WallStSmart

Estee Lauder Companies Inc (EL)vsNewell Brands Inc (NWL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Estee Lauder Companies Inc generates 106% more annual revenue ($14.83B vs $7.19B). EL leads profitability with a -1.7% profit margin vs -3.9%. NWL appears more attractively valued with a PEG of 0.97. NWL earns a higher WallStSmart Score of 49/100 (D+).

EL

Hold

38

out of 100

Grade: F

Growth: 2.7Profit: 4.0Value: 6.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.68

NWL

Hold

49

out of 100

Grade: D+

Growth: 2.7Profit: 3.0Value: 7.7Quality: 3.0
Piotroski: 2/9Altman Z: 0.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ELUndervalued (+29.5%)

Margin of Safety

+29.5%

Fair Value

$149.43

Current Price

$83.49

$65.94 discount

UndervaluedFair: $149.43Overvalued
NWLUndervalued (+76.9%)

Margin of Safety

+76.9%

Fair Value

$19.54

Current Price

$3.72

$15.82 discount

UndervaluedFair: $19.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EL0 strengths · Avg: 0/10

No standout strengths identified

NWL2 strengths · Avg: 9.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

PEG RatioValuation
0.978/10

Growing faster than its price suggests

Areas to Watch

EL4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Altman Z-ScoreHealth
1.684/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-6.2%2/10

ROE of -6.2% — below average capital efficiency

NWL4 concerns · Avg: 3.3/10
EPS GrowthGrowth
1.5%4/10

1.5% earnings growth

Market CapQuality
$1.44B3/10

Smaller company, higher risk/reward

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : EL

PEG of 1.43 suggests the stock is reasonably priced for its growth.

Bull Case : NWL

The strongest argument for NWL centers on Price/Book, PEG Ratio. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bear Case : EL

The primary concerns for EL are Revenue Growth, Altman Z-Score, Piotroski F-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.

Bear Case : NWL

The primary concerns for NWL are EPS Growth, Market Cap, Operating Margin. Debt-to-equity of 2.36 is elevated, increasing financial risk.

Key Dynamics to Monitor

EL carries more volatility with a beta of 1.25 — expect wider price swings.

EL is growing revenue faster at 4.6% — sustainability is the question.

EL generates stronger free cash flow (310M), providing more financial flexibility.

Monitor HOUSEHOLD & PERSONAL PRODUCTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NWL scores higher overall (49/100 vs 38/100). EL offers better value entry with a 29.5% margin of safety. Both earn "Hold" 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.

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.

Visit Website →

Newell Brands Inc

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Newell Brands is an American worldwide manufacturer, marketer and distributor of consumer and commercial products with a portfolio of brands.

Want to dig deeper into these stocks?