Estee Lauder Companies Inc vs Haleon plc, two Household Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EL and HLN diverge most: on net margin, EL reads -1.7% and HLN reads 15.2%; on return on equity, EL reads -6.2% and HLN reads 10.2%. The rest of the comparable metrics sit closer together. What EL's price implies is a somewhat stretched bet versus history (whole-company basis). What HLN'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 | EL | HLN |
|---|---|---|
| Price | $82.69 | $9.77 |
| Market cap | $30.2B | $87.8B |
| Sector | Household Products | Household Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +16.2% |
| P/E | — | 41.5 |
| P/B | 7.57 | 4.21 |
| P/S | 2.04 | 6.29 |
| EV/EBITDA | 29.9 | 24.5 |
| Revenue growth | +0.5% | +3.9% |
| Gross margin | 76.4% | 64.2% |
| Operating margin | 6.7% | 21.9% |
| Net margin | -1.7% | 15.2% |
| Return on equity | -6.2% | 10.2% |
| Return on assets | -1.3% | 5.2% |
| Return on invested capital | 2.0% | 11.4% |
| FCF yield | 4.3% | 3.3% |
| Dividend yield | 2.1% | — |
| Debt / equity | 1.71 | 0.00 |
| Current ratio | 1.27 | 0.92 |
| Altman Z (solvency) | 7.72 | 4.34 |
| Piotroski F (quality) | 5 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.