LVMUY vs. EL
LVMUY (LVMH Moët Hennessy - Louis Vuitton, Société Européenne) and EL (The Estée Lauder Companies Inc.) are both stocks. LVMUY operates in Luxury Goods (Consumer Cyclical), while EL operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, LVMUY returned 14.98%/yr vs 0.22%/yr for EL. Their 0.44 correlation means their historical movements had little consistent relationship.
Performance
LVMUY vs. EL - Performance Comparison
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Returns By Period
In the year-to-date period, LVMUY achieves a -26.22% return, which is significantly lower than EL's -19.32% return. Over the past 10 years, LVMUY has outperformed EL with an annualized return of 14.98%, while EL has yielded a comparatively lower 0.22% annualized return.
LVMUY
- 1D
- 0.09%
- 1M
- -3.80%
- 6M
- -13.93%
- YTD
- -26.22%
- 1Y
- 5.35%
- 3Y*
- -13.76%
- 5Y*
- -5.54%
- 10Y*
- 14.98%
- ALL TIME*
- 9.42%
EL
- 1D
- -1.15%
- 1M
- 0.23%
- 6M
- -26.71%
- YTD
- -19.32%
- 1Y
- -6.49%
- 3Y*
- -20.27%
- 5Y*
- -22.98%
- 10Y*
- 0.22%
- ALL TIME*
- 9.25%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $175.36M | $184.14M | $274.38M | |
| $41.79M | $39.10M | $55.89M |
LVMUY vs. EL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -26.22% | 18.11% | -18.01% | 13.89% | -10.84% | 34.13% | 36.97% | 62.30% | 1.61% | 59.50% |
EL The Estée Lauder Companies Inc. | -19.32% | 42.13% | -47.59% | -40.13% | -32.31% | 40.03% | 29.77% | 60.34% | 3.38% | 68.68% |
Correlation
The correlation between LVMUY and EL is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.43 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.51 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2007 | 0.44 |
The correlation between LVMUY and EL shifts across timeframes, from 0.39 (1 year) to 0.51 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
LVMUY:
$270.07B
EL:
$30.34B
LVMUY:
€8.84
EL:
-$0.68
LVMUY:
1.45
EL:
2.06
LVMUY:
3.46
EL:
7.68
LVMUY:
€162.92B
EL:
$14.84B
LVMUY:
€107.85B
EL:
$11.09B
LVMUY:
€44.44B
EL:
$1.30B
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Return for Risk
LVMUY vs. EL — Risk / Return Rank
LVMUY
EL
LVMUY vs. EL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and The Estée 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LVMUY | EL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.01 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | -0.20 | +0.34 |
| Martin ratioReturn relative to average drawdown | 0.24 | -0.42 | +0.66 |
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Drawdowns
LVMUY vs. EL - Drawdown Comparison
The maximum LVMUY drawdown since its inception was -80.82%, smaller than the maximum EL drawdown of -85.82%. Use the drawdown chart below to compare losses from any high point for LVMUY and EL.
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Drawdown Indicators
| LVMUY | EL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.82% | -85.82% | +5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -31.47% | -43.62% | +12.15% |
Max Drawdown (3Y)Largest decline over 3 years | -44.24% | -69.59% | +25.35% |
Max Drawdown (5Y)Largest decline over 5 years | -46.56% | -85.82% | +39.26% |
Max Drawdown (10Y)Largest decline over 10 years | -46.56% | -85.82% | +39.26% |
Current DrawdownCurrent decline from peak | -41.38% | -75.76% | +34.38% |
Average DrawdownAverage peak-to-trough decline | -20.74% | -20.98% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.01% | 21.14% | -3.13% |
Volatility
LVMUY vs. EL - Volatility Comparison
LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) has a higher volatility of 9.20% compared to The Estée Lauder Companies Inc. (EL) at 7.86%. This indicates that LVMUY's price experiences larger fluctuations and is considered to be riskier 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
| LVMUY | EL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.20% | 7.86% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 23.52% | 39.23% | -15.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.84% | 46.22% | -14.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.80% | 43.57% | -10.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.87% | 36.71% | -5.84% |
Dividends
LVMUY vs. EL - Dividend Comparison
LVMUY's dividend yield for the trailing twelve months is around 2.75%, more than EL's 1.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EL The Estée Lauder Companies Inc. | 1.67% | 1.34% | 3.11% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% |
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.75% | 1.92% | 2.14% | 1.65% | 1.78% | 0.99% | 1.64% | 1.49% | 2.21% | 2.67% | 4.16% | 12.95% |
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 Estée 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
LVMUY vs. EL - Profitability Comparison
LVMUY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 26.45B and revenue of 39.41B. Therefore, the gross margin over that period was 67.1%.
EL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Estée 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%.
LVMUY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 8.84B and revenue of 39.41B, resulting in an operating margin of 22.4%.
EL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Estée Lauder Companies Inc. reported an operating income of 249.00M and revenue of 3.71B, resulting in an operating margin of 6.7%.
LVMUY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.81B and revenue of 39.41B, resulting in a net margin of 14.7%.
EL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Estée 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
LVMUY and EL have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LVMUY has higher volatility (9.20%) compared to EL (7.86%). In terms of maximum drawdown, LVMUY dropped -80.82% vs EL's -85.82%.
LVMUY currently has the higher Sharpe Ratio (0.14 vs -0.19), 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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