Estee Lauder Companies Inc vs Sanofi SA — how do they compare? Estee Lauder Companies Inc trades at $82.78 (market cap $29.78B), while Sanofi SA trades at $43.72 (market cap $103.94B). The key difference: Sanofi SA is far larger — about 3.5× Estee Lauder Companies Inc's market cap, and Sanofi SA pays the higher dividend (5.54%). Which is the better fit depends on your goals.
| EL | SNY | |
|---|---|---|
Market Cap | $29.78B | $103.94B |
Sector | Consumer Staples | Health |
52-Week High | $119.61 | $52.34 |
52-Week Low | $67.23 | $41.33 |
Enterprise Value | $35.95B | $120.43B |
Dividend Yield | 1.7% | 5.54% |
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.
Sanofi (SNY) trades at $43.18, down 1.86% on the day, with a bearish technical signal despite recent earnings beats. The company shows strong profitability with 71.92% gross margins and 15.95% net income margin, supported by recent FDA approvals for Sarclisa and other pipeline developments. Cash flow remains positive at $49 million for 2025, though net cash flow has declined from previous years.
Investment outlook is mixed with analyst consensus leaning neutral (44% buy, 52% hold) amid regulatory scrutiny from EU antitrust probes. Key opportunities include Dupixent's growth and new drug approvals, while risks involve competition and patent expirations. The stock trades at reasonable valuations with P/E of 19.37 and P/B of 1.26.
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 →Sanofi develops and markets drugs with a concentration in oncology, immunology, cardiovascular disease, diabetes, and vaccines. However, the company's decision in late 2019 to pull back from the cardio-metabolic area will likely reduce the firm's footprint in this large therapeutic area. The company offers a diverse array of drugs with its highest revenue generator, Dupixent, representing just over 10% of total sales, but profits are shared with Regeneron. About 30% of total revenue comes from the United States and 25% from Europe. Emerging markets represent the majority of the remainder of revenue.
Read more on SNY →