Estee Lauder Companies Inc (EL)vsSanofi ADR (SNY)
EL
Estee Lauder Companies Inc
$86.20
+1.07%
CONSUMER DEFENSIVE · Cap: $30.86B
SNY
Sanofi ADR
$43.31
+0.30%
HEALTHCARE · Cap: $103.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Sanofi ADR generates 219% more annual revenue ($47.35B vs $14.83B). SNY leads profitability with a 16.0% profit margin vs -1.7%. EL appears more attractively valued with a PEG of 1.43. SNY earns a higher WallStSmart Score of 51/100 (C-).
EL
Hold38
out of 100
Grade: F
SNY
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.7%
Fair Value
$163.80
Current Price
$86.20
$77.60 discount
Margin of Safety
+25.0%
Fair Value
$62.70
Current Price
$43.31
$19.39 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Reasonable price relative to book value
Large-cap with strong market position
Strong operational efficiency at 20.0%
Generating 1.7B in free cash flow
Areas to Watch
4.6% revenue growth
Distress zone — elevated risk
Weak financial health signals
ROE of -6.0% — below average capital efficiency
ROE of 6.6% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 11.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : EL
PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bull Case : SNY
The strongest argument for SNY centers on Price/Book, Market Cap, Operating Margin. Profitability is solid with margins at 16.0% and operating margin at 20.0%.
Bear Case : EL
The primary concerns for EL are Revenue Growth, Altman Z-Score, Piotroski F-Score. Debt-to-equity of 2.74 is elevated, increasing financial risk.
Bear Case : SNY
The primary concerns for SNY are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
EL profiles as a turnaround stock while SNY is a mature play — different risk/reward profiles.
EL carries more volatility with a beta of 1.21 — expect wider price swings.
SNY is growing revenue faster at 6.0% — sustainability is the question.
SNY generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SNY scores higher overall (51/100 vs 38/100), backed by strong 16.0% margins. EL offers better value entry with a 35.7% 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.
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 →Sanofi ADR
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Sanofi, a healthcare company, is engaged in the research, development, manufacture, and marketing of therapeutic solutions in the United States, Europe, and internationally. The company is headquartered in Paris, France.
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