WallStSmart

Estee Lauder Companies Inc (EL)vsSunlands Technology Group (STG)

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Smart Verdict

WallStSmart Research — data-driven comparison

Estee Lauder Companies Inc generates 626% more annual revenue ($14.67B vs $2.02B). STG leads profitability with a 18.1% profit margin vs -1.2%. STG earns a higher WallStSmart Score of 55/100 (C-).

EL

Hold

43

out of 100

Grade: D

Growth: 3.3Profit: 4.0Value: 7.0Quality: 4.0
Piotroski: 3/9Altman Z: 1.68

STG

Buy

55

out of 100

Grade: C-

Growth: 2.0Profit: 8.5Value: 6.7Quality: 6.0
Piotroski: 6/9Altman Z: 0.67
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ELUndervalued (+35.3%)

Margin of Safety

+35.3%

Fair Value

$162.86

Current Price

$76.71

$86.15 discount

UndervaluedFair: $162.86Overvalued

Intrinsic value data unavailable for STG.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EL1 strengths · Avg: 8.0/10
Free Cash FlowQuality
$1.02B8/10

Generating 1.0B in free cash flow

STG5 strengths · Avg: 9.4/10
P/E RatioValuation
0.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.3x10/10

Reasonable price relative to book value

Return on EquityProfitability
47.4%10/10

Every $100 of equity generates 47 in profit

Debt/EquityHealth
0.159/10

Conservative balance sheet, low leverage

Operating MarginProfitability
22.4%8/10

Strong operational efficiency at 22.4%

Areas to Watch

EL4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.684/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-4.3%2/10

ROE of -4.3% — below average capital efficiency

EPS GrowthGrowth
-51.6%2/10

Earnings declined 51.6%

STG4 concerns · Avg: 2.3/10
Market CapQuality
$46.17M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-2.7%2/10

Revenue declined 2.7%

EPS GrowthGrowth
-33.1%2/10

Earnings declined 33.1%

Altman Z-ScoreHealth
0.672/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : EL

The strongest argument for EL centers on Free Cash Flow. PEG of 1.43 suggests the stock is reasonably priced for its growth.

Bull Case : STG

The strongest argument for STG centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 18.1% and operating margin at 22.4%.

Bear Case : EL

The primary concerns for EL are Altman Z-Score, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.74 is elevated, increasing financial risk.

Bear Case : STG

The primary concerns for STG are Market Cap, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

EL profiles as a turnaround stock while STG is a declining play — different risk/reward profiles.

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

EL is growing revenue faster at 5.6% — sustainability is the question.

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

Bottom Line

STG scores higher overall (55/100 vs 43/100), backed by strong 18.1% margins. EL offers better value entry with a 35.3% 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.

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Sunlands Technology Group

CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · China

Sunlands Technology Group, provides online education services in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.

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