Estee Lauder Companies Inc vs PROCTER & GAMBLE CO, two Household Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EL and PG diverge most: on net margin, EL reads -1.7% and PG reads 19.2%; on return on equity, EL reads -6.2% and PG reads 30.4%. The rest of the comparable metrics sit closer together. What EL's price implies is a bet that sits within the historical range (whole-company basis). What PG'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 | PG |
|---|---|---|
| Price | $83.80 | $144.51 |
| Market cap | $30.6B | $349.2B |
| Sector | Household Products | Household Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | -0.8% |
| P/E | — | 21.1 |
| P/B | 7.67 | 6.38 |
| P/S | 2.06 | 4.03 |
| EV/EBITDA | 36.5 | 17.2 |
| Revenue growth | +0.5% | +3.4% |
| Gross margin | 76.4% | — |
| Operating margin | 6.7% | 21.6% |
| Net margin | -1.7% | 19.2% |
| Return on equity | -6.2% | 30.4% |
| Return on assets | -1.3% | 12.9% |
| Return on invested capital | 2.0% | 17.4% |
| FCF yield | 4.2% | 4.3% |
| Dividend yield | 2.0% | 2.8% |
| Debt / equity | 1.71 | 0.68 |
| Current ratio | 1.27 | 0.73 |
| Altman Z (solvency) | 7.72 | 5.02 |
| Piotroski F (quality) | 5 / 9 | 7 / 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.