EL vs KMB
Estée Lauder Companies (The) and Kimberly-Clark, both Consumer Defensive
Kimberly-Clark is the larger company at $34B against $31B. Over the past year EL returned +18% against -15% for KMB.
| Figure | EL | KMB |
|---|---|---|
| Last close | $105 | $110 |
| Market cap | $31B | $34B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | n/a | 18.8 |
| Dividend yield | 1.6% | 4.6% |
| 1-year return | +18% | -15% |
| 5-year return | -66% | -1.6% |
| Ryufin Smart Scoresector-relative, 1–10 | 9/10 | 9/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Estée Lauder Companies (The)
Revenue of $3.7B in Q3 2026, net income $89M.
Kimberly-Clark
Revenue of $4.2B in Q2 2026, net income $345M. Its largest reported line is Babyandchildcareproducts, 41% of the disclosed total.
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