EL vs. HLN: Estée Lauder vs. Haleon Stock Comparison
How do Estée Lauder (EL) and Haleon (HLN) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Estée Lauder (EL) and Haleon (HLN) are both classified in the Personal Care Products sub-industry within the broader Personal Care Products industry, placing them in the closest GICS peer bucket.
Estée Lauder (EL) has more than two decades of public-market history since November 17, 1995, whereas Haleon (HLN) listed on July 25, 2022 and has a much shorter record to draw on.
Estée Lauder (EL) trades as ordinary local shares, while Haleon (HLN) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | EL | HLN |
|---|---|---|
| Name | The Estée Lauder Companies Inc. Class A Common Stock | Haleon Plc ADR |
| Country/Region | United States | United Kingdom |
| GICS Sector | Consumer Staples | Consumer Staples |
| GICS Industry Group | Household & Personal Products | Household & Personal Products |
| GICS Industry | Personal Care Products | Personal Care Products |
| GICS Sub-Industry | Personal Care Products | Personal Care Products |
| Market Capitalization | 37.58 billion USD | 42.22 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | November 17, 1995 | July 25, 2022 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EL | HLN |
|---|---|---|
| Total Return (1Y) | 20.44% | -0.50% |
| Total Return (3Y, Annualized) | -12.12% | 7.78% |
| Total Return (5Y, Annualized) | -19.98% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EL | HLN |
|---|---|---|
| Volatility (1Y, Annualized) | 48.39% | 22.72% |
| Beta (5Y) | 1.27 | 0.12 |
| Max Drawdown (5Y) | -85.82% | -24.83% |
| Avg. Volume (3M) | 3.20M | 10.00M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EL | HLN |
|---|---|---|
| Sharpe Ratio (1Y) | 0.34 | -0.20 |
| Sortino Ratio (1Y) | 0.48 | -0.30 |
Profitability
ROE (TTM)
Both Estée Lauder (EL) at 4.75% and Haleon (HLN) at 10.09% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
EL
Household & Personal Products industry group
4.75%
- Max
- 42.18%
- Q3
- 31.08%
- Median
- 15.58%
- EL
- 4.75%
- Q1
- 4.60%
- Min
- -28.58%
HLN
Household & Personal Products industry group
10.09%
- Max
- 42.18%
- Q3
- 31.08%
- Median
- 15.58%
- HLN
- 10.09%
- Q1
- 4.60%
- Min
- -28.58%
Net Margin (TTM)
Haleon (HLN) at 14.55% keeps a top-quartile share of each sales dollar as profit, while Estée Lauder (EL) at 1.21% keeps a bottom-quartile share.
EL
Household & Personal Products industry group
1.21%
- Max
- 18.44%
- Q3
- 11.35%
- Median
- 7.28%
- Q1
- 2.73%
- EL
- 1.21%
- Min
- -4.15%
HLN
Household & Personal Products industry group
14.55%
- Max
- 18.44%
- HLN
- 14.55%
- Q3
- 11.35%
- Median
- 7.28%
- Q1
- 2.73%
- Min
- -4.15%
Operating Margin (TTM)
Haleon (HLN) at 23.94% carries a top-quartile operating margin, while Estée Lauder (EL) at 7.00% operates in the bottom quartile.
EL
Household & Personal Products industry group
7.00%
- Max
- 23.94%
- Q3
- 19.00%
- Median
- 14.26%
- Q1
- 9.75%
- EL
- 7.00%
- Min
- -2.44%
HLN
Household & Personal Products industry group
23.94%
- HLN
- 23.94%
- Max
- 23.94%
- Q3
- 19.00%
- Median
- 14.26%
- Q1
- 9.75%
- Min
- -2.44%
Profitability Metrics
| Metric | EL | HLN |
|---|---|---|
| ROE (TTM) | 4.75% | 10.09% |
| ROA (TTM) | 5.23% | 5.08% |
| Net Margin (TTM) | 1.21% | 14.55% |
| Operating Margin (TTM) | 7.00% | 23.94% |
| Gross Margin (TTM) | 75.49% | 65.57% |
Growth
Revenue Growth
Estée Lauder (EL) at 5.05% sits in the top revenue growth quartile, while Haleon (HLN) at -1.81% is closer to the peer norm — faster top-line expansion for EL.
EPS Growth
Only one side can be read here: Haleon (HLN) reports EPS growth of 17.83%, ranked against its industry; Estée Lauder (EL) has no EPS growth figure this period.
Growth Metrics
| Metric | EL | HLN |
|---|---|---|
| Revenue Growth (YoY) | 5.05% | -1.81% |
| Revenue Growth (3Y CAGR) | -1.84% | 0.53% |
| EPS Growth (YoY) | -- | 17.83% |
| EPS Growth (3Y CAGR) | -43.62% | 17.17% |
Financial Strength
Current Ratio (MRQ)
Estée Lauder (EL) at 1.22 keeps current ratio within its industry’s typical mid-range, while Haleon (HLN) at 0.69 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for HLN.
