COLGATE-PALMOLIVE COMPANY vs THE ESTEE LAUDER COMPANIES INC., two Household Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CL and EL diverge most: on operating margin, CL reads 18.9% and EL reads -1.1%; on implied growth (priced in), CL reads +0.0% and EL reads +23.5%. The rest of the comparable metrics sit closer together. On valuation, today's CL price has a different growth bar priced in than EL (+0.0% implied for CL vs +23.5% for EL); the higher figure is the steeper assumption to clear, not a better or worse stock. What CL'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 | CL | EL |
|---|---|---|
| Price | $88.27 | $98.03 |
| Market cap | $70.8B | $35.8B |
| Sector | Household Products | Household Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | +0.0% | +23.5% |
| P/E | 34.9 | 196.1 |
| P/B | 125.04 | 9.41 |
| P/S | 3.36 | 2.38 |
| EV/EBITDA | 20.5 | 25.1 |
| Revenue growth | +5.3% | +5.0% |
| Gross margin | 61.5% | 75.5% |
| Operating margin | 18.9% | -1.1% |
| Net margin | 9.7% | 1.2% |
| Return on equity | 360.1% | 4.8% |
| Return on assets | 12.1% | 0.9% |
| Return on invested capital | 28.2% | 5.5% |
| FCF yield | 5.5% | 3.7% |
| Dividend yield | 2.4% | 1.4% |
| Debt / equity | 13.82 | 1.92 |
| Current ratio | 1.03 | 1.22 |
| Altman Z (solvency) | 6.34 | 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.