The Estée Lauder Companies Inc. EL NYSE

The Estée Lauder Companies Inc. (EL) reported declining year-over-year revenue growth of -3.3% through 2025-12 (TTM revenue vs prior-year TTM). Net income showed exceptional earnings expansion of +74.6% YoY, reaching $162M in the latest quarter. The net profit margin is 3.8%, which is thin. the company was profitable in 3 out of the last 4 quarters. The gross margin is 74.3% (high), up 1.2pp vs the prior year. With a $28B market cap, MOAT composite score of 80/100 (strong competitive position).

Criteria proven by this page:

• GROWTH (15/100, Partial) — growth is present but not consistently above 5% across both metrics
• PAST (75/100, Partial) — profitability has been inconsistent. Looking at the full 31-year annual history, the company was profitable in 30 of 31 years — an excellent long-term track record
• INCOME (10/100, Partial) — the company is profitable but margin is below 15%
• MOAT (80/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 48/100 with 2/7 criteria passed.