Global Household Undervalued over 20% based on DCF

Procter & Gamble

Market Cap: US$336.7b

Provides branded consumer packaged goods worldwide.

Unilever

Market Cap: UK£94.1b

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

Colgate-Palmolive

Market Cap: US$68.6b

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

Reckitt Benckiser Group

Market Cap: UK£33.3b

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

Kenvue

Market Cap: US$33.2b

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$32.2b

Manufactures and markets personal care products in the United States.

Church & Dwight

Market Cap: US$22.3b

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

Beiersdorf

Market Cap: €16.6b

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

Kao

Market Cap: JP¥2.8t

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

Clorox

Market Cap: US$12.8b

Manufactures and markets consumer and professional products worldwide.

Unicharm

Market Cap: JP¥1.7t

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

APR

Market Cap: ₩13.7t

Manufactures and sells cosmetic products for men and women.

Amorepacific

Market Cap: ₩8.0t

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

Mao Geping Cosmetics

Market Cap: HK$36.2b

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

Giant Biogene Holding

Market Cap: HK$30.2b

An investment holding company, designs, develops, manufactures, and sells skin treatment products with recombinant collagen in the People’s Republic of China.

Rohto PharmaceuticalLtd

Market Cap: JP¥564.3b

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

Proya CosmeticsLtd

Market Cap: CN¥23.5b

A beauty and personal care company, researches, develops, produces, and sells cosmetics in China.

Natura Cosméticos

Market Cap: R$14.0b

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: ₩3.9t

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

Softcare

Market Cap: HK$19.9b

Operates as a hygiene product corporation principally engaged in the development, manufacturing, and sales of baby and feminine hygiene products in Africa, Latin America and Central Asia.

Herbalife

Market Cap: US$1.6b

Provides health and wellness products in North America, Mexico, South and Central America, Europe, the Middle East, Africa, China, and the Asia Pacific.

MTG

Market Cap: JP¥239.5b

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

Guangdong Marubi Biotechnology

Market Cap: CN¥9.7b

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

Olaplex Holdings

Market Cap: US$1.4b

Through its subsidiaries, develops, manufactures, and sells haircare products in the United States and internationally.

Pigeon

Market Cap: JP¥200.6b

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: €986.8m

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.

Industri Jamu dan Farmasi Sido Muncul

Market Cap: Rp15.2t

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

Hongmian Zhihui Science and Technology InnovationLtd.Guangzhou

Market Cap: CN¥5.9b

Engages in the production and sale of edible sugar, beverages, and other food products in China and internationally.

Oddity Tech

Market Cap: US$841.4m

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

Dencare (Chongqing) Oral Care

Market Cap: CN¥5.5b

Engages in the research, development, production, and sale oral care products in China.

Applied Nutrition

Market Cap: UK£550.0m

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

Earth

Market Cap: JP¥107.1b

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

Grape King Bio

Market Cap: NT$17.9b

Produces and sells pharmaceutical preparations, patent medicines, liquid tonics, drinks, and healthy food in Taiwan, China, and internationally.

Nature's Sunshine Products

Market Cap: US$462.6m

A natural health and wellness company, manufactures and sells nutritional and personal care products in Asia, Europe, North America, Latin America, and internationally.

TCI

Market Cap: NT$13.8b

An original design manufacturer company, engages in the manufacturing, wholesale, and retail of health foods and cosmetics products in Taiwan, Mainland China, the United States, and internationally.

TRANSACTIONLtd

Market Cap: JP¥63.0b

Plans, designs, manufactures, and sells miscellaneous goods to companies and individuals in Japan and internationally.