TAK vs. EL
TAK (Takeda Pharmaceutical Company Limited) and EL (The Estee Lauder Companies Inc.) are both stocks. TAK operates in Drug Manufacturers - Specialty & Generic (Healthcare), while EL operates in Household & Personal Products (Consumer Defensive). Over the past 10 years, TAK returned 0.81%/yr vs 0.54%/yr for EL. At a 0.20 correlation, their price movements are largely independent.
Performance
TAK vs. EL - Performance Comparison
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Returns By Period
In the year-to-date period, TAK achieves a 0.83% return, which is significantly higher than EL's -19.93% return. Over the past 10 years, TAK has outperformed EL with an annualized return of 0.81%, while EL has yielded a comparatively lower 0.54% annualized return.
TAK
- 1D
- -0.76%
- 1M
- -3.26%
- YTD
- 0.83%
- 6M
- 0.90%
- 1Y
- 6.59%
- 3Y*
- 3.25%
- 5Y*
- 2.05%
- 10Y*
- 0.81%
EL
- 1D
- -0.59%
- 1M
- -5.35%
- YTD
- -19.93%
- 6M
- -21.98%
- 1Y
- 9.66%
- 3Y*
- -22.88%
- 5Y*
- -22.25%
- 10Y*
- 0.54%
TAK vs. EL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAK Takeda Pharmaceutical Company Limited | 0.83% | 23.18% | -3.12% | -4.87% | 20.08% | -23.45% | -5.18% | 22.48% | -38.84% | 41.29% |
EL The Estee Lauder Companies Inc. | -19.93% | 42.13% | -47.59% | -40.13% | -32.31% | 40.03% | 29.77% | 60.34% | 3.38% | 68.68% |
Correlation
The correlation between TAK and EL is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2008 | 0.20 |
Fundamentals
TAK:
$49.12B
EL:
$30.43B
TAK:
¥61.03
EL:
-$0.68
TAK:
1.77
EL:
2.04
TAK:
1.02
EL:
7.62
TAK:
¥4.55T
EL:
$14.84B
TAK:
¥2.66T
EL:
$11.09B
TAK:
¥1.43T
EL:
$1.30B
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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.
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.
| TAK | EL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.08 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 0.22 | +0.11 |
| Martin ratioReturn relative to average drawdown | 0.88 | 0.52 | +0.36 |
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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.
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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 | -20.05% | -43.62% | +23.57% |
Max Drawdown (3Y)Largest decline over 3 years | -20.05% | -73.79% | +53.74% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -85.82% | +61.32% |
Max Drawdown (10Y)Largest decline over 10 years | -54.25% | -85.82% | +31.57% |
Current DrawdownCurrent decline from peak | -30.83% | -75.94% | +45.11% |
Average DrawdownAverage peak-to-trough decline | -23.27% | -20.79% | -2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.54% | 18.73% | -11.19% |
Volatility
TAK vs. EL - Volatility Comparison
The current volatility for Takeda Pharmaceutical Company Limited (TAK) is 7.84%, while The Estee Lauder Companies Inc. (EL) has a volatility of 11.80%. 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.
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Volatility by Period
| TAK | EL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.84% | 11.80% | -3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 15.35% | 39.12% | -23.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.74% | 47.26% | -26.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.58% | 43.47% | -23.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.04% | 36.63% | -13.59% |
Dividends
TAK vs. EL - Dividend Comparison
TAK's dividend yield for the trailing twelve months is around 2.05%, more than EL's 1.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EL The Estee Lauder Companies Inc. | 1.68% | 1.34% | 3.11% | 1.81% | 0.99% | 0.59% | 0.56% | 0.86% | 1.21% | 1.10% | 1.62% | 1.16% |
TAK Takeda Pharmaceutical Company Limited | 2.05% | 4.24% | 4.67% | 4.41% | 4.23% | 2.98% | 2.30% | 4.20% | 4.77% | 2.81% | 3.99% | 2.92% |
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 Jun 2026, Takeda Pharmaceutical Company Limited reported a gross profit of 543.81B and revenue of 1.11T. Therefore, the gross margin over that period was 48.8%.
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%.
TAK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Takeda Pharmaceutical Company Limited reported an operating income of 47.54B and revenue of 1.11T, resulting in an operating margin of 4.3%.
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%.
TAK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Takeda Pharmaceutical Company Limited reported a net income of -24.77B and revenue of 1.11T, resulting in a net margin of -2.2%.
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
TAK and EL have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EL has higher volatility (11.80%) compared to TAK (7.84%). In terms of maximum drawdown, TAK dropped -54.25% vs EL's -85.82%.
TAK currently has the higher Sharpe Ratio (0.32 vs 0.21), 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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