Estee Lauder Companies Inc vs Shopify Inc. — how do they compare? Estee Lauder Companies Inc trades at $82.65 (market cap $29.78B), while Shopify Inc. trades at $124.27 (market cap $160.33B). The key difference: Shopify Inc. is far larger — about 5.4× Estee Lauder Companies Inc's market cap, and Estee Lauder Companies Inc pays a 1.7% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| EL | SHOP | |
|---|---|---|
Market Cap | $29.78B | $160.33B |
Sector | Consumer Staples | Technology |
52-Week High | $119.61 | $179.01 |
52-Week Low | $67.23 | $95.40 |
Enterprise Value | $35.95B | $154.76B |
Dividend Yield | 1.7% | — |
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.
Shopify (SHOP) trades at $125.68, up 0.75% today, with a bullish technical signal from moving averages and support at $124. The company reported strong revenue growth to $11.56 billion in 2025, though net income declined to $1.23 billion. Valuation ratios remain elevated, with a P/E of 121.13, reflecting high growth expectations. Recent news highlights analyst upgrades, including Jefferies raising its price target to $160 on July 13, 2026, citing AI commerce potential.
The outlook is positive, driven by AI integration and global expansion, but risks include slowing growth and high valuation sensitivity. Analyst consensus is bullish with a $150.08 price target, suggesting 19% upside. Investors should weigh robust fundamentals against competitive pressures and macroeconomic headwinds.
Trailing returns across standard periods
Latest headlines on both assets
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →