CHD vs EL: Church & Dwight Company and Estee Lauder Companies compared
The short version
From the latest prices and each company's SEC filings. Who's ahead on each measure, not which to buy.
- Estee Lauder Companies is the larger company, worth $38.1B, about 1.7 times Church & Dwight Company.
- Estee Lauder Companies grew revenue faster over the last year (+6.3% vs +1.6%).
- Church & Dwight Company keeps more of each dollar of revenue as operating profit (17.5% vs 5.2%).
- Estee Lauder Companies's price assumes faster free cash flow growth: about 10% a year, against 6% for Church & Dwight Company (reverse DCF).
Side by side
The stronger figure is shaded where higher (or, for valuation multiples, lower) reads as better. How the implied growth works.
| Measure | CHD | EL |
|---|---|---|
| Market cap | $23.0B | $38.1B |
| Share price | $98.11 | $98.05 |
| Revenue (last fiscal year) | $6.2B | $15.0B |
| Free cash flow (last fiscal year) | $1.1B | $1.3B |
| Revenue growth, last year | +1.6% | +6.3% |
| Revenue growth per year, last 5 fiscal years | +4.6% | -4.0% |
| Operating margin | 17.5% | 5.2% |
| Net margin | 12.0% | 1.2% |
| Return on equity | 17.1% | 4.8% |
| P/E (trailing) | 31.9x | — |
| Price / free cash flow | 21.0x | 29.0x |
| EV / EBITDA | 18.9x | 24.8x |
| FCF growth the price implies | 5.7% | 9.8% |
| Dividend yield | 1.2% | 1.5% |
| Debt / equity | 1.09x | 4.19x |
| Fundamental grade | C | D |
| Superinvestors holding it | 3 | 5 |
| Insider purchases, last 12 months | 4 | 0 |
Results from SEC filings
Revenue and free cash flow by fiscal year, from each company's 10-K filings.
Church & Dwight Company
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2021 | $5.2B | $875M | 20.8% |
| 2022 | $5.4B | $706M | 11.1% |
| 2023 | $5.9B | $807M | 18.0% |
| 2024 | $6.1B | $976M | 13.2% |
| 2025 | $6.2B | $1.1B | 17.4% |
Estee Lauder Companies
| Year | Revenue | Free cash flow | Op. margin |
|---|---|---|---|
| 2022 | $17.7B | $2.0B | 17.9% |
| 2023 | $15.9B | $728M | 9.5% |
| 2024 | $15.6B | $1.4B | 6.2% |
| 2025 | $14.3B | $670M | -5.5% |
| 2026 | $15.0B | $1.3B | 5.2% |
Where the revenue comes from
Church & Dwight Company · by segments, 2025
Consumer Domestic$4.8B77%
Consumer International$1.1B18%
Specialty Products$299M5%
Estee Lauder Companies · by regions, 2026
All other countries$7.4B49%
Mainland China$3.9B26%
U.S.$3.7B25%
Compare them in fullFifteen years of statements, quarterly results, DCF and IRR models, and any number of peers side by side.
Open CHD in InvestinglyQuestions
Which is bigger, Church & Dwight Company or Estee Lauder Companies?
Estee Lauder Companies (EL), at $38.1B against $23.0B.
Which grows faster, CHD or EL?
Estee Lauder Companies: revenue grew +6.3% over the last year, against +1.6%.
Prices and ratios as of the last daily update; statements from SEC filings. Information only, not investment advice.