WallStSmart

Estee Lauder Companies Inc (EL)vsWestrock Coffee Company (WEST)

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Smart Verdict

WallStSmart Research — data-driven comparison

Estee Lauder Companies Inc generates 1134% more annual revenue ($14.67B vs $1.19B). EL leads profitability with a -1.2% profit margin vs -7.6%. EL earns a higher WallStSmart Score of 43/100 (D).

EL

Hold

43

out of 100

Grade: D

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

WEST

Hold

35

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ELUndervalued (+35.3%)

Margin of Safety

+35.3%

Fair Value

$162.86

Current Price

$75.69

$87.17 discount

UndervaluedFair: $162.86Overvalued
WESTUndervalued (+65.7%)

Margin of Safety

+65.7%

Fair Value

$14.99

Current Price

$5.89

$9.10 discount

UndervaluedFair: $14.99Overvalued

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

WEST1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
48.3%10/10

Revenue surging 48.3% year-over-year

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%

WEST4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$549.25M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-28.1%2/10

ROE of -28.1% — below average capital efficiency

Profit MarginProfitability
-7.6%1/10

Currently unprofitable

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 : WEST

The strongest argument for WEST centers on Revenue Growth. Revenue growth of 48.3% demonstrates continued momentum.

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 : WEST

The primary concerns for WEST are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

EL profiles as a turnaround stock while WEST is a hypergrowth play — different risk/reward profiles.

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

WEST is growing revenue faster at 48.3% — sustainability is the question.

EL generates stronger free cash flow (1.0B), providing more financial flexibility.

Bottom Line

EL scores higher overall (43/100 vs 35/100). WEST offers better value entry with a 65.7% 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.

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Westrock Coffee Company

CONSUMER DEFENSIVE · PACKAGED FOODS · USA

Andalay Solar, Inc. designs, manufactures, markets and sells solar energy systems and solar panels with integrated microinverters in the United States, Canada, the Caribbean and South America. The company is headquartered in San Jose, California.

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