makes many things easier to understand. thank you.
Bought some Estee Lauder and LVMH(50% - 50%) today. Lauder looks more like a value stock and LVMH one of best luxury brands. Centene Corporation (CNC) would be interesting stock to analyze.
thanks bro. Great sharing. Just asking do you accept sponsorship?
The whole suspending the share repurchases to pay down debt makes me wonder what would generate the most return or appreciation over time. I suppose there's the downside to acquiring other companies.
did not he take that into account?
Thank you for the analysis. I'm watching the stock price of EL for the last couple of weeks. If it gets under my calculated buy price of < $140, i'll open a first position. a different stock in the beauty&clothing segment, that i find even more interesting right now is Kering. It's a buy for me under $500. What do you think? Would love to see a video on that and hear your opinion.
Thanks a lot for kering. I cheched it and it seems very interesting
As I type on October 15, 2023, the price is now $137.68.
Cameron, we need an update on EL please :)
I am somewhat concerned by the level of debt they have. It's not a critical level, but not a nice picture. And if you look at what they did in the last 10 years - almost no debt repayment but lots of stock buybacks at the very top (2.3 BN in stock repurchases in 2022 only!). and now they halt the buybacks (which is good, as you said, they will try to repay debt). Honestly, it's not the best capital allocation but yeah, it's worth watching and I would love to see it below 140. Thank you for your video.
Ulta Beauty analysis next please Cameron!
I’ve tried but it’s been fully priced for a while
Its not ....recent pullback fmv is 500 and trades at 420...look at rev growth and roic and fcf yield
Good call
How do you evaluate a growing company like Outset medical or Roblox?
Thanks for the vid Cameron, being watching this stock for months now. I will be looking at this stock sub $140.
As I type on October 15, 2023, the price is now $137.68.
Thanks Cameron. I actually bought a solitary share at $153 this week to get myself into research mode for EL... I remember missing it at $128 back in December 2018. That bothered me for years 😆
you can get it today at 106...
@@theresamorgavi9196 Can and will 😂
You say a roughly 120ish stock price gives around 15 times earnings, what year's earnings are you referring to here?
LETS GET TO WOOOOOOOOOOOORK!!!!
My man, this comes right in time. My finger is on the buy button. So, let's see what you think of it.
Does it make a difference wether I buy in euro or dollar?
Can you cover CVS again?
If i can make a request for MGM Resorts International (MGM)? Thanks!
Do ULTA next
Yes plz do ULTA
Getting eager for more videos!
ya, I took some time off.
@@CstewartCFA You should. I appreciate all your wisdom. Happy new year 🎉
Don't forget the Chinese government had a policy that banned group travel, and recently opened it up again. There will be more Chinese tourists buying Estee Lauder (it's one of the highest selling cosmetics during their equivalent of black friday). EL stock WILL recover to their previous highs, and it's just a waiting game atm.
1/4 of my port 160 cost basis
Recover to its previous high ($330)? ….good luck with that.
As a shareholder, i would be happy if it reaches $200 in the next 5 yrs.
it is at 101 today
Hmm I’m liking it around $130
As a member of the Lauder family, who therefore has a strong interest in the company, I am watching the stock very closely, and will be buying more at $150.
As if that means anything lol. You have a surname that resembles a famous company, nothing more nothing less.
@@lifeofdiggy6490He's obviously joking
You're not a member of the Lauder family. You're a liar.
@@lifeofdiggy6490plus, this guy is a fraud. He has absolutely no relation to this family.
Lol
Watching it since I spoke to my in law who works at their accounting dep. The russian/ukranian war affected them a lot and China obviously. They also had a data breach recently. I like the company, like the numbers. Chart looks bad short term. I’m close to get my first order filled on them.
buy it now at 98 USD first Position. Think they need more time. China India.
Bout time. Woulda kept pestering you on Twitter until you did EL
Hahahah. Thanks
Minor correction: your video title says "Sock on sale" - which is amusing, but clearly not intended
Спасибо за хороший анализ
Cameron, with today's big drop in $EL, does that change your opinion or is this a buying opportunity?
No. Long term it’s a bump in the road
@@CstewartCFA thanks for the reply. After digging thru the release, I sold ATM puts hoping to pick it up a little cheaper.
Yeah boooiii
Betting on women's vanity products seems like a no-brainer to me.
El stock is down a lot but the pe is still sky high! It's hovering around 50+ and I don't think anyone would be really comfortable paying 50x earnings to own a company that sells discretionary vanity products in an increasingly difficult economy! It just doesn't work. Why would I buy el for 50+ times earnings when I could buy hershey or macdonalds for half that, or visa for 30 times earnings, or google/apple for 28-30x earnings! All of these are way better options at the moment. Who cares about smelling good when the economy is in the toilet! Even nike would be wiser choice
Pe is high because earning is down and cogs is up driving down the margin. El is a cyclical stock which growth highly depend on economic situation. It’s normal to look very bad in economic downturn, but on the other hand will be one of the best stocks to have when economy get better.
@@SuksuNa Even if you are right, why el?? And not lmvh, loreal or inter parfum, or christian dior and many others
Thanks for the video. Reason for me to stay away is outlook coming years in China, luxury companies will have headwinds there due to slower growth in China. Lot of business from EL, LVHM, Hermes etc is driven by this. Add the living costs crisis in west and no go for now. I am waiting for a better bargain.
Stock* not sock
Oh thanks
stock collapsed finally