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 | 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 | 29.80 billion USD | 35.87 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) | -2.86% | -10.55% |
| Total Return (3Y, Annualized) | -21.44% | -3.84% |
| Total Return (5Y, Annualized) | -22.76% | -0.69% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EL | KMB |
|---|---|---|
| Volatility (1Y, Annualized) | 46.56% | 27.01% |
| Beta (5Y) | 1.26 | 0.26 |
| Max Drawdown (5Y) | -85.82% | -34.06% |
| Avg. Volume (3M) | 3.48M | 4.62M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EL | KMB |
|---|---|---|
| Sharpe Ratio (1Y) | -0.15 | -0.54 |
| Sortino Ratio (1Y) | -0.20 | -0.69 |
Profitability
ROE (TTM)
Estée Lauder (EL) reports a negative ROE of -5.95%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Kimberly-Clark (KMB) reports 111.73%, ranking against industry peers normally.
EL
Household & Personal Products industry group
-5.95%
- Max
- 33.31%
- Q3
- 28.44%
- Median
- 13.69%
- Q1
- 0.17%
- EL
- -5.95%
- Min
- -20.43%
KMB
Household & Personal Products industry group
111.73%
- KMB
- 111.73%
- Max
- 33.31%
- Q3
- 28.44%
- Median
- 13.69%
- Q1
- 0.17%
- Min
- -20.43%
Net Margin (TTM)
Estée Lauder (EL) reports a negative net margin of -1.67%, usually indicating a net loss over the period. Meanwhile Kimberly-Clark (KMB) reports 12.80%, ranking against industry peers normally.
EL
Household & Personal Products industry group
-1.67%
- Max
- 19.16%
- Q3
- 11.33%
- Median
- 6.67%
- Q1
- 0.66%
- EL
- -1.67%
- Min
- -9.20%
KMB
Household & Personal Products industry group
12.80%
- Max
- 19.16%
- KMB
- 12.80%
- Q3
- 11.33%
- Median
- 6.67%
- Q1
- 0.66%
- Min
- -9.20%
Operating Margin (TTM)
Both Estée Lauder (EL) at 14.93% and Kimberly-Clark (KMB) at 19.65% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
EL
Household & Personal Products industry group
14.93%
- Max
- 23.17%
- Q3
- 20.10%
- EL
- 14.93%
- Median
- 12.60%
- Q1
- 6.91%
- Min
- -9.69%
KMB
Household & Personal Products industry group
19.65%
- Max
- 23.17%
- Q3
- 20.10%
- KMB
- 19.65%
- Median
- 12.60%
- Q1
- 6.91%
- Min
- -9.69%
Profitability Metrics
| Metric | EL | KMB |
|---|---|---|
| ROE (TTM) | -5.95% | 111.73% |
| ROA (TTM) | 4.87% | 10.16% |
| Net Margin (TTM) | -1.67% | 12.80% |
| Operating Margin (TTM) | 14.93% | 19.65% |
| Gross Margin (TTM) | 74.65% | 37.15% |
Growth
Revenue Growth
Kimberly-Clark (KMB) at -2.13% is around its peer norm for revenue growth, while Estée Lauder (EL) at -8.21% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Kimberly-Clark (KMB) at -19.60% is around its peer norm for EPS growth, while Estée Lauder (EL) at -391.67% falls below its industry range, a notably weak earnings reading.
Growth Metrics
| Metric | EL | KMB |
|---|---|---|
| Revenue Growth (YoY) | -8.21% | -2.13% |
| Revenue Growth (3Y CAGR) | -6.87% | -6.58% |
| EPS Growth (YoY) | -391.67% | -19.60% |
| EPS Growth (3Y CAGR) | -- | 1.94% |
Financial Strength
Current Ratio (MRQ)
Estée Lauder (EL) at 1.27 keeps current ratio within its industry’s typical mid-range, while Kimberly-Clark (KMB) at 0.77 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for KMB.
EL
Household & Personal Products industry group
1.27
- Max
- 4.51
- Q3
- 3.12
- Median
- 1.95
- EL
- 1.27
- Q1
- 1.01
- Min
- 0.73
KMB
Household & Personal Products industry group
0.77
- Max
- 4.51
- Q3
- 3.12
- Median
- 1.95
- Q1
- 1.01
- KMB
- 0.77
- Min
- 0.73
Debt / Equity (MRQ)
Both balance sheets lean debt-heavy versus peers, but KMB is more stretched: Estée Lauder (EL) at 2.33 sits in the higher-leverage quartile and Kimberly-Clark (KMB) at 3.71 is above its industry benchmark range.
