S&P 500 comparison · Consumer Staples

Estée Lauder Companies (The) vs Kenvue

Prices at close . Model readings .

Estée Lauder Companies (The)

$109.31+0.89%
Month: positiveLong run: neutral

Kenvue

$19.33−0.51%
Month: positiveLong run: negative
Price change

Price change, with the S&P 500 as a benchmark

Percent change in each close since the start of the chosen range, for both companies and the S&P 500 (SPY). Daily closes over the last year, weekly before that and monthly before five years.

In short

How the two compare

On the latest closes (28 Oct 2026), Estée Lauder Companies (The) is the larger company by market value ($39.88B against $37.17B). Over the past year Estée Lauder Companies (The) returned +10% and Kenvue +34.4%, while the S&P 500 returned +12.7%. The operating margin is 5.2% for Estée Lauder Companies (The) and 17.7% for Kenvue. Over the next 21 sessions the model expects +0.02% for Estée Lauder Companies (The), with a 64% chance of a rise, and +0.33% for Kenvue, with a 72% chance. Estée Lauder Companies (The)'s long-run fair value is $106.73, a gap of −2.4% to its price; the long-run model view is neutral. Kenvue's long-run fair value is $16.07, a gap of −16.9% to its price; the long-run model view is negative.

Model view

What the model expects

Expected returns and the chance of a rise from our forecasting models, and the long-run fair value against the price. Readings, not advice.

Model readings:
Expected returnnext 21 sessions
EL+0.02%
KVUE+0.33%
Chance of a risenext 21 sessions
EL64%
KVUE72%
Expected returnnext 63 sessions
EL+0.58%
KVUE+1%
Range of outcomes63 sessions, 80% band
EL−23% to +24.2%
KVUE−16.1% to +18.1%
Chance of a risenext 63 sessionsMembers only · see plans
Long-run fair valueintrinsic value model
EL$106.7328 Oct 2026
KVUE$16.0728 Oct 2026
Gap to pricefair value against the close
EL−2.4%
KVUE−16.9%
Past readings that matchedsign of the 21-session outcome
EL52.4%of 269
KVUE44%of 269
Price performance

How the prices moved

Price change over each period, with the S&P 500 (SPY) for comparison.

Closes to
1 monthS&P 500: +1.1%
EL+15.8%
KVUE+7.9%
6 monthsS&P 500: +8.5%
EL+45%
KVUE+14.8%
Year to dateS&P 500: +13.3%
EL+5.1%
KVUE+16%
1 yearS&P 500: +12.7%
EL+10%
KVUE+34.4%
5 yearsS&P 500: +70.7%
EL−61.3%
KVUE—Not measured today.
1 year against the S&P 500percentage points
EL−2.7 pts
KVUE+21.6 pts
Position in the 52-week range0% low, 100% high
EL79%close $109.31 in $65.96 to $120.79
KVUE91%close $19.33 in $13.38 to $19.91
Against the 200-day average
EL+19.6%
KVUE+8%
Valuation

What the market pays

Size and the multiples from the latest filed quarter. A P/E on losses reads n/m.

Filings: quarter to (EL), (KVUE)
Market value
EL$39.88B28 Oct 2026
KVUE$37.17B28 Oct 2026
Enterprise valueat the last filing
EL$36.11B30 Jun 2026
KVUE$37.08B28 Jun 2026
P/Elatest filed
ELn/mA P/E on negative earnings is not a multiple.
KVUE24.4
Price to book
EL7.57
KVUE3.49
EV / EBITDA
EL22.91
KVUE11.87
Free cash flow yield
EL4.57%
KVUE5.2%
Dividend yield
EL1.76%
KVUE4.33%
Questions

Estée Lauder Companies (The) or Kenvue: common questions

Which is larger by market value, Estée Lauder Companies (The) or Kenvue?

Estée Lauder Companies (The), at $39.88B against $37.17B for Kenvue, on the latest closes (28 Oct 2026).

Which has the higher P/E ratio, Estée Lauder Companies (The) or Kenvue?

Kenvue's latest filed P/E is 24.4; Estée Lauder Companies (The) reported losses, so its P/E is not meaningful (n/m). Filings: quarter to 30 Jun 2026 and 28 Jun 2026.

How did Estée Lauder Companies (The) and Kenvue move over the past year against the S&P 500?

Over the past year Estée Lauder Companies (The) returned +10% and Kenvue +34.4%, while the S&P 500 returned +12.7%. Prices at close 28 Oct 2026.

What does the model expect for Estée Lauder Companies (The) and Kenvue over the next month?

+0.02% for Estée Lauder Companies (The) with a 64% chance of a rise, and +0.33% for Kenvue with a 72% chance, over the next 21 sessions. Model readings 28 Oct 2026. These are model readings, not advice.

How do the operating margins of Estée Lauder Companies (The) and Kenvue compare?

The operating margin is 5.2% for Estée Lauder Companies (The) and 17.7% for Kenvue, and the gross margin 75.5% against 58.2%. Filings: quarter to 30 Jun 2026 and 28 Jun 2026.

Do Estée Lauder Companies (The) and Kenvue shares move together?

Over the past year the correlation of their daily returns was 0.22 (loosely together); 1 means they always move together, 0 unrelated, −1 opposite. Prices at close 28 Oct 2026.

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The two company pagesEstée Lauder Companies (The) (EL) forecast and analysisKenvue (KVUE) forecast and analysis
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BrowseAll Consumer Staples companiesAll comparisonsHow the model readings are made

Model readings are research estimates, not investment advice. Prices: daily closes. Fundamentals: the latest SEC filings. Short interest: FINRA, settlement 30 Sep 2026. A dash means the figure is not in our data; it is never shown as zero. The model view follows a published rule: next month by the sign of the expected return, the long run positive at a fair value 10% or more above the price and negative at 10% or more below it.