The Estee Lauder (MEX:EL) Tariff Resilience Score: 6/10 (As of Jul. 03, 2026)


MEX:EL The Estee Lauder Companies Inc MEX:EL
65 GF Score
Price MXN1,440.00
GF Value MXN1,682.53
Valuation Modestly Undervalued
! 3 Warning Signs
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What is The Estee Lauder Tariff Resilience Score?

The Estee Lauder MEX:EL 65 Tariff Resilience Score is 6 as of Jul. 03, 2026. GuruFocus rates MEX:EL with a GF Score™ of 65/100 and a GF Value™ of MXN1,682.53 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 2,047 Consumer Packaged Goods companies, The Estee Lauder ranks better than 97.8% on this metric.

The Estee Lauder has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

The Estee Lauder has Global supply chain with significant sales in Asia and Europe. Vulnerable to tariffs on cosmetics, but strong brand and pricing power help mitigate impact.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes The Estee Lauder might have Average Resilient.

The Estee Lauder  (MEX:EL) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

The Estee Lauder Tariff Resilience Score Related Terms

MEX:EL vs CHD, KMB, KVUE: Tariff Resilience Score Comparison

For the Household & Personal Products subindustry, The Estee Lauder's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score 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 Tariff Resilience Score vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, The Estee Lauder's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where The Estee Lauder's Tariff Resilience Score falls into.


MEX:EL
65GF Score
The Estee Lauder Companies Inc MEX:EL
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
The Estee Lauder (MEX:EL) has a Tariff Resilience Score of 6 as of Jul. 03, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, The Estee Lauder ranks #45 out of 2047 companies in the Consumer Packaged Goods industry, placing it in the top 2.2%.
Is The Estee Lauder's Tariff Resilience Score too high?
The Estee Lauder's current Tariff Resilience Score is 6. Based on the distribution chart, The Estee Lauder ranks #45 out of 2047 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, The Estee Lauder has a GF Score™ of 65/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does The Estee Lauder's Tariff Resilience Score compare to CHD and KMB?
According to the Consumer Packaged Goods industry distribution chart, The Estee Lauder ranks #45 out of 2047 companies for Tariff Resilience Score. This places The Estee Lauder in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Consumer Packaged Goods company?
A good Tariff Resilience Score depends on the Consumer Packaged Goods industry context. However, Tariff Resilience Score 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 Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. The Estee Lauder's current Tariff Resilience Score is 6. 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 Modestly Undervalued. The stock's GF Value™ is MXN1,682.53, compared to a current price of MXN1,440.00 — trading 14.4% below its estimated fair value. The current Tariff Resilience Score is 6. 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 Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For The Estee Lauder (MEX:EL), the current Tariff Resilience Score is 6 as of Jul. 03, 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 MXN1,440.00 is trading 14.4% below its estimated GF Value™ of MXN1,682.53. GuruFocus considers The Estee Lauder to be Modestly Undervalued.

Key valuation signals for MEX:EL:

  • Tariff Resilience Score: 6
  • GF Value™: MXN1,682.53 vs. price of MXN1,440.00 (14.4% below fair value)
  • GF Score™: 65/100 with 3 warning signs

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

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN1,440.00
Price
MXN1,682.53
GF Value