Head-To-Head Contrast: Estee Lauder Companies (NYSE:EL) versus Waldencast (NASDAQ:WALDW)

Estee Lauder Companies (NYSE:EL) and Waldencast (NASDAQ:WALDW) are both consumer staples companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, profitability, analyst recommendations, dividends, risk, valuation and institutional ownership.

Analyst Ratings

This is a summary of recent ratings and target prices for Estee Lauder Companies and Waldencast, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Estee Lauder Companies	2	12	8	1	2.35
Waldencast	0	0	0	0	0.00

Estee Lauder Companies presently has a consensus price target of $104.67, indicating a potential upside of 0.03%. Given Estee Lauder Companies’ stronger consensus rating and higher probable upside, equities research analysts plainly believe Estee Lauder Companies is more favorable than Waldencast.

Earnings & Valuation

This table compares Estee Lauder Companies and Waldencast”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Estee Lauder Companies	$15.05 billion	2.52	$182.00 million	$0.49	213.55
Waldencast	$272.07 million	N/A	N/A	N/A	N/A

Estee Lauder Companies has higher revenue and earnings than Waldencast.

Insider & Institutional Ownership

55.1% of Estee Lauder Companies shares are owned by institutional investors. 13.1% of Estee Lauder Companies shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Profitability

This table compares Estee Lauder Companies and Waldencast’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Estee Lauder Companies	1.21%	23.52%	4.72%
Waldencast	N/A	N/A	N/A

Summary

Estee Lauder Companies beats Waldencast on 10 of the 10 factors compared between the two stocks.

About Estee Lauder Companies

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools. The company also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products, including shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. It offers its products under the Estée Lauder, Clinique, Origins, M·A·C, Bobbi Brown Cosmetics, La Mer, Aveda, Jo Malone London, TOM FORD, Too Faced, Dr.Jart+, and The Ordinary brands. The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and duty-free locations. The Estée Lauder Companies Inc. was founded in 1946 and is headquartered in New York, New York.

About Waldencast

Waldencast plc operates in the beauty and wellness industry. It engages in developing, acquiring, accelerating, and scaling various brands. The company provides cosmetic, over-the-counter, and prescription products under the Obagi Medical, Obagi Clinical, and Obagi Professional brands; and a Skintrinsiq device for use in facial treatments that is used by physicians' offices, spas, and aestheticians. It also offers clean makeup products under the Milk Makeup brand. The company sells its products to dermatologists, plastic surgeons, and other physicians who focuses on aesthetic and therapeutic skincare, including physicians on site at medical spas, through its direct sales force, as well as through distribution partners. Waldencast plc was incorporated in 2020 and is headquartered in White Plains, New York.