EL vs. LVMUY
EL (The Estée Lauder Companies Inc.) and LVMUY (LVMH Moët Hennessy - Louis Vuitton, Société Européenne) are both stocks. EL operates in Household & Personal Products (Consumer Defensive), while LVMUY operates in Luxury Goods (Consumer Cyclical). Over the past 10 years, EL returned 0.22%/yr vs 14.98%/yr for LVMUY. Their 0.44 correlation means their historical movements had little consistent relationship.
Performance
EL vs. LVMUY - Performance Comparison
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Returns By Period
In the year-to-date period, EL achieves a -19.32% return, which is significantly higher than LVMUY's -26.22% return. Over the past 10 years, EL has underperformed LVMUY with an annualized return of 0.22%, while LVMUY has yielded a comparatively higher 14.98% annualized return.
EL
- 1D
- -1.15%
- 1M
- 0.23%
- 6M
- -26.71%
- YTD
- -19.32%
- 1Y
- -6.49%
- 3Y*
- -20.27%
- 5Y*
- -22.98%
- 10Y*
- 0.22%
- ALL TIME*
- 9.25%
LVMUY
- 1D
- 0.09%
- 1M
- -3.80%
- 6M
- -13.93%
- YTD
- -26.22%
- 1Y
- 5.35%
- 3Y*
- -13.76%
- 5Y*
- -5.54%
- 10Y*
- 14.98%
- ALL TIME*
- 9.42%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $175.36M | $184.14M | $274.38M | |
| $41.79M | $39.10M | $55.89M |
EL vs. LVMUY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EL The Estée Lauder Companies Inc. | -19.32% | 42.13% | -47.59% | -40.13% | -32.31% | 40.03% | 29.77% | 60.34% | 3.38% | 68.68% |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -26.22% | 18.11% | -18.01% | 13.89% | -10.84% | 34.13% | 36.97% | 62.30% | 1.61% | 59.50% |
Correlation
The correlation between EL and LVMUY is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.43 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.51 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.44 |
The correlation between EL and LVMUY shifts across timeframes, from 0.39 (1 year) to 0.51 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
EL:
$30.34B
LVMUY:
$270.07B
EL:
-$0.68
LVMUY:
€8.84
EL:
2.06
LVMUY:
1.45
EL:
7.68
LVMUY:
3.46
EL:
$14.84B
LVMUY:
€162.92B
EL:
$11.09B
LVMUY:
€107.85B
EL:
$1.30B
LVMUY:
€44.44B
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Return for Risk
EL vs. LVMUY — Risk / Return Rank
EL
LVMUY
EL vs. LVMUY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Estée Lauder Companies Inc. (EL) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY). 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 | LVMUY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.05 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 0.14 | -0.34 |
| Martin ratioReturn relative to average drawdown | -0.42 | 0.24 | -0.66 |
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Drawdowns
EL vs. LVMUY - Drawdown Comparison
The maximum EL drawdown since its inception was -85.82%, which is greater than LVMUY's maximum drawdown of -80.82%. Use the drawdown chart below to compare losses from any high point for EL and LVMUY.
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Drawdown Indicators
| EL | LVMUY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.82% | -80.82% | -5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -43.62% | -31.47% | -12.15% |
Max Drawdown (3Y)Largest decline over 3 years | -69.59% | -44.24% | -25.35% |
Max Drawdown (5Y)Largest decline over 5 years | -85.82% | -46.56% | -39.26% |
Max Drawdown (10Y)Largest decline over 10 years | -85.82% | -46.56% | -39.26% |
Current DrawdownCurrent decline from peak | -75.76% | -41.38% | -34.38% |
Average DrawdownAverage peak-to-trough decline | -20.98% | -20.74% | -0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.14% | 18.01% | +3.13% |
Volatility
EL vs. LVMUY - Volatility Comparison
The current volatility for The Estée Lauder Companies Inc. (EL) is 7.86%, while LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) has a volatility of 9.20%. This indicates that EL experiences smaller price fluctuations and is considered to be less risky than LVMUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EL | LVMUY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.86% | 9.20% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 39.23% | 23.52% | +15.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.22% | 31.84% | +14.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.57% | 32.80% | +10.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.71% | 30.87% | +5.84% |
Dividends
EL vs. LVMUY - Dividend Comparison
EL's dividend yield for the trailing twelve months is around 1.67%, less than LVMUY's 2.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EL The Estée Lauder Companies Inc. | 1.67% | 1.34% | 3.11% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.75% | 1.92% | 2.14% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 2.67% | 4.16% | 12.95% |
Financials
EL vs. LVMUY - Financials Comparison
This section allows you to compare key financial metrics between The Estée Lauder Companies Inc. and LVMH Moët Hennessy - Louis Vuitton, Société Européenne. 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. LVMUY - Profitability Comparison
EL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
LVMUY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 26.45B and revenue of 39.41B. Therefore, the gross margin over that period was 67.1%.
EL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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%.
LVMUY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 8.84B and revenue of 39.41B, resulting in an operating margin of 22.4%.
EL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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%.
LVMUY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.81B and revenue of 39.41B, resulting in a net margin of 14.7%.
Frequently Asked Questions
EL and LVMUY have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LVMUY has higher volatility (9.20%) compared to EL (7.86%). In terms of maximum drawdown, EL dropped -85.82% vs LVMUY's -80.82%.
LVMUY currently has the higher Sharpe Ratio (0.14 vs -0.19), 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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