Estee Lauder Companies Inc (EL)vsWest Pharmaceutical Services Inc (WST)
EL
Estee Lauder Companies Inc
$86.20
+1.07%
CONSUMER DEFENSIVE · Cap: $30.86B
WST
West Pharmaceutical Services Inc
$325.92
+1.21%
HEALTHCARE · Cap: $22.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Estee Lauder Companies Inc generates 361% more annual revenue ($14.83B vs $3.22B). WST leads profitability with a 16.9% profit margin vs -1.7%. EL appears more attractively valued with a PEG of 1.43. WST earns a higher WallStSmart Score of 67/100 (B-).
EL
Hold38
out of 100
Grade: F
WST
Strong Buy67
out of 100
Grade: B-
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
-32.4%
Fair Value
$185.95
Current Price
$325.92
$139.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Earnings expanding 56.1% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.7%
Revenue surging 21.0% year-over-year
Areas to Watch
4.6% revenue growth
Distress zone — elevated risk
Weak financial health signals
ROE of -6.0% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EL
PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bull Case : WST
The strongest argument for WST centers on EPS Growth, Altman Z-Score, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 21.7%. Revenue growth of 21.0% demonstrates continued momentum.
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 : WST
The primary concerns for WST are PEG Ratio, P/E Ratio. A P/E of 41.8x leaves little room for execution misses.
Key Dynamics to Monitor
EL profiles as a turnaround stock while WST is a growth play — different risk/reward profiles.
EL carries more volatility with a beta of 1.21 — expect wider price swings.
WST is growing revenue faster at 21.0% — sustainability is the question.
EL generates stronger free cash flow (310M), providing more financial flexibility.
Bottom Line
WST scores higher overall (67/100 vs 38/100), backed by strong 16.9% margins and 21.0% revenue growth. EL offers better value entry with a 35.7% margin of safety. Both earn "Strong 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 →West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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