Estee Lauder Companies vs Kenvue
EL and KVUE side by side, both in soap, detergents, and cleaning preparations; perfumes, cosmetics, and other toilet preparations. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How EL and KVUE compare
Estee Lauder Companies and Kenvue are about the same size, with market caps of $39.5B and $37.1B.
On earnings, Kenvue is cheaper: it trades at 21.9× trailing earnings, against 218× for Estee Lauder Companies.
Estee Lauder Companies grew revenue faster over the last twelve months (5.0% versus 3.5% for Kenvue).
Both pay dividends: Estee Lauder Companies yields 1.3% and Kenvue 5.4%.
Kenvue scores higher on the StockData Score (15 against 8 for Estee Lauder Companies), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | EL | KVUE |
|---|---|---|
| Size and price | ||
| Market cap | $39.5B | $37.1B |
| Share price | $109.23 | $19.31 |
| Change, 1 year | 12.2% | 34.9% |
| Change, 5 years | −68.7% | – |
| Beta (5Y) | 1.18 | 0.17 |
| Employees | 57K | 22K |
| StockData Score | ||
| Total score | 8 | 15 (better) |
| Valuation score | 0 | 4 (better) |
| Growth score | 3 (better) | 1 |
| Performance score | 0 | 3 (better) |
| Health score | 3 | 3 |
| Dividend score | 2 | 4 (better) |
| Valuation | ||
| P/E | 218× | 21.9× (better) |
| P/S | 2.6× | 2.4× (better) |
| P/B | – | 3.6× |
| EV/EBITDA | 27.5× | 11.3× (better) |
| P/FCF | 30.0× | 15.9× (better) |
| FCF yield | 3.3% | 6.3% (better) |
| Fair value | $47.13 | $21.09 |
| Margin of safety | −132% | 8.5% (better) |
| Growth | ||
| Revenue growth (TTM) | 5.0% (better) | 3.5% |
| Revenue growth, 5Y average | −1.5% | – |
| Net income growth (TTM) | – | 17.9% |
| EPS growth (TTM) | – | 17.3% |
| EPS growth, 5Y average | −42.3% | – |
| Profitability | ||
| Gross margin | 75.5% (better) | 58.3% |
| Operating margin | 5.2% | 17.4% (better) |
| Net margin | – | 10.9% |
| FCF margin | 8.7% | 15.1% (better) |
| Return on equity | – | 16.3% |
| Return on invested capital | 4.7% | 18.3% (better) |
| Financial health | ||
| Debt / equity | – | 0.11 |
| Net debt / EBITDA | 2.42 | 0.03 (better) |
| Interest coverage | 2.3× | 6.4× (better) |
| Current ratio | 1.22 (better) | 0.96 |
| Altman Z-score | 3.27 (better) | 2.23 |
| Piotroski F-score | – | 7 |
| Dividends and buybacks | ||
| Dividend yield | 1.3% | 5.4% (better) |
| Payout ratio | – | 94.5% |
| Years of dividend growth | 0 | 2 (better) |
| Dividend growth, 5Y average | −7.5% | – |
| Buyback yield | 0.18% (better) | 0.00% |
| Shareholder yield | 1.5% | 5.4% (better) |
| Ownership | ||
| Held by institutions | 63.5% | 94.4% |
| Held by insiders | 54.1% | 1.5% |
| Insider net buying, 12 months | −$1.0B | $110M (better) |
| Superinvestors holding | 2 | 3 (better) |
| Short interest, % of float | 4.0% | 3.0% |
Go deeper
- EL stock overview
- EL income statement
- EL valuation and score
- KVUE stock overview
- KVUE income statement
- KVUE valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.