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The Estée Lauder Companies vs UPM-Kymmene Oyj: Which Stock Looks Stronger in 2026?

UPM-Kymmene Oyj holds the cleaner structural position, with stability as the main driver and growth adding further support. The Estée Lauder Companies still leads on growth and valuation, which keeps the comparison from looking entirely one-sided. The market setup broadly confirms the structural lead — UPM-Kymmene Oyj holds the more constructive position. That puts structure and market broadly in agreement — UPM-Kymmene Oyj's lead looks more confirmed than conflicted.

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

Updated 2026-04-05

The comparison is mainly decided in stability, with the rest of the profile carrying less weight.

Trajectory Similarity
0.71
Similar
Peer-set rank: #11
within The Estée Lauder Companies Inc.'s functional peer set

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

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

Most of the shared profile comes through operating margin level and revenue stability.

Similarity drivers
operating margin levelrevenue stability
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
EL
The Estée Lauder Companies Inc.
40
Peer-Score
Signal qualityMedium
vs
UPM.HE
UPM-Kymmene Oyj
46
Peer-Score
Signal qualityMedium

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

The clearest separation appears in stability.

Dimension spread: EL vs UPM.HE Profitability 16 34 Stability 6 67 Valuation 70 51 Growth 65 33 EL UPM.HE
Gap Ranking
#1 Stability +61
#2 Growth +32
#3 Valuation +19
#4 Profitability +18
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for EL and UPM.HE Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ELUPM.HE Relative valuation Structural strength

UPM-Kymmene Oyj still looks stronger, and the price setup does not materially undermine that lead.

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

Relative Position vs Comparable Companies
Stability
UPM-Kymmene Oyj ranks near the top of the group on stability; The Estée Lauder Companies Inc. sits in the weaker half.
Growth
The same broad pattern appears on growth: The Estée Lauder Companies Inc. ranks near the top of the group, while UPM-Kymmene Oyj stays in the weaker half.
Stability — Dominant Gap
EL
6
UPM.HE
67
Gap+61in favour of UPM.HE

The clearest distance comes from a steadier profile over time.

What keeps the gap from being one-sided

A meaningful counterforce remains in growth, which keeps the comparison from looking completely one-sided.

What this means for the comparison

Stability points more clearly to UPM-Kymmene Oyj, but growth still runs the other way — keeping the broader result from looking fully settled.

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Break down the EL vs UPM.HE comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how EL and UPM.HE 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.