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CL vs EL
CL vs EL Stock Comparison: Earnings Recap Amid Consumer Staples Resilience
Key Takeaways
- CL reported Q4 2025 adjusted EPS of $0.95, beating estimates of $0.91, with net sales of $5.23 billion, up 5.8% year-over-year.
- EL delivered Q2 fiscal 2026 adjusted EPS of $0.89, surpassing estimates of $0.84, and net sales of $4.23 billion, up 6% reported.
- Both companies issued positive full-year guidance: CL expects 1-4% organic sales growth and double-digit EPS growth; EL forecasts 3-5% net sales growth and adjusted EPS of $2.05-$2.25.
- CL boasts a larger market cap around $78 billion versus EL's $41 billion, with steadier YTD stock gains near 23%.
- Emerging markets and pricing power drove CL's results, while EL saw strength in skincare and fragrances plus China recovery.
- Both face tariff risks, but essential products provide CL a defensive edge over prestige beauty.
Earnings Context and Why This Comparison Matters
Recent earnings from CL (Colgate-Palmolive) and EL (The Estée Lauder Companies) highlight contrasting dynamics in consumer staples. CL, a leader in oral care and household essentials, benefits from recession-resistant demand. EL, focused on prestige beauty, navigates volatility in discretionary spending and regional recoveries. This matchup matters as investors weigh stability against growth potential amid tariffs and economic uncertainty.
Estée Lauder Focus
The Estée Lauder Companies reported fiscal Q2 2026 results on February 5, 2026, with net sales of $4.23 billion, up 6% reported and 4% organically. Adjusted diluted EPS rose 43% to $0.89, beating consensus by 6 cents. Gross margin expanded 40 basis points to 76.5%, driven by skincare (+6% organic) and fragrance (+6%). Mainland China surged 13% organically. The company raised FY2026 guidance to 3-5% net sales growth (1-3% organic), adjusted operating margin of 9.8-10.2%, and adjusted EPS of $2.05-$2.25, up 36-49% from prior year, despite $100 million tariff headwinds.
Colgate-Palmolive Context
Colgate-Palmolive released Q4 and full-year 2025 results on January 30, 2026. Q4 net sales hit $5.23 billion, up 5.8%, with 2.2% organic growth despite pet food exits. Base business adjusted EPS climbed 4% to $0.95, topping estimates. Full-year organic sales rose 1.4%, with record $4.2 billion operating cash flow. FY2026 outlook includes 2-6% net sales growth (1-4% organic), gross margin expansion, and double-digit GAAP EPS growth, factoring in tariffs. Emerging markets and pricing sustained momentum.
Head-to-Head Earnings and Market Comparison
CL edges EL in consistency, with steadier organic growth and higher margins from essentials. EL shows sharper EPS recovery but higher volatility from beauty cycles and China exposure. Growth drivers: CL's oral care and pet nutrition; EL's prestige brands. Risks include tariffs for both, but CL's defensive profile offers lower beta (0.29 vs. 1.11). Sentiment favors CL's 23% YTD gains over EL's ~8%.
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Tickeron AI Verdict
Tickeron AI favors CL with 65% probability over the next 12 months, citing superior earnings stability, defensive positioning, and consistent beats amid economic headwinds. EL's turnaround merits monitoring, but higher risk tempers upside.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CL is a Hold and EL is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CL’s FA Score shows that 2 FA rating(s) are green whileEL’s FA Score has 1 green FA rating(s).
- CL’s FA Score: 2 green, 3 red.
- EL’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CL’s TA Score shows that 4 TA indicator(s) are bullish while EL’s TA Score has 5 bullish TA indicator(s).
- CL’s TA Score: 4 bullish, 4 bearish.
- EL’s TA Score: 5 bullish, 5 bearish.
Price Growth
CL (@Household/Personal Care) experienced а +1.69% price change this week, while EL (@Household/Personal Care) price change was -5.23% for the same time period.
The average weekly price growth across all stocks in the @Household/Personal Care industry was -2.93%. For the same industry, the average monthly price growth was -3.72%, and the average quarterly price growth was -7.51%.
Reported Earning Dates
CL is expected to report earnings on Jul 31, 2026.
EL is expected to report earnings on Aug 19, 2026.
Industries' Descriptions
@Household/Personal Care (-2.93% weekly)Household/Personal Care companies sell products for home cleaning and/or personal hygiene and grooming purposes. Products of this industry include detergents, shampoos, soaps, cosmetics, fabric conditioners and infant care fragrances. Procter & Gamble, Unilever, Estee Lauder and Colgate-Palmolive are some of the biggest names in the business. A lot of the products become a necessary part of people’s daily routine, and therefore the industry is relatively less vulnerable to macroeconomic downturns. At the same time, product quality, consumer safety, and ease of use are extremely critical factors for a company to survive competition and earn recognition in this industry.
| CL | EL | CL / EL | |
| Capitalization | 70.5B | 29B | 243% |
| EBITDA | 3.9B | 1.32B | 296% |
| Gain YTD | 12.909 | -23.098 | -56% |
| P/E Ratio | 34.16 | 147.80 | 23% |
| Revenue | 20.8B | 14.8B | 141% |
| Total Cash | 1.34B | 3.13B | 43% |
| Total Debt | 7.97B | 9.3B | 86% |
CL | EL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 22 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 98 Overvalued | 57 Fair valued | |
PROFIT vs RISK RATING 1..100 | 65 | 100 | |
SMR RATING 1..100 | 6 | 92 | |
PRICE GROWTH RATING 1..100 | 52 | 54 | |
P/E GROWTH RATING 1..100 | 20 | 27 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
EL's Valuation (57) in the Household Or Personal Care industry is somewhat better than the same rating for CL (98). This means that EL’s stock grew somewhat faster than CL’s over the last 12 months.
CL's Profit vs Risk Rating (65) in the Household Or Personal Care industry is somewhat better than the same rating for EL (100). This means that CL’s stock grew somewhat faster than EL’s over the last 12 months.
CL's SMR Rating (6) in the Household Or Personal Care industry is significantly better than the same rating for EL (92). This means that CL’s stock grew significantly faster than EL’s over the last 12 months.
CL's Price Growth Rating (52) in the Household Or Personal Care industry is in the same range as EL (54). This means that CL’s stock grew similarly to EL’s over the last 12 months.
CL's P/E Growth Rating (20) in the Household Or Personal Care industry is in the same range as EL (27). This means that CL’s stock grew similarly to EL’s over the last 12 months.
| CL | EL | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 40% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 46% | 2 days ago 63% |
| MACD ODDS (%) | N/A | N/A |
| TrendWeek ODDS (%) | 2 days ago 47% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 50% | 2 days ago 66% |
| Advances ODDS (%) | 2 days ago 43% | 10 days ago 63% |
| Declines ODDS (%) | 25 days ago 44% | 2 days ago 74% |
| BollingerBands ODDS (%) | 2 days ago 41% | 2 days ago 64% |
| Aroon ODDS (%) | 2 days ago 39% | 2 days ago 67% |
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CL and
Correlation & Price change
A.I.dvisor indicates that over the last year, CL has been closely correlated with PG. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if CL jumps, then PG could also see price increases.
EL and
Correlation & Price change
A.I.dvisor indicates that over the last year, EL has been loosely correlated with ELF. These tickers have moved in lockstep 44% of the time. This A.I.-generated data suggests there is some statistical probability that if EL jumps, then ELF could also see price increases.