EL
Household & Personal Products industry group
1.22
- Max
- 4.06
- Q3
- 3.07
- Median
- 1.80
- EL
- 1.22
- Q1
- 1.01
- Min
- 0.66
HLN
Household & Personal Products industry group
0.69
- Max
- 4.06
- Q3
- 3.07
- Median
- 1.80
- Q1
- 1.01
- HLN
- 0.69
- Min
- 0.66
Debt / Equity (MRQ)
Haleon (HLN) at 0.50 carries an industry-typical debt-to-equity mix, while Estée Lauder (EL) at 2.43 uses more debt funding than most peers.
EL
Household & Personal Products industry group
2.43
- Max
- 3.49
- EL
- 2.43
- Q3
- 1.90
- Median
- 0.81
- Q1
- 0.47
- Min
- 0.06
HLN
Household & Personal Products industry group
0.50
- Max
- 3.49
- Q3
- 1.90
- Median
- 0.81
- HLN
- 0.50
- Q1
- 0.47
- Min
- 0.06
Financial Strength Metrics
| Metric | EL | HLN |
|---|---|---|
| Current Ratio (MRQ) | 1.22 | 0.69 |
| Debt / Equity (MRQ) | 2.43 | 0.50 |
| Net Debt / EBITDA | 2.34 | 2.61 |
Dividends
Dividend Yield (TTM)
Both Estée Lauder (EL) at 1.39% and Haleon (HLN) at 0.74% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
EL
Household & Personal Products industry group
1.39%
- Max
- 5.81%
- Q3
- 2.90%
- EL
- 1.39%
- Median
- 1.39%
- Q1
- 0.00%
- Min
- 0.00%
HLN
Household & Personal Products industry group
0.74%
- Max
- 5.81%
- Q3
- 2.90%
- Median
- 1.39%
- HLN
- 0.74%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Estée Lauder (EL) reports payout ratio above 100% at 280.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Haleon (HLN) reports 39.53%, ranking against industry peers normally.
EL
Household & Personal Products industry group
280.00%
- EL
- 280.00%
- Max
- 103.12%
- Q3
- 82.28%
- Median
- 56.44%
- Q1
- 0.00%
- Min
- 0.00%
HLN
Household & Personal Products industry group
39.53%
- Max
- 103.12%
- Q3
- 82.28%
- Median
- 56.44%
- HLN
- 39.53%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EL | HLN |
|---|---|---|
| Dividend Yield (TTM) | 1.39% | 0.74% |
| Dividend Payout Ratio (TTM) | 280.00% | 39.53% |
Valuation
P/E Ratio (TTM)
Haleon (HLN) at 19.59 is near its industry’s usual P/E ratio, while Estée Lauder (EL) at 207.72 sits above its peer range — an unusually expensive price for EL’s trailing earnings.
EL
Household & Personal Products industry group
207.72
- EL
- 207.72
- Max
- 34.95
- Q3
- 27.48
- Median
- 21.76
- Q1
- 17.41
- Min
- 7.32
HLN
Household & Personal Products industry group
19.59
- Max
- 34.95
- Q3
- 27.48
- Median
- 21.76
- HLN
- 19.59
- Q1
- 17.41
- Min
- 7.32
P/S Ratio (TTM)
Estée Lauder (EL) at 2.50 is priced about in line with its industry on P/S ratio, while Haleon (HLN) at 3.79 sits in the pricier quartile — HLN costs more per dollar of sales.
EL
Household & Personal Products industry group
2.50
- Max
- 4.73
- Q3
- 3.36
- EL
- 2.50
- Median
- 2.10
- Q1
- 0.73
- Min
- 0.25
HLN
Household & Personal Products industry group
3.79
- Max
- 4.73
- HLN
- 3.79
- Q3
- 3.36
- Median
- 2.10
- Q1
- 0.73
- Min
- 0.25
P/B Ratio (MRQ)
On P/B ratio, both Estée Lauder (EL) at 9.87 and Haleon (HLN) at 1.93 are valued close to their industries’ norm against book — neither stands out from peers.
EL
Household & Personal Products industry group
9.87
- Max
- 19.95
- EL
- 9.87
- Q3
- 9.87
- Median
- 4.29
- Q1
- 1.49
- Min
- -2.73
HLN
Household & Personal Products industry group
1.93
- Max
- 19.95
- Q3
- 9.87
- Median
- 4.29
- HLN
- 1.93
- Q1
- 1.49
- Min
- -2.73
Valuation Metrics
| Metric | EL | HLN |
|---|---|---|
| P/E Ratio (TTM) | 207.72 | 19.59 |
| P/S Ratio (TTM) | 2.50 | 3.79 |
| P/B Ratio (MRQ) | 9.87 | 1.93 |
| Free Cash Flow Yield (TTM) | 4.82% | 4.27% |