Colgate-Palmolive Company (CL)vsEstee Lauder Companies Inc (EL)
CL
Colgate-Palmolive Company
$95.62
+3.27%
CONSUMER DEFENSIVE · Cap: $75.75B
EL
Estee Lauder Companies Inc
$105.39
+0.59%
CONSUMER DEFENSIVE · Cap: $39.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Colgate-Palmolive Company generates 41% more annual revenue ($21.28B vs $15.05B). CL leads profitability with a 9.7% profit margin vs 1.2%. CL appears more attractively valued with a PEG of 1.74. CL earns a higher WallStSmart Score of 54/100 (C-).
CL
Buy54
out of 100
Grade: C-
EL
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.0%
Fair Value
$100.26
Current Price
$95.62
$4.64 discount
Margin of Safety
+29.4%
Fair Value
$149.29
Current Price
$105.39
$43.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 863 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.6% revenue growth
3.3% earnings growth
Expensive relative to growth rate
Trading at 10.0x book value
Grey zone — moderate risk
ROE of 4.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CL
The strongest argument for CL centers on Return on Equity, Altman Z-Score, Market Cap.
Bull Case : EL
EL has a balanced fundamental profile.
Bear Case : CL
The primary concerns for CL are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 33.29 is elevated, increasing financial risk.
Bear Case : EL
The primary concerns for EL are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 218.6x leaves little room for execution misses. Debt-to-equity of 2.43 is elevated, increasing financial risk.
Key Dynamics to Monitor
EL carries more volatility with a beta of 1.26 — expect wider price swings.
EL is growing revenue faster at 6.3% — sustainability is the question.
CL generates stronger free cash flow (867M), providing more financial flexibility.
Monitor HOUSEHOLD & PERSONAL PRODUCTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CL scores higher overall (54/100 vs 37/100). EL offers better value entry with a 29.4% 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.
Colgate-Palmolive Company
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Colgate-Palmolive Company is an American multinational consumer products company headquartered on Park Avenue in Midtown Manhattan, New York City. It specializes in the production, distribution and provision of household, health care, personal care and veterinary products.
Visit Website →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 →Compare with Other HOUSEHOLD & PERSONAL PRODUCTS Stocks
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