The Estee Lauder Companies Inc. (EL) vs Kimberly-Clark Corporation (KMB)

The Estee Lauder Companies Inc. and Kimberly-Clark Corporation are both Household & Personal Products companies. The Estee Lauder Companies Inc. is the larger, with a market value of $38.8B against $34.6B — 1.1× the size. Kimberly-Clark Corporation trades at the lower P/E: 18.0× against 205×. Kimberly-Clark Corporation grew revenue faster over the last twelve months: 6.01% against 5.05%. Kimberly-Clark Corporation has the higher net margin (11.8% vs 1.21%) and the higher return on invested capital (21.1% vs 6.40%). Both pay a dividend; Kimberly-Clark Corporation yields more (4.83% vs 1.34%). Across the 23 metrics below, Kimberly-Clark Corporation leads on 17 and The Estee Lauder Companies Inc. on 6.

Valuation

Metric EL KMB Household & Personal Products median
P/E 204.98 17.95 23.53
P/S 2.52 2.12 1.58
P/B 9.95 18.73 3.36
Price to free cash flow 28.56 18.78 19.95
EV/EBITDA 26.45 12.55 13.02
EV/Sales 2.77 2.45 1.42
Earnings yield 0.49% 5.57% 0.25%
Free cash flow yield 3.50% 5.33% 3.66%

Profitability

Metric EL KMB Household & Personal Products median
Gross margin 75.50% 36.76% 47.14%
Operating margin 5.18% 15.16% 1.31%
Net margin 1.21% 11.79% 0.61%
Free cash flow margin 8.81% 11.27% 2.89%
Return on equity 4.75% 119.32% 2.12%
Return on assets 0.92% 11.07% 0.00%
Return on invested capital 6.40% 21.13% 0.24%

Growth

Metric EL KMB Household & Personal Products median
Revenue growth (TTM) 5.05% 6.01% 2.93%
EPS growth (last fiscal year) 115.87% (19.60%) (12.73%)
Revenue growth, 5-year CAGR (1.48%) (2.99%) 2.03%
Net income growth, 5-year CAGR (42.40%) (2.99%) 0.00%

Health

Metric EL KMB Household & Personal Products median
Debt to equity 1.92 3.48 0.46
Current ratio 1.22 0.91 1.59
Net debt to EBITDA 2.42 2.05 1.37

Dividend

Metric EL KMB Household & Personal Products median
Dividend yield 1.34% 4.83% 2.79%
Payout ratio 2.86 0.87 0.87

Size

Metric EL KMB Household & Personal Products median
Market cap 38.84b 34.61b 620.01m

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