The Clorox Company (CLX) vs The Estee Lauder Companies Inc. (EL)

The Clorox Company and The Estee Lauder Companies Inc. are both Household & Personal Products companies. The Estee Lauder Companies Inc. is the larger, with a market value of $34.6B against $10.0B — 3.5× the size. The Clorox Company trades at the lower P/E: 17.4× against 185×. The Estee Lauder Companies Inc. grew revenue faster over the last twelve months: 5.05% against −5.41%. The Clorox Company has the higher net margin (8.74% vs 1.21%) and the higher return on invested capital (14.0% vs 6.40%). Both pay a dividend; The Clorox Company yields more (3.13% vs 1.89%). Across the 23 metrics below, The Clorox Company leads on 14 and The Estee Lauder Companies Inc. on 9.

Valuation

Metric CLX EL Household & Personal Products median
P/E 17.39 185.24 22.55
P/S 1.52 2.27 1.13
P/B 40.50 8.99 3.02
Price to free cash flow 25.20 25.81 17.73
EV/EBITDA 12.11 24.13 12.27
EV/Sales 2.09 2.53 1.26
Earnings yield 5.75% 0.54% 0.27%
Free cash flow yield 3.97% 3.87% 4.03%

Profitability

Metric CLX EL Household & Personal Products median
Gross margin 42.32% 75.50% 46.28%
Operating margin 13.59% 5.18% 0.79%
Net margin 8.74% 1.21% 0.61%
Free cash flow margin 6.03% 8.81% 2.89%
Return on equity 159.95% 4.75% 2.12%
Return on assets 8.79% 0.92% 0.00%
Return on invested capital 13.95% 6.40% 0.00%

Growth

Metric CLX EL Household & Personal Products median
Revenue growth (TTM) (5.41%) 5.05% 2.93%
EPS growth (last fiscal year) (26.23%) 115.87% —
Revenue growth, 5-year CAGR (1.75%) (1.48%) 2.03%
Net income growth, 5-year CAGR (3.73%) (42.40%) 0.00%

Health

Metric CLX EL Household & Personal Products median
Debt to equity 15.80 1.92 0.46
Current ratio 0.66 1.22 1.64
Net debt to EBITDA 3.31 2.42 1.37

Dividend

Metric CLX EL Household & Personal Products median
Dividend yield 3.13% 1.89% 1.96%
Payout ratio 3.93 0.92 0.49

Size

Metric CLX EL Household & Personal Products median
Market cap 9.95b 34.58b 625.04m

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