Estée Lauder Companies vs Kenvue
Estée Lauder Companies and Kenvue are similar in size: $15.05bn and $15.12bn of revenue in their latest fiscal years. Estée Lauder Companies grew faster (5.0% against -2.1%). Kenvue kept more of each dollar of sales as profit: a net margin of 9.7% against 1.2%.
| Latest fiscal year | Estée Lauder CompaniesEL, 2026 | KenvueKVUE, 2025 |
|---|---|---|
| Revenue | $15.05bn | $15.12bn |
| Revenue growth | 5.0% | -2.1% |
| Net income | $182m | $1.47bn |
| Operating margin | 5.2% | — |
| Net margin | 1.2% | 9.7% |
| Return on equity | 4.7% | 14.4% |
| Free cash flow | $1.32bn | $1.72bn |
| Cash | $3.50bn | $1.06bn |
| Total debt | $7.31bn | $8.52bn |
| Debt to equity | 192.0% | — |
| Dividend per share | $1.40 | $0.82 |
| Dividend yield | 1.3% | 4.3% |
| Share buybacks | $70.0m | $197m |
| Employees | — | 22,000 |
| Market value | $38.48bn | $37.09bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 58 (Moderate) | — |
| Insider trades, 12 months | 0 buys, 14 sales | 2 buys, 2 sales |