The Estee Lauder (LTS:0JTM) Cyclically Adjusted PS Ratio: 1.74 (As of Jul. 23, 2026) — 63% Below Median

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LTS:0JTM The Estee Lauder Companies Inc LTS:0JTM
70 GF Score
Price $82.78
GF Value $95.24
Valuation Modestly Undervalued
! 3 Warning Signs
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What is The Estee Lauder Cyclically Adjusted PS Ratio?

The Estee Lauder LTS:0JTM +0.49% 70 Cyclically Adjusted PS Ratio is 1.74 as of Jul. 23, 2026, which is 63% below its 10-year median of 4.76. GuruFocus rates LTS:0JTM with a GF Score™ of 70/100 and a GF Value™ of $95.24 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 1,447 Consumer Packaged Goods companies, The Estee Lauder ranks worse than 73.74% on this metric.

As of today (2026-07-23), The Estee Lauder's current share price is $82.78. The Estee Lauder's Cyclically Adjusted Revenue per Share for the quarter that ended in Mar. 2026 was $47.62. The Estee Lauder's Cyclically Adjusted PS Ratio for today is 1.74.

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

LTS:0JTM' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 1.13   Med: 4.76   Max: 9.88
Current: 1.71

During the past years, The Estee Lauder's highest Cyclically Adjusted PS Ratio was 9.88. The lowest was 1.13. And the median was 4.76.

LTS:0JTM's Cyclically Adjusted PS Ratio is ranked worse than
73.74% of 1447 companies
in the Consumer Packaged Goods industry
Industry Median: 0.76 vs LTS:0JTM: 1.71

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 PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

The Estee Lauder's adjusted revenue per share data for the three months ended in Mar. 2026 was $10.159. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is $47.62 for the trailing ten years ended in Mar. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


The Estee Lauder  (LTS:0JTM) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue 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 PS Ratio should give similar results to regular PS Ratio.


The Estee Lauder Cyclically Adjusted PS Ratio Related Terms


The Estee Lauder Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

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

The Estee Lauder Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 8.77 6.14 4.49 2.33 1.71

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 PS 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 1.41 1.71 1.86 2.21 1.49

LTS:0JTM vs CHD, KMB, KVUE: Cyclically Adjusted PS Ratio Comparison

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

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

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


LTS:0JTM
70GF Score
The Estee Lauder Companies Inc LTS:0JTM
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

The Estee Lauder Cyclically Adjusted PS Ratio Calculation

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

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

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=82.78/47.62
=1.74

* 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 Revenue per Share for the quarter that ended in Mar. 2026 is calculated as:

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

Adj_RevenuePerShare=Revenue per Share/CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=10.159/330.2130*330.2130
=10.159

Current CPI (Mar. 2026) = 330.2130.

The Estee Lauder Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201606 7.043 241.018 9.649
201609 7.675 241.428 10.497
201612 8.610 241.432 11.776
201703 7.674 243.801 10.394
201706 7.740 244.955 10.434
201709 8.721 246.819 11.668
201712 9.955 246.524 13.334
201803 8.970 249.554 11.869
201806 8.770 251.989 11.492
201809 9.412 252.439 12.312
201812 10.827 251.233 14.231
201903 10.166 254.202 13.206
201906 9.732 256.143 12.546
201909 10.567 256.759 13.590
201912 12.610 256.974 16.204
202003 9.287 258.115 11.881
202006 6.634 257.797 8.498
202009 9.700 260.280 12.306
202012 13.188 260.474 16.719
202103 10.472 264.877 13.055
202106 10.681 271.696 12.981
202109 11.938 274.310 14.371
202112 15.134 278.802 17.925
202203 11.675 287.504 13.409
202206 9.832 296.311 10.957
202209 10.874 296.808 12.098
202212 12.819 296.797 14.262
202303 10.385 301.836 11.361
202306 10.000 305.109 10.823
202309 9.759 307.789 10.470
202312 11.886 306.746 12.795
202403 10.920 312.332 11.545
202406 10.693 314.175 11.239
202409 9.346 315.301 9.788
202412 11.122 315.605 11.637
202503 9.823 319.799 10.143
202506 9.457 322.561 9.681
202509 9.582 324.800 9.742
202512 11.593 324.054 11.813
202603 10.159 330.213 10.159