EL
Household & Personal Products industry group
2.33
- EL
- 2.33
- Max
- 2.33
- Q3
- 1.45
- Median
- 0.77
- Q1
- 0.39
- Min
- 0.02
KMB
Household & Personal Products industry group
3.71
- KMB
- 3.71
- Max
- 2.33
- Q3
- 1.45
- Median
- 0.77
- Q1
- 0.39
- Min
- 0.02
Financial Strength Metrics
| Metric | EL | KMB |
|---|---|---|
| Current Ratio (MRQ) | 1.27 | 0.77 |
| Debt / Equity (MRQ) | 2.33 | 3.71 |
| Net Debt / EBITDA | 2.63 | 1.96 |
Dividends
Dividend Yield (TTM)
Kimberly-Clark (KMB) at 4.66% delivers top-quartile income for its industry, while Estée Lauder (EL) at 1.67% pays a more typical yield — both are credible income propositions, KMB the richer one.
EL
Household & Personal Products industry group
1.67%
- Max
- 5.90%
- Q3
- 2.64%
- EL
- 1.67%
- Median
- 1.02%
- Q1
- 0.00%
- Min
- 0.00%
KMB
Household & Personal Products industry group
4.66%
- Max
- 5.90%
- KMB
- 4.66%
- Q3
- 2.64%
- Median
- 1.02%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Estée Lauder (EL) reports payout ratio above 100% at 471.43%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Kimberly-Clark (KMB) reports 97.87%, ranking against industry peers normally.
EL
Household & Personal Products industry group
471.43%
- EL
- 471.43%
- Max
- 98.51%
- Q3
- 66.00%
- Median
- 36.90%
- Q1
- 0.00%
- Min
- 0.00%
KMB
Household & Personal Products industry group
97.87%
- Max
- 98.51%
- KMB
- 97.87%
- Q3
- 66.00%
- Median
- 36.90%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EL | KMB |
|---|---|---|
| Dividend Yield (TTM) | 1.67% | 4.66% |
| Dividend Payout Ratio (TTM) | 471.43% | 97.87% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Kimberly-Clark (KMB) trades at 20.98 times trailing earnings, ranked against its peers, while Estée Lauder (EL) has no P/E ratio this period.
EL
Household & Personal Products industry group
--
- Max
- 36.52
- Q3
- 24.48
- Median
- 20.82
- Q1
- 15.98
- Min
- 5.38
- EL
- --
KMB
Household & Personal Products industry group
20.98
- Max
- 36.52
- Q3
- 24.48
- KMB
- 20.98
- Median
- 20.82
- Q1
- 15.98
- Min
- 5.38
P/S Ratio (TTM)
On P/S ratio, both Estée Lauder (EL) at 2.01 and Kimberly-Clark (KMB) at 2.17 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
EL
Household & Personal Products industry group
2.01
- Max
- 5.42
- Q3
- 2.97
- EL
- 2.01
- Median
- 1.58
- Q1
- 0.70
- Min
- 0.07
KMB
Household & Personal Products industry group
2.17
- Max
- 5.42
- Q3
- 2.97
- KMB
- 2.17
- Median
- 1.58
- Q1
- 0.70
- Min
- 0.07
P/B Ratio (MRQ)
Estée Lauder (EL) at 7.46 sits near its industry’s typical P/B ratio, while Kimberly-Clark (KMB) at 19.97 prices above its benchmark range — KMB looks rich relative to book.
EL
Household & Personal Products industry group
7.46
- Max
- 11.82
- Q3
- 7.46
- EL
- 7.46
- Median
- 2.83
- Q1
- 1.04
- Min
- -2.96
KMB
Household & Personal Products industry group
19.97
- KMB
- 19.97
- Max
- 11.82
- Q3
- 7.46
- Median
- 2.83
- Q1
- 1.04
- Min
- -2.96
Valuation Metrics
| Metric | EL | KMB |
|---|---|---|
| P/E Ratio (TTM) | -- | 20.98 |
| P/S Ratio (TTM) | 2.01 | 2.17 |
| P/B Ratio (MRQ) | 7.46 | 19.97 |
| Free Cash Flow Yield (TTM) | 6.07% | 2.94% |