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. and Kimberly-Clark Corporation are of similar size ($34.6B and $32.3B). Kimberly-Clark Corporation trades at the lower P/E: 16.7× against 185×. 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 (4.10% vs 1.89%). 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 185.24 16.74 22.55
P/S 2.27 1.97 1.13
P/B 8.99 17.46 3.02
Price to free cash flow 25.81 17.51 17.73
EV/EBITDA 24.13 11.82 12.27
EV/Sales 2.53 2.31 1.26
Earnings yield 0.54% 5.97% 0.27%
Free cash flow yield 3.87% 5.71% 4.03%

Profitability

Metric EL KMB Household & Personal Products median
Gross margin 75.50% 36.76% 46.28%
Operating margin 5.18% 15.16% 0.79%
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% 0.00%

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%) —
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 1.64
Net debt to EBITDA 2.42 2.05 1.37

Dividend

Metric EL KMB Household & Personal Products median
Dividend yield 1.89% 4.10% 1.96%
Payout ratio 0.92 0.96 0.49

Size

Metric EL KMB Household & Personal Products median
Market cap 34.58b 32.32b 625.04m

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