COMPARE · Data as of August 24, 2026
EL vs IPAR
Verdict: Side-by-side breakdown using the Bull Rankings model. EL scored 37.6, IPAR scored 54.9 — IPAR leads.
Compare another set
EL
The Estée Lauder Companies Inc.
37.6
$104.13 · $37.7B
fundamentals as of
Score gap
17.3
IPAR leads
IPAR
Interparfums, Inc.
54.9
$115.60 · $3.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthEL+5.0%
- Strongest balance sheetIPAR0.15
- Highest qualityIPAR89 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
EL
stronger →← stronger
IPAR
52
Qualityreturns · margins · balance sheet
89
36
Growthrevenue & earnings expansion
41
29
Valuevaluation vs sector peers
46
IPAR is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
EL
IPAR
$1.3bC+
FCF
$246mC
+5.0%C+
Rev
+2.9%C
2.43C
D/E
0.15A-
2.5xC+
P/S
—
2.12C
PEG
3.20D
—
P/E
22.1xB
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
EL
IPAR
68% above
Price vs fair valuelower is cheaper
6% above
~25%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
-51%
1-yr DCF upside
-9%
-40%
5-yr DCF upside
-5%
-22%
10-yr DCF upside
+1%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EL
Why this score
- Cut its dividend
IPAR
Why this score
- Durable high returns
The companies
ELThe Estée Lauder Companies Inc.
Why now
Household & Personal Products · market cap $37.7b. 14% off the 52-week high of $121.64. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $105.85 (implying +2% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.43 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 1.2% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 5% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
IPARInterparfums, Inc.
Why now
Household & Personal Products · market cap $3.7b. 11% off the 52-week high of $129.29. 6 sell-side analysts rate this a Hold with a mean 1-yr target of $126.67 (implying +10% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 24% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 119% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where EL and IPAR diverge
On the headline score the gap is 17.3 points in favor of IPAR. The widest single difference is Quality, where IPAR leads by 37.6 points.
- QualityEL 51.6 · IPAR 89.2IPAR +37.6
- ValueEL 28.6 · IPAR 45.5IPAR +16.9
- GrowthEL 36.2 · IPAR 40.8IPAR +4.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.