The Filing Desk

Estée Lauder Companies vs Procter & Gamble

Estée Lauder Companies EL · Procter & Gamble PG · Personal Care Products

Procter & Gamble reported revenue of $87.0 billion in fiscal 2026, 5.8 times Estée Lauder Companies' $15.0 billion in fiscal 2026. Estée Lauder Companies' revenue grew 5.0% in its latest year, and Procter & Gamble's grew 3.3%. Estée Lauder Companies had an operating margin of 5.2%, against 22.7% at Procter & Gamble. Free cash flow was $1.3 billion at Estée Lauder Companies and $15.1 billion at Procter & Gamble.

Side by side

Estée Lauder CompaniesProcter & Gamble
Latest fiscal yearFY2026, Jun 30, 2026FY2026, Jun 30, 2026
Revenue$15.0B$87.0B
Revenue growth5.0%3.3%
Revenue growth a year, last 5 years−1.5%2.7%
Gross margin75.5%50.2%
Operating margin5.2%22.7%
Net margin1.2%18.4%
Free cash flow$1.3B$15.1B
Free cash flow margin8.7%17.4%
Return on capital4.9%20.1%
Net debt to EBITDA2.4x1.1x
Dividends and buybacks$578M$15.3B
Change in diluted share count1.3%−1.3%
Last close$108.82$159.92
P/E at the last close—24.1×
Insider trades, last 12 monthssold $1.0 billionsold $70.1 million
Piotroski F-score6 of 96 of 9
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.

Ten years

Revenue
US$ billions, fiscal years
Estée Lauder CompaniesProcter & Gamble
Operating margin
Percent of revenue
Estée Lauder CompaniesProcter & Gamble
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Estée Lauder CompaniesProcter & Gamble

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Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Estée Lauder Companies and Procter & Gamble pages.