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LVMUY vs. EL
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

LVMUY vs. EL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) and The Estee Lauder Companies Inc. (EL). The values are adjusted to include any dividend payments, if applicable.

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LVMUY vs. EL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
-27.64%18.11%-18.01%13.89%-10.84%34.13%36.97%62.30%1.61%59.50%
EL
The Estee Lauder Companies Inc.
-32.27%42.13%-47.59%-40.13%-32.31%40.03%29.77%60.34%3.38%68.68%

Fundamentals

EPS

LVMUY:

$18.76

EL:

-$0.49

PS Ratio

LVMUY:

0.82

EL:

1.75

Total Revenue (TTM)

LVMUY:

$165.19B

EL:

$14.67B

Gross Profit (TTM)

LVMUY:

$110.09B

EL:

$10.91B

EBITDA (TTM)

LVMUY:

$44.58B

EL:

$1.21B

Returns By Period

In the year-to-date period, LVMUY achieves a -27.64% return, which is significantly higher than EL's -32.27% return. Over the past 10 years, LVMUY has outperformed EL with an annualized return of 14.91%, while EL has yielded a comparatively lower -1.73% annualized return.


LVMUY

1D
-0.10%
1M
-10.15%
YTD
-27.64%
6M
-10.86%
1Y
-9.79%
3Y*
-14.31%
5Y*
-2.56%
10Y*
14.91%

EL

1D
-1.48%
1M
-29.42%
YTD
-32.27%
6M
-17.40%
1Y
5.84%
3Y*
-32.82%
5Y*
-23.60%
10Y*
-1.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

LVMUY vs. EL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LVMUY
LVMUY Risk / Return Rank: 2727
Overall Rank
LVMUY Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
LVMUY Sortino Ratio Rank: 2424
Sortino Ratio Rank
LVMUY Omega Ratio Rank: 2525
Omega Ratio Rank
LVMUY Calmar Ratio Rank: 3131
Calmar Ratio Rank
LVMUY Martin Ratio Rank: 2727
Martin Ratio Rank

EL
EL Risk / Return Rank: 4444
Overall Rank
EL Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
EL Sortino Ratio Rank: 4141
Sortino Ratio Rank
EL Omega Ratio Rank: 4242
Omega Ratio Rank
EL Calmar Ratio Rank: 4646
Calmar Ratio Rank
EL Martin Ratio Rank: 4949
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 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.


LVMUYELDifference

Sharpe ratio

Return per unit of total volatility

-0.29

0.11

-0.40

Sortino ratio

Return per unit of downside risk

-0.20

0.50

-0.70

Omega ratio

Gain probability vs. loss probability

0.98

1.07

-0.09

Calmar ratio

Return relative to maximum drawdown

-0.31

0.20

-0.52

Martin ratio

Return relative to average drawdown

-0.83

0.72

-1.56

LVMUY vs. EL - Sharpe Ratio Comparison

The current LVMUY Sharpe Ratio is -0.29, which is lower than the EL Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of LVMUY and EL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LVMUYELDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.29

0.11

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.08

-0.56

+0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

-0.05

+0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.26

-0.05

Correlation

The correlation between LVMUY and EL is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

LVMUY vs. EL - Dividend Comparison

LVMUY's dividend yield for the trailing twelve months is around 2.65%, more than EL's 1.98% yield.


TTM20252024202320222021202020192018201720162015
LVMUY
LVMH Moët Hennessy - Louis Vuitton, Société Européenne
2.65%1.92%2.14%1.65%1.78%0.99%1.64%1.49%2.21%2.67%4.16%12.95%
EL
The Estee Lauder Companies Inc.
1.98%1.34%3.11%1.81%0.99%0.59%0.56%0.86%1.21%1.10%1.62%1.16%

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


LVMUYELDifference

Max Drawdown

Largest 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 (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 Drawdown

Current decline from peak

-42.51%

-79.65%

+37.14%

Average Drawdown

Average peak-to-trough decline

-20.39%

-20.38%

-0.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.81%

12.21%

-0.40%

Volatility

LVMUY vs. EL - Volatility Comparison

The current volatility for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMUY) is 9.07%, while The Estee Lauder Companies Inc. (EL) has a volatility of 18.48%. 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.


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Volatility by Period


LVMUYELDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.07%

18.48%

-9.41%

Volatility (6M)

Calculated over the trailing 6-month period

22.17%

38.25%

-16.08%

Volatility (1Y)

Calculated over the trailing 1-year period

33.96%

51.93%

-17.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.17%

42.70%

-10.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.72%

36.10%

-5.38%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B20212022202320242025
40.69B
4.23B
(LVMUY) Total Revenue
(EL) Total Revenue
Values in USD except per share items

LVMUY vs. EL - Profitability Comparison

The chart below illustrates the profitability comparison between LVMH Moët Hennessy - Louis Vuitton, Société Européenne and The Estee Lauder Companies Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

66.0%68.0%70.0%72.0%74.0%76.0%78.0%20212022202320242025
65.7%
76.5%
Portfolio components
LVMUY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 26.72B and revenue of 40.69B. Therefore, the gross margin over that period was 65.7%.

EL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Estee Lauder Companies Inc. reported a gross profit of 3.24B and revenue of 4.23B. Therefore, the gross margin over that period was 76.5%.

LVMUY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 8.63B and revenue of 40.69B, resulting in an operating margin of 21.2%.

EL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Estee Lauder Companies Inc. reported an operating income of 401.00M and revenue of 4.23B, resulting in an operating margin of 9.5%.

LVMUY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.14B and revenue of 40.69B, 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 Apr 2026, The Estee Lauder Companies Inc. reported a net income of 162.00M and revenue of 4.23B, resulting in a net margin of 3.8%.