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.
Performance
EL vs. LVMUY - Performance Comparison
Returns By Period
In the year-to-date period, EL achieves a -55.08% return, which is significantly lower than LVMUY's -22.52% return. Over the past 10 years, EL has underperformed LVMUY with an annualized return of -0.02%, while LVMUY has yielded a comparatively higher 16.76% annualized return.
EL
-55.08%
-28.29%
-50.13%
-46.66%
-18.96%
-0.02%
LVMUY
-22.52%
-7.86%
-26.17%
-18.15%
9.06%
16.76%
Fundamentals
| EL | LVMUY | |
|---|---|---|
| Market Cap | $23.18B | $320.65B |
| EPS | $0.56 | $5.96 |
| PE Ratio | 115.30 | 20.45 |
| PEG Ratio | 0.96 | 4.93 |
| Total Revenue (TTM) | $15.43B | $85.59B |
| Gross Profit (TTM) | $11.14B | $58.65B |
| EBITDA (TTM) | $1.81B | $26.24B |
Key characteristics
| EL | LVMUY | |
|---|---|---|
| Sharpe Ratio | -1.05 | -0.57 |
| Sortino Ratio | -1.52 | -0.69 |
| Omega Ratio | 0.80 | 0.92 |
| Calmar Ratio | -0.56 | -0.45 |
| Martin Ratio | -1.61 | -0.97 |
| Ulcer Index | 28.72% | 17.61% |
| Daily Std Dev | 44.09% | 30.17% |
| Max Drawdown | -82.39% | -80.90% |
| Current Drawdown | -81.88% | -36.44% |
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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.
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 4.09%, more than LVMUY's 2.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EL The Estee Lauder Companies Inc. | 4.09% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% | 1.10% | 0.98% |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.25% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 1.60% | 2.10% | 12.91% | 2.40% | 2.17% |
Drawdowns
EL vs. LVMUY - Drawdown Comparison
The maximum EL drawdown since its inception was -82.39%, roughly equal to 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 25.07% compared to LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) at 9.20%. 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