After Estee Lauder Companies Stock’s 11% Climb in a Week, Procter & Gamble Stock Looks Like the Stronger Long-Term Play

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Trefis
EL: Estee Lauder Companies logo
EL
Estee Lauder Companies

Procter & Gamble (PG) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Estee Lauder Companies (EL) stock, suggesting you may be better off investing in PG

  • PG’s quarterly revenue growth was 1.7%, vs. EL’s -11.9%.
  • In addition, its Last 12 Months revenue growth came in at 0.3%, ahead of EL’s -8.2%.
  • PG leads on profitability over both periods – LTM margin of 24.3% and 3-year average of 23.3%.

Single stock can be risky, but there is a huge value to a broader diversified approach we take with Trefis High Quality Portfolio. We go beyond just equities. Is a portfolio of 10% commodities, 10% gold, and 2% crypto in addition to equities and bonds – likely to return more during the next 1-3 years, and protect you better if markets crash 20%? We have crunched the numbers.

EL manufactures and sells global skin care, makeup, fragrance, and hair care products, including moisturizers, serums, cleansers, perfumes, lotions, candles, and soaps. PG provides branded consumer packaged goods globally, including beauty, personal cleansing, and skincare products such as conditioners, shampoos, deodorants, and treatments across multiple well-known brands.

Valuation & Performance Overview

Relevant Articles
  1. Pay Less, Gain More: PG Tops Estee Lauder Companies Stock
  2. Estee Lauder Companies Stock To $73?
  3. S&P 500 Movers | Winners: PYPL, EL, AMD | Losers: STX, CZR, F
  4. Better Bet Than Estee Lauder Companies Stock: Pay Less To Get More From PG
  5. EL Stock Down -6.2% after 5-Day Loss Streak
  6. Why You Shouldn’t Be Buying Estee Lauder Companies Stock

EL PG Preferred
Valuation
P/EBIT Ratio 30.3 17.3 PG
Revenue Growth
Last Quarter -11.9% 1.7% PG
Last 12 Months -8.2% 0.3% PG
Last 3 Year Average -6.8% 1.7% PG
Operating Margins
Last 12 Months 8.0% 24.3% PG
Last 3 Year Average 9.7% 23.3% PG
Momentum
Last 3 Year Return -54.0% 30.8% PG

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: EL Revenue Comparison | PG Revenue Comparison
See more margin details: EL Operating Income Comparison | PG Operating Income Comparison

But do these numbers tell the full story? Read Buy or Sell PG Stock to see if Procter & Gamble’s edge holds up under the hood or if Estee Lauder Companies still has cards to play (see Buy or Sell EL Stock).

Historical Market Performance

2020 2021 2022 2023 2024 2025 Total [1] Avg Best
Returns
EL Return 30% 40% -32% -40% -48% 29% -54%
PG Return 14% 21% -5% -1% 17% -8% 41%
S&P 500 Return 16% 27% -19% 24% 23% 15% 108% <===
Monthly Win Rates [3]
EL Win Rate 58% 75% 33% 42% 42% 44% 49%
PG Win Rate 67% 67% 33% 50% 75% 33% 54%
S&P 500 Win Rate 58% 75% 42% 67% 75% 67% 64% <===
Max Drawdowns [4]
EL Max Drawdown -30% -11% -48% -57% -56% -33% -39%
PG Max Drawdown -21% -12% -23% -9% 0% -9% -12% <===
S&P 500 Max Drawdown -31% -1% -25% -1% -2% -15% -12%

[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 10/8/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read EL Dip Buyer Analyses to see how the stock has fallen and recovered in the past.