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Estee Lauder stock upgraded by RBC Capital on improved risk-reward balance

EditorEmilio Ghigini
Published 24/07/2024, 08:24
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On Wednesday, RBC Capital Markets adjusted its stance on Estee Lauder (NYSE:EL), upgrading the stock from Sector Perform to Outperform. The firm also set a new price target for the company's shares at $131.00. The upgrade reflects a positive shift in the risk-to-reward balance for the cosmetics giant.

The firm acknowledged a slowdown in Estee Lauder's top-line growth, particularly attributing it to lower growth rates in China. Despite this, RBC Capital believes that the company's earnings per share (EPS) and investor sentiment have reached their lowest points and are now set to improve.

Estee Lauder's margin opportunities were highlighted as a key factor in the upgrade. RBC Capital expressed confidence in the company's potential for margin expansion, which they consider to be a significant and achievable prospect. This optimism is held despite the firm's conservative outlook on sales growth for Estee Lauder.

The valuation of the new $131.00 price target was arrived at by RBC Capital using modest sales growth and margin expansion estimates. This suggests a belief in the fundamental strength of Estee Lauder's business model and its ability to generate shareholder value even with tempered expectations for revenue growth.

In summary, RBC Capital's upgrade to an Outperform rating indicates a favorable view of Estee Lauder's future financial performance, with the new price target of $131.00 serving as a testament to the anticipated improvement in the company's financial metrics.

In other recent news, Estée Lauder has seen several significant developments. The company announced the appointment of Akhil Shrivastava as the new Executive Vice President and Chief Financial Officer.

Shrivastava, who brings over 25 years of financial and leadership experience, will oversee Estée Lauder's Global Finance, Accounting, Tax, Treasury, Investor Relations, and New Business Development organizations.

Estée Lauder's financial performance has also been a focus of recent news, with the company's sales growth forecast revised to a 5% increase from the previously projected 7%, and the non-GAAP earnings per share (EPS) estimate for FY25 adjusted to $3.90 from $4.15.

The company also acquired DECIEM Beauty Group, a strategic expansion of its skincare portfolio, with a total investment net of cash amounting to approximately $1.7 billion over three tranches.

Analysts have been closely watching Estée Lauder. Raymond James downgraded the company from Strong Buy to Market Perform, while TD Cowen maintained a Hold rating, suggesting the need for a more customer-centric approach.

Barclays (LON:BARC) also lowered its price target for Estée Lauder to $136 from $140, maintaining an Equalweight rating due to cautiousness about the company's growth potential.

In other company news, luxury fashion brand TOM FORD announced the departure of Peter Hawkings from his role as Creative Director. The Spring-Summer 2025 collection, which is still under Hawkings' creative direction, is set to be showcased at the Milan showroom in September 2024.

A new Creative Director to succeed Hawkings is expected to be announced shortly. These are the recent developments shaping both companies' positions in their respective industries.

InvestingPro Insights

As Estee Lauder (NYSE:EL) catches the eye of RBC Capital Markets with an upgrade to Outperform, real-time data from InvestingPro further enriches the investment narrative. Estee Lauder's impressive gross profit margin, standing at 70.77% over the last twelve months as of Q3 2024, underscores the company's ability to maintain profitability in a challenging environment. Furthermore, the company's commitment to shareholder returns is evident, with a dividend yield of 2.64% and a track record of raising dividends for 29 consecutive years.

InvestingPro Tips highlight two additional aspects: Estee Lauder's liquid assets surpassing short-term obligations, which signals financial stability, and the fact that the stock is trading near its 52-week low, potentially offering an attractive entry point for investors. For those seeking more in-depth analysis, there are 15 additional InvestingPro Tips available, which can provide a more comprehensive view of Estee Lauder's financial position. Investors interested in these insights can use the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription.

With a market capitalization of $35.84 billion and a forward-looking P/E ratio of 52.54, Estee Lauder's valuation metrics present a nuanced picture. While the P/E ratio suggests a premium valuation, the company's strong profit margins and consistent dividend payments may justify this for long-term investors. As Estee Lauder navigates through market uncertainties, these InvestingPro Insights could be pivotal in informing investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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