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Stock Comparison · Cheaper and stronger

Arkema vs The Estée Lauder Companies: Which Stock Looks Stronger in 2026?

The Estée Lauder Companies holds the cleaner structural position, with the lead spread across valuation and growth. Arkema still has the edge on stability, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The clearest separation starts in valuation, but growth adds another real layer to the result. The Estée Lauder Companies Inc. leads by 27 points on the overall comparison score.

Trajectory Similarity
0.72
Similar
Peer-set rank: #21
within Arkema S.A.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

The match is driven mainly by revenue growth trajectory and capital structure.

Similarity drivers
revenue growth trajectorycapital structure
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
AKE.PA
Arkema S.A.
13
Peer-Score
Signal qualityHigh
vs
EL
The Estée Lauder Companies Inc.
40
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Pricing and operating quality both support the lead here.

Dimension spread: AKE.PA vs EL Profitability 9 16 Stability 21 6 Valuation 9 70 Growth 14 65 AKE.PA EL
Gap Ranking
#1 Valuation +61
#2 Growth +51
#3 Stability +15
#4 Profitability +7
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AKE.PA and EL Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AKE.PAEL Relative valuation Structural strength

The Estée Lauder Companies Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.

Relative Position vs Comparable Companies
Valuation
The Estée Lauder Companies Inc. ranks near the top of the group on valuation; Arkema S.A. sits in the weaker half.
Growth
On growth, the gap still runs the same way: The Estée Lauder Companies Inc. sits near the top of the group, while Arkema S.A. remains in the weaker half.
Valuation — Dominant Gap
AKE.PA
9
EL
70
Gap+61in favour of EL

The main spread comes from a meaningfully cheaper peer-relative valuation.

What else supports the lead

One company is still expanding while the other is contracting, which creates a very wide growth split.

What this means for the comparison

The lead is built on both valuation and growth — though stability still provides a counterweight.

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Break down the AKE.PA vs EL comparison across all dimensions with the full interactive tool.

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Similar valuation-and-growth comparisons

Explore how AKE.PA and EL each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.