Estee Lauder Companies Inc (EL)vs2U Inc (TWOU)
EL
Estee Lauder Companies Inc
$76.71
+1.35%
CONSUMER DEFENSIVE · Cap: $27.38B
TWOU
2U Inc
$1.58
0.00%
CONSUMER DEFENSIVE · Cap: $4.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Estee Lauder Companies Inc generates 1520% more annual revenue ($14.67B vs $905.83M). EL leads profitability with a -1.2% profit margin vs -35.1%. TWOU appears more attractively valued with a PEG of 0.19. TWOU earns a higher WallStSmart Score of 44/100 (D).
EL
Hold43
out of 100
Grade: D
TWOU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.3%
Fair Value
$162.86
Current Price
$76.71
$86.15 discount
Intrinsic value data unavailable for TWOU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 1.0B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
ROE of -4.3% — below average capital efficiency
Earnings declined 51.6%
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -101.3% — below average capital efficiency
Revenue declined 16.8%
Comparative Analysis Report
WallStSmart ResearchBull 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 : TWOU
The strongest argument for TWOU centers on PEG Ratio, Price/Book, Debt/Equity. PEG of 0.19 suggests the stock is reasonably priced for its growth.
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 : TWOU
The primary concerns for TWOU are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
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.
EL generates stronger free cash flow (1.0B), providing more financial flexibility.
Monitor HOUSEHOLD & PERSONAL PRODUCTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TWOU scores higher overall (44/100 vs 43/100). EL offers better value entry with a 35.3% 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 →2U Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
2U, Inc. is an educational technology company in the United States, Hong Kong, South Africa, and the United Kingdom. The company is headquartered in Lanham, Maryland.
Visit Website →Compare with Other HOUSEHOLD & PERSONAL PRODUCTS Stocks
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