LVMUY vs. EL
Compare and contrast key facts about LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) 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: LVMUY or EL.
Key characteristics
| LVMUY | EL | |
|---|---|---|
| YTD Return | 2.01% | 0.76% |
| 1Y Return | -12.69% | -39.53% |
| 3Y Return (Ann) | 4.53% | -21.53% |
| 5Y Return (Ann) | 17.98% | -1.94% |
| 10Y Return (Ann) | 18.88% | 8.09% |
| Sharpe Ratio | -0.48 | -0.89 |
| Daily Std Dev | 26.88% | 44.59% |
| Max Drawdown | -80.90% | -71.32% |
| Current Drawdown | -16.31% | -59.35% |
Fundamentals
| LVMUY | EL | |
|---|---|---|
| Market Cap | $422.84B | $52.86B |
| EPS | $6.48 | $1.28 |
| PE Ratio | 26.13 | 115.20 |
| PEG Ratio | 2.54 | 1.60 |
| Revenue (TTM) | $86.15B | $15.16B |
| Gross Profit (TTM) | $54.20B | $13.43B |
| EBITDA (TTM) | $25.27B | $1.82B |
Correlation
The correlation between LVMUY and EL 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
LVMUY vs. EL - Performance Comparison
In the year-to-date period, LVMUY achieves a 2.01% return, which is significantly higher than EL's 0.76% return. Over the past 10 years, LVMUY has outperformed EL with an annualized return of 18.88%, while EL has yielded a comparatively lower 8.09% 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
LVMUY vs. EL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) 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
LVMUY vs. EL - Dividend Comparison
LVMUY's dividend yield for the trailing twelve months is around 1.71%, less than EL's 1.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LVMUY 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% |
EL The Estee Lauder Companies Inc. | 1.80% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% | 1.10% | 0.98% |
Drawdowns
LVMUY vs. EL - Drawdown Comparison
The maximum LVMUY drawdown since its inception was -80.90%, which is greater than EL's maximum drawdown of -71.32%. Use the drawdown chart below to compare losses from any high point for LVMUY and EL. For additional features, visit the drawdowns tool.
Volatility
LVMUY vs. EL - Volatility Comparison
The current volatility for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) is 6.87%, while The Estee Lauder Companies Inc. (EL) has a volatility of 9.72%. This indicates that LVMUY 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
LVMUY 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