Consumer Defensive -
Household & Personal Products - NYSE - US
$ 23.795
0.826 %
$ 45.5 B
Market Cap
44.06
P/E
1. INTRINSIC VALUE
Balance Sheet
Kenvue Inc.
| Current Assets | 6.14 B |
| Cash & Short-Term Investments | 1.38 B |
| Receivables | 2.07 B |
| Other Current Assets | 2.68 B |
| Non-Current Assets | 21.7 B |
| Long-Term Investments | 71 M |
| PP&E | 2.18 B |
| Other Non-Current Assets | 19.5 B |
| Current Liabilities | 5.48 B |
| Accounts Payable | 2.49 B |
| Short-Term Debt | 643 M |
| Other Current Liabilities | 2.35 B |
| Non-Current Liabilities | 11.2 B |
| Long-Term Debt | 7.78 B |
| Other Non-Current Liabilities | 3.38 B |
EFFICIENCY
Earnings Waterfall
Kenvue Inc.
| Revenue | 15.4 B |
| Cost Of Revenue | 6.8 B |
| Gross Profit | 8.64 B |
| Operating Expenses | 6.13 B |
| Operating Income | 2.51 B |
| Other Expenses | 848 M |
| Net Income | 1.66 B |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Kenvue Inc.
| Net Income | 1.66 B |
| Depreciation & Amortization | 627 M |
| Capital Expenditures | -469 M |
| Stock-Based Compensation | 188 M |
| Change in Working Capital | 797 M |
| Others | 20 M |
| Free Cash Flow | 2.7 B |
Wall Street Analysts Price Targets
Kenvue Inc.
Wall Street analysts predict an average 1-year price target for KVUE of $22.6 , with forecasts ranging from
a
low of
$18 to a high of $27 .
KVUE Lowest Price Target
Wall Street Target
18 USD
-24.35%
KVUE Average Price Target
Wall Street Target
22.6 USD
-5.14%
KVUE Highest Price Target
Wall Street Target
27 USD
13.47%
4. DIVIDEND
ANALYSIS
0.89%
DIVIDEND YIELD
0.205 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Kenvue Inc.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
| Date | Value | Insider | Amount | Avg Price |
|---|---|---|---|---|
|
1 year ago
Aug 30, 2023
|
Bought
129 K USD
|
ALLISON RICHARD E JR
Director
|
+ 5598
|
22.9589 USD |
|
1 year ago
May 11, 2023
|
Bought
525 K USD
|
ALLISON RICHARD E JR
Director
|
+ 20000
|
26.2616 USD |
7. News
Buy This Ultra-Safe High-Yield Dividend King Stock for Reliable Passive Income
Kenvue (KVUE 0.54%) stock is down since completing its spin-off from Johnson & Johnson (JNJ 1.13%) in August 2023. But with more than a year of results now in the books, investors have had time to acclimate to Kenvue as an independent entity.
fool.com
- 1 week ago
Looming Challenges, But Kenvue Could Become A Compelling Dividend Growth Stock Beyond 2025
Kenvue, spun off from Johnson & Johnson, shows potential as a solid dividend stock post-2025 despite current economic challenges and recent earnings misses. The company boasts strong brands like Tylenol and Listerine, and management's cost-cutting initiatives aim to save $350 million by 2026. Kenvue's valuation and growth prospects make it attractive for long-term dividend investors, but cash flow headwinds warrant a hold rating for now.
seekingalpha.com
- 2 weeks ago
Buy 2 February S&P 500 Dividend Aristocrats Out Of 38 'Safer'
Five of the ten lowest-priced Dividend Aristocrats - Franklin Resources, Realty Income, Amcor, Hormel, and Kenvue - are recommended buys, offering dividends exceeding their single share prices. Analysts project net gains of 15.84% to 46.98% by February 2025 for the Top Ten Aristocrat Dogs, with an average gain of 21.63%. Ten Aristocrats show negative free cash flow margins, making them unsafe buys; Federal Realty, Kenvue, and PepsiCo are among them.
seekingalpha.com
- 2 weeks ago
Kenvue to Webcast Presentation at the Consumer Analyst Group of New York Conference
SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) today announced Thibaut Mongon, Chief Executive Officer, Paul Ruh, Chief Financial Officer, and Charmaine England, Chief Growth Officer, will present at the Consumer Analyst Group of New York (CAGNY) Conference on Wednesday, February 19, 2025, at 3:00 p.m. Eastern Time. A live webcast of the presentation will be available on investors.kenvue.com and a replay will be available on the website following the event. About Kenvue Kenvue Inc. i.
