The Estee Lauder (MEX:EL) Cyclically Adjusted PB Ratio: 5.32 (As of Jul. 17, 2026) — 65% Below Median

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MEX:EL The Estee Lauder Companies Inc MEX:EL
65 GF Score
Price MXN1,441.00
GF Value MXN1,567.22
Valuation Fairly Valued
! 3 Warning Signs
View Full Analysis

What is The Estee Lauder Cyclically Adjusted PB Ratio?

The Estee Lauder MEX:EL 65 Cyclically Adjusted PB Ratio is 5.32 as of Jul. 17, 2026, which is 65% below its 10-year median of 15.25. GuruFocus rates MEX:EL with a GF Score™ of 65/100 and a GF Value™ of MXN1,567.22 (Fairly Valued). The stock has 3 warning signs investors should review. Among 1,446 Consumer Packaged Goods companies, The Estee Lauder ranks worse than 90.04% on this metric.

As of today (2026-07-17), The Estee Lauder's current share price is MXN1441.00. The Estee Lauder's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 was MXN271.01. The Estee Lauder's Cyclically Adjusted PB Ratio for today is 5.32.

The historical rank and industry rank for The Estee Lauder's Cyclically Adjusted PB Ratio or its related term are showing as below:

MEX:EL' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 3.38   Med: 15.25   Max: 30
Current: 5.2

During the past years, The Estee Lauder's highest Cyclically Adjusted PB Ratio was 30.00. The lowest was 3.38. And the median was 15.25.

MEX:EL's Cyclically Adjusted PB Ratio is ranked worse than
90.04% of 1446 companies
in the Consumer Packaged Goods industry
Industry Median: 1.255 vs MEX:EL: 5.20

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 PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

The Estee Lauder's adjusted book value per share data for the three months ended in Mar. 2026 was MXN199.020. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN271.01 for the trailing ten years ended in Mar. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


The Estee Lauder  (MEX:EL) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


The Estee Lauder Cyclically Adjusted PB Ratio Related Terms


The Estee Lauder Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for The Estee Lauder's Cyclically Adjusted PB Ratio 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 PB Ratio Chart

The Estee Lauder Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 26.82 18.47 13.31 6.88 5.13

The Estee Lauder Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted PB Ratio 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 4.21 5.13 5.58 6.66 4.51

MEX:EL vs CHD, KMB, KVUE: Cyclically Adjusted PB Ratio Comparison

For the Household & Personal Products subindustry, The Estee Lauder's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio 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 PB Ratio vs Consumer Packaged Goods Industry

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

* The bar in red indicates where The Estee Lauder's Cyclically Adjusted PB Ratio falls into.


MEX:EL
65GF Score
The Estee Lauder Companies Inc MEX:EL
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

The Estee Lauder Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

The Estee Lauder's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=1441.00/271.01
=5.32

* 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's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 is calculated as:

For example, The Estee Lauder's adjusted Book Value per Share data for the three months ended in Mar. 2026 was:

Adj_Book=Book Value per Share/CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=199.02/330.2130*330.2130
=199.020

Current CPI (Mar. 2026) = 330.2130.

The Estee Lauder Quarterly Data

Book Value per Share CPI Adj_Book
201606 179.625 241.018 246.100
201609 193.026 241.428 264.011
201612 213.583 241.432 292.123
201703 210.921 243.801 285.679
201706 215.280 244.955 290.209
201709 232.979 246.819 311.697
201712 243.578 246.524 326.267
201803 233.018 249.554 308.332
201806 250.900 251.989 328.786
201809 226.136 252.439 295.806
201812 233.649 251.233 307.101
201903 246.005 254.202 319.565
201906 233.314 256.143 300.782
201909 247.937 256.759 318.867
201912 240.029 256.974 308.439
202003 281.973 258.115 360.735
202006 251.932 257.797 322.701
202009 272.064 260.280 345.163
202012 297.365 260.474 376.981
202103 311.661 264.877 388.537
202106 333.290 271.696 405.073
202109 346.700 274.310 417.356
202112 355.042 278.802 420.512
202203 342.214 287.504 393.050
202206 314.964 296.311 351.000
202209 310.826 296.808 345.809
202212 322.193 296.797 358.468
202303 296.425 301.836 324.293
202306 267.739 305.109 289.768
202309 260.035 307.789 278.980
202312 270.507 306.746 291.202
202403 265.869 312.332 281.090
202406 271.413 314.175 285.268
202409 278.863 315.301 292.052
202412 241.727 315.605 252.916
202503 247.089 319.799 255.135
202506 202.283 322.561 207.082
202509 198.023 324.800 201.323
202512 200.688 324.054 204.502
202603 199.020 330.213 199.020

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book 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.

