Estee Lauder Companies Inc vs Yatsen Holding Limited, two Household Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Estee Lauder is a large prestige-beauty house, $29.4B, currently losing money as luxury demand softens, but still paying a 2.12% dividend and yielding 4.36% in free cash. Yatsen is a small Chinese beauty name, $6.0B, also unprofitable, with a slightly negative free-cash yield of -0.33% and no dividend. Both are in the red, yet they differ in kind. Estee owns established prestige brands and generates real cash despite the downturn; Yatsen is younger, smaller, and burning through it. Yatsen's 13.84 times book towers over Estee's 7.37. Estee Lauder is a blue-chip working through a cyclical dip; Yatsen is still building a durable base.
Comparison updated 2026-07-11.
| Metric | EL | YSG |
|---|---|---|
| Price | $82.69 | $3.63 |
| Market cap | $30.2B | $6.8B |
| Sector | Household Products | Household Products |
| Stage | Mature | Mature |
| P/B | 7.57 | 15.70 |
| P/S | 2.04 | 11.00 |
| EV/EBITDA | 29.9 | — |
| Revenue growth | +0.5% | -5.8% |
| Gross margin | 76.4% | 78.2% |
| Operating margin | 6.7% | -4.3% |
| Net margin | -1.7% | -1.9% |
| Return on equity | -6.2% | -2.7% |
| Return on assets | -1.3% | -2.1% |
| Return on invested capital | 2.0% | -4.9% |
| FCF yield | 4.3% | -0.3% |
| Dividend yield | 2.1% | — |
| Debt / equity | 1.71 | 0.00 |
| Current ratio | 1.27 | 3.63 |
| Altman Z (solvency) | 7.72 | 4.50 |
| Piotroski F (quality) | 5 / 9 | 5 / 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.