KER.PA vs. EL
Compare and contrast key facts about Kering SA (KER.PA) and The Estee Lauder Companies Inc. (EL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KER.PA or EL.
Key characteristics
| KER.PA | EL | |
|---|---|---|
| YTD Return | -11.41% | -7.93% |
| 1Y Return | -35.90% | -32.20% |
| 3Y Return (Ann) | -19.06% | -22.40% |
| 5Y Return (Ann) | -6.01% | -3.75% |
| 10Y Return (Ann) | 10.66% | 7.47% |
| Sharpe Ratio | -1.21 | -0.72 |
| Daily Std Dev | 28.83% | 43.61% |
| Max Drawdown | -85.03% | -71.32% |
| Current Drawdown | -53.23% | -62.85% |
Fundamentals
| KER.PA | EL | |
|---|---|---|
| Market Cap | €40.85B | $47.33B |
| EPS | €24.37 | $1.78 |
| PE Ratio | 13.64 | 74.16 |
| PEG Ratio | 2.53 | 1.60 |
| Revenue (TTM) | €19.57B | $15.35B |
| Gross Profit (TTM) | €15.20B | $13.43B |
| EBITDA (TTM) | €5.60B | $2.08B |
Correlation
The correlation between KER.PA and EL is 0.26, 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
KER.PA vs. EL - Performance Comparison
In the year-to-date period, KER.PA achieves a -11.41% return, which is significantly lower than EL's -7.93% return. Over the past 10 years, KER.PA has outperformed EL with an annualized return of 10.66%, while EL has yielded a comparatively lower 7.47% 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
KER.PA vs. EL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kering SA (KER.PA) and The Estee Lauder Companies Inc. (EL). 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
KER.PA vs. EL - Dividend Comparison
KER.PA's dividend yield for the trailing twelve months is around 4.13%, more than EL's 1.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KER.PA Kering SA | 4.13% | 3.51% | 2.52% | 1.13% | 1.35% | 1.79% | 1.42% | 1.17% | 1.88% | 2.53% | 2.35% | 2.43% |
EL The Estee Lauder Companies Inc. | 1.97% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% | 1.10% | 0.98% |
Drawdowns
KER.PA vs. EL - Drawdown Comparison
The maximum KER.PA drawdown since its inception was -85.03%, which is greater than EL's maximum drawdown of -71.32%. Use the drawdown chart below to compare losses from any high point for KER.PA and EL. For additional features, visit the drawdowns tool.
Volatility
KER.PA vs. EL - Volatility Comparison
The current volatility for Kering SA (KER.PA) is 9.88%, while The Estee Lauder Companies Inc. (EL) has a volatility of 17.24%. This indicates that KER.PA experiences smaller price fluctuations and is considered to be less risky than EL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
KER.PA vs. EL - Financials Comparison
This section allows you to compare key financial metrics between Kering SA and The Estee Lauder Companies 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