Global Household Undervalued over 20% based on DCF

Procter & Gamble

Market Cap: US$336.3b

Provides branded consumer packaged goods worldwide.

Unilever

Market Cap: UK£92.7b

Operates as a fast-moving consumer goods company in the Asia Pacific, Africa, the Americas, and Europe.

Colgate-Palmolive

Market Cap: US$72.5b

Manufactures and sells consumer products in the United States and internationally.

Reckitt Benckiser Group

Market Cap: UK£29.8b

Manufactures and sells health, hygiene, and nutrition products in the United Kingdom and internationally.

Kenvue

Market Cap: US$33.7b

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.

Kimberly-Clark

Market Cap: US$32.9b

Manufactures and markets personal care products in the United States.

Estée Lauder Companies

Market Cap: US$32.0b

Manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.

Church & Dwight

Market Cap: US$22.8b

Develops, manufactures, and markets household, personal care, and specialty products.

Beiersdorf

Market Cap: €15.9b

Manufactures and distributes consumer goods in Europe, the United States, Africa, Asia, and Australia.

Kao

Market Cap: JP¥2.7t

Develops and sells hygiene living care, health beauty care, life care, cosmetics, and chemical products in Japan.

Clorox

Market Cap: US$11.5b

Manufactures and markets consumer and professional products worldwide.

Unicharm

Market Cap: JP¥1.6t

Engages in the manufacturing and sale of pet care and related products in Japan and internationally.

APR

Market Cap: ₩14.6t

Manufactures and sells cosmetic products for men and women.

Amorepacific

Market Cap: ₩7.4t

Researches, develops, manufactures, markets, sells, and trades cosmetics and beauty products worldwide.

Mao Geping Cosmetics

Market Cap: HK$30.0b

Provides color cosmetics and skincare products under the MAOGEPING and Love Keeps brands in China.

Unilever Indonesia

Market Cap: Rp67.2t

Manufactures, markets, and distributes consumer goods in Indonesia.

Rohto PharmaceuticalLtd

Market Cap: JP¥565.5b

Manufactures and markets pharmaceutical products, cosmetics, and functional foods worldwide.

Natura Cosméticos

Market Cap: R$13.9b

Engages in the development, manufacture, distribution, and marketing of cosmetics, fragrances, and personal hygiene products in Brazil, Peru, Colombia, México, Chile, Argentina, Uruguay, and Ecuador.

LG H&H

Market Cap: ₩4.1t

Operates as cosmetics, household goods, and beverage company in South Korea and internationally.

KOSE Holdings

Market Cap: JP¥296.8b

Manufactures and sells cosmetics in Japan and internationally.

MTG

Market Cap: JP¥251.3b

Manufactures and sells health, beauty, and wellness products in Japan and internationally.

Guangdong Marubi Biotechnology

Market Cap: CN¥9.6b

Engages in the research and development, design, production, sale, and service of various cosmetics in China.

Pigeon

Market Cap: JP¥218.1b

Engages in the manufacture, sale, import, and export of baby and child-care products, maternity items, women’s care products, home healthcare products, and nursing care products in Japan and internationally.

Gr. Sarantis

Market Cap: €972.3m

Produces and trades in cosmetics, household products, and pharmaceutical items in Greece, Portugal, Poland, Romania, Bulgaria, Serbia, Bosnia and Herzegovina, North Macedonia, Slovenia, Croatia, Czech-Slovakia, Hungary, and Ukraine.

Jamieson Wellness

Market Cap: CA$1.5b

Develops, manufactures, distributes, markets, and sells the natural health products for human in Canada, the United States, China, and internationally.

Applied Nutrition

Market Cap: UK£572.5m

Engages in the manufacture, wholesale, and retail of sports nutritional products in the United Kingdom and internationally.

Oddity Tech

Market Cap: US$698.0m

Operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States, Israel, and internationally.

Industri Jamu dan Farmasi Sido Muncul

Market Cap: Rp11.9t

Provides herbal medicines, cosmetics, and foods and beverage products in Indonesia.

Earth

Market Cap: JP¥101.3b

Engages in the manufacture, marketing, import, and export of pharmaceutical products, quasi-drugs, medical tools, and household products in Japan and internationally.

Daiken Biomedical

Market Cap: NT$14.7b

Engages in the research and development of healthy food products.

Tianjin Yiyi Hygiene ProductsLtd

Market Cap: CN¥3.1b

Engages in the research and development, production, and sale of disposable hygiene care products and non-woven fabrics in China.

Henan Rebecca Hair Products

Market Cap: CN¥2.8b

Engages in the production and sale of hair products in China.

Euglena

Market Cap: JP¥49.6b

Engages in the research, development, production, and sale of microalgae in Japan.

Karmarts

Market Cap: ฿9.5b

Engages in the manufacturing, packaging, import, and distribution of cosmetics and consumer products in Thailand.

PZ Cussons Nigeria

Market Cap: ₦389.1b

Manufactures, distributes, and sells various consumer products and home appliances to wholesalers in Nigeria and internationally.

Shenzhen Breo Technology

Market Cap: CN¥1.8b

Engages in research and development, production and sales portable massage products for head and eye massager; and shoulder and neck pain.