The Estee Lauder Companies Inc. (EL) vs Interparfums, Inc. (IPAR)

The Estee Lauder Companies Inc. and Interparfums, Inc. are both Household & Personal Products companies. The Estee Lauder Companies Inc. is the larger, with a market value of $34.6B against $3.7B — 9.3× the size. Interparfums, Inc. trades at the lower P/E: 22.5× against 185×. The Estee Lauder Companies Inc. grew revenue faster over the last twelve months: 5.05% against 2.93%. Interparfums, Inc. has the higher net margin (11.2% vs 1.21%) and the higher return on invested capital (15.8% vs 6.40%). Both pay a dividend; The Estee Lauder Companies Inc. yields more (1.89% vs 1.66%). Across the 23 metrics below, Interparfums, Inc. leads on 18 and The Estee Lauder Companies Inc. on 5.

Valuation

Metric EL IPAR Household & Personal Products median
P/E 185.24 22.55 22.55
P/S 2.27 2.52 1.13
P/B 8.99 3.46 3.02
Price to free cash flow 25.81 15.53 17.73
EV/EBITDA 24.13 13.08 12.27
EV/Sales 2.53 2.47 1.26
Earnings yield 0.54% 4.43% 0.27%
Free cash flow yield 3.87% 6.44% 4.03%

Profitability

Metric EL IPAR Household & Personal Products median
Gross margin 75.50% 63.82% 46.28%
Operating margin 5.18% 17.26% 0.79%
Net margin 1.21% 11.17% 0.61%
Free cash flow margin 8.81% 16.20% 2.89%
Return on equity 4.75% 15.62% 2.12%
Return on assets 0.92% 10.99% 0.00%
Return on invested capital 6.40% 15.80% 0.00%

Growth

Metric EL IPAR Household & Personal Products median
Revenue growth (TTM) 5.05% 2.93% 2.93%
EPS growth (last fiscal year) 115.87% 2.34% —
Revenue growth, 5-year CAGR (1.48%) 22.53% 2.03%
Net income growth, 5-year CAGR (42.40%) 34.53% 0.00%

Health

Metric EL IPAR Household & Personal Products median
Debt to equity 1.92 0.13 0.46
Current ratio 1.22 3.31 1.64
Net debt to EBITDA 2.42 (0.37) 1.37

Dividend

Metric EL IPAR Household & Personal Products median
Dividend yield 1.89% 1.66% 1.96%
Payout ratio 0.92 0.49 0.49

Size

Metric EL IPAR Household & Personal Products median
Market cap 34.58b 3.71b 625.04m

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