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 operating margin, CHD reads 18.1% and EL reads -1.1%; on net margin, CHD reads 12.0% and EL reads 1.2%. The rest of the comparable metrics sit closer together. 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 | $94.14 | $97.10 |
| Market cap | $22.4B | $35.5B |
| Sector | Household Products | Household Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | +5.2% | — |
| P/E | 30.3 | 194.2 |
| P/B | 5.16 | 9.32 |
| P/S | 3.60 | 2.36 |
| EV/EBITDA | 18.8 | 22.8 |
| Revenue growth | +2.6% | +5.0% |
| Gross margin | 45.4% | 75.5% |
| Operating margin | 18.1% | -1.1% |
| Net margin | 12.0% | 1.2% |
| Return on equity | 17.1% | 4.8% |
| Return on assets | 8.2% | 0.9% |
| Return on invested capital | 13.1% | 14.3% |
| FCF yield | 5.0% | 3.7% |
| Dividend yield | 1.3% | 1.4% |
| Debt / equity | 0.52 | 0.13 |
| Current ratio | 1.15 | 1.22 |
| Altman Z (solvency) | 4.72 | 7.64 |
| Piotroski F (quality) | 7 / 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.