

Estée Lauder Companies vs ADM
This page compares Estée Lauder Companies and ADM, detailing their business models, financial performance, and the market context in which they operate. It presents neutral, accessible information about how each company creates value, market positioning, and strategic considerations for readers seeking a high-level view. Educational content, not financial advice.
This page compares Estée Lauder Companies and ADM, detailing their business models, financial performance, and the market context in which they operate. It presents neutral, accessible information abo...
Why It's Moving

Estée Lauder surges to new 52-week high amid digital fragrance push.
- Launched Google Cloud-developed digital tool to boost fragrance sales, following Paris Fragrance Atelier opening, signaling accelerated growth in high-demand category.
- Stock climbed 4.6% to $107.66 intraday on Dec 11, with heavy volume reflecting investor enthusiasm for strategic digital shift.
- Year-to-date gain of 33.5% positions EL near 52-week high of $107+, amid broader prestige beauty recovery.

ADM Delivers Q3 Earnings Amid Headwinds, Flags Softer 2025 Outlook on Trade and Policy Uncertainty
- Q3 segment operating profit fell 19% year-over-year to $845 million, driven by biodiesel and refining margin squeezes from deferred biofuel policies restraining North American demand.
- Year-to-date earnings before taxes plunged 51% to $779 million, with Ag Services & Oilseeds hit hard by trade uncertainty and 75% drop in crushing margins.
- Nutrition segment posted sequential profit growth and record Flavors revenue in North America, while Carbohydrate Solutions benefited from improved ethanol margins.

Estée Lauder surges to new 52-week high amid digital fragrance push.
- Launched Google Cloud-developed digital tool to boost fragrance sales, following Paris Fragrance Atelier opening, signaling accelerated growth in high-demand category.
- Stock climbed 4.6% to $107.66 intraday on Dec 11, with heavy volume reflecting investor enthusiasm for strategic digital shift.
- Year-to-date gain of 33.5% positions EL near 52-week high of $107+, amid broader prestige beauty recovery.

