EL vs. KVUE: Estée Lauder vs. Kenvue Stock Comparison
How do Estée Lauder (EL) and Kenvue (KVUE) 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 Kenvue (KVUE) 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 Kenvue (KVUE) listed on May 4, 2023 and has a much shorter record to draw on.
| Profile Item | EL | KVUE |
|---|---|---|
| Name | The Estée Lauder Companies Inc. Class A | Kenvue Inc. |
| 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 | Personal Care Products |
| GICS Sub-Industry | Personal Care Products | Personal Care Products |
| Market Capitalization | 30.71 billion USD | 37.08 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | November 17, 1995 | May 4, 2023 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EL | KVUE |
|---|---|---|
| Total Return (1Y) | -8.05% | -6.79% |
| Total Return (3Y, Annualized) | -20.77% | -3.66% |
| Total Return (5Y, Annualized) | -22.81% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EL | KVUE |
|---|---|---|
| Volatility (1Y, Annualized) | 46.30% | 32.67% |
| Beta (5Y) | 1.25 | 0.46 |
| Max Drawdown (5Y) | -85.82% | -44.08% |
| Avg. Volume (3M) | 3.38M | 20.51M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EL | KVUE |
|---|---|---|
| Sharpe Ratio (1Y) | -0.26 | -0.33 |
| Sortino Ratio (1Y) | -0.34 | -0.45 |
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 Kenvue (KVUE) reports 15.70%, 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%
KVUE
Household & Personal Products industry group
15.70%
- Max
- 33.31%
- Q3
- 28.44%
- KVUE
- 15.70%
- 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 Kenvue (KVUE) reports 10.61%, 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%
KVUE
Household & Personal Products industry group
10.61%
- Max
- 19.16%
- Q3
- 11.33%
- KVUE
- 10.61%
- Median
- 6.67%
- Q1
- 0.66%
- Min
- -9.20%
Operating Margin (TTM)
Kenvue (KVUE) at 21.62% operates in the top operating margin quartile, ahead of Estée Lauder (EL) at 14.93%, which runs around its industry’s norm.
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%
KVUE
Household & Personal Products industry group
21.62%
- Max
- 23.17%
- KVUE
- 21.62%
- Q3
- 20.10%
- Median
- 12.60%
- Q1
- 6.91%
- Min
- -9.69%
Profitability Metrics
| Metric | EL | KVUE |
|---|---|---|
| ROE (TTM) | -5.95% | 15.70% |
| ROA (TTM) | 4.87% | 7.07% |
| Net Margin (TTM) | -1.67% | 10.61% |
| Operating Margin (TTM) | 14.93% | 21.62% |
| Gross Margin (TTM) | 74.65% | 58.60% |
Growth
Revenue Growth
Kenvue (KVUE) at -2.14% 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
Kenvue (KVUE) at 40.74% sits in the top EPS growth quartile, while Estée Lauder (EL) at -391.67% falls below its industry range — a large difference in per-share earnings trajectories.
Growth Metrics
| Metric | EL | KVUE |
|---|---|---|
| Revenue Growth (YoY) | -8.21% | -2.14% |
| Revenue Growth (3Y CAGR) | -6.87% | 0.39% |
| EPS Growth (YoY) | -391.67% | 40.74% |
| EPS Growth (3Y CAGR) | -- | -11.40% |
Financial Strength
Current Ratio (MRQ)
Estée Lauder (EL) at 1.27 keeps current ratio within its industry’s typical mid-range, while Kenvue (KVUE) at 0.98 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for KVUE.
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
KVUE
Household & Personal Products industry group
0.98
- Max
- 4.51
- Q3
- 3.12
- Median
- 1.95
- Q1
- 1.01
- KVUE
- 0.98
- Min
- 0.73
Debt / Equity (MRQ)
Kenvue (KVUE) at 0.83 carries an industry-typical debt-to-equity mix, while Estée Lauder (EL) at 2.33 uses more debt funding than most peers.
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
KVUE
Household & Personal Products industry group
0.83
- Max
- 2.33
- Q3
- 1.45
- KVUE
- 0.83
- Median
- 0.77
- Q1
- 0.39
- Min
- 0.02
Financial Strength Metrics
| Metric | EL | KVUE |
|---|---|---|
| Current Ratio (MRQ) | 1.27 | 0.98 |
| Debt / Equity (MRQ) | 2.33 | 0.83 |
| Net Debt / EBITDA | 2.63 | 2.23 |
Dividends
Dividend Yield (TTM)
Kenvue (KVUE) at 4.18% delivers top-quartile income for its industry, while Estée Lauder (EL) at 1.66% pays a more typical yield — both are credible income propositions, KVUE the richer one.
EL
Household & Personal Products industry group
1.66%
- Max
- 5.90%
- Q3
- 2.64%
- EL
- 1.66%
- Median
- 1.02%
- Q1
- 0.00%
- Min
- 0.00%
KVUE
Household & Personal Products industry group
4.18%
- Max
- 5.90%
- KVUE
- 4.18%
- 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 Kenvue (KVUE) reports 98.51%, 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%
KVUE
Household & Personal Products industry group
98.51%
- KVUE
- 98.51%
- Max
- 98.51%
- Q3
- 66.00%
- Median
- 36.90%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EL | KVUE |
|---|---|---|
| Dividend Yield (TTM) | 1.66% | 4.18% |
| Dividend Payout Ratio (TTM) | 471.43% | 98.51% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Kenvue (KVUE) trades at 23.55 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
- --
KVUE
Household & Personal Products industry group
23.55
- Max
- 36.52
- Q3
- 24.48
- KVUE
- 23.55
- Median
- 20.82
- Q1
- 15.98
- Min
- 5.38
P/S Ratio (TTM)
On P/S ratio, both Estée Lauder (EL) at 2.07 and Kenvue (KVUE) at 2.42 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
EL
Household & Personal Products industry group
2.07
- Max
- 5.42
- Q3
- 2.97
- EL
- 2.07
- Median
- 1.58
- Q1
- 0.70
- Min
- 0.07
KVUE
Household & Personal Products industry group
2.42
- Max
- 5.42
- Q3
- 2.97
- KVUE
- 2.42
- Median
- 1.58
- Q1
- 0.70
- Min
- 0.07
P/B Ratio (MRQ)
Kenvue (KVUE) at 3.50 is valued about in line with its industry on P/B ratio, while Estée Lauder (EL) at 7.69 carries an above-peer premium to book — EL is pricier on assets.
EL
Household & Personal Products industry group
7.69
- Max
- 11.82
- EL
- 7.69
- Q3
- 7.46
- Median
- 2.83
- Q1
- 1.04
- Min
- -2.96
KVUE
Household & Personal Products industry group
3.50
- Max
- 11.82
- Q3
- 7.46
- KVUE
- 3.50
- Median
- 2.83
- Q1
- 1.04
- Min
- -2.96
Valuation Metrics
| Metric | EL | KVUE |
|---|---|---|
| P/E Ratio (TTM) | -- | 23.55 |
| P/S Ratio (TTM) | 2.07 | 2.42 |
| P/B Ratio (MRQ) | 7.69 | 3.50 |
| Free Cash Flow Yield (TTM) | 5.89% | 5.01% |