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue 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 PS Ratio of 1.74 mean?
The Estee Lauder (LTS:0JTM) has a Cyclically Adjusted PS Ratio of 1.74 as of Jul. 23, 2026. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on The Estee Lauder and its competitors. This is 63% below median its historical median of 4.76. Over the past decade, The Estee Lauder's Cyclically Adjusted PS Ratio has ranged from 1.13 to 9.88. According to the industry distribution chart, The Estee Lauder ranks #1067 out of 1447 companies in the Consumer Packaged Goods industry, placing it in the top 73.7%.
Is The Estee Lauder's Cyclically Adjusted PS Ratio too high?
The Estee Lauder's current Cyclically Adjusted PS Ratio of 1.74 is 63% below median its 10-year median of 4.76. Over the past 10 years, this metric has ranged from a low of 1.13 to a high of 9.88. The Consumer Packaged Goods industry median Cyclically Adjusted PS Ratio is 0.76. The Estee Lauder's value of 1.74 is 128.9% above this industry median. Based on the distribution chart, The Estee Lauder ranks #1067 out of 1447 companies in the Consumer Packaged Goods industry, which is below the industry midpoint. Overall, The Estee Lauder has a GF Score™ of 70/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does The Estee Lauder's Cyclically Adjusted PS Ratio compare to CHD and KMB?
According to the Consumer Packaged Goods industry distribution chart, The Estee Lauder ranks #1067 out of 1447 companies for Cyclically Adjusted PS Ratio. This places The Estee Lauder in the lower half of its industry. The industry median Cyclically Adjusted PS Ratio is 0.76. The Estee Lauder's value of 1.74 is 128.9% above this benchmark. Historically, The Estee Lauder's own Cyclically Adjusted PS Ratio has ranged from 1.13 to 9.88 over the past decade. While the company's 10-year median is 4.76 vs. the industry median of 0.76, 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 PS Ratio for a Consumer Packaged Goods company?
The median Cyclically Adjusted PS Ratio among Consumer Packaged Goods companies is 0.76, based on 1,447 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PS Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PS 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 PS Ratio of 1.74 is 128.9% 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 PS Ratio mean?
A high Cyclically Adjusted PS Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue 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 PS Ratio is 0.76 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. The Estee Lauder's current Cyclically Adjusted PS Ratio is 1.74, which is 63% below median its own 10-year median of 4.76. 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 Undervalued. The stock's GF Value™ is $95.24, compared to a current price of $82.78 — trading 13.1% below its estimated fair value. The current Cyclically Adjusted PS Ratio is 1.74, which is 63% below median its 10-year median of 4.76 and 128.9% above the Consumer Packaged Goods industry median of 0.76. The Estee Lauder's overall GF Score™ is 70/100 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 PS Ratio calculated?
Cyclically Adjusted PS Ratio is calculated from a company's financial statements. For The Estee Lauder (LTS:0JTM), the current Cyclically Adjusted PS Ratio is 1.74 as of Jul. 23, 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 undervalued. The current stock price of $82.78 is trading 13.1% below its estimated GF Value™ of $95.24. GuruFocus considers The Estee Lauder to be Modestly Undervalued.

Key valuation signals for LTS:0JTM:

  • Cyclically Adjusted PS Ratio: 1.74 (63% below median its 10-year median of 4.76)
  • GF Value™: $95.24 vs. price of $82.78 (13.1% below fair value)
  • GF Score™: 70/100 with 3 warning signs
  • Industry Position: 128.9% above the Consumer Packaged Goods median (#1067 of 1447)

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.
70GF Score

Get the complete analysis for LTS:0JTM

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

$82.78
Price
$95.24
GF Value