Estee Lauder Companies Inc vs INTERPARFUMS, INC., two Household Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EL and IPAR diverge most: on net margin, EL reads -1.7% and IPAR reads 11.3%; on return on equity, EL reads -6.2% and IPAR reads 15.2%. The rest of the comparable metrics sit closer together. On valuation, today's EL price has a different growth bar priced in than IPAR (+16.1% implied for EL vs +10.8% for IPAR); the higher figure is the steeper assumption to clear, not a better or worse stock. What EL's price implies is a bet that sits within the historical range (whole-company basis). What IPAR'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 | IPAR |
|---|---|---|
| Price | $80.25 | $122.40 |
| Market cap | $29.3B | $3.9B |
| Sector | Household Products | Household Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | +16.1% | +10.8% |
| P/E | — | 23.2 |
| P/B | 7.34 | 3.52 |
| P/S | 1.98 | 2.62 |
| EV/EBITDA | 35.2 | 13.8 |
| Revenue growth | +0.5% | +1.8% |
| Gross margin | 76.4% | 65.1% |
| Operating margin | 6.7% | 21.5% |
| Net margin | -1.7% | 11.3% |
| Return on equity | -6.2% | 15.2% |
| Return on assets | -1.3% | 11.0% |
| Return on invested capital | 2.0% | 16.8% |
| FCF yield | 4.4% | 5.0% |
| Dividend yield | 2.1% | 2.6% |
| Debt / equity | 1.71 | 0.14 |
| Current ratio | 1.27 | 3.26 |
| Altman Z (solvency) | 7.72 | 8.43 |
| Piotroski F (quality) | 5 / 9 | 6 / 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.