COLGATE-PALMOLIVE COMPANY 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 CL and EL diverge most: on net margin, CL reads 10.0% and EL reads -1.7%; on return on equity, CL reads 429.6% and EL reads -6.2%. The rest of the comparable metrics sit closer together. On valuation, today's CL price has a different growth bar priced in than EL (+2.5% implied for CL vs +16.1% 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 | $90.74 | $80.25 |
| Market cap | $73.1B | $29.3B |
| Sector | Household Products | Household Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | +2.5% | +16.1% |
| P/E | 35.2 | — |
| P/B | 150.32 | 7.34 |
| P/S | 3.51 | 1.98 |
| EV/EBITDA | 20.8 | 35.2 |
| Revenue growth | +4.3% | +0.5% |
| Gross margin | 60.6% | 76.4% |
| Operating margin | 18.1% | 6.7% |
| Net margin | 10.0% | -1.7% |
| Return on equity | 429.6% | -6.2% |
| Return on assets | 12.6% | -1.3% |
| Return on invested capital | 28.9% | 2.0% |
| FCF yield | 5.2% | 4.4% |
| Dividend yield | 2.3% | 2.1% |
| Debt / equity | 16.33 | 1.71 |
| Current ratio | 1.02 | 1.27 |
| Altman Z (solvency) | 6.43 | 7.72 |
| 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.