--- title: "Estée Lauder Companies: Competitors" description: "Estée Lauder Companies compared with companies that share its SEC industry classification: revenue, growth and margins from SEC filings." canonical: https://www.getswoopr.com/stocks/companies/est-e-lauder-companies/competitors/ source: "Swoopr Investment: https://www.getswoopr.com" --- # Estée Lauder Companies: Competitors & Industry Structure ## Direct Answer SEC EDGAR classifies Estée Lauder Companies under SIC code 2844 (Perfumes, Cosmetics & Other Toilet Preparations). Among Swoopr's S&P 500 Equal Weight companies, 9 others share that classification; by latest reported revenue, Estée Lauder Companies ranks 3 of 10. A filing classification is a starting point: a company's real competitors depend on its segments, which its 10-K describes. ## How Does Estée Lauder Companies Compare With Its Peers? | Company | Revenue (latest FY) | Revenue growth | Operating margin | Net margin | | --- | --- | --- | --- | --- | | [Colgate-Palmolive (CL)](https://www.getswoopr.com/stocks/companies/colgate-palmolive/) | $20.4 billion FY2025 | 1.4% | 16.2% | 10.5% | | [Kenvue (KVUE)](https://www.getswoopr.com/stocks/companies/kenvue/) | $15.1 billion FY2025 | -2.1% | 16.0% | 9.7% | | **Estée Lauder Companies (EL)** | $14.3 billion FY2025 | -8.2% | -5.5% | -7.9% | | [e.l.f. Beauty Inc. (ELF)](https://www.getswoopr.com/stocks/companies/e-l-f-beauty-inc/) | $1.6 billion FY2026 | 24.6% | 4.5% | 1.6% | | [Waldencast plc (WALD)](https://www.getswoopr.com/stocks/companies/waldencast-plc/) | $272 million FY2025 | -0.7% | -80.0% | -84.4% | | [Solesence Inc. (SLSN)](https://www.getswoopr.com/stocks/companies/solesence-inc/) | $62 million FY2025 | 18.6% | 2.5% | 2.9% | | [cbdMD Inc. (YCBD)](https://www.getswoopr.com/stocks/companies/cbdmd-inc/) | $19 million FY2025 | -1.5% | -11.3% | -10.6% | | [United-Guardian Inc. (UG)](https://www.getswoopr.com/stocks/companies/united-guardian-inc/) | $11 million FY2025 | -13.4% | 21.3% | 20.0% | | [Bonk Inc. (BNKK)](https://www.getswoopr.com/stocks/companies/bonk-inc/) | $2 million FY2025 | 201.6% | n/a | -3220.4% | | [Caring Brands Inc. (CABR)](https://www.getswoopr.com/stocks/companies/caring-brands-inc/) | $4,215 FY2025 | n/a | -140807.2% | -148948.8% | Revenue growth compares each company's latest fiscal year with the one before. Fiscal years do not always end on the same date, so treat close comparisons with care. ![Bar chart of operating margin for Estée Lauder Companies and 7 peers: Colgate-Palmolive (CL) 16.2%, Kenvue (KVUE) 16.0%, Estée Lauder Companies (EL) -5.5%, e.l.f. Beauty Inc. (ELF) 4.5%, Waldencast plc (WALD) -80.0%, Solesence Inc. (SLSN) 2.5%, cbdMD Inc. (YCBD) -11.3%, United-Guardian Inc. (UG) 21.3%.](https://www.getswoopr.com/images/charts/est-e-lauder-companies-competitors-peer-margins.webp) *Operating margin of Estée Lauder Companies against companies sharing its SEC industry classification, from the table above. Select the chart to open it full size.* ## How Does Estée Lauder Companies Rank Among All SEC Filers in Its Industry Code? 10 companies with annual reports in Swoopr's SEC dataset share SIC code 2844 (Perfumes, Cosmetics & Other Toilet Preparations), a wider group than the S&P 500 Equal Weight companies above. Ranks run from 1 (highest) and use each company's latest fiscal year, in U.S. dollars. | Measure | Estée Lauder Companies | Median of filers | Rank | | --- | --- | --- | --- | | Revenue | $14.3 billion | $167 million | 3 of 10 | | Revenue growth | -8.2% | -0.7% | 8 of 9 | | Operating margin | -5.5% | 2.5% | 6 of 9 | | Net margin | -7.9% | -3.2% | 6 of 10 | A SIC code reflects the filer's main business as the SEC records it, so the group mixes companies of very different size; the median is a better