Estée Lauder Companies vs Kenvue
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Estée Lauder Companies and Kenvue side by side, using each one’s latest annual report. Here is what stands out:
- Kenvue is the larger business, with $15.1B of revenue in fiscal 2025 against $15.0B for Estée Lauder Companies.
- Estée Lauder Companies grew revenue faster (5.1%, against −2.1%).
- Kenvue kept more of each dollar of sales as operating profit (16.0% operating margin, against 5.2%).
- Kenvue turned more of its sales into free cash flow (11.4% FCF margin, against 8.7%).
- Kenvue earned a higher return on the capital invested in it (10.0%, against 4.9%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Estée Lauder Companies
EL
3/10
Revenue growthGross marginNet debt / EBITDA
Kenvue
KVUE
6/10
Operating marginNet marginFCF marginReturn on capitalReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | EL FY26 | KVUE FY25 |
|---|---|---|
| Size | ||
| Market cap | $39.7B | $37.5B |
| Revenue | $15.0B | $15.1B |
| Free cash flow | $1.3B | $1.7B |
| Net income | $182M | $1.5B |
| Growth | ||
| Revenue growth | 5.1% | −2.1% |
| 5-year growth | −1.5% | — |
| Share count change | 1.3% | 0.1% |
| Profitability | ||
| Gross margin | 75.5% | 58.1% |
| Operating margin | 5.2% | 16.0% |
| Net margin | 1.2% | 9.7% |
| FCF margin | 8.7% | 11.4% |
| Return on capital | 4.9% | 10.0% |
| Return on equity | 4.8% | 14.4% |
| Balance sheet | ||
| Net debt | $3.8B | $7.5B |
| Net debt / EBITDA | 2.4x | 2.5x |
| Dividends and buybacks | $578M | $1.8B |
| Valuation & quality | ||
| P/E | — | 22.4x |
| Piotroski F-score | 6 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.