businesswire.com
- 2 weeks ago
Kenvue: An Intriguing Turnaround
Kenvue's stock has underperformed since its IPO, with disappointing guidance cuts for 2023 and 2024, and minimal growth projected for 2025. Despite recent struggles, Kenvue's strong brand portfolio, including Tylenol and Band-Aid, suggests potential for a turnaround, supported by activist investor Starboard Value. Execution issues, external factors, and potential structural changes have impacted Kenvue's performance, but improvements in marketing and management could drive future growth.
seekingalpha.com
- 3 weeks ago
Kenvue Is A Mediocre Candidate
Kenvue, the world's largest pure-play consumer health company, has a market cap of $37.96 billion but struggles with profitability despite decent growth. Management's cost-cutting initiatives show promise, but recent financials reveal mixed results, with revenue slightly up but net income and EBITDA declining. Kenvue's valuation appears relatively cheap compared to peers, yet its fundamentals don't justify a bullish outlook; thus, I rate it a 'hold'.
seekingalpha.com
- 3 weeks ago
Kenvue, Inc. (KVUE) Q4 2024 Earnings Call Transcript
Kenvue, Inc. (NYSE:KVUE ) Q4 2024 Earnings Conference Call February 6, 2025 8:00 AM ET Company Participants Thibaut Mongon - CEO Paul Ruh - CFO Sofya Tsinis - Head, IR Conference Call Participants Filippo Falorni - Citi Peter Grom - UBS Anna Lizzul - Bank of America Andrea Teixeira - J.P. Morgan Bonnie Herzog - Goldman Sachs Korinne Wolfmeyer - Piper Sandler Nik Modi - RBC Capital Markets Lauren Lieberman - Barclays Steve Powers - Deutsche Bank Operator Hello, and welcome to the Kenvue Fourth Quarter and Full-Year 2024 Earnings Conference Call.
seekingalpha.com
- 3 weeks ago
Kenvue (KVUE) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Kenvue (KVUE) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
zacks.com
- 3 weeks ago
Kenvue's Q4 Sales Miss, Margins Improve
Consumer healthcare products specialist Kenvue (KVUE -0.34%) reported mixed fourth-quarter and full-year earnings on Thursday, Feb. 6. Adjusted earnings per share (EPS) of $0.26 aligned with the market's consensus expectations.
fool.com
- 3 weeks ago
Kenvue (KVUE) Q4 Earnings Meet Estimates
Kenvue (KVUE) came out with quarterly earnings of $0.26 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.31 per share a year ago.
zacks.com
- 3 weeks ago
Kenvue sees 2025 profit below estimates as strong dollar, weak cough product sales hit
Consumer health company Kenvue forecast 2025 adjusted profit below Wall Street estimates on Thursday, hit by a stronger dollar and weak demand for its cough and cold products that include Tylenol and Benadryl.
reuters.com
- 3 weeks ago
Kenvue Reports Full Year and Fourth Quarter 2024 Results
SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE), today announced financial results for the full year and fiscal fourth quarter ended December 29, 2024. “We delivered on our 2024 profit commitments despite headwinds that resulted in softer than expected sales growth and we enter 2025 as a more competitive company with stronger foundations,” said Thibaut Mongon, Chief Executive Officer. “We remain focused on leveraging our increased brand investments to accelerate growth and deliver lon.
businesswire.com
- 3 weeks ago
8. Profile
Summary
Kenvue Inc. KVUE
COUNTRY
US
INDUSTRY
Household & Personal Products
MARKET CAP
$ 45.5 B
Dividend Yield
0.89%
Description
Kenvue Inc. operates as a consumer health company worldwide. The company operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment offers cough, cold and allergy, pain care, digestive health, smoking cessation, and other products under the Tylenol, Nicorette, and Zyrtec brands. The Skin Health and Beauty segment provides face and body care, hair care, and sun and other care products under the Neutrogena, Aveeno, and OGX brand names. The Essential Health segment offers oral and baby, women's health, and wound care products under the Listerine, Johnson's, Band-Aid, and Stayfree brands. The company was incorporated in 2022 and is headquartered in Skillman, New Jersey. Kenvue Inc. operates as a subsidiary of Johnson & Johnson.
Contact
199 Grandview Road, Skillman, NJ, 08558
https://www.kenvue.com
IPO
Date
May 4, 2023
Employees
22000
Officers
Mr. Thibaut Mongon
Chief Executive Officer & Director
Mr. Carlton Lawson
Group President of EMEA & Latin America
Ms. Ellie Bing Xie
Group President of Asia Pacific
Ms. Luani Alvarado
Chief People Officer
Ms. Meredith Stevens
Chief Operations Officer
Mr. Bernardo Tavares
Chief Data & Technology Officer
Ms. Heather R. Howlett
Chief Accounting Officer
Mr. Matthew Orlando
General Counsel
Mr. Paul Ruh
Chief Financial Officer
Dr. Caroline Tillett Ph.D.
Chief Scientific Officer