CHURCH & DWIGHT CO., INC. vs Estee Lauder Companies Inc, two Household Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CHD and EL diverge most: on net margin, CHD reads 11.8% and EL reads -1.7%; on return on equity, CHD reads 17.5% and EL reads -6.2%. The rest of the comparable metrics sit closer together. On valuation, today's CHD price has a different growth bar priced in than EL (+6.9% implied for CHD vs +16.1% for EL); the higher figure is the steeper assumption to clear, not a better or worse stock. What CHD's price implies is a bet that sits within the historical range (whole-company basis). What EL's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CHD | EL |
|---|---|---|
| Price | $97.75 | $80.25 |
| Market cap | $23.3B | $29.3B |
| Sector | Household Products | Household Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | +6.9% | +16.1% |
| P/E | 32.1 | — |
| P/B | 5.56 | 7.34 |
| P/S | 3.75 | 1.98 |
| EV/EBITDA | 18.9 | 35.2 |
| Revenue growth | +2.2% | +0.5% |
| Gross margin | 46.4% | 76.4% |
| Operating margin | 19.8% | 6.7% |
| Net margin | 11.8% | -1.7% |
| Return on equity | 17.5% | -6.2% |
| Return on assets | 8.1% | -1.3% |
| Return on invested capital | 13.3% | 2.0% |
| FCF yield | 0.2% | 4.4% |
| Dividend yield | 1.2% | 2.1% |
| Debt / equity | 0.53 | 1.71 |
| Current ratio | 1.22 | 1.27 |
| Altman Z (solvency) | 4.81 | 7.72 |
| Piotroski F (quality) | 6 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.