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Global beauty company selling owned mass cosmetics brands and licensed prestige fragrances for department and drug stores.
Global beauty company selling owned mass cosmetics brands and licensed prestige fragrances for department and drug stores.
Prestige fragrances carry the business: Coty pays licence fees to fashion houses such as Hugo Boss, Calvin Klein and Burberry for the right to make and sell their scents, then sells through department stores, perfumeries and travel retail. Mass cosmetics brands sell through drugstores and discount chains. JAB Holding, a European investment firm, is the controlling shareholder.
Moat: narrow (brand, distribution, scale). Large licensed prestige fragrance portfolio and global distribution scale versus smaller beauty players.
Headquarters: London, United Kingdom · Founded: 1904 · Employees: 11,335
Size Coty (COTY) is a United States Consumer Staples company (Household/Personal Care) with a market value of $3.57B, the 1420th largest of 3,117 United States companies the cockpit tracks. Shares closed at $4.05 on 6 Nov 2026.
Performance Over six months the shares gained 64.0%, against -1.7% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue fell 1.5% over the last twelve months (peer median +3.9%); the operating margin is 5.5% (peer median 12.4%).
Valuation It trades at 13.3× forward earnings against a peer median of 19.9× (4th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +7 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.5 points below its cost of capital (7.2% WACC).
Credit Coty has 2 bonds outstanding ($1.31B), rated BB+ by the agencies and trading like BB at a weighted spread of 208 bp.
Short interest Short interest is 4.7% of the free float (15 Oct 2026).
Next results Next results expected around 9 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $5.81B | $5.81B | $5.89B | $6.12B | $5.55B |
| Revenue growth | — | -1% | -4% | +10% | — |
| Gross profit | $3.40B | $3.40B | $3.63B | $3.75B | $3.36B |
| EBITDA | $800M | $804M | $949M | $1.01B | $971M |
| Net income | -$605M | -$605M | -$368M | $89.4M | $508M |
| Free cash flow | $348M | $348M | $278M | $369M | $403M |
| Capital expenditure | $190M | $190M | $215M | $245M | $223M |
| Total debt | $3.44B | $3.44B | $4.39B | $4.26B | $4.69B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Coty COTY | $3.57B | +64% | -1% | 5% | 13.3× | 11.3% |
| L'Oreal OR.PA | $268B | +25% | +3% | 21% | 32.8× | 18.1% |
| Estée Lauder Companies (The) EL | $39.9B | +28% | +6% | 13% | 31.1× | 16.8% |
| Interparfums IPAR | $4.34B | +43% | +3% | 17% | 29.0× | 10.9% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | COTY | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +45.2% | +1.7% | highest of 21 |
| 6-month return | +64.0% | -1.7% | 3rd highest of 21 |
| Distance from 52-week high | -2.5% | -21.9% | 2nd highest of 21 |
| Revenue growth (TTM) | -1.5% | +3.9% | 5th lowest of 21 |
| Operating margin | 5.5% | 12.4% | 3rd lowest of 21 |
| Forward P/E | 13.3× | 19.9× | 4th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 11.3% | -0.1% | 6th most demanding of 18 |
| Growth delivered (Del g) | +4.6% | +4.5% | 9th highest of 18 |
| Hurdle (Req g minus delivered) | +6.7 pp | -2.8 pp | 4th most demanding of 18 |
| ROIC minus cost of capital | -3.5 pp | +5.5 pp | lowest of 20 |
| EV / EBITDA | 9.4× | 12.5× | 4th cheapest of 16 |
| Net debt / EBITDA | 4.1× | -0.8× | most indebted of 17 |
| Bond spread | 208 bp | n/a | — |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Coty COTY | United States | $3.57B | +64% | -1% | 5% | 13.3× | 11.3% | +4.6% |
| Interparfums ITP.PA | France | $3.65B | +72% | -4% | 18% | 27.5× | 15.9% | +19.6% |
| Kobayashi Pharmaceutical 4967.T | Japan | $3.29B | +20% | +4% | 6% | 50.2× | 17.6% | +1.9% |
| Hengan Int'l 1044.HK | Hong Kong | $3.28B | -16% | +2% | 11% | 9.1× | -8.8% | -0.1% |
| Rohto Pharmaceutical 4527.T | Japan | $3.97B | +17% | +10% | 12% | 16.7× | -2.1% | +13.7% |
| Lion 4912.T | Japan | $3.19B | +21% | +6% | 8% | 19.9× | -2.4% | +3.5% |
| Proya Cosmetics 603605.SS | China | $2.97B | -19% | +2% | 13% | 11.1× | -4.8% | +23.1% |
| Giant Biogene 2367.HK | Hong Kong | $2.76B | -34% | -10% | 32% | 9.7× | -8.0% | +34.9% |
| Winner Medical 300888.SZ | China | $2.69B | -2% | +4% | 11% | 20.9× | -4.3% | -2.6% |
| Colgate-Palmolive (India) COLPAL.NS | India | $4.83B | -23% | +9% | 28% | 32.2× | 30.8% | +4.5% |
| Cupid CUPID.NS | India | $4.83B | +158% | +122% | 34% | n/a | n/a | n/a |
| Mao Geping Cosmetics 1318.HK | Hong Kong | $4.92B | -28% | +32% | 31% | 15.0× | 4.7% | +41.1% |
| Gillette India GILLETTE.NS | India | $2.56B | -7% | +8% | 28% | 33.0× | 16.0% | +13.0% |
| LG H&h 051900.KS | South Korea | $2.56B | -8% | -3% | 3% | 18.5× | -0.1% | -4.1% |
| Reynolds Consumer Products REYN | United States | $5.08B | +10% | +2% | 14% | 14.6× | -0.2% | +2.7% |
| Procter & Gamble Hygiene & Health Care PGHH.NS | India | $2.40B | -29% | -2% | 24% | 27.3× | 15.4% | +7.4% |
| Softcare 2698.HK | Hong Kong | $2.20B | -5% | +25% | 25% | 14.4× | 8.7% | +20.9% |
| KOSE 4922.T | Japan | $2.16B | +7% | +3% | 4% | 27.2× | n/a | n/a |
| Cosmax 192820.KS | South Korea | $2.13B | +21% | +16% | 8% | 16.6× | n/a | n/a |
| Amorepacific 090430.KS | South Korea | $6.03B | -1% | +10% | 9% | 23.8× | 4.0% | -0.8% |
| Pola Orbis 4927.T | Japan | $1.96B | +8% | +1% | 10% | 28.8× | -3.1% | -0.7% |
Coty has 2 bonds outstanding with $1.31B face value. The agencies rate it BB+; its bonds trade like BB. Weighted yield 6.80%, a spread of 208 bp over government bonds.