EL vs KMB
Estée Lauder Companies (The) and Kimberly-Clark, both Consumer Defensive
Kimberly-Clark is the larger company at $34B against $31B. On trailing earnings KMB is the cheaper of the two at a P/E of 16.6 against 200.1, a gap that is only a bargain if the two are growing at similar rates. Over the past year EL returned +13% against -19% for KMB. The RyuScore puts KMB ahead, 66 against 50 out of 100.
| Figure | EL | KMB |
|---|---|---|
| Last close | $98.03 | $97.60 |
| Market cap | $31B | $34B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 200.1 | 16.6 |
| Dividend yield | 1.5% | 5.2% |
| 1-year return | +13% | -19% |
| 5-year return | -68% | -15% |
| RyuScoresector-relative, 1–10 | 50/100 | 66/100 |
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 $3.6B in Q4 2026.
Kimberly-Clark
Revenue of $4.2B in Q2 2026, net income $345M. Its largest reported line is Babyandchildcareproducts, 42% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.