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. Kimberly-Clark Corporation is the larger, with a market value of $67.8B against $39.0B — 1.7× the size. Kimberly-Clark Corporation trades at the lower P/E: 18.8× against 106×. The Estee Lauder Companies Inc. grew revenue faster over the last twelve months: 5.79% against 0.71%. Kimberly-Clark Corporation has the higher net margin (11.8% vs 2.41%) and the higher return on invested capital (21.1% vs 7.87%). Both pay a dividend; Kimberly-Clark Corporation yields more (4.61% vs 1.29%). Across the 23 metrics below, Kimberly-Clark Corporation leads on 16 and The Estee Lauder Companies Inc. on 7.

Valuation

Metric EL KMB Household & Personal Products median
P/E 106.19 18.82 25.45
P/S 2.58 2.22 1.17
P/B 9.76 19.63 2.43
Price to free cash flow 25.80 19.68 20.67
EV/EBITDA 24.06 13.07 13.40
EV/Sales 2.84 2.55 1.24
Earnings yield 0.94% 5.31% 1.13%
Free cash flow yield 3.88% 5.08% 3.81%

Profitability

Metric EL KMB Household & Personal Products median
Gross margin 76.04% 36.76% 46.90%
Operating margin 6.67% 15.16% 1.31%
Net margin 2.41% 11.79% 2.32%
Free cash flow margin 9.99% 11.27% 4.87%
Return on equity 9.28% 119.32% 4.67%
Return on assets 1.87% 11.07% 0.00%
Return on invested capital 7.87% 21.13% 0.57%

Growth

Metric EL KMB Household & Personal Products median
Revenue growth (TTM) 5.79% 0.71% 2.91%
EPS growth (last fiscal year) 115.87% (19.60%) (5.01%)
Revenue growth, 5-year CAGR (1.48%) (2.99%) 1.39%
Net income growth, 5-year CAGR (42.40%) (2.99%) 0.00%

Health

Metric EL KMB Household & Personal Products median
Debt to equity 1.80 3.48 0.44
Current ratio 1.25 0.91 1.75
Net debt to EBITDA 2.42 2.05 1.37

Dividend

Metric EL KMB Household & Personal Products median
Dividend yield 1.29% 4.61% 2.48%
Payout ratio 1.41 0.87 0.74

Size

Metric EL KMB Household & Personal Products median
Market cap 39.00b 67.78b 671.37m

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