guide than the average, and a rank near the top by revenue says nothing about quality. ## Where These Numbers Come From Every figure on this page is a value Estée Lauder Companies reported in its own SEC filings, read from the SEC's XBRL data (accession 0001001250-26-000041 for fiscal year 2025). Ratios are computed from those reported values. Figures were retrieved on October 12, 2026; a later amendment or a new annual report can change them, and the filing itself always takes precedence over this summary. Each fiscal year is labeled by the calendar year in which it ended, so a company that names the same period differently in its own filings (many retailers whose year ends in January) may use another label. A year is left out of the table when the SEC data set holds no value for it. A figure shown as "Not reported" means the company did not file a value under the standard tag Swoopr reads, not that the amount was zero. This page is educational and describes reported history only; it is not a forecast or a recommendation. ## Frequently Asked Questions ### Who are Estée Lauder Companies's competitors? Companies sharing Estée Lauder Companies's SEC classification (SIC code 2844 (Perfumes, Cosmetics & Other Toilet Preparations)) include Colgate-Palmolive (CL), Kenvue (KVUE), e.l.f. Beauty Inc. (ELF), Waldencast plc (WALD), Solesence Inc. (SLSN). Its 10-K names the competitors it considers most relevant. ### How does Estée Lauder Companies compare with its peers on margins? Estée Lauder Companies's fiscal 2025 operating margin was -5.5%, against a peer median of 3.5%. ### How are these peers chosen? By the SEC Standard Industrial Classification code each company files under, within Swoopr's S&P 500 Equal Weight company set, falling back to the two-digit major group when fewer than two companies share the exact code. Classification codes are broad, so read the peer list as a screen, not a verdict. ### How does Estée Lauder Companies rank among all companies in its SEC industry? Among 10 SEC filers under SIC code 2844, Estée Lauder Companies ranks 3 by latest revenue, and 6 of 9 by operating margin (-5.5% against a median of 2.5%). ## References - [SEC EDGAR: ESTEE LAUDER COMPANIES INC Form 10-K filed August 19, 2026](https://www.sec.gov/Archives/edgar/data/1001250/000100125026000041/el-20260630.htm) - [SEC EDGAR: ESTEE LAUDER COMPANIES INC annual and quarterly filings](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1001250&type=10-K) - [SEC: EDGAR application programming interfaces (XBRL frames and submissions data)](https://www.sec.gov/search-filings/edgar-application-programming-interfaces) ## Related Pages - [Estée Lauder Companies company dossier](https://www.getswoopr.com/stocks/companies/est-e-lauder-companies/) - [Estée Lauder Companies financial metrics](https://www.getswoopr.com/stocks/companies/est-e-lauder-companies/metrics/) - [Estée Lauder Companies financial risk indicators](https://www.getswoopr.com/stocks/companies/est-e-lauder-companies/risks/) - [Estée Lauder Companies peer comparison](https://www.getswoopr.com/stocks/companies/est-e-lauder-companies/competitors/) - [Estée Lauder Companies business model and revenue mix](https://www.getswoopr.com/stocks/companies/est-e-lauder-companies/business-model/) - [Fundamental analysis guides](https://www.getswoopr.com/learn/fundamental-analysis/) **[Swoopr Editorial Team](https://www.getswoopr.com/authors/swoopr-editorial-team/)** Swoopr's editorial team produces independent investment education content reviewed for accuracy and clarity. We do not provide personalized financial advice. See our [editorial policy](https://www.getswoopr.com/legal/editorial-policy/) and [corrections policy](https://www.getswoopr.com/legal/corrections-policy/).