EL vs. KMB: Estée Lauder vs. Kimberly-Clark Stock Comparison
How do Estée Lauder (EL) and Kimberly-Clark (KMB) 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 Kimberly-Clark (KMB) both fall under the Household & Personal Products industry group, but EL is classified in Personal Care Products while KMB is classified in Household Products.
| Profile Item | EL | KMB |
|---|---|---|
| Name | The Estée Lauder Companies Inc. Class A Common Stock | Kimberly-Clark Corporation |
| Country/Region | United States | United States |
| GICS Sector | Consumer Staples | Consumer Staples |
| GICS Industry Group | Household & Personal Products | Household & Personal Products |
| GICS Industry | Personal Care Products | Household Products |
| GICS Sub-Industry | Personal Care Products | Household Products |
| Market Capitalization | 37.58 billion USD | 34.91 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | November 17, 1995 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EL | KMB |
|---|---|---|
| Total Return (1Y) | 20.44% | -13.74% |
| Total Return (3Y, Annualized) | -12.12% | -2.02% |
| Total Return (5Y, Annualized) | -19.98% | -1.79% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EL | KMB |
|---|---|---|
| Volatility (1Y, Annualized) | 48.39% | 27.40% |
| Beta (5Y) | 1.27 | 0.25 |
| Max Drawdown (5Y) | -85.82% | -34.06% |
| Avg. Volume (3M) | 3.20M | 3.98M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EL | KMB |
|---|---|---|
| Sharpe Ratio (1Y) | 0.34 | -0.65 |
| Sortino Ratio (1Y) | 0.48 | -0.82 |
Profitability
ROE (TTM)
Kimberly-Clark (KMB) at 104.91% clears its industry range for ROE, a sharper capital-efficiency signal than Estée Lauder (EL) at 4.75%, which is closer to a typical peer reading.
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%
KMB
Household & Personal Products industry group
104.91%
- KMB
- 104.91%
- Max
- 42.18%
- Q3
- 31.08%
- Median
- 15.58%
- Q1
- 4.60%
- Min
- -28.58%
Net Margin (TTM)
Kimberly-Clark (KMB) at 11.79% 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%
KMB
Household & Personal Products industry group
11.79%
- Max
- 18.44%
- KMB
- 11.79%
- Q3
- 11.35%
- Median
- 7.28%
- Q1
- 2.73%
- Min
- -4.15%
Operating Margin (TTM)
Kimberly-Clark (KMB) at 19.00% runs core operations around its industry’s norm, 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%
KMB
Household & Personal Products industry group
19.00%
- Max
- 23.94%
- KMB
- 19.00%
- Q3
- 19.00%
- Median
- 14.26%
- Q1
- 9.75%
- Min
- -2.44%
Profitability Metrics
| Metric | EL | KMB |
|---|---|---|
| ROE (TTM) | 4.75% | 104.91% |
| ROA (TTM) | 5.23% | 10.20% |
| Net Margin (TTM) | 1.21% | 11.79% |
| Operating Margin (TTM) | 7.00% | 19.00% |
| Gross Margin (TTM) | 75.49% | 37.61% |
Growth
Revenue Growth
Estée Lauder (EL) at 5.05% sits in the top revenue growth quartile, while Kimberly-Clark (KMB) at -2.13% is closer to the peer norm — faster top-line expansion for EL.
EPS Growth
Only one side can be read here: Kimberly-Clark (KMB) reports EPS growth of -19.60%, ranked against its industry; Estée Lauder (EL) has no EPS growth figure this period.
Growth Metrics
| Metric | EL | KMB |
|---|---|---|
| Revenue Growth (YoY) | 5.05% | -2.13% |
| Revenue Growth (3Y CAGR) | -1.84% | -6.58% |
| EPS Growth (YoY) | -- | -19.60% |
| EPS Growth (3Y CAGR) | -43.62% | 1.94% |
Financial Strength
Current Ratio (MRQ)
Estée Lauder (EL) at 1.22 keeps current ratio within its industry’s typical mid-range, while Kimberly-Clark (KMB) at 0.91 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for KMB.
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
KMB
Household & Personal Products industry group
0.91
- Max
- 4.06
- Q3
- 3.07
- Median
- 1.80
- Q1
- 1.01
- KMB
- 0.91
- Min
- 0.66
Debt / Equity (MRQ)
Both Estée Lauder (EL) at 2.43 and Kimberly-Clark (KMB) at 3.49 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.
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
KMB
Household & Personal Products industry group
3.49
- KMB
- 3.49
- Max
- 3.49
- Q3
- 1.90
- Median
- 0.81
- Q1
- 0.47
- Min
- 0.06
Financial Strength Metrics
| Metric | EL | KMB |
|---|---|---|
| Current Ratio (MRQ) | 1.22 | 0.91 |
| Debt / Equity (MRQ) | 2.43 | 3.49 |
| Net Debt / EBITDA | 2.34 | 1.60 |
Dividends
Dividend Yield (TTM)
Kimberly-Clark (KMB) at 4.76% delivers top-quartile income for its industry, while Estée Lauder (EL) at 1.39% pays a more typical yield — both are credible income propositions, KMB the richer one.
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%
KMB
Household & Personal Products industry group
4.76%
- Max
- 5.81%
- KMB
- 4.76%
- Q3
- 2.90%
- Median
- 1.39%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Estée Lauder (EL) at 280.00% and Kimberly-Clark (KMB) at 100.40% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.
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%
KMB
Household & Personal Products industry group
100.40%
- Max
- 103.12%
- KMB
- 100.40%
- Q3
- 82.28%
- Median
- 56.44%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EL | KMB |
|---|---|---|
| Dividend Yield (TTM) | 1.39% | 4.76% |
| Dividend Payout Ratio (TTM) | 280.00% | 100.40% |
Valuation
P/E Ratio (TTM)
Kimberly-Clark (KMB) at 20.74 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
KMB
Household & Personal Products industry group
20.74
- Max
- 34.95
- Q3
- 27.48
- Median
- 21.76
- KMB
- 20.74
- Q1
- 17.41
- Min
- 7.32
P/S Ratio (TTM)
On P/S ratio, both Estée Lauder (EL) at 2.50 and Kimberly-Clark (KMB) at 2.10 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
KMB
Household & Personal Products industry group
2.10
- Max
- 4.73
- Q3
- 3.36
- KMB
- 2.10
- Median
- 2.10
- Q1
- 0.73
- Min
- 0.25
P/B Ratio (MRQ)
Estée Lauder (EL) at 9.87 is valued about in line with its industry on P/B ratio, while Kimberly-Clark (KMB) at 19.95 carries an above-peer premium to book — KMB is pricier on assets.
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
KMB
Household & Personal Products industry group
19.95
- KMB
- 19.95
- Max
- 19.95
- Q3
- 9.87
- Median
- 4.29
- Q1
- 1.49
- Min
- -2.73
Valuation Metrics
| Metric | EL | KMB |
|---|---|---|
| P/E Ratio (TTM) | 207.72 | 20.74 |
| P/S Ratio (TTM) | 2.50 | 2.10 |
| P/B Ratio (MRQ) | 9.87 | 19.95 |
| Free Cash Flow Yield (TTM) | 4.82% | 2.70% |