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 $134.2B against $34.6B — 3.9× the size. Unilever PLC trades at the lower P/E: 10.5× against 185×. 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 (3.86% vs 1.89%). 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 185.24 10.55 22.55
P/S 2.27 n/m 1.13
P/B 8.99 n/m 3.02
Price to free cash flow 25.81 n/m 17.73
EV/EBITDA 24.13 0.76 12.27
EV/Sales 2.53 0.15 1.26
Earnings yield 0.54% 9.48% 0.27%
Free cash flow yield 3.87% 0.00% 4.03%

Profitability

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

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% —
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 1.64
Net debt to EBITDA 2.42 (0.49) 1.37

Dividend

Metric EL UL Household & Personal Products median
Dividend yield 1.89% 3.86% 1.96%
Payout ratio 0.92 0.52 0.49

Size

Metric EL UL Household & Personal Products median
Market cap 34.58b 134.15b 625.04m

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