Estée Lauder Companies
EL · Personal Care Products
$108.67
0.9%Procter & Gamble
PG · Personal Care Products
$161.02
2.8%The short version
- Procter & Gamble is the larger business, with $87.0B of revenue in fiscal 2026 against $15.0B for Estée Lauder Companies, about 5.8 times as much.
- Estée Lauder Companies grew revenue faster (5.1%, against 3.3%).
- Procter & Gamble kept more of each dollar of sales as operating profit (22.7% operating margin, against 5.2% operating margin).
- Procter & Gamble turned more of its sales into free cash flow (17.4% FCF margin, against 8.7% FCF margin).
- Procter & Gamble earned a higher return on the capital invested in it (20.1%, against 4.9%).
| Latest fiscal year | EL · FY26 | PG · FY26 |
|---|---|---|
| Size | ||
| Market cap | $39.6B | $387.6B |
| Revenue | $15.0B | $87.0B |
| Free cash flow | $1.3B | $15.1B |
| Net income | $182M | $16.0B |
| Growth | ||
| Revenue growth | 5.1% | 3.3% |
| 5-year growth | −1.5% | 2.7% |
| Share count change | 1.3% | −1.3% |
| Profitability | ||
| Gross margin | 75.5% | 50.2% |
| Operating margin | 5.2% | 22.7% |
| Net margin | 1.2% | 18.4% |
| FCF margin | 8.7% | 17.4% |
| Return on capital | 4.9% | 20.1% |
| Return on equity | 4.8% | 30.1% |
| Balance sheet | ||
| Net debt | $3.8B | $24.2B |
| Net debt / EBITDA | 2.4x | 1.1x |
| Dividends and buybacks | $578M | $15.3B |
| Valuation & quality | ||
| P/E | — | 24.3x |
| Piotroski F-score | 6 | 6 |
FY17
EL $11.8B
PG $65.1B
FY18
EL $13.7B
PG $66.8B
FY19
EL $14.9B
PG $67.7B
FY20
EL $14.3B
PG $71.0B
FY21
EL $16.2B
PG $76.1B
FY22
EL $17.7B
PG $80.2B
FY23
EL $15.9B
PG $82.0B
FY24
EL $15.6B
PG $84.0B
FY25
EL $14.3B
PG $84.3B
FY26
EL $15.0B
PG $87.0B
EL
PG
FY17
EL 14.4%
PG 21.2%
FY18
EL 15.0%
PG 20.0%
FY19
EL 15.6%
PG 8.1%
FY20
EL 4.2%
PG 22.1%
FY21
EL 16.2%
PG 23.6%
FY22
EL 17.9%
PG 22.2%
FY23
EL 9.5%
PG 22.1%
FY24
EL 6.2%
PG 22.1%
FY25
EL −5.5%
PG 24.3%
FY26
EL 5.2%
PG 22.7%
EL
PG
FY17
EL $1.3B
PG $9.4B
FY18
EL $1.9B
PG $11.2B
FY19
EL $1.8B
PG $11.9B
FY20
EL $1.7B
PG $14.3B
FY21
EL $3.0B
PG $15.6B
FY22
EL $2.0B
PG $13.6B
FY23
EL $728M
PG $13.8B
FY24
EL $1.4B
PG $16.5B
FY25
EL $670M
PG $14.0B
FY26
EL $1.3B
PG $15.1B
EL
PG
FY17
EL 24.8%
PG 13.1%
FY18
EL 19.7%
PG 12.2%
FY19
EL —
PG 4.7%
FY20
EL —
PG 18.7%
FY21
EL 38.4%
PG 21.9%
FY22
EL 36.6%
PG 21.0%
FY23
EL 13.1%
PG 20.2%
FY24
EL 5.3%
PG 20.2%
FY25
EL −6.9%
PG 21.6%
FY26
EL 4.9%
PG 20.1%
EL
PG
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.