Estee Lauder Companies Inc (EL)vsToronto Dominion Bank (TD)
EL
Estee Lauder Companies Inc
$86.20
+1.07%
CONSUMER DEFENSIVE · Cap: $30.86B
TD
Toronto Dominion Bank
$107.46
-0.22%
FINANCIAL SERVICES · Cap: $180.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Toronto Dominion Bank generates 345% more annual revenue ($65.98B vs $14.83B). TD leads profitability with a 33.0% profit margin vs -1.7%. TD appears more attractively valued with a PEG of 1.01. TD earns a higher WallStSmart Score of 81/100 (A-).
EL
Hold38
out of 100
Grade: F
TD
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.7%
Fair Value
$163.80
Current Price
$86.20
$77.60 discount
Intrinsic value data unavailable for TD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Attractively priced relative to earnings
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 35.9%
Earnings expanding 51.3% YoY
Generating 35.1B in free cash flow
Large-cap with strong market position
Areas to Watch
4.6% revenue growth
Distress zone — elevated risk
Weak financial health signals
ROE of -6.0% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : EL
PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bull Case : TD
The strongest argument for TD centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.0% and operating margin at 35.9%. Revenue growth of 21.1% 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 : TD
The primary concerns for TD are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
EL profiles as a turnaround stock while TD is a growth play — different risk/reward profiles.
EL carries more volatility with a beta of 1.21 — expect wider price swings.
TD is growing revenue faster at 21.1% — sustainability is the question.
TD generates stronger free cash flow (35.1B), providing more financial flexibility.
Bottom Line
TD scores higher overall (81/100 vs 38/100), backed by strong 33.0% margins and 21.1% revenue growth. EL offers better value entry with a 35.7% margin of safety. Both earn "Exceptional 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 →Toronto Dominion Bank
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Toronto-Dominion Bank offers a variety of personal and commercial banking products and services in Canada and the United States. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other HOUSEHOLD & PERSONAL PRODUCTS Stocks
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