LVMHF vs. EL
LVMHF (LVMH Moët Hennessy - Louis Vuitton, Société Européenne) and EL (The Estee Lauder Companies Inc.) are both stocks. LVMHF operates in Luxury Goods (Consumer Cyclical), while EL operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, LVMHF returned 16.21%/yr vs 0.02%/yr for EL. At a 0.37 correlation, their price movements are largely independent.
Performance
LVMHF vs. EL - Performance Comparison
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Returns By Period
In the year-to-date period, LVMHF achieves a -27.97% return, which is significantly lower than EL's -21.10% return. Over the past 10 years, LVMHF has outperformed EL with an annualized return of 16.21%, while EL has yielded a comparatively lower 0.02% annualized return.
LVMHF
- 1D
- -2.96%
- 1M
- 2.67%
- YTD
- -27.97%
- 6M
- -26.60%
- 1Y
- 1.08%
- 3Y*
- -12.51%
- 5Y*
- -4.41%
- 10Y*
- 16.21%
EL
- 1D
- -1.63%
- 1M
- 1.28%
- YTD
- -21.10%
- 6M
- -19.02%
- 1Y
- 20.78%
- 3Y*
- -22.76%
- 5Y*
- -21.84%
- 10Y*
- 0.02%
LVMHF vs. EL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LVMHF LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -27.97% | 19.41% | -16.25% | 14.75% | -8.08% | 39.72% | 36.98% | 63.06% | 3.71% | 55.50% |
EL The Estee Lauder Companies Inc. | -21.10% | 42.13% | -47.59% | -40.13% | -32.31% | 40.03% | 29.77% | 60.34% | 3.38% | 68.68% |
Correlation
The correlation between LVMHF and EL is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2007 | 0.37 |
The correlation between LVMHF and EL shifts across timeframes, from 0.37 (all time) to 0.48 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
LVMHF:
$93.94
EL:
-$0.68
LVMHF:
0.81
EL:
2.01
LVMHF:
$165.47B
EL:
$14.84B
LVMHF:
$110.27B
EL:
$11.09B
LVMHF:
$47.81B
EL:
$1.30B
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Return for Risk
LVMHF vs. EL — Risk / Return Rank
LVMHF
EL
LVMHF vs. EL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) 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.
| LVMHF | EL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.03 | 0.43 | -0.40 |
Sortino ratioReturn per unit of downside risk | 0.28 | 0.88 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.12 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 0.48 | -0.44 |
Martin ratioReturn relative to average drawdown | 0.07 | 1.19 | -1.12 |
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
| LVMHF | EL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 0.43 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | -0.51 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.00 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.27 | 0.00 |
Drawdowns
LVMHF vs. EL - Drawdown Comparison
The maximum LVMHF drawdown since its inception was -62.09%, smaller than the maximum EL drawdown of -85.82%. Use the drawdown chart below to compare losses from any high point for LVMHF and EL.
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Drawdown Indicators
| LVMHF | EL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.09% | -85.82% | +23.73% |
Max Drawdown (1Y)Largest decline over 1 year | -31.28% | -43.62% | +12.34% |
Max Drawdown (3Y)Largest decline over 3 years | -44.08% | -74.55% | +30.47% |
Max Drawdown (5Y)Largest decline over 5 years | -44.08% | -85.82% | +41.74% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -85.82% | +41.74% |
Current DrawdownCurrent decline from peak | -40.40% | -76.29% | +35.89% |
Average DrawdownAverage peak-to-trough decline | -13.62% | -20.69% | +7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.82% | 17.52% | -2.70% |
Volatility
LVMHF vs. EL - Volatility Comparison
The current volatility for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) is 9.50%, while The Estee Lauder Companies Inc. (EL) has a volatility of 17.21%. This indicates that LVMHF 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.
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Volatility by Period
| LVMHF | EL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.50% | 17.21% | -7.71% |
Volatility (6M)Calculated over the trailing 6-month period | 22.51% | 39.36% | -16.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.44% | 48.32% | -16.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.23% | 43.32% | -11.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.14% | 36.57% | -5.43% |
Dividends
LVMHF vs. EL - Dividend Comparison
LVMHF's dividend yield for the trailing twelve months is around 2.84%, more than EL's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EL The Estee Lauder Companies Inc. | 1.71% | 1.34% | 3.11% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% |
LVMHF LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.84% | 3.10% | 3.87% | 3.37% | 3.48% | 5.31% | 1.70% | 2.96% | 2.95% | 0.54% | 1.90% | 2.11% |
Financials
LVMHF vs. EL - Financials Comparison
This section allows you to compare key financial metrics between LVMH Moët Hennessy - Louis Vuitton, Société Européenne 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
LVMHF vs. EL - Profitability Comparison
LVMHF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 26.90B and revenue of 40.98B. Therefore, the gross margin over that period was 65.6%.
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%.
LVMHF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 13.42B and revenue of 40.98B, resulting in an operating margin of 32.7%.
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%.
LVMHF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.18B and revenue of 40.98B, resulting in a net margin of 12.6%.
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%.
Frequently Asked Questions
LVMHF and EL have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EL has higher volatility (17.21%) compared to LVMHF (9.50%). In terms of maximum drawdown, LVMHF dropped -62.09% vs EL's -85.82%.
EL currently has the higher Sharpe Ratio (0.43 vs 0.03), 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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