Estée Lauder Companies vs Procter & Gamble
Procter & Gamble is the larger business, with $87.03bn of revenue in fiscal 2026 against $15.05bn for Estée Lauder Companies (5.8 times as much). Estée Lauder Companies grew faster (5.0% against 3.3%). Procter & Gamble kept more of each dollar of sales as profit: a net margin of 18.4% against 1.2%. Procter & Gamble carries less debt relative to equity (62.9% against 192.0%).
| Latest fiscal year | Estée Lauder CompaniesEL, 2026 | Procter & GamblePG, 2026 |
|---|---|---|
| Revenue | $15.05bn | $87.03bn |
| Revenue growth | 5.0% | 3.3% |
| Net income | $182m | $16.05bn |
| Operating margin | 5.2% | 22.7% |
| Net margin | 1.2% | 18.4% |
| Return on equity | 4.7% | 30.1% |
| Free cash flow | $1.32bn | $15.15bn |
| Cash | $3.50bn | $9.94bn |
| Total debt | $7.31bn | $34.14bn |
| Debt to equity | 192.0% | 62.9% |
| Dividend per share | $1.40 | $4.26 |
| Dividend yield | 1.3% | 2.6% |
| Share buybacks | $70.0m | $5.03bn |
| Employees | — | 104,000 |
| Market value | $38.48bn | $389.36bn |
| Price vs our value range | Above our value range | Above our value range |
| Moat score | 58 (Moderate) | 82 (Strong) |
| Insider trades, 12 months | 0 buys, 14 sales | 0 buys, 34 sales |