Estee Lauder Companies Inc vs e.l.f. Beauty, Inc., two Household Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EL and ELF diverge most: on operating margin, EL reads 6.7% and ELF reads -11.2%; on net margin, EL reads -1.7% and ELF reads 1.6%. The rest of the comparable metrics sit closer together. What EL's price implies is a demanding bet versus history and the cohort (whole-company basis). What ELF's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | EL | ELF |
|---|---|---|
| Price | $82.69 | $76.71 |
| Market cap | $30.2B | $4.6B |
| Sector | Household Products | Household Products |
| Stage | Mature | Growth |
| P/E | — | 166.8 |
| P/B | 7.57 | 4.08 |
| P/S | 2.04 | 2.82 |
| EV/EBITDA | 29.9 | 59.5 |
| Revenue growth | +0.5% | +24.0% |
| Gross margin | 76.4% | 72.7% |
| Operating margin | 6.7% | -11.2% |
| Net margin | -1.7% | 1.6% |
| Return on equity | -6.2% | 2.3% |
| Return on assets | -1.3% | 1.1% |
| Return on invested capital | 2.0% | 3.0% |
| FCF yield | 4.3% | 4.1% |
| Dividend yield | 2.1% | 2.3% |
| Debt / equity | 1.71 | 0.74 |
| Current ratio | 1.27 | 2.35 |
| Altman Z (solvency) | 7.72 | 2.94 |
| Piotroski F (quality) | 5 / 9 | 4 / 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.