Estee Lauder Companies Inc vs Union Pacific Corporation — how do they compare? Estee Lauder Companies Inc trades at $98.05 (market cap $34.17B), while Union Pacific Corporation trades at $278.34 (market cap $165.27B). The key difference: Union Pacific Corporation is far larger — about 4.8× Estee Lauder Companies Inc's market cap, and Union Pacific Corporation pays the higher dividend (2.04%). Which is the better fit depends on your goals — on Pluang, investors hold Estee Lauder Companies Inc for 122 Days and Union Pacific Corporation for 105 Days on average.
| EL | UNP | |
|---|---|---|
Market Cap | $34.17B | $165.27B |
Volume | 3,921,497 | 1,474,117 |
Sector | Consumer Staples | Industrials |
52-Week High | $119.61 | $310.62 |
52-Week Low | $67.23 | $216.37 |
Typical Hold Time | 122 Days | 105 Days |
Enterprise Value | $39.92B | $194.33B |
Dividend Yield | 1.48% | 2.04% |
Signals from Pluang's Aura AI — not financial advice
Estée Lauder (EL) trades at $94.32, down 0.14% with neutral technical signals. The company shows mixed fundamentals with a high P/E of 188.64 but strong gross margins of 75.5%. Recent earnings beats and a $0.35 dividend signal management confidence, though 2025 saw a net loss of $1.13B. Analyst consensus is evenly split between Buy and Hold with a $103 price target.
EL faces execution risks amid competitive pressures, but strategic partnerships in AI and leadership changes may support a turnaround. The stock offers potential upside to analyst targets if margin improvements and revenue growth materialize, though high valuation and recent profitability challenges warrant caution.
Union Pacific (UNP) trades at $278.20, up 1.28% on the day, with a bullish technical signal and strong fundamentals. Recent earnings beat expectations in Q1 and Q2 2026, with revenue and net income showing steady growth. The company maintains robust profitability margins and a solid balance sheet, while analyst consensus is strongly bullish with a $332.10 price target. Key developments include the deployment of battery-electric locomotives and progress on the Norfolk Southern combination.
The outlook for UNP is positive, supported by earnings momentum, pricing power, and strategic initiatives. Investment opportunities include potential upside from the merger and dividend growth, but risks involve merger uncertainty, fuel cost pressures, and economic cyclicality. The stock presents a compelling case for long-term investors seeking infrastructure exposure.
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 →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →