EL vs. LVMUY
Compare and contrast key facts about The Estee Lauder Companies Inc. (EL) and LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EL or LVMUY.
Key characteristics
EL | LVMUY | |
---|---|---|
YTD Return | -12.52% | 1.93% |
1Y Return | -47.15% | -13.29% |
3Y Return (Ann) | -25.12% | 4.49% |
5Y Return (Ann) | -5.15% | 17.50% |
10Y Return (Ann) | 6.57% | 18.86% |
Sharpe Ratio | -1.02 | -0.47 |
Daily Std Dev | 46.45% | 26.88% |
Max Drawdown | -71.32% | -80.90% |
Current Drawdown | -64.71% | -16.38% |
Fundamentals
EL | LVMUY | |
---|---|---|
Market Cap | $52.86B | $422.84B |
EPS | $1.28 | $6.48 |
PE Ratio | 115.20 | 26.13 |
PEG Ratio | 1.60 | 2.54 |
Revenue (TTM) | $15.16B | $86.15B |
Gross Profit (TTM) | $13.43B | $54.20B |
EBITDA (TTM) | $1.82B | $25.27B |
Correlation
The correlation between EL and LVMUY is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EL vs. LVMUY - Performance Comparison
In the year-to-date period, EL achieves a -12.52% return, which is significantly lower than LVMUY's 1.93% return. Over the past 10 years, EL has underperformed LVMUY with an annualized return of 6.57%, while LVMUY has yielded a comparatively higher 18.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
EL vs. LVMUY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Estee 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.
Dividends
EL vs. LVMUY - Dividend Comparison
EL's dividend yield for the trailing twelve months is around 2.07%, more than LVMUY's 1.71% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
The Estee Lauder Companies Inc. | 2.07% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% | 1.10% | 0.98% |
LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 1.71% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 1.59% | 2.11% | 12.92% | 2.38% | 2.17% |
Drawdowns
EL vs. LVMUY - Drawdown Comparison
The maximum EL drawdown since its inception was -71.32%, smaller than the maximum LVMUY drawdown of -80.90%. Use the drawdown chart below to compare losses from any high point for EL and LVMUY. For additional features, visit the drawdowns tool.
Volatility
EL vs. LVMUY - Volatility Comparison
The Estee Lauder Companies Inc. (EL) has a higher volatility of 16.97% compared to LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) at 6.77%. This indicates that EL's price experiences larger fluctuations and is considered to be riskier than LVMUY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EL vs. LVMUY - Financials Comparison
This section allows you to compare key financial metrics between The Estee 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