MetaCap

Estee Lauder Companies (EL) vs Kenvue (KVUE)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

Kenvue (KVUE) has outperformed Estee Lauder Companies (EL) over the past year, gaining 8.8% versus a gain of 2.4%. Estee Lauder Companies is the larger company by market cap ($34.22 billion vs $33.67 billion), about 1.0 times the size. On valuation, Kenvue trades at a lower forward P/E (14.1x vs 24.1x for Estee Lauder Companies).

Kenvue offers the higher dividend yield (4.73% vs 1.48%). Kenvue converts more of its revenue into profit, with a net margin of 9.7% versus 1.2%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

EL+7.03%KVUE+12.46%
+38%+5%-27%
Oct 6, 20251 yearOct 7, 2026
EL-53.38%KVUE-33.42%
+7%-36%-78%
May 1, 20235 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

EL versus KVUE key metrics
MetricELKVUE
Share price$94.45$17.53
Market cap$34.22B$33.67B
1-day change+1.17%-0.34%
YTD return-9.39%+2.29%
1-year return+2.38%+8.79%
5-year return-70.42%—
P/E ratio (TTM)188.9020.38
Forward P/E24.0814.14
EPS (TTM)$0.50$0.86
Dividend yield1.48%4.73%
Annual dividend$1.40$0.83
Revenue (latest FY)$15.05B$15.12B
Revenue growth (YoY)+5.05%-2.14%
Net income (latest FY)$182.00M$1.47B
Gross margin75.50%58.13%
Operating margin5.18%15.96%
Net margin1.21%9.72%
52-week high$121.64$20.13
52-week low$66.22$14.02
Distance from 52-week high-22.35%-12.92%
Analyst consensusbuynone
Avg. price target upside+13.65%+11.24%
Average volume2.96M21.82M
Shares outstanding247.82M1.92B
Employees37,95021,780
SectorConsumer DefensiveConsumer Defensive
IndustryHousehold & Personal ProductsHousehold & Personal Products

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • Estee Lauder Companies trades at a higher earnings multiple (188.9x vs 20.4x trailing P/E).
  • Kenvue offers a meaningfully higher dividend yield (4.73% vs 1.48%).
  • Kenvue is more profitable, keeping 9.7 cents of every revenue dollar as net income versus 1.2 cents for Estee Lauder Companies.
  • Estee Lauder Companies grew revenue faster in its latest fiscal year (+5.05% vs -2.14%).

About Estee Lauder Companies

EL stock →

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.

Consumer Defensive · Household & Personal Products · 37,950 employees

About Kenvue

KVUE stock →

Kenvue Inc. operates as a consumer health company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America.

Consumer Defensive · Household & Personal Products · 21,780 employees

EL vs KVUE FAQ

Which is bigger, Estee Lauder Companies or Kenvue?

Estee Lauder Companies (EL) is larger, with a market capitalization of $34.22B compared with $33.67B for Kenvue (KVUE).

Which stock has performed better over the past year, EL or KVUE?

KVUE returned +8.79% over the past 12 months, compared with +2.38% for EL (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, EL or KVUE?

KVUE has the lower trailing P/E at 20.4, versus 188.9 for EL. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Estee Lauder Companies or Kenvue?

Kenvue has the higher yield at 4.73%, compared with 1.48% for Estee Lauder Companies.

Are Estee Lauder Companies and Kenvue in the same industry?

Yes. Both are classified in the Household & Personal Products industry within the Consumer Defensive sector.

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