The Estee Lauder (XSWX:EL) 3-Year Sharpe Ratio: N/A (As of Sep. 07, 2026)

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Director of Data and Quant Analytics at GuruFocus
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XSWX:EL The Estee Lauder Companies Inc XSWX:EL
49 GF Score
Price CHF82.30
GF Value CHF74.43
Valuation Modestly Overvalued
! 6 Warning Signs
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What is The Estee Lauder 3-Year Sharpe Ratio?

The 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. As of today (2026-09-07), The Estee Lauder's 3-Year Sharpe Ratio is Not available.

The Estee Lauder  (XSWX:EL) 3-Year Sharpe Ratio Explanation

The 3-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past three years. It is calculated as the annualized result of the average three-year monthly excess returns divided by its standard deviation in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

The Estee Lauder 3-Year Sharpe Ratio Related Terms

XSWX:EL vs KVUE, KMB, CHD: 3-Year Sharpe Ratio Comparison

For the Household & Personal Products subindustry, The Estee Lauder's 3-Year Sharpe Ratio, along with its competitors' market caps and 3-Year Sharpe 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 3-Year Sharpe Ratio vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, The Estee Lauder's 3-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where The Estee Lauder's 3-Year Sharpe Ratio falls into.


XSWX:EL
49GF Score
The Estee Lauder Companies Inc XSWX:EL
3-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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The Estee Lauder 3-Year Sharpe Ratio Calculation

The 3-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last three years. A stock / portfolio's 3-Year Sharpe Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past three years.

Is The Estee Lauder (XSWX:EL) Overvalued in 2026?

Based on GuruFocus' analysis, The Estee Lauder stock appears to be overvalued. The current stock price of CHF82.30 is trading 10.6% above its estimated GF Value™ of CHF74.43. GuruFocus considers The Estee Lauder to be Modestly Overvalued.

Key valuation signals for XSWX:EL:

  • 3-Year Sharpe Ratio: N/A
  • GF Value™: CHF74.43 vs. price of CHF82.30 (10.6% above fair value)
  • GF Score™: 49/100 with 6 warning signs

No single metric tells the full story. See the XSWX: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.
49GF Score

Get the complete analysis for XSWX:EL

3-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF82.30
Price
CHF74.43
GF Value