THE ESTEE LAUDER COMPANIES INC. vs UNILEVER PLC, two Household Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EL and UL diverge most: on revenue growth, EL reads +5.0% and UL reads -0.4%; on operating margin, EL reads -1.1% and UL reads 17.9%. 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). The bull and bear cases for each are in their full reports below.
| Metric | EL | UL |
|---|---|---|
| Price | $98.03 | $62.25 |
| Market cap | $35.8B | $136.0B |
| Sector | Household Products | Household Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | +23.5% | — |
| P/E | 196.1 | 13.2 |
| P/B | 9.41 | 7.11 |
| P/S | 2.38 | 2.48 |
| EV/EBITDA | 25.1 | 11.7 |
| Revenue growth | +5.0% | -0.4% |
| Gross margin | 75.5% | 47.0% |
| Operating margin | -1.1% | 17.9% |
| Net margin | 1.2% | 19.8% |
| Return on equity | 4.8% | 56.9% |
| Return on assets | 0.9% | 14.2% |
| Return on invested capital | 5.5% | 36.7% |
| FCF yield | 3.7% | 5.5% |
| Dividend yield | 1.4% | — |
| Debt / equity | 1.92 | 0.00 |
| Current ratio | 1.22 | 0.79 |
| Altman Z (solvency) | 7.64 | 2.48 |
| 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.