EL vs. LW
EL (The Estee Lauder Companies Inc.) and LW (Lamb Weston Holdings, Inc.) are both stocks. Both are in the Consumer Defensive sector — EL in Household & Personal Products, LW in Packaged Foods. Over the past 5 years, EL returned -21.07%/yr vs -10.73%/yr for LW. At a 0.31 correlation, their price movements are largely independent.
Performance
EL vs. LW - Performance Comparison
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Returns By Period
In the year-to-date period, EL achieves a -18.61% return, which is significantly lower than LW's 3.41% return.
EL
- 1D
- 1.38%
- 1M
- -1.43%
- YTD
- -18.61%
- 6M
- -17.07%
- 1Y
- 25.45%
- 3Y*
- -20.26%
- 5Y*
- -21.07%
- 10Y*
- 0.50%
LW
- 1D
- 1.09%
- 1M
- 1.36%
- YTD
- 3.41%
- 6M
- -27.23%
- 1Y
- -21.23%
- 3Y*
- -26.27%
- 5Y*
- -10.73%
- 10Y*
- —
EL vs. LW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EL The Estee Lauder Companies Inc. | -18.61% | 42.13% | -47.59% | -40.13% | -32.31% | 40.03% | 29.77% | 60.34% | 3.38% | 68.68% |
LW Lamb Weston Holdings, Inc. | 3.41% | -35.69% | -37.01% | 22.32% | 42.89% | -18.40% | -7.23% | 18.27% | 31.81% | 51.77% |
Correlation
The correlation between EL and LW is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Nov 11, 2016 | 0.31 |
Fundamentals
EL:
$30.93B
LW:
$5.93B
EL:
-$0.68
LW:
$2.15
EL:
2.07
LW:
0.91
EL:
7.75
LW:
3.25
EL:
$14.84B
LW:
$6.52B
EL:
$11.09B
LW:
$1.34B
EL:
$1.30B
LW:
$893.90M
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Return for Risk
EL vs. LW — Risk / Return Rank
EL
LW
EL vs. LW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Estee Lauder Companies Inc. (EL) and Lamb Weston Holdings, Inc. (LW). 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.
| EL | LW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.01 | ||
| Sortino ratioReturn per unit of downside risk | +1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.94 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.59 | -0.52 | +1.10 |
| Martin ratioReturn relative to average drawdown | 1.43 | -0.90 | +2.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EL | LW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.53 | -0.48 | +1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.49 | -0.29 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.15 | +0.13 |
Drawdowns
EL vs. LW - Drawdown Comparison
The maximum EL drawdown since its inception was -85.82%, which is greater than LW's maximum drawdown of -64.56%. Use the drawdown chart below to compare losses from any high point for EL and LW.
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Drawdown Indicators
| EL | LW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.82% | -64.56% | -21.26% |
Max Drawdown (1Y)Largest decline over 1 year | -43.62% | -41.37% | -2.25% |
Max Drawdown (3Y)Largest decline over 3 years | -74.55% | -64.56% | -9.99% |
Max Drawdown (5Y)Largest decline over 5 years | -85.82% | -64.56% | -21.26% |
Max Drawdown (10Y)Largest decline over 10 years | -85.82% | — | — |
Current DrawdownCurrent decline from peak | -75.54% | -60.44% | -15.10% |
Average DrawdownAverage peak-to-trough decline | -20.71% | -21.26% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.82% | 23.67% | -5.85% |
Volatility
EL vs. LW - Volatility Comparison
The Estee Lauder Companies Inc. (EL) has a higher volatility of 16.50% compared to Lamb Weston Holdings, Inc. (LW) at 10.14%. This indicates that EL's price experiences larger fluctuations and is considered to be riskier than LW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EL | LW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.50% | 10.14% | +6.36% |
Volatility (6M)Calculated over the trailing 6-month period | 38.95% | 38.17% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.27% | 44.22% | +4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.32% | 37.84% | +5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.58% | 35.85% | +0.73% |
Dividends
EL vs. LW - Dividend Comparison
EL's dividend yield for the trailing twelve months is around 1.65%, less than LW's 3.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EL The Estee Lauder Companies Inc. | 1.65% | 1.34% | 3.11% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% |
LW Lamb Weston Holdings, Inc. | 3.52% | 3.53% | 2.15% | 1.04% | 1.10% | 1.48% | 1.17% | 0.93% | 1.04% | 1.33% | 0.00% | 0.00% |
Financials
EL vs. LW - Financials Comparison
This section allows you to compare key financial metrics between The Estee Lauder Companies Inc. and Lamb Weston Holdings, Inc.. 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. LW - Profitability Comparison
EL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Estee 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%.
LW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lamb Weston Holdings, Inc. reported a gross profit of 331.60M and revenue of 1.56B. Therefore, the gross margin over that period was 21.2%.
EL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Estee Lauder Companies Inc. reported an operating income of 249.00M and revenue of 3.71B, resulting in an operating margin of 6.7%.
LW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lamb Weston Holdings, Inc. reported an operating income of 126.60M and revenue of 1.56B, resulting in an operating margin of 8.1%.
EL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Estee Lauder Companies Inc. reported a net income of 89.00M and revenue of 3.71B, resulting in a net margin of 2.4%.
LW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lamb Weston Holdings, Inc. reported a net income of 54.00M and revenue of 1.56B, resulting in a net margin of 3.5%.
Frequently Asked Questions
EL and LW have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EL has higher volatility (16.50%) compared to LW (10.14%). In terms of maximum drawdown, EL dropped -85.82% vs LW's -64.56%.
EL currently has the higher Sharpe Ratio (0.53 vs -0.48), 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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