Estee Lauder Companies Inc vs PulteGroup, Inc. — how do they compare? Estee Lauder Companies Inc trades at $82.83 (market cap $29.78B), while PulteGroup, Inc. trades at $128.42 (market cap $23.89B). The key difference: Estee Lauder Companies Inc is the larger of the two by market cap, and Estee Lauder Companies Inc pays the higher dividend (1.7%). Which is the better fit depends on your goals.
| EL | PHM | |
|---|---|---|
Market Cap | $29.78B | $23.89B |
Sector | Consumer Staples | Consumer Cyclical |
52-Week High | $119.61 | $142.56 |
52-Week Low | $67.23 | $108.65 |
Enterprise Value | $35.95B | $23.84B |
Dividend Yield | 1.7% | 0.83% |
Signals from Pluang's Aura AI — not financial advice
Estée Lauder (EL) trades at $80.86, down 0.36% on the day, with a bearish technical signal and recent earnings beats. The stock shows a high P/E of 147.8 and negative net income margin of -1.67%, though revenue remains substantial at $14.33 billion for 2025. Recent news highlights innovation in beauty trends, but cash flow trends show net outflows over recent years.
Outlook is mixed: analyst consensus targets $90.60 with 44% buy ratings, but high valuation and profitability challenges pose risks. Recovery depends on margin improvement and sustained revenue growth amid competitive pressures.
PulteGroup (PHM) trades at $124.56, showing modest daily gains. The stock presents a mixed picture with a bullish overall technical signal but recent earnings misses. Fundamentally, the company maintains solid profitability with a 12.14% net margin and 16.18% ROE, though revenue and margins have softened from 2024 peaks. Recent news highlights concerns over mortgage rates pressuring demand, while the company continues community expansion.
The outlook is cautiously optimistic. A consensus price target of $145.20 suggests ~17% upside, supported by a reasonable P/E of 12.13. However, risks are elevated from high mortgage rates compressing margins and weaker underlying home demand, as noted in recent analyst coverage. The investment case hinges on the company's ability to navigate a challenging housing market while maintaining profitability.
Trailing returns across standard periods
Estee Lauder is the world leader in the global prestige beauty market, participating across skincare (56% of fiscal 2022 sales), makeup (26%), fragrance (14%), and haircare (4%) categories, with popular brands such as Estee Lauder, Clinique, MAC, La Mer, Jo Malone, Aveda, Bobbi Brown, Too Faced, Origins, Dr. Jart+, and The Ordinary. The firm operates in 150 countries, with 26% of fiscal 2022 revenue stemming from the Americas, 43% from Europe, the Middle East, and Africa, and 31% from Asia-Pacific. The company sells its products through department stores, travel retail, multi-brand specialty beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
Read more on EL →PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →