KMB: Future Margin Improvements Will Drive Upside Amid Market Uncertainty

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

14 Dec 25

Views

470

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-24.1%

7D

-2.9%

Loading

1Y

-24.1%

7D

-2.9%

You can edit this narrative until Dec 15 6:10 PM. Then, changes will post as Updates.

Author's Valuation

US$127.7321.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

Fair value Decreased 0.88%

KMB: Future Upside Will Depend On Successful Kenvue Acquisition Execution

Analysts have modestly trimmed our Kimberly-Clark fair value estimate by about $1 to roughly $128 per share, reflecting a lower assumed future P E multiple, even as they factor in stronger revenue growth and higher profit margins supported by recent target moves and upgrade activity. Analyst Commentary Recent Street research reflects a mix of optimism about Kimberly-Clark's improved growth and margin profile and caution around execution risks tied to the planned Kenvue acquisition.

Shared on 29 Nov 25

Fair value Increased 0.19%

KMB: Future Returns Will Be Driven By The Kenvue Acquisition Execution

Kimberly-Clark's analyst price target was modestly increased from $128.63 to $128.87, as analysts factor in stable sales performance and balanced risks from recent strategic moves. Analyst Commentary Following recent developments for Kimberly-Clark, analysts have offered a mix of optimism and caution regarding the company's outlook.

Shared on 15 Nov 25

Fair value Decreased 6.27%

KMB: Future Upside Will Be Driven By The Kenvue Acquisition

Kimberly-Clark's analyst price target has been revised downward from approximately $137 to $129 per share, as analysts account for increased risk tied to the Kenvue acquisition. Analysts have also noted recent upgrades and changes in the company’s growth outlook.

Shared on 01 Nov 25

Fair value Decreased 0.56%

The analyst average price target for Kimberly-Clark has decreased slightly from $138 to approximately $137.22. Analysts cite adjustments to growth expectations in the personal care segment, but also note some recent target increases reflecting updated models.

Shared on 17 Oct 25

Fair value Decreased 1.92%

Kimberly-Clark's analyst price target has been revised downward by $2.71 to $138.00. Analysts cite muted and decelerating growth in certain personal care segments as a key factor for the adjustment.

Shared on 03 Oct 25

Fair value Decreased 0.96%

Kimberly-Clark's average analyst price target has been reduced by $1.36 to $140.71, as analysts point to muted growth prospects in parts of the personal care sector. However, there is ongoing confidence in the company's long-term positioning.

Shared on 07 May 25

Fair value Decreased 0.55%

Shared on 30 Apr 25

Fair value Decreased 1.88%

AnalystConsensusTarget has decreased revenue growth from 1.6% to 1.5%.

Shared on 23 Apr 25

Fair value Increased 2.23%

AnalystConsensusTarget has increased revenue growth from 0.8% to 1.6%.

Shared on 16 Apr 25

Fair value Decreased 0.014%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget has increased revenue growth from 0.7% to 0.8%.

Shared on 02 Apr 25

Fair value Decreased 1.00%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.79%

AnalystConsensusTarget has decreased revenue growth from 0.8% to 0.7%.

Shared on 10 Mar 25

Fair value Increased 1.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$127.73

21.9% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.79%

Household Products revenue growth rate

0.11%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$4.70b

Earnings '28

x

11.03x

PE Ratio '28

=

US$51.89b

Market Cap '28

US$51.89b

Market Cap '28

/

332.38m

No. shares '28

=

US$156.11

Share Price '28

US$156.11 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$127.59

Fair Value '25