Global Household Undervalued over 20% based on DCF

Procter & Gamble

Market Cap: US$352.8b

Engages in the provision of branded consumer packaged goods worldwide.

Colgate-Palmolive

Market Cap: US$67.5b

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

Reckitt Benckiser Group

Market Cap: UK£37.8b

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

Kenvue

Market Cap: US$41.5b

Operates as a consumer health company in the United States, Europe, the Middle East, Africa, Asia-Pacific, and Latin America.

Estée Lauder Companies

Market Cap: US$32.8b

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

Beiersdorf

Market Cap: €23.9b

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

Church & Dwight

Market Cap: US$23.1b

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

Clorox

Market Cap: US$15.5b

Engages in the manufacture and marketing of consumer and professional products worldwide.

Unicharm

Market Cap: JP¥1.8t

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

Puig Brands

Market Cap: €9.0b

Operates in the beauty and fashion industry in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

Giant Biogene Holding

Market Cap: HK$58.8b

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

e.l.f. Beauty

Market Cap: US$6.9b

A beauty company, provides cosmetics and skin care products worldwide.

BellRing Brands

Market Cap: US$6.9b

Provides various nutrition products in the United States.

Kimberly-Clark de México S. A. B. de C. V

Market Cap: Mex$106.1b

Manufactures, distributes, and sells disposable products in Mexico.

Reynolds Consumer Products

Market Cap: US$4.6b

Produces and sells products in cooking, waste and storage, and tableware product categories in the United States and internationally.

Proya CosmeticsLtd

Market Cap: CN¥32.4b

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

Rohto PharmaceuticalLtd

Market Cap: JP¥492.6b

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

LG H&H

Market Cap: ₩4.5t

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

Interparfums

Market Cap: €2.7b

Designs, manufactures, and distributes perfumes and cosmetics through license agreements with ready-to-wear, jewelry, or accessories houses in France, Africa, North America, South America, Eastern Europe, Western Europe, Asia, and the Middle East.

Lion

Market Cap: JP¥411.3b

Manufactures and sells consumer and industrial products in Japan and internationally.

KOSÉ

Market Cap: JP¥334.1b

Manufactures and sells cosmetics and cosmetology products primarily in Japan and internationally.

Natura Cosméticos

Market Cap: R$12.2b

Engages in the development, manufacture, distribution, and trade of cosmetics, fragrances, and personal care products in Brazil and internationally.

Cosmax

Market Cap: ₩2.7t

Researches, develops, produces, and manufactures cosmetic and health function food products in Korea and internationally.

d'Alba Global

Market Cap: ₩2.3t

Engages in the manufacturing and sale of perfumes and cosmetic products in South Korea and internationally.

Kolmar Korea

Market Cap: ₩2.2t

Researches, develops, produces, and sells beauty and health products in South Korea and internationally.

Chongqing Baiya Sanitary Products

Market Cap: CN¥11.1b

Chongqing Baiya Sanitary Products Co., Ltd.

Pigeon

Market Cap: JP¥202.3b

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.

SYoung Group

Market Cap: CN¥6.6b

Engages in the research and development, production, and sale of cosmetic products in China.

VT

Market Cap: ₩1.3t

Produces and exports laminating machines and films worldwide.

Olaplex Holdings

Market Cap: US$872.4m

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

Earth

Market Cap: JP¥107.5b

Engages in manufacture, marketing, import, and export of household and insecticides products in Japan and internationally.

Tianjin Yiyi Hygiene ProductsLtd

Market Cap: CN¥4.5b

Engages in the research and development, design, production, and sale of disposable pet and personal hygiene care products in China and internationally.

Milbon

Market Cap: JP¥83.6b

Manufactures and sells cosmetic products in Japan and internationally.

TCI

Market Cap: NT$16.0b

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¥73.7b

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

Cosmecca Korea

Market Cap: ₩691.0b

Engages in the research and development, manufacture, and sale of skincare products in South Korea and internationally.