Church & Dwight Company Inc (CHD)vsEstee Lauder Companies Inc (EL)
CHD
Church & Dwight Company Inc
$94.75
-0.32%
CONSUMER DEFENSIVE · Cap: $22.90B
EL
Estee Lauder Companies Inc
$93.43
-0.46%
CONSUMER DEFENSIVE · Cap: $36.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Estee Lauder Companies Inc generates 142% more annual revenue ($15.05B vs $6.23B). CHD leads profitability with a 12.0% profit margin vs 1.2%. EL appears more attractively valued with a PEG of 2.12. CHD earns a higher WallStSmart Score of 53/100 (C-).
CHD
Buy53
out of 100
Grade: C-
EL
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.8%
Fair Value
$120.70
Current Price
$94.75
$25.95 discount
Margin of Safety
+29.8%
Fair Value
$150.05
Current Price
$93.43
$56.62 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
1.6% revenue growth
Expensive relative to growth rate
Expensive relative to growth rate
Trading at 8.9x book value
ROE of 4.8% — below average capital efficiency
1.2% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CHD
CHD has a balanced fundamental profile.
Bull Case : EL
EL has a balanced fundamental profile.
Bear Case : CHD
The primary concerns for CHD are P/E Ratio, Revenue Growth, PEG Ratio.
Bear Case : EL
The primary concerns for EL are PEG Ratio, Price/Book, Return on Equity. A P/E of 203.4x leaves little room for execution misses. Debt-to-equity of 2.43 is elevated, increasing financial risk.
Key Dynamics to Monitor
EL carries more volatility with a beta of 1.27 — expect wider price swings.
EL is growing revenue faster at 6.3% — sustainability is the question.
EL generates stronger free cash flow (425M), providing more financial flexibility.
Monitor HOUSEHOLD & PERSONAL PRODUCTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CHD scores higher overall (53/100 vs 37/100). EL offers better value entry with a 29.8% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Church & Dwight Company Inc
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Church & Dwight Co., Inc., is a major American manufacturer of household products that is headquartered in Ewing, New Jersey.
Estee Lauder Companies Inc
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
The Estee Lauder Companies Inc. is an American multinational manufacturer and marketer of prestige skincare, makeup, fragrance and hair care products, based in Midtown Manhattan, New York City. The company owns a diverse portfolio of brands, distributed internationally through both digital commerce and retail channels.
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