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 Common Stock | 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 | 37.58 billion USD | 36.00 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) | 20.44% | -4.37% |
| Total Return (3Y, Annualized) | -12.12% | -2.58% |
| Total Return (5Y, Annualized) | -19.98% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EL | KVUE |
|---|---|---|
| Volatility (1Y, Annualized) | 48.39% | 32.34% |
| Beta (5Y) | 1.27 | 0.46 |
| Max Drawdown (5Y) | -85.82% | -44.08% |
| Avg. Volume (3M) | 3.20M | 20.49M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EL | KVUE |
|---|---|---|
| Sharpe Ratio (1Y) | 0.34 | -0.26 |
| Sortino Ratio (1Y) | 0.48 | -0.36 |
Profitability
ROE (TTM)
Both Estée Lauder (EL) at 4.75% and Kenvue (KVUE) at 15.58% 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%
KVUE
Household & Personal Products industry group
15.58%
- Max
- 42.18%
- Q3
- 31.08%
- KVUE
- 15.58%
- Median
- 15.58%
- Q1
- 4.60%
- Min
- -28.58%
Net Margin (TTM)
Kenvue (KVUE) at 10.76% keeps about the industry-typical share of revenue as profit, while Estée Lauder (EL) at 1.21% retains only 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%
KVUE
Household & Personal Products industry group
10.76%
- Max
- 18.44%
- Q3
- 11.35%
- KVUE
- 10.76%
- Median
- 7.28%
- Q1
- 2.73%
- Min
- -4.15%
Operating Margin (TTM)
Kenvue (KVUE) at 19.42% 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%
KVUE
Household & Personal Products industry group
19.42%
- Max
- 23.94%
- KVUE
- 19.42%
- Q3
- 19.00%
- Median
- 14.26%
- Q1
- 9.75%
- Min
- -2.44%
Profitability Metrics
| Metric | EL | KVUE |
|---|---|---|
| ROE (TTM) | 4.75% | 15.58% |
| ROA (TTM) | 5.23% | 6.99% |
| Net Margin (TTM) | 1.21% | 10.76% |
| Operating Margin (TTM) | 7.00% | 19.42% |
| Gross Margin (TTM) | 75.49% | 58.44% |
Growth
Revenue Growth
Estée Lauder (EL) at 5.05% sits in the top revenue growth quartile, while Kenvue (KVUE) at -2.14% is closer to the peer norm — faster top-line expansion for EL.
EPS Growth
Only one side can be read here: Kenvue (KVUE) reports EPS growth of 40.74%, ranked against its industry; Estée Lauder (EL) has no EPS growth figure this period.
Growth Metrics
| Metric | EL | KVUE |
|---|---|---|
| Revenue Growth (YoY) | 5.05% | -2.14% |
| Revenue Growth (3Y CAGR) | -1.84% | 0.39% |
| EPS Growth (YoY) | -- | 40.74% |
| EPS Growth (3Y CAGR) | -43.62% | -11.40% |
Financial Strength
Current Ratio (MRQ)
Both Estée Lauder (EL) at 1.22 and Kenvue (KVUE) at 1.01 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
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
KVUE
Household & Personal Products industry group
1.01
- Max
- 4.06
- Q3
- 3.07
- Median
- 1.80
- KVUE
- 1.01
- Q1
- 1.01
- Min
- 0.66
Debt / Equity (MRQ)
Kenvue (KVUE) at 0.82 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
KVUE
Household & Personal Products industry group
0.82
- Max
- 3.49
- Q3
- 1.90
- KVUE
- 0.82
- Median
- 0.81
- Q1
- 0.47
- Min
- 0.06
Financial Strength Metrics
| Metric | EL | KVUE |
|---|---|---|
| Current Ratio (MRQ) | 1.22 | 1.01 |
| Debt / Equity (MRQ) | 2.43 | 0.82 |
| Net Debt / EBITDA | 2.34 | 2.16 |
Dividends
Dividend Yield (TTM)
Kenvue (KVUE) at 4.38% delivers top-quartile income for its industry, while Estée Lauder (EL) at 1.39% pays a more typical yield — both are credible income propositions, KVUE 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%
KVUE
Household & Personal Products industry group
4.38%
- Max
- 5.81%
- KVUE
- 4.38%
- Q3
- 2.90%
- Median
- 1.39%
- 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 Kenvue (KVUE) reports 97.65%, 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%
KVUE
Household & Personal Products industry group
97.65%
- Max
- 103.12%
- KVUE
- 97.65%
- Q3
- 82.28%
- Median
- 56.44%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EL | KVUE |
|---|---|---|
| Dividend Yield (TTM) | 1.39% | 4.38% |
| Dividend Payout Ratio (TTM) | 280.00% | 97.65% |
Valuation
P/E Ratio (TTM)
Kenvue (KVUE) at 22.05 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
KVUE
Household & Personal Products industry group
22.05
- Max
- 34.95
- Q3
- 27.48
- KVUE
- 22.05
- Median
- 21.76
- Q1
- 17.41
- Min
- 7.32
P/S Ratio (TTM)
On P/S ratio, both Estée Lauder (EL) at 2.50 and Kenvue (KVUE) at 2.34 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
KVUE
Household & Personal Products industry group
2.34
- Max
- 4.73
- Q3
- 3.36
- KVUE
- 2.34
- 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 Kenvue (KVUE) at 3.41 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
KVUE
Household & Personal Products industry group
3.41
- Max
- 19.95
- Q3
- 9.87
- Median
- 4.29
- KVUE
- 3.41
- Q1
- 1.49
- Min
- -2.73
Valuation Metrics
| Metric | EL | KVUE |
|---|---|---|
| P/E Ratio (TTM) | 207.72 | 22.05 |
| P/S Ratio (TTM) | 2.50 | 2.34 |
| P/B Ratio (MRQ) | 9.87 | 3.41 |
| Free Cash Flow Yield (TTM) | 4.82% | 5.30% |