Coty vs Estée Lauder Companies
Estée Lauder Companies is the larger business, with $15.05bn of revenue in fiscal 2026 against $5.81bn for Coty (2.6 times as much). Estée Lauder Companies grew faster (5.0% against -1.5%). Estée Lauder Companies kept more of each dollar of sales as profit: a net margin of 1.2% against -10.4%.
| Latest fiscal year | CotyCOTY, 2026 | Estée Lauder CompaniesEL, 2026 |
|---|---|---|
| Revenue | $5.81bn | $15.05bn |
| Revenue growth | -1.5% | 5.0% |
| Net income | −$605m | $182m |
| Operating margin | — | 5.2% |
| Net margin | -10.4% | 1.2% |
| Return on equity | -18.5% | 4.7% |
| Free cash flow | $348m | $1.32bn |
| Cash | $176m | $3.50bn |
| Total debt | $3.10bn | $7.31bn |
| Debt to equity | — | 192.0% |
| Dividend per share | — | $1.40 |
| Dividend yield | 0.4% | 1.3% |
| Share buybacks | — | $70.0m |
| Employees | 11,335 | — |
| Market value | $3.06bn | $38.36bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 50 (Moderate) | 58 (Moderate) |
| Insider trades, 12 months | 2 buys, 0 sales | 0 buys, 14 sales |