Kenvue Inc. KVUE

Household & Personal Products, Consumer Defensive

$17.71

+1.03%

Market cap: $34B
PE: 20.1×; 10y median 23.7×
Forward PE
Price to sales: 2.2×
EV/EBIT: 12.8×
Revenue, 12 months: $15.4B; +2% on a year ago
Net margin: 10.8%
Free cash flow yield: 5.7%

Kenvue trades at 20.1× trailing earnings, cheaper than 98% of the last ten years. Revenue was $15.4B over the last twelve months, up 2% on a year earlier with a 11% net margin.

Charts

Financials

Income statement for KVUE, by quarter
Income statement	Q4 FY23	Q1 FY24	Q2 FY24	Q3 FY24	Q4 FY24	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
	$3.7B	$3.9B	$4B	$3.9B	$3.7B−0%	$3.7B−4%	$3.8B−4%	$3.8B−4%	$3.8B+3%	$3.9B+5%	$4B+3%
Cost of revenue	$1.6B	$1.7B	$1.6B	$1.6B	$1.6B−2%	$1.6B−5%	$1.6B−4%	$1.5B−5%	$1.6B+3%	$1.6B+2%	$1.7B+5%
Gross profit	$2B	$2.2B	$2.4B	$2.3B	$2.1B+1%	$2.2B−3%	$2.3B−4%	$2.2B−3%	$2.1B+3%	$2.3B+6%	$2.3B+2%
R&D	$133M	$100M	$105M	$97M	$106M−20%	$99M−1%	$91M−13%	$94M−3%	$98M−8%	$84M−15%	$94M+3%
SG&A	$1.6B	$1.6B	$1.6B	$1.6B	$1.5B−4%	$1.5B−2%	$1.5B−8%	$1.5B−5%	$1.5B+1%	$1.5B−6%	$1.5B+2%
	$460M	$550M	$154M	$654M	$483M+5%	$558M+2%	$692M+349%	$629M−4%	$535M+11%	$767M+38%	$699M+1%
Interest expense	$204M	$109M	$106M	$96M	$148M−28%	$107M−2%	$107M+1%	$93M−3%	$98M−34%	$95M−11%	$90M−16%
Pre-tax income	$357M	$427M	$65M	$577M	$346M−3%	$458M+7%	$588M+805%	$526M−9%	$427M+23%	$672M+47%	$598M+2%
	$30M	$131M	$7M	$194M	$53M+77%	$136M+4%	$168M+2300%	$128M−34%	$97M+83%	$198M+46%	$142M−16%
Net income	$327M	$296M	$58M	$383M	$293M−10%	$322M+9%	$420M+624%	$398M+4%	$330M+13%	$474M+47%	$456M+9%
	$0.17	$0.15	$0.03	$0.20	$0.15−12%	$0.17+13%	$0.22+633%	$0.21+5%	$0.17+13%	$0.25+47%	$0.24+9%
	1.9B	1.9B	1.9B	1.9B	1.9B+1%	1.9B+0%	1.9B+0%	1.9B−0%	1.9B−1%	1.9B−0%	1.9B−0%

From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.

Estimates

Next earnings report: Nov 2, 2026.

Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.

Peers

Companies in Household & Personal Products within ten times Kenvue's size, closest in size first.

Company	Market cap	PE	Its 10y median PE	P/S	Revenue growth	Net margin
KVUEKenvue Inc.	$34B	20.1×	23.7×	2.2×	+2%	10.8%
ELThe Estée Lauder Companies Inc.	$34.5B	193×	44.4×	2.3×	+5%	1.2%
KMBKimberly-Clark Corporation	$32.5B	16.4×	21.4×	1.9×	+1%	11.8%
CHDChurch & Dwight Co., Inc.	$23.3B	31.1×	29.4×	3.7×	+3%	12.0%
CLColgate-Palmolive Company	$70.3B	34.6×	27.2×	3.3×	+5%	9.7%
Peer median	$33.5B	32.8×	28.3×	2.8×	+4%	10.7%

About

Industry: Household & Personal Products
Sector: Consumer Defensive

Valuation data, not investment advice. Prices as of Oct 8, 2026.

Income statement

Q4 FY24

$3.7B

$3.9B

$4B

$3.9B

$3.7B−0%

$3.7B−4%

$3.8B−4%

$3.8B+3%

$3.9B+5%

$4B+3%

Cost of revenue

$1.6B

$1.7B

$1.6B

$1.6B−2%

$1.6B−5%

$1.6B−4%

$1.5B−5%

$1.6B+3%

$1.6B+2%

$1.7B+5%

Gross profit

$2B

$2.2B

$2.4B

$2.3B

$2.1B+1%

$2.2B−3%

$2.3B−4%

$2.2B−3%

$2.1B+3%

$2.3B+6%

$2.3B+2%

R&D

$133M

$100M

$105M

$97M

$106M−20%

$99M−1%

$91M−13%

$94M−3%

$98M−8%

$84M−15%

$94M+3%

SG&A

$1.6B

$1.5B−4%

$1.5B−2%

$1.5B−8%

$1.5B−5%

$1.5B+1%

$1.5B−6%

$1.5B+2%

$460M

$550M

$154M

$654M

$483M+5%

$558M+2%

$692M+349%

$629M−4%

$535M+11%

$767M+38%

$699M+1%

Interest expense

$204M

$109M

$106M

$96M

$148M−28%

$107M−2%

$107M+1%

$93M−3%

$98M−34%

$95M−11%

$90M−16%

Pre-tax income

$357M

$427M

$65M

$577M

$346M−3%

$458M+7%

$588M+805%

$526M−9%

$427M+23%

$672M+47%

$598M+2%

$30M

$131M

$7M

$194M

$53M+77%

$136M+4%

$168M+2300%

$128M−34%

$97M+83%

$198M+46%

$142M−16%

Net income

$327M

$296M

$58M

$383M

$293M−10%

$322M+9%

$420M+624%

$398M+4%

$330M+13%

$474M+47%

$456M+9%

$0.17

$0.15

$0.03

$0.20

$0.15−12%

$0.17+13%

$0.22+633%

$0.21+5%

$0.17+13%

$0.25+47%

$0.24+9%

1.9B

1.9B+1%

1.9B+0%

1.9B−0%

1.9B−1%

1.9B−0%

Company

Market cap

Its 10y median PE

Fwd PE

P/S

Revenue growth

Net margin

KVUEKenvue Inc.

$34B

20.1×

23.7×

2.2×

+2%

10.8%

ELThe Estée Lauder Companies Inc.

$34.5B

193×

44.4×

2.3×

+5%

1.2%

KMBKimberly-Clark Corporation

$32.5B

16.4×

21.4×

1.9×

+1%

11.8%

CHDChurch & Dwight Co., Inc.

$23.3B

31.1×

29.4×

3.7×

+3%

12.0%

CLColgate-Palmolive Company

$70.3B

34.6×

27.2×

3.3×

+5%

9.7%

Peer median

$33.5B

32.8×

28.3×

2.8×

+4%

10.7%