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 $139.3B against $38.8B — 3.6× the size. Unilever PLC trades at the lower P/E: 11.2× against 205×. Unilever PLC grew revenue faster over the last twelve months: 5.30% against 5.05%. Unilever PLC has the higher net margin (12.0% vs 1.21%) and the lower return on invested capital (0.00% vs 6.40%). Both pay a dividend; Unilever PLC yields more (3.36% vs 1.34%). Across the 20 metrics below, Unilever PLC leads on 11 and The Estee Lauder Companies Inc. on 9.

Valuation

Metric EL UL Household & Personal Products median
P/E 204.98 11.16 23.53
P/S 2.52 n/m 1.58
P/B 9.95 n/m 3.36
Price to free cash flow 28.56 n/m 19.95
EV/EBITDA 26.45 0.12 13.02
EV/Sales 2.77 0.02 1.42
Earnings yield 0.49% 8.96% 0.25%
Free cash flow yield 3.50% 0.00% 3.66%

Profitability

Metric EL UL Household & Personal Products median
Gross margin 75.50% 0.00% 47.14%
Operating margin 5.18% 0.00% 1.31%
Net margin 1.21% 12.03% 0.61%
Free cash flow margin 8.81% 0.00% 2.89%
Return on equity 4.75% 0.00% 2.12%
Return on assets 0.92% 0.00% 0.00%
Return on invested capital 6.40% 0.00% 0.24%

Growth

Metric EL UL Household & Personal Products median
Revenue growth (TTM) 5.05% 5.30% 2.93%
EPS growth (last fiscal year) 115.87% 75.13% (12.73%)
Revenue growth, 5-year CAGR (1.48%) (0.28%) 2.03%
Net income growth, 5-year CAGR (42.40%) 10.94% 0.00%

Health

Metric EL UL Household & Personal Products median
Debt to equity 1.92 0.00 0.46
Current ratio 1.22 0.74 1.59
Net debt to EBITDA 2.42 (0.49) 1.37

Dividend

Metric EL UL Household & Personal Products median
Dividend yield 1.34% 3.36% 2.79%
Payout ratio 2.86 — 0.87

Size

Metric EL UL Household & Personal Products median
Market cap 38.84b 139.28b 620.01m

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