What does a Cyclically Adjusted PB Ratio of 5.32 mean?
The Estee Lauder (MEX:EL) has a Cyclically Adjusted PB Ratio of 5.32 as of Jul. 17, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on The Estee Lauder and its competitors. This is 65% below median its historical median of 15.25. Over the past decade, The Estee Lauder's Cyclically Adjusted PB Ratio has ranged from 3.38 to 30.00. According to the industry distribution chart, The Estee Lauder ranks #1302 out of 1446 companies in the Consumer Packaged Goods industry, placing it in the top 90%.
Is The Estee Lauder's Cyclically Adjusted PB Ratio too high?
The Estee Lauder's current Cyclically Adjusted PB Ratio of 5.32 is 65% below median its 10-year median of 15.25. Over the past 10 years, this metric has ranged from a low of 3.38 to a high of 30.00. The Consumer Packaged Goods industry median Cyclically Adjusted PB Ratio is 1.26. The Estee Lauder's value of 5.32 is 323.9% above this industry median. Based on the distribution chart, The Estee Lauder ranks #1302 out of 1446 companies in the Consumer Packaged Goods industry, which is in the bottom quartile relative to peers. Overall, The Estee Lauder has a GF Score™ of 65/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does The Estee Lauder's Cyclically Adjusted PB Ratio compare to CHD and KMB?
According to the Consumer Packaged Goods industry distribution chart, The Estee Lauder ranks #1302 out of 1446 companies for Cyclically Adjusted PB Ratio. This places The Estee Lauder in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 1.26. The Estee Lauder's value of 5.32 is 323.9% above this benchmark. Historically, The Estee Lauder's own Cyclically Adjusted PB Ratio has ranged from 3.38 to 30.00 over the past decade. While the company's 10-year median is 15.25 vs. the industry median of 1.26, The Estee Lauder has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for a Consumer Packaged Goods company?
The median Cyclically Adjusted PB Ratio among Consumer Packaged Goods companies is 1.26, based on 1,446 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. The Estee Lauder's current Cyclically Adjusted PB Ratio of 5.32 is 323.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on The Estee Lauder and its competitors. For the Consumer Packaged Goods industry, the median Cyclically Adjusted PB Ratio is 1.26 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. The Estee Lauder's current Cyclically Adjusted PB Ratio is 5.32, which is 65% below median its own 10-year median of 15.25. 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 (MEX:EL) is currently considered Fairly Valued. The stock's GF Value™ is MXN1,567.22, compared to a current price of MXN1,441.00 — trading 8.1% below its estimated fair value. The current Cyclically Adjusted PB Ratio is 5.32, which is 65% below median its 10-year median of 15.25 and 323.9% above the Consumer Packaged Goods industry median of 1.26. The Estee Lauder's overall GF Score™ is 65/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For The Estee Lauder (MEX:EL), the current Cyclically Adjusted PB Ratio is 5.32 as of Jul. 17, 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 (MEX:EL) Overvalued in 2026?

Based on GuruFocus' analysis, The Estee Lauder stock appears to be undervalued. The current stock price of MXN1,441.00 is trading 8.1% below its estimated GF Value™ of MXN1,567.22. GuruFocus considers The Estee Lauder to be Fairly Valued.

Key valuation signals for MEX:EL:

  • Cyclically Adjusted PB Ratio: 5.32 (65% below median its 10-year median of 15.25)
  • GF Value™: MXN1,567.22 vs. price of MXN1,441.00 (8.1% below fair value)
  • GF Score™: 65/100 with 3 warning signs
  • Industry Position: 323.9% above the Consumer Packaged Goods median (#1302 of 1446)

No single metric tells the full story. See the MEX:EL 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.
65GF Score

Get the complete analysis for MEX:EL

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

MXN1,441.00
Price
MXN1,567.22
GF Value