The Estee Lauder (LTS:0JTM) Cyclically Adjusted FCF per Share: $4.57 (As of Jun. 2026)

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LTS:0JTM The Estee Lauder Companies Inc LTS:0JTM
71 GF Score
Price $102.75
GF Value $91.97
Valuation Modestly Overvalued
! 6 Warning Signs
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What is The Estee Lauder Cyclically Adjusted FCF per Share?

The Estee Lauder LTS:0JTM 71 Cyclically Adjusted FCF per Share is $4.57 as of Jun. 2026. GuruFocus rates LTS:0JTM with a GF Score™ of 71/100 and a GF Value™ of $91.97 (Modestly Overvalued). The stock has 6 warning signs investors should review.

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted FCF per Share and the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years.

The Estee Lauder's adjusted free cash flow per share for the three months ended in Jun. 2026 was $1.162. Add all the adjusted free cash flow per share for the past 10 years together and divide the count will get our Cyclically Adjusted FCF per Share, which is $4.57 for the trailing ten years ended in Jun. 2026.

During the past 12 months, The Estee Lauder's average Cyclically Adjusted FCF Growth Rate was 1.10% per year. During the past 3 years, the average Cyclically Adjusted FCF Growth Rate was 0.20% per year. During the past 5 years, the average Cyclically Adjusted FCF Growth Rate was -0.10% per year. During the past 10 years, the average Cyclically Adjusted FCF Growth Rate was 8.60% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted FCF Growth Rate using Cyclically Adjusted FCF per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted FCF Growth Rate of The Estee Lauder was 22.10% per year. The lowest was -3.70% per year. And the median was 14.20% per year.

As of today (2026-09-01), The Estee Lauder's current stock price is $102.75. The Estee Lauder's Cyclically Adjusted FCF per Share for the quarter that ended in Jun. 2026 was $4.57. The Estee Lauder's Cyclically Adjusted Price-to-FCF of today is 22.48.

During the past 13 years, the highest Cyclically Adjusted Price-to-FCF of The Estee Lauder was 84.14. The lowest was 11.74. And the median was 47.11.


The Estee Lauder  (LTS:0JTM) Cyclically Adjusted FCF per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted FCF per Share may underestimate the company's free cash flow. Cyclically Adjusted Price-to-FCF can seem to be too high even the actual Price-to-Free-Cash-Flow is low.

For the Cyclically Adjusted Price-to-FCF, the free cash flow per share of the past 10 years are inflation-adjusted and averaged. The result is used for P/FCF calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted Price-to-FCF is also called CAPFCF Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted free cash flow per share of a company over the past 10 years.

The Estee Lauder's Cyclically Adjusted Price-to-FCF of today is calculated as

Cyclically Adjusted Price-to-FCF=Share Price/Cyclically Adjusted FCF per Share
=102.75/4.57
=22.48

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

During the past 13 years, the highest Cyclically Adjusted Price-to-FCF of The Estee Lauder was 84.14. The lowest was 11.74. And the median was 47.11.


Be Aware

Cyclically Adjusted Price-to-FCF works better for cyclical companies. It gives you a better idea on the company's real free cash flow value.


The Estee Lauder Cyclically Adjusted FCF per Share Related Terms


The Estee Lauder Cyclically Adjusted FCF per Share Historical Data

* Premium members only.

The historical data trend for The Estee Lauder's Cyclically Adjusted FCF per Share can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

The Estee Lauder Cyclically Adjusted FCF per Share Chart

The Estee Lauder Annual Data
Trend Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25 Jun26
Cyclically Adjusted FCF per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.00 4.55 4.72 4.49 4.57

The Estee Lauder Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted FCF per Share Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.49 4.45 4.45 4.46 4.57

LTS:0JTM vs KVUE, KMB, CHD: Cyclically Adjusted FCF per Share Comparison

For the Household & Personal Products subindustry, The Estee Lauder's Cyclically Adjusted Price-to-FCF, along with its competitors' market caps and Cyclically Adjusted Price-to-FCF data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


The Estee Lauder Cyclically Adjusted Price-to-FCF vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, The Estee Lauder's Cyclically Adjusted Price-to-FCF distribution charts can be found below:

* The bar in red indicates where The Estee Lauder's Cyclically Adjusted Price-to-FCF falls into.


LTS:0JTM
71GF Score
The Estee Lauder Companies Inc LTS:0JTM
Cyclically Adjusted FCF per Share is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

The Estee Lauder Cyclically Adjusted FCF per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted FCF per Share and the Cyclically Adjusted Price-to-FCF. The Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years.

What is Cyclically Adjusted FCF per Share? How do we calculate Cyclically Adjusted FCF per Share?

Cyclically Adjusted FCF per Share is the average of the inflation adjusted Free Cash Flow per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted FCF per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the free cash flow per share from 2001 through 2010.

We adjusted the 2001 free cash flow per share data with the total inflation from 2001 through 2010 to the equivalent free cash flow in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's free cash flow is $1 a share in 2001, then the 2001's equivalent free cash flow in 2010 is $1.4 a share. If Wal-Mart's free cash flow is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 free cash flow in 2010 is $1.35. So on and so forth, you get the equivalent free cash flow per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted FCF per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, The Estee Lauder's adjusted Free Cash Flow per Share data for the three months ended in Jun. 2026 was:

Adj_FreeCashFlowPerShare= Free Cash Flow per Share /CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=1.162/333.9520*333.9520
=1.162

Current CPI (Jun. 2026) = 333.9520.

The Estee Lauder Quarterly Data

Free Cash Flow per Share CPI Adj_FreeCashFlowPerShare
201609 -0.630 241.428 -0.871
201612 2.284 241.432 3.159
201703 0.860 243.801 1.178
201706 0.936 244.955 1.276
201709 -0.091 246.819 -0.123
201712 3.217 246.524 4.358
201803 1.001 249.554 1.340
201806 1.014 251.989 1.344
201809 -0.660 252.439 -0.873
201812 3.320 251.233 4.413
201903 0.907 254.202 1.192
201906 1.242 256.143 1.619
201909 -0.800 256.759 -1.041
201912 3.433 256.974 4.461
202003 1.424 258.115 1.842
202006 0.491 257.797 0.636
202009 0.659 260.280 0.846
202012 4.038 260.474 5.177
202103 1.797 264.877 2.266
202106 1.636 271.696 2.011
202109 -0.777 274.310 -0.946
202112 4.571 278.802 5.475
202203 -0.209 287.504 -0.243
202206 1.902 296.311 2.144
202209 -2.219 296.808 -2.497
202212 3.147 296.797 3.541
202303 0.069 301.836 0.076
202306 -5.306 305.109 -5.808
202309 -1.950 307.789 -2.116
202312 3.092 306.746 3.366
202403 0.995 312.332 1.064
202406 1.856 314.175 1.973
202409 -2.255 315.301 -2.388
202412 2.569 315.605 2.718
202503 0.448 319.799 0.468
202506 1.092 322.561 1.131
202509 -1.200 324.800 -1.234
202512 2.788 324.054 2.873
202603 0.848 330.213 0.858
202606 1.162 333.952 1.162

Add all the adjusted free cash flow per share together and divide 10 will get our Cyclically Adjusted FCF per Share.

What does a Cyclically Adjusted FCF per Share of $4.57 mean?
The Estee Lauder (LTS:0JTM) has a Cyclically Adjusted FCF per Share of $4.57 as of Jun. 2026. Cyclically Adjusted FCF per Share represents the company's inflation-adjusted FCF per share over a 10-year period. View historical data on The Estee Lauder and its competitors.
Is The Estee Lauder's Cyclically Adjusted FCF per Share too high?
The Estee Lauder's current Cyclically Adjusted FCF per Share is $4.57. Overall, The Estee Lauder has a GF Score™ of 71/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does The Estee Lauder's Cyclically Adjusted FCF per Share compare to KVUE and KMB?
The Estee Lauder's Cyclically Adjusted FCF per Share of $4.57 can be compared against companies in the Consumer Packaged Goods industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted FCF per Share for a Consumer Packaged Goods company?
A good Cyclically Adjusted FCF per Share depends on the Consumer Packaged Goods industry context. However, Cyclically Adjusted FCF per Share should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted FCF per Share mean?
A high Cyclically Adjusted FCF per Share can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted FCF per Share represents the company's inflation-adjusted FCF per share over a 10-year period. View historical data on The Estee Lauder and its competitors. The Estee Lauder's current Cyclically Adjusted FCF per Share is $4.57. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Estee Lauder stock overvalued right now?
Based on GuruFocus' analysis, The Estee Lauder (LTS:0JTM) is currently considered Modestly Overvalued. The stock's GF Value™ is $91.97, compared to a current price of $102.75 — trading 11.7% above its estimated fair value. The current Cyclically Adjusted FCF per Share is $4.57. The Estee Lauder's overall GF Score™ is 71/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted FCF per Share calculated?
Cyclically Adjusted FCF per Share is calculated from a company's financial statements. For The Estee Lauder (LTS:0JTM), the current Cyclically Adjusted FCF per Share is $4.57 as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is The Estee Lauder (LTS:0JTM) Overvalued in 2026?

Based on GuruFocus' analysis, The Estee Lauder stock appears to be overvalued. The current stock price of $102.75 is trading 11.7% above its estimated GF Value™ of $91.97. GuruFocus considers The Estee Lauder to be Modestly Overvalued.

Key valuation signals for LTS:0JTM:

  • Cyclically Adjusted FCF per Share: $4.57
  • GF Value™: $91.97 vs. price of $102.75 (11.7% above fair value)
  • GF Score™: 71/100 with 6 warning signs

No single metric tells the full story. See the LTS:0JTM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


The Estee Lauder Business Description

Address 767 Fifth Avenue, New York, NY, USA, 10153
Estée Lauder is a leader in the global prestige beauty market, participating across skin care (49% of fiscal 2025 sales), makeup (29%), fragrance (17%), and hair care and others (5%). Top-selling brands include Estée Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 31% of revenue from the Americas, 37% from Europe, the Middle East and Africa (including travel retail), and 32% from Asia-Pacific. Estée Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
71GF Score

Get the complete analysis for LTS:0JTM

Cyclically Adjusted FCF per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$102.75
Price
$91.97
GF Value