Coty vs Estée Lauder Companies
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The short version
- Estée Lauder Companies is the larger business, with $15.0B of revenue in fiscal 2026 against $5.8B for Coty, about 2.6 times as much.
- Estée Lauder Companies grew revenue faster (5.1%, against −1.5%).
- Estée Lauder Companies kept more of each dollar of sales as operating profit (5.2% operating margin, against −1.4%).
- Estée Lauder Companies turned more of its sales into free cash flow (8.7% FCF margin, against 6.0%).
- Estée Lauder Companies earned a higher return on the capital invested in it (4.9%, against −1.0%).
| Latest fiscal year | COTY · FY26 | EL · FY26 |
|---|---|---|
| Size | ||
| Market cap | $2.8B | $39.6B |
| Revenue | $5.8B | $15.0B |
| Free cash flow | $348M | $1.3B |
| Net income | −$605M | $182M |
| Growth | ||
| Revenue growth | −1.5% | 5.1% |
| 5-year growth | 4.6% | −1.5% |
| Share count change | 0.8% | 1.3% |
| Profitability | ||
| Gross margin | 62.9% | 75.5% |
| Operating margin | −1.4% | 5.2% |
| Net margin | −10.4% | 1.2% |
| FCF margin | 6.0% | 8.7% |
| Return on capital | −1.0% | 4.9% |
| Return on equity | −18.5% | 4.8% |
| Balance sheet | ||
| Net debt | $2.9B | $3.8B |
| Net debt / EBITDA | 7.3x | 2.4x |
| Dividends and buybacks | $13.2M | $578M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 3 | 6 |
Revenue
FY17
COTY $7.7B
EL $11.8B
FY18
COTY $6.8B
EL $13.7B
FY19
COTY $6.3B
EL $14.9B
FY20
COTY $4.7B
EL $14.3B
FY21
COTY $4.6B
EL $16.2B
FY22
COTY $5.3B
EL $17.7B
FY23
COTY $5.6B
EL $15.9B
FY24
COTY $6.1B
EL $15.6B
FY25
COTY $5.9B
EL $14.3B
FY26
COTY $5.8B
EL $15.0B
COTY
EL
Operating margin
FY17
COTY −5.5%
EL 14.4%
FY18
COTY −2.3%
EL 15.0%
FY19
COTY −58.7%
EL 15.6%
FY20
COTY −26.2%
EL 4.2%
FY21
COTY −1.1%
EL 16.2%
FY22
COTY 4.5%
EL 17.9%
FY23
COTY 9.8%
EL 9.5%
FY24
COTY 8.9%
EL 6.2%
FY25
COTY 4.1%
EL −5.5%
FY26
COTY −1.4%
EL 5.2%
COTY
EL
Free cash flow
FY17
COTY $325M
EL $1.3B
FY18
COTY −$32.7M
EL $1.9B
FY19
COTY $213M
EL $1.8B
FY20
COTY −$318M
EL $1.7B
FY21
COTY $145M
EL $3.0B
FY22
COTY $553M
EL $2.0B
FY23
COTY $403M
EL $728M
FY24
COTY $369M
EL $1.4B
FY25
COTY $278M
EL $670M
FY26
COTY $348M
EL $1.3B
COTY
EL
Return on capital
FY17
COTY −3.3%
EL 24.8%
FY18
COTY −0.8%
EL 19.7%
FY19
COTY −20.7%
EL —
FY20
COTY −8.5%
EL —
FY21
COTY −0.4%
EL 38.4%
FY22
COTY 1.9%
EL 36.6%
FY23
COTY 5.2%
EL 13.1%
FY24
COTY 3.7%
EL 5.3%
FY25
COTY 2.5%
EL −6.9%
FY26
COTY −1.0%
EL 4.9%
COTY
EL
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.