Estee Lauder Companies Inc vs Victoria's Secret & Co — how do they compare? Estee Lauder Companies Inc trades at $87.55 (market cap $31.76B), while Victoria's Secret & Co trades at $95.27 (market cap $7.48B). The key difference: Estee Lauder Companies Inc is far larger — about 4.2× Victoria's Secret & Co's market cap, and Estee Lauder Companies Inc pays a 1.59% dividend while Victoria's Secret & Co pays none. Which is the better fit depends on your goals.
| EL | VSXY | |
|---|---|---|
Market Cap | $31.76B | $7.48B |
Sector | Consumer Staples | Consumer Cyclical |
52-Week High | $119.61 | $99.97 |
52-Week Low | $67.23 | $21.34 |
Enterprise Value | $37.93B | $10.13B |
Dividend Yield | 1.59% | — |
Signals from Pluang's Aura AI — not financial advice
Estée Lauder (EL) trades at $87.19, down 1.31% on the day, with a mixed technical picture showing bullish moving averages but neutral oscillators. The company faces fundamental challenges with a net loss of $1.13B in 2025 and negative profit margins, though recent quarters have consistently beaten EPS expectations. Analyst sentiment is divided with a Hold consensus and $91.67 price target, while institutional activity shows significant position changes including Bank of America's 950.9% stake increase in Q1 2026.
The stock presents a recovery opportunity with strong brand positioning and recent product launches like the Glimmer fragrance, but faces headwinds from declining revenues and profitability. Near-term catalysts include the upcoming Q2 2026 earnings report where EL is expected to post $0.3193 EPS. The key risk remains execution on margin improvement amid competitive pressures in the beauty sector.
Victoria's Secret (VSXY) trades at $99.97, up 1.45% today and near its 52-week high. The stock shows strong technical momentum with bullish moving averages and positive earnings surprises in three consecutive quarters. Revenue remains stable at $6.23B for 2025, while net income improved to $165M. Analyst consensus is bullish with 55.6% buy ratings and a $110 high price target, supported by recent international expansion success in China and Europe.
VSXY presents growth potential through international expansion and data-driven marketing, but faces valuation concerns with a P/E of 37.5 and competitive retail pressures. The stock's current price exceeds the consensus target, suggesting near-term consolidation risk despite positive technical momentum and improving fundamentals.
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 →Victoria's Secret & Co is a specialty retailer of lingerie, pajamas, and beauty products with prestige fragrances and body care. It serves customers at its Lingerie and Beauty stores around the globe and online enabling them to shop the brand anywhere and anytime.
Read more on VSXY →