ADM Delivers Q3 Earnings Amid Headwinds, Flags Softer 2025 Outlook on Trade and Policy Uncertainty
- Q3 segment operating profit fell 19% year-over-year to $845 million, driven by biodiesel and refining margin squeezes from deferred biofuel policies restraining North American demand.
- Year-to-date earnings before taxes plunged 51% to $779 million, with Ag Services & Oilseeds hit hard by trade uncertainty and 75% drop in crushing margins.
- Nutrition segment posted sequential profit growth and record Flavors revenue in North America, while Carbohydrate Solutions benefited from improved ethanol margins.
Which Baskets Do They Appear In?
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Published: September 4, 2025
Explore BasketConsumer Confidence On The Rise
A recent report showed a rise in U.S. consumer confidence, driven by lower inflation fears and a climbing stock market. This suggests consumers may be more willing to spend, creating a potential tailwind for companies that sell non-essential goods and services.
Published: July 30, 2025
Explore BasketBeyond Beer: The Premium Consumer Playbook
Heineken's recent earnings show that strong brand power and growth in emerging markets can drive profits even when sales volumes dip in key regions. This suggests an investment opportunity in other global consumer companies using a similar strategy to navigate economic challenges.
Published: July 28, 2025
Explore BasketWhich Baskets Do They Appear In?
Celebrity Brand Stocks: Retail Marketing Power 2025
American Eagle's recent earnings beat, driven by a successful campaign with Sydney Sweeney, highlights the value of celebrity endorsements. This theme focuses on retail and apparel companies positioned to benefit from similar high-profile influencer partnerships.
Published: September 4, 2025
Explore BasketConsumer Confidence On The Rise
A recent report showed a rise in U.S. consumer confidence, driven by lower inflation fears and a climbing stock market. This suggests consumers may be more willing to spend, creating a potential tailwind for companies that sell non-essential goods and services.
Published: July 30, 2025
Explore BasketBeyond Beer: The Premium Consumer Playbook
Heineken's recent earnings show that strong brand power and growth in emerging markets can drive profits even when sales volumes dip in key regions. This suggests an investment opportunity in other global consumer companies using a similar strategy to navigate economic challenges.
Published: July 28, 2025
Explore BasketJob Market Strength Fuels Consumer Spending
Recent data shows jobless claims have fallen for six consecutive weeks, signaling a resilient labor market. This trend suggests continued economic stability and creates potential opportunities in companies that benefit from strong consumer spending.
Published: July 27, 2025
Explore BasketUlta's UK Splash: Beauty M&A
This carefully selected group of stocks represents companies positioned to benefit from increasing beauty industry consolidation. Following Ulta Beauty's acquisition of British retailer Space NK, we've identified both potential acquirers with deep pockets and attractive takeover targets in the global beauty market.
Published: July 11, 2025
Explore BasketVIP Room Portfolio
Discover elite companies that have mastered selling exclusivity and prestige. These luxury leaders command strong pricing power and enjoy consistent demand from affluent consumers worldwide, offering you access to the business of desire.
Published: June 18, 2025
Explore BasketReputation Shields
Invest in companies with brands so powerful they're practically bulletproof. These carefully selected stocks represent iconic names with decades of consumer trust, giving them unique protection against scandals and market turbulence that would devastate lesser companies.
Published: June 17, 2025
Explore BasketStatus Sellers
These aren't just companies—they're creators of desire and status symbols. Our analysts have carefully selected brands that don't simply sell products, but offer consumers a way to showcase success and exclusivity. Their ability to maintain prestige translates to impressive pricing power and lasting market advantage.
Published: June 17, 2025
Explore BasketSelf-Care & Confidence
Invest in the companies behind the powerful daily rituals that millions can't live without. These carefully selected beauty and skincare stocks blend established global leaders with innovative disruptors, all benefiting from famously loyal customers who drive consistent, recurring revenue.
Published: June 17, 2025
Explore BasketBeauty
These beauty stocks represent leading companies in skincare, haircare, and makeup. Carefully selected by our analysts, these investments offer exposure to a growing global industry expected to reach $716.6 billion by 2025.
Published: May 21, 2025
Explore BasketInvest in Luxury
Luxury brands offer more than just beautiful products—they deliver strong investment potential. This carefully selected group of stocks represents companies with exceptional customer loyalty, consistent revenue streams, and remarkable pricing power.
Published: May 21, 2025
Explore BasketInvestment Analysis
Pros
- Estee Lauder reported a 3.6% year-over-year revenue increase in the recent quarter, indicating steady top-line growth.
- The company owns a diverse portfolio of premium beauty brands, including Clinique, La Mer, M.A.C, and The Ordinary, supporting broad market penetration.
- Analysts at JPMorgan Chase & Co. and Goldman Sachs have upgraded the stock with higher price targets, signalling positive market sentiment.
Considerations
- Estee Lauder currently has a negative net margin of around 7.9%, reflecting profitability challenges despite revenue growth.
- Return on equity has dropped significantly recently to negative levels, well below its historical averages, raising concerns on capital efficiency.
- The stock faces a $1 billion overhang issue, which could act as a selling pressure and weigh on investor confidence.

ADM
ADM
Pros
- Archer-Daniels-Midland (ADM) operates globally in diversified agribusiness segments, providing exposure to multiple commodity and food markets.
- The company benefits from strong scale and integrated supply chain capabilities, enhancing efficiency and resilience.
- ADM is positioned to benefit from rising demand for sustainable food ingredients and biofuels, which are growth drivers in the sector.
Considerations
- ADM's earnings and profitability are sensitive to commodity price volatility, which can impact margins unpredictably.
- The agribusiness sector faces regulatory risks including environmental and trade policies that may increase operational costs or limit market access.
- Cyclical and macroeconomic headwinds, such as inflation and geopolitical tensions, could dampen growth prospects in ADM's key markets.
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