The Estee Lauder Companies Inc. (EL) vs Unilever PLC (UL)

The Estee Lauder Companies Inc. and Unilever PLC are both Household & Personal Products companies. Unilever PLC is the larger, with a market value of $145.9B against $39.0B — 3.7× the size. Unilever PLC trades at the lower P/E: 11.4× against 106×. The Estee Lauder Companies Inc. grew revenue faster over the last twelve months: 5.79% against 5.30%. Unilever PLC has the higher net margin (12.0% vs 2.41%) and the lower return on invested capital (0.00% vs 7.87%). Both pay a dividend; Unilever PLC yields more (3.29% vs 1.29%). Across the 20 metrics below, The Estee Lauder Companies Inc. leads on 10 and Unilever PLC on 10.

Valuation

Metric EL UL Household & Personal Products median
P/E 106.19 11.41 25.45
P/S 2.58 n/m 1.17
P/B 9.76 n/m 2.43
Price to free cash flow 25.80 n/m 20.67
EV/EBITDA 24.06 0.12 13.40
EV/Sales 2.84 0.02 1.24
Earnings yield 0.94% 8.76% 1.13%
Free cash flow yield 3.88% 0.00% 3.81%

Profitability

Metric EL UL Household & Personal Products median
Gross margin 76.04% 0.00% 46.90%
Operating margin 6.67% 0.00% 1.31%
Net margin 2.41% 12.03% 2.32%
Free cash flow margin 9.99% 0.00% 4.87%
Return on equity 9.28% 0.00% 4.67%
Return on assets 1.87% 0.00% 0.00%
Return on invested capital 7.87% 0.00% 0.57%

Growth

Metric EL UL Household & Personal Products median
Revenue growth (TTM) 5.79% 5.30% 2.91%
EPS growth (last fiscal year) 115.87% 75.13% (5.01%)
Revenue growth, 5-year CAGR (1.48%) (0.28%) 1.39%
Net income growth, 5-year CAGR (42.40%) 10.94% 0.00%

Health

Metric EL UL Household & Personal Products median
Debt to equity 1.80 0.00 0.44
Current ratio 1.25 0.74 1.75
Net debt to EBITDA 2.42 (0.49) 1.37

Dividend

Metric EL UL Household & Personal Products median
Dividend yield 1.29% 3.29% 2.48%
Payout ratio 1.41 — 0.74

Size

Metric EL UL Household & Personal Products median
Market cap 39.00b 145.87b 671.37m

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