EL vs. KR
EL (The Estée Lauder Companies Inc.) and KR (The Kroger Co.) are both stocks. Both are in the Consumer Defensive sector — EL in Household & Personal Products, KR in Grocery Stores. Over the past 10 years, EL returned 0.04%/yr vs 7.03%/yr for KR. At a 0.18 correlation, their price movements are largely independent.
Performance
EL vs. KR - Performance Comparison
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Returns By Period
In the year-to-date period, EL achieves a -20.79% return, which is significantly lower than KR's -6.57% return. Over the past 10 years, EL has underperformed KR with an annualized return of 0.04%, while KR has yielded a comparatively higher 7.03% annualized return.
EL
- 1D
- -1.52%
- 1M
- -2.88%
- 6M
- -27.53%
- YTD
- -20.79%
- 1Y
- -2.86%
- 3Y*
- -21.44%
- 5Y*
- -22.93%
- 10Y*
- 0.04%
- ALL TIME*
- 9.19%
KR
- 1D
- -0.99%
- 1M
- 2.07%
- 6M
- -7.56%
- YTD
- -6.57%
- 1Y
- -18.10%
- 3Y*
- 8.75%
- 5Y*
- 10.10%
- 10Y*
- 7.03%
- ALL TIME*
- 11.12%
EL vs. KR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EL The Estée Lauder Companies Inc. | -20.79% | 42.13% | -47.59% | -40.13% | -32.31% | 40.03% | 29.77% | 60.34% | 3.38% | 68.68% |
KR The Kroger Co. | -6.57% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
Correlation
The correlation between EL and KR is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Nov 17, 1995 | 0.18 |
The correlation between EL and KR shifts across timeframes, from -0.14 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.
Fundamentals
EL:
$29.79B
KR:
$35.40B
EL:
-$0.68
KR:
$1.64
EL:
2.02
KR:
0.25
EL:
7.54
KR:
5.49
EL:
$14.84B
KR:
$148.65B
EL:
$11.09B
KR:
$34.46B
EL:
$1.30B
KR:
$5.60B
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Return for Risk
EL vs. KR — Risk / Return Rank
EL
KR
EL vs. KR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Estée Lauder Companies Inc. (EL) and The Kroger Co. (KR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EL | KR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.91 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.07 | -0.69 | +0.63 |
| Martin ratioReturn relative to average drawdown | -0.14 | -1.48 | +1.34 |
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Drawdowns
EL vs. KR - Drawdown Comparison
The maximum EL drawdown since its inception was -85.82%, which is greater than KR's maximum drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for EL and KR.
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Drawdown Indicators
| EL | KR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.82% | -66.81% | -19.01% |
Max Drawdown (1Y)Largest decline over 1 year | -43.62% | -26.16% | -17.46% |
Max Drawdown (3Y)Largest decline over 3 years | -71.23% | -26.16% | -45.07% |
Max Drawdown (5Y)Largest decline over 5 years | -85.82% | -31.07% | -54.75% |
Max Drawdown (10Y)Largest decline over 10 years | -85.82% | -44.13% | -41.69% |
Current DrawdownCurrent decline from peak | -76.20% | -23.17% | -53.03% |
Average DrawdownAverage peak-to-trough decline | -20.92% | -22.44% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.44% | 12.27% | +8.17% |
Volatility
EL vs. KR - Volatility Comparison
The current volatility for The Estée Lauder Companies Inc. (EL) is 7.75%, while The Kroger Co. (KR) has a volatility of 9.00%. This indicates that EL experiences smaller price fluctuations and is considered to be less risky than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EL | KR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 9.00% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 39.05% | 22.81% | +16.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.49% | 28.03% | +18.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.53% | 27.23% | +16.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.69% | 29.16% | +7.53% |
Dividends
EL vs. KR - Dividend Comparison
EL's dividend yield for the trailing twelve months is around 1.70%, less than KR's 2.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EL The Estée Lauder Companies Inc. | 1.70% | 1.34% | 3.11% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% |
KR The Kroger Co. | 2.42% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
Financials
EL vs. KR - Financials Comparison
This section allows you to compare key financial metrics between The Estée Lauder Companies Inc. and The Kroger Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
EL vs. KR - Profitability Comparison
EL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, The Estée Lauder Companies Inc. reported a gross profit of 2.84B and revenue of 3.71B. Therefore, the gross margin over that period was 76.4%.
KR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, The Kroger Co. reported a gross profit of 10.63B and revenue of 46.12B. Therefore, the gross margin over that period was 23.0%.
EL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, The Estée Lauder Companies Inc. reported an operating income of 249.00M and revenue of 3.71B, resulting in an operating margin of 6.7%.
KR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, The Kroger Co. reported an operating income of 1.41B and revenue of 46.12B, resulting in an operating margin of 3.1%.
EL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, The Estée Lauder Companies Inc. reported a net income of 89.00M and revenue of 3.71B, resulting in a net margin of 2.4%.
KR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, The Kroger Co. reported a net income of 903.00M and revenue of 46.12B, resulting in a net margin of 2.0%.
Frequently Asked Questions
EL and KR have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (9.00%) compared to EL (7.75%). In terms of maximum drawdown, EL dropped -85.82% vs KR's -66.81%.
EL currently has the higher Sharpe Ratio (-0.06 vs -0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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