Kenvue
About the company
Kenvue Inc. operates as a consumer health company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America. It operates in three segments: Self Care, Skin Health and Beauty, and Essential Health. The company offers over-the-counter medicine for cough, cold and allergy, pain care, digestive health, smoking cessation, and eye care, as well as other naturally inspired and self-care products, digital diagnostics, and telemedicine; face and body care, hair, sun, and other care products; oral and baby care, women's health, wound care, and other essential health products; tampons; cosmetics; and vitamins and supplements. It sells its products under the Benadryl, Calpol, Motrin, Nicorette, Rhinocort, Tylenol, Zarbee's Naturals, and Zyrtec; Aveeno, Dr.Ci:Labo, Le Petit Marseillais, Lubriderm, Neutrogena, OGX, and Rogaine; BAND-AID, Carefree, Desitin, Johnson's, Listerine, o.b., and Stayfree; and ORSL, Clean & Clear, Versalie, Benylin, Daktarin, Imodium, Johnson's Baby, Johnson's Adult, Maui Moisture, Microlax, Motilium, Neosporin, Neostrata, Pepcid, Pulmicort, Regaine, Sudafed, and Visine/Vispring/Visclear brands. Kenvue Inc. was incorporated in 2022 and is headquartered in Summit, New Jersey.
Price below modeled range
Why: Dividends are a large share of earnings, so the cash paid to shareholders is the best guide to value.
The range depends on model assumptions and data; it is not a prediction or investment advice.
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Market price below modeled range
Showing the EV/Sales (Rule of 40) you selected on the company card, using 2.55% growth, 2.4% terminal growth and 9.2% discount. The range varies these assumptions slightly; it is illustrative, not investment advice.
Assumptions: growth 2.55%, discount rate 9.20%, terminal growth 2.40% (sector defaults). See a worked example.
Blended growth assumption: 2.5% (sector default 5.3%, own revenue history 0.1%, analyst revenue consensus 2.4%).
5-year outlook: relative outlook of about 9.5% a year (High confidence), anchored to a 7% market return and adjusted for how this company ranks against others. A ranking aid, not a prediction. See the full forecast.
Analyst consensus expects revenue growth of 2.4% a year; the growth assumption used is 2.6%.
Adjust assumptions
Show the recommended model instead
Why this model: Dividends are a large share of earnings, so the cash paid to shareholders is the best guide to value.
Compare models- Recommended: Dividend discount model — USD 18.62 (-3.5%)
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EPS-based Gordon proxy
— USD 13.21 (-31.6%)
Not used: Treats all earnings as if paid out and ignores the cash kept for reinvestment, so it overstates value for companies that retain most profit.
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DCF (trailing free cash flow)
— USD 16.20 (-16.1%)
Not used: Not chosen: Dividend discount model ranks ahead of it for this company.
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FCFF (steady state)
— USD 16.07 (-16.8%)
Not used: Assumes only the long-run terminal growth rate from today, so it ignores the near-term growth expected.
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EV/EBITDA (12x)
— USD 16.53 (-14.4%)
Not used: Used only when free cash flow is far below earnings even after averaging three years; a fixed 12x multiple also ignores sector differences.
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Fade DCF (10-year growth fade)
— USD 16.20 (-16.1%)
Not used: An alternative growth path (fading over 10 years) shown for comparison; the automatic choice does not use it.
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EV/Sales (Rule of 40)
— USD 34.19 (+77.1%)
Not used: Used only for technology and communication companies whose cash-flow value is far below the price.
| Bear USD 24.70 | 21.8% |
| Base USD 34.19 | 43.5% |
| Bull USD 43.69 | 55.8% |
Margin = (value − price) / value, so it is measured against the value and reads lower than the upside to value, which is measured against the price. Positive means the price is below that case.
Track record: see the methodology page for how this model has performed historically, including its limits. Treat it as a screen, not a forecast.
Price history and fair value
5 years price change: -17.01% · USD 19.31 · Market data through 30 Oct 2026 ; dashed line is today’s model base value (USD 34.19). The fair value is today’s estimate, not what the model said in the past.
Saved price history is stale; the latest stored trading date is more than seven days old.
04 May 2023Range USD 13.30 – 23.5530 Oct 2026
Latest news
Headlines provided by EODHD. Articles may mention multiple companies and are not investment recommendations.
More detail: quality, peers, price history, dividends and financials
Quality score: 82 / 100
Five equal checks on reported history: profitability, cash generation, revenue growth, balance sheet and margins. It describes business quality, not whether the price is attractive.
| Profitability | 5 of 5 years profitable | 20 / 20 |
| Cash generation | free cash flow positive in 5 of 5 years | 20 / 20 |
| Growth | revenue +0.8% a year | 12 / 20 |
| Balance sheet | net debt 2.2x EBITDA | 10 / 20 |
| Margins | EBITDA margin 21% | 20 / 20 |
Peers in Consumer Staples
Same-sector companies with a valuation, most undervalued first. Compare the margin of safety, yield and quality score side by side.
| Company | Price | Margin of safety | P/E | P/B | Yield | Quality |
|---|---|---|---|---|---|---|
| KVUE (this company) | USD 19.31 | -3.7% | 22.0 | 3.7 | 6.4% | 82 |
| ORK.OL Orkla ASA | NOK 102.60 | 31.9% | 14.6 | 2.3 | 9.7% | 82 |
| WN.TO George Weston Limited | CAD 109.28 | 26.5% | 39.6 | 9.1 | 1.2% | 72 |
| CA.PA Carrefour SA | EUR 13.64 | 23.8% | 29.2 | 0.8 | 8.7% | 72 |
| KHC Kraft Heinz | USD 24.61 | 18.9% | – | 0.8 | 1.6% | 36 |
| ABF.L Associated British Foods plc | GBP 19.90 | 18.8% | 15.1 | 1.2 | 3.2% | 82 |
| ADM Archer Daniels Midland | USD 69.97 | 17.4% | 13.6 | 1.4 | 3.0% | 64 |
| AXFO.ST Axfood AB | SEK 283.80 | 7.9% | 25.0 | 8.2 | 3.1% | 70 |
| DLTR Dollar Tree | USD 131.14 | 5.2% | 15.5 | 7.3 | – | 72 |
| Peer median | 15.5 | 1.9 | ||||
Dividends
Paid in the last 12 months: USD 1.04 per share · yield 5.41% at the current price.
| Year | Dividends per share |
|---|---|
| 2026 (so far) | 0.836 |
| 2025 | 0.826 |
| 2024 | 0.810 |
| 2023 | 0.400 |
Trailing 12-month financials
TTM through 30 Sep 2026 · quarterly EODHD data · data downloaded 06 Nov 2026 13:10
| Revenue | USD 15,530,000,000 |
|---|---|
| EBITDA | USD 3,262,000,000 |
| EBIT | USD 2,693,000,000 |
| Net income | USD 1,690,000,000 |
| Free cash flow | USD 2,540,800,000 |
| Capital expenditures | USD 467,800,000 |
| Debt | USD 8,341,000,000 |
| Cash | USD 1,039,000,000 |
| Working capital | USD -277,000,000 |
| Shares outstanding | 1,926,000,000 |
| Reported dividends per share | USD 1.2368 |