EL vs. UL: Estée Lauder vs. Unilever Stock Comparison
How do Estée Lauder (EL) and Unilever (UL) 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 Unilever (UL) 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) trades as ordinary local shares, while Unilever (UL) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | EL | UL |
|---|---|---|
| Name | The Estée Lauder Companies Inc. Class A | Unilever PLC Sponsored American Depositary Receipt |
| 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 | 29.80 billion USD | 130.89 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | November 17, 1995 | March 25, 1980 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EL | UL |
|---|---|---|
| Total Return (1Y) | -2.86% | -6.36% |
| Total Return (3Y, Annualized) | -21.44% | 4.53% |
| Total Return (5Y, Annualized) | -22.76% | 1.86% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EL | UL |
|---|---|---|
| Volatility (1Y, Annualized) | 46.56% | 22.30% |
| Beta (5Y) | 1.26 | 0.42 |
| Max Drawdown (5Y) | -85.82% | -25.09% |
| Avg. Volume (3M) | 3.48M | 4.01M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EL | UL |
|---|---|---|
| Sharpe Ratio (1Y) | -0.15 | -0.47 |
| Sortino Ratio (1Y) | -0.20 | -0.64 |
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 Unilever (UL) reports 30.96%, 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%
UL
Household & Personal Products industry group
30.96%
- Max
- 33.31%
- UL
- 30.96%
- 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 Unilever (UL) reports 18.75%, 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%
UL
Household & Personal Products industry group
18.75%
- Max
- 19.16%
- UL
- 18.75%
- Q3
- 11.33%
- Median
- 6.67%
- Q1
- 0.66%
- Min
- -9.20%
Operating Margin (TTM)
Both Estée Lauder (EL) at 14.93% and Unilever (UL) at 20.05% 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%
UL
Household & Personal Products industry group
20.05%
- Max
- 23.17%
- Q3
- 20.10%
- UL
- 20.05%
- Median
- 12.60%
- Q1
- 6.91%
- Min
- -9.69%
Profitability Metrics
| Metric | EL | UL |
|---|---|---|
| ROE (TTM) | -5.95% | 30.96% |
| ROA (TTM) | 4.87% | 8.43% |
| Net Margin (TTM) | -1.67% | 18.75% |
| Operating Margin (TTM) | 14.93% | 20.05% |
| Gross Margin (TTM) | 74.65% | 46.95% |
Growth
Revenue Growth
Both Estée Lauder (EL) at -8.21% and Unilever (UL) at -3.77% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Unilever (UL) at 67.69% 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 | UL |
|---|---|---|
| Revenue Growth (YoY) | -8.21% | -3.77% |
| Revenue Growth (3Y CAGR) | -6.87% | -5.62% |
| EPS Growth (YoY) | -391.67% | 67.69% |
| EPS Growth (3Y CAGR) | -- | 8.70% |
Financial Strength
Current Ratio (MRQ)
Estée Lauder (EL) at 1.27 keeps current ratio within its industry’s typical mid-range, while Unilever (UL) at 0.79 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for UL.
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
UL
Household & Personal Products industry group
0.79
- Max
- 4.51
- Q3
- 3.12
- Median
- 1.95
- Q1
- 1.01
- UL
- 0.79
- Min
- 0.73
Debt / Equity (MRQ)
Both Estée Lauder (EL) at 2.33 and Unilever (UL) at 1.61 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.
EL
Household & Personal Products industry group
2.33
- EL
- 2.33
- Max
- 2.33
- Q3
- 1.45
- Median
- 0.77
- Q1
- 0.39
- Min
- 0.02
UL
Household & Personal Products industry group
1.61
- Max
- 2.33
- UL
- 1.61
- Q3
- 1.45
- Median
- 0.77
- Q1
- 0.39
- Min
- 0.02
Financial Strength Metrics
| Metric | EL | UL |
|---|---|---|
| Current Ratio (MRQ) | 1.27 | 0.79 |
| Debt / Equity (MRQ) | 2.33 | 1.61 |
| Net Debt / EBITDA | 2.63 | 2.14 |
Dividends
Dividend Yield (TTM)
Unilever (UL) at 3.19% delivers top-quartile income for its industry, while Estée Lauder (EL) at 1.67% pays a more typical yield — both are credible income propositions, UL 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%
UL
Household & Personal Products industry group
3.19%
- Max
- 5.90%
- UL
- 3.19%
- 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 Unilever (UL) reports 78.60%, 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%
UL
Household & Personal Products industry group
78.60%
- Max
- 98.51%
- UL
- 78.60%
- Q3
- 66.00%
- Median
- 36.90%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EL | UL |
|---|---|---|
| Dividend Yield (TTM) | 1.67% | 3.19% |
| Dividend Payout Ratio (TTM) | 471.43% | 78.60% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Unilever (UL) trades at 21.03 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
- --
UL
Household & Personal Products industry group
21.03
- Max
- 36.52
- Q3
- 24.48
- UL
- 21.03
- 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 Unilever (UL) at 2.59 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
UL
Household & Personal Products industry group
2.59
- Max
- 5.42
- Q3
- 2.97
- UL
- 2.59
- Median
- 1.58
- Q1
- 0.70
- Min
- 0.07
P/B Ratio (MRQ)
Estée Lauder (EL) at 7.46 is valued about in line with its industry on P/B ratio, while Unilever (UL) at 7.47 carries an above-peer premium to book — UL is pricier on assets.
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
UL
Household & Personal Products industry group
7.47
- Max
- 11.82
- UL
- 7.47
- Q3
- 7.46
- Median
- 2.83
- Q1
- 1.04
- Min
- -2.96
Valuation Metrics
| Metric | EL | UL |
|---|---|---|
| P/E Ratio (TTM) | -- | 21.03 |
| P/S Ratio (TTM) | 2.01 | 2.59 |
| P/B Ratio (MRQ) | 7.46 | 7.47 |
| Free Cash Flow Yield (TTM) | 6.07% | 4.79% |