Estee Lauder Companies Inc (EL)vsYatsen Holding (YSG)
EL
Estee Lauder Companies Inc
$73.11
+2.28%
CONSUMER DEFENSIVE · Cap: $26.45B
YSG
Yatsen Holding
$3.29
-0.30%
CONSUMER DEFENSIVE · Cap: $623.15M
Smart Verdict
WallStSmart Research — data-driven comparison
Estee Lauder Companies Inc generates 292% more annual revenue ($14.67B vs $3.75B). EL leads profitability with a -1.2% profit margin vs -14.1%. YSG earns a higher WallStSmart Score of 44/100 (D).
EL
Hold41
out of 100
Grade: D
YSG
Hold44
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 1.0B in free cash flow
Reasonable price relative to book value
Revenue surging 36.8% year-over-year
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Weak financial health signals
ROE of -4.3% — below average capital efficiency
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -15.1% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : EL
The strongest argument for EL centers on Free Cash Flow.
Bull Case : YSG
The strongest argument for YSG centers on Price/Book, Revenue Growth. Revenue growth of 36.8% demonstrates continued momentum.
Bear Case : EL
The primary concerns for EL are PEG Ratio, Altman Z-Score, Piotroski F-Score. Debt-to-equity of 2.74 is elevated, increasing financial risk.
Bear Case : YSG
The primary concerns for YSG are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
EL profiles as a turnaround stock while YSG is a hypergrowth play — different risk/reward profiles.
EL carries more volatility with a beta of 1.11 — expect wider price swings.
YSG is growing revenue faster at 36.8% — sustainability is the question.
Monitor HOUSEHOLD & PERSONAL PRODUCTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
YSG scores higher overall (44/100 vs 41/100) and 36.8% revenue growth. 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 →Yatsen Holding
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · China
Yatsen Holding Limited is engaged in the development and sale of beauty products under the Perfect Diary, Little Ondine and Abby's Choice brands in the People's Republic of China. The company is headquartered in Guangzhou, China.
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