TAK vs. EL
Compare and contrast key facts about Takeda Pharmaceutical Company Limited (TAK) and The Estee Lauder Companies Inc. (EL).
Performance
TAK vs. EL - Performance Comparison
Loading graphics...
TAK vs. EL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAK Takeda Pharmaceutical Company Limited | 18.79% | 23.18% | -3.12% | -4.87% | 20.08% | -23.45% | -5.18% | 22.48% | -38.84% | 41.29% |
EL The Estee Lauder Companies Inc. | -31.25% | 42.13% | -47.59% | -40.13% | -32.31% | 40.03% | 29.77% | 60.34% | 3.38% | 68.68% |
Fundamentals
TAK:
$59.36B
EL:
$26.18B
TAK:
$36.10
EL:
-$0.49
TAK:
0.01
EL:
1.78
TAK:
0.01
EL:
6.50
TAK:
$4.49T
EL:
$14.67B
TAK:
$2.79T
EL:
$10.91B
TAK:
$1.39T
EL:
$1.21B
Returns By Period
In the year-to-date period, TAK achieves a 18.79% return, which is significantly higher than EL's -31.25% return. Over the past 10 years, TAK has outperformed EL with an annualized return of 1.65%, while EL has yielded a comparatively lower -1.58% annualized return.
TAK
- 1D
- 1.37%
- 1M
- -1.23%
- YTD
- 18.79%
- 6M
- 26.50%
- 1Y
- 27.35%
- 3Y*
- 7.79%
- 5Y*
- 3.44%
- 10Y*
- 1.65%
EL
- 1D
- 5.58%
- 1M
- -34.44%
- YTD
- -31.25%
- 6M
- -17.99%
- 1Y
- 10.48%
- 3Y*
- -32.48%
- 5Y*
- -23.38%
- 10Y*
- -1.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TAK vs. EL — Risk / Return Rank
TAK
EL
TAK vs. EL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Takeda Pharmaceutical Company Limited (TAK) 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.
| TAK | EL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.20 | +1.10 |
Sortino ratioReturn per unit of downside risk | 1.76 | 0.61 | +1.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.09 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 0.26 | +1.98 |
Martin ratioReturn relative to average drawdown | 5.82 | 0.96 | +4.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TAK | EL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.20 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | -0.55 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | -0.04 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.26 | -0.14 |
Correlation
The correlation between TAK and EL is 0.20, 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.
Dividends
TAK vs. EL - Dividend Comparison
TAK's dividend yield for the trailing twelve months is around 1.74%, less than EL's 1.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAK Takeda Pharmaceutical Company Limited | 1.74% | 4.24% | 4.67% | 4.41% | 4.23% | 2.98% | 2.30% | 4.20% | 4.77% | 2.81% | 3.99% | 2.92% |
EL The Estee Lauder Companies Inc. | 1.95% | 1.34% | 3.11% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% |
Drawdowns
TAK vs. EL - Drawdown Comparison
The maximum TAK drawdown since its inception was -54.25%, smaller than the maximum EL drawdown of -85.82%. Use the drawdown chart below to compare losses from any high point for TAK and EL.
Loading graphics...
Drawdown Indicators
| TAK | EL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.25% | -85.82% | +31.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.83% | -43.62% | +30.79% |
Max Drawdown (5Y)Largest decline over 5 years | -30.09% | -85.82% | +55.73% |
Max Drawdown (10Y)Largest decline over 10 years | -54.25% | -85.82% | +31.57% |
Current DrawdownCurrent decline from peak | -18.51% | -79.34% | +60.83% |
Average DrawdownAverage peak-to-trough decline | -23.22% | -20.37% | -2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 11.94% | -7.00% |
Volatility
TAK vs. EL - Volatility Comparison
The current volatility for Takeda Pharmaceutical Company Limited (TAK) is 6.63%, while The Estee Lauder Companies Inc. (EL) has a volatility of 18.48%. This indicates that TAK 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.
Loading graphics...
Volatility by Period
| TAK | EL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 18.48% | -11.85% |
Volatility (6M)Calculated over the trailing 6-month period | 13.96% | 38.24% | -24.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.17% | 51.92% | -30.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.34% | 42.69% | -23.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.02% | 36.11% | -13.09% |
Financials
TAK vs. EL - Financials Comparison
This section allows you to compare key financial metrics between Takeda Pharmaceutical Company Limited 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
TAK vs. EL - Profitability Comparison
TAK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Takeda Pharmaceutical Company Limited reported a gross profit of 660.35B and revenue of 1.21T. Therefore, the gross margin over that period was 54.4%.
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%.
TAK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Takeda Pharmaceutical Company Limited reported an operating income of 194.06B and revenue of 1.21T, resulting in an operating margin of 16.0%.
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%.
TAK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Takeda Pharmaceutical Company Limited reported a net income of 105.51B and revenue of 1.21T, resulting in a net margin of 8.7%.
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%.