Estée Lauder Companies vs Herbalife
Estée Lauder Companies is the larger business, with $15.05bn of revenue in fiscal 2026 against $5.04bn for Herbalife (3.0 times as much). Estée Lauder Companies grew faster (5.0% against 0.9%). Herbalife kept more of each dollar of sales as profit: a net margin of 4.5% against 1.2%.
| Latest fiscal year | Estée Lauder CompaniesEL, 2026 | HerbalifeHLF, 2025 |
|---|---|---|
| Revenue | $15.05bn | $5.04bn |
| Revenue growth | 5.0% | 0.9% |
| Net income | $182m | $228m |
| Operating margin | 5.2% | 9.5% |
| Net margin | 1.2% | 4.5% |
| Return on equity | 4.7% | — |
| Free cash flow | $1.32bn | $253m |
| Cash | $3.50bn | $353m |
| Total debt | $7.31bn | $2.05bn |
| Debt to equity | 192.0% | — |
| Dividend per share | $1.40 | — |
| Dividend yield | 1.3% | — |
| Share buybacks | $70.0m | $8.2m |
| Employees | — | 8,500 |
| Market value | $38.48bn | $1.52bn |
| Price vs our value range | Above our value range | Below our value range |
| Moat score | 58 (Moderate) | 78 (Strong) |
| Insider trades, 12 months | 0 buys, 14 sales | 4 buys, 4 sales |