Clorox Co vs Estee Lauder Cos. Inc

Clorox Co (CLX) is overvalued and Estee Lauder Cos. Inc (EL) is overvalued.

Both trade above our estimate of their intrinsic value. CLX is the closer of the two: -87%, against -404% for EL.

Values as of the 22 Sept 2026 close.

Clorox Co (CLX)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $46.51; the price of $87.15 is 87% above that value, and 81% of that value comes from beyond year five.

Leak Score 44/100 on 2 of 12 signals

Estee Lauder Cos. Inc (EL)

Discounting its cash flows at 10.0% (average of 3 methods) values the shares at $19.92; the price of $100.29 is 404% above that value, and 72% of that value comes from beyond year five.

Leak Score 35/100 on 8 of 12 signals

MetricCLXEL
VerdictOvervaluedOvervalued
Price$87.15$100.29
Intrinsic value$46.51$19.92
Margin of safety-87%-404%
Leak Score44/100 (2/12)35/100 (8/12)
Market cap$10.5B$36.3B
Revenue growth, 5 years-1.8%-1.5%
Operating margin13.2%11.2%
Net margin8.7%1.2%
Return on equity285.6%4.8%
Debt to equity62.022.43
P/E18.1x201.6x
Forward P/E13.9x25.5x
P/B117.1x9.5x
Dividend yield5.8%1.5%

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