Estee Lauder Companies Inc (EL)vsYesway, Inc. Class A Common Stock (YSWY)
EL
Estee Lauder Companies Inc
$76.71
+1.35%
CONSUMER DEFENSIVE · Cap: $27.38B
YSWY
Yesway, Inc. Class A Common Stock
$25.72
+5.97%
CONSUMER DEFENSIVE · Cap: $756.87M
Smart Verdict
WallStSmart Research — data-driven comparison
Estee Lauder Companies Inc generates 449% more annual revenue ($14.67B vs $2.67B). YSWY leads profitability with a 2.0% profit margin vs -1.2%. YSWY earns a higher WallStSmart Score of 43/100 (D).
EL
Hold43
out of 100
Grade: D
YSWY
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.3%
Fair Value
$162.86
Current Price
$76.71
$86.15 discount
Intrinsic value data unavailable for YSWY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 1.0B in free cash flow
No standout strengths identified
Areas to Watch
Distress zone — elevated risk
Weak financial health signals
ROE of -4.3% — below average capital efficiency
Earnings declined 51.6%
0.0% earnings growth
Smaller company, higher risk/reward
2.0% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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 : YSWY
Revenue growth of 11.1% 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 : YSWY
The primary concerns for YSWY are EPS Growth, Market Cap, Profit Margin. A P/E of 62.2x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
EL profiles as a turnaround stock while YSWY is a value play — different risk/reward profiles.
YSWY is growing revenue faster at 11.1% — sustainability is the question.
EL generates stronger free cash flow (1.0B), providing more financial flexibility.
Monitor HOUSEHOLD & PERSONAL PRODUCTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EL scores higher overall (43/100 vs 43/100). 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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