Kimberly-Clark Corp.
Converted Paper & Paperboard Prods (No Contaners/Boxes)
With more than half of its sales from personal care and another third from consumer tissue products, Kimberly-Clark is a leading manufacturer in the tissue and hygiene realm. Its brand mix includes Huggies, Pull-Ups, Kotex, Depend, Kleenex, and Cottonelle.
It is a $32.6B materials company. Revenue shrank 8.3% over the last year, it keeps 12¢ of every dollar of sales as profit, and its net debt equals ~3.6 years of free cash flow. It trades at 16.6× earnings — near the lowest of its own history.
- Website
- kimberly-clark.com
- Location
- Irving, TX
- Employees
- 36 000
- Sector
- Basic Materials
- Founded
- 1872
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong valuation, profitability, quality and moat; Growth and Health lag behind.
Valuation90
- P/E vs own history6th pct · 25/25
- FCF yield5.6% · 20/25
- P/S2.0x · 25/25
- EV/EBITDA11.7x · 20/25
Growth26
- Revenue CAGR-4.0% · 0/25
- Net income CAGR2.7% · 6/25
- EPS CAGR ~5Y-2.4% · 0/25
- Fwd implied growth24.8% · 20/25
Profitability90
- ROIC27.9% · 25/25
- ROE122.6% · 25/25
- Net margin11.8% · 20/25
- Operating margin15.2% · 20/25
Health47
- Altman Z2.57 · 18/25
- Current ratio0.91 · 6/25
- Interest coverage9.8x · 18/25
- Net cash / debtD/A 38% · 5/25
Quality87
- Piotroski F6/9 · 15/25
- Beneish M-2.53 · 25/25
- FCF conversion93% · 22/25
- Margin stabilityσ 3.4% · 25/25
Moat81
- ROIC >12% years10/10 yrs · 25/25
- Median gross margin35.1% · 13/25
- FCF-positive years10/10 yrs · 25/25
- Worst-year net marginworst 7.6% · 18/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- FY2024FinancialBest year on record$2.54B net income
- 2022AcquisitionKimberly-Clark acquired majority stake in Thinx, a period underwear brand
- FY2016FinancialProfitable every year on record10 consecutive profitable years in our data
- FY2016FinancialRevenue already above $10B$18.2B in first reported year
- FY2016FinancialPositive free cash flow every year since10-year streak
- 2002AcquisitionKimberly-Clark purchased paper-packaging rival Amcor's stake in an Australian joint venture
- 2001AcquisitionKimberly-Clark bought Italian diaper maker Linostar and announced it was closing four Latin American…
- 2000AcquisitionAlso in 2000, the company bought virtually all of Taiwan's S-K Corporation
- 1997AcquisitionKimberly-Clark sold its 50% stake in Canada's Scott Paper to forest products company Kruger Inc
- 1995AcquisitionKimberly-Clark merged with Scott Paper in 1995 for $9.4 billion
- 1994AcquisitionKimberly-Clark entered a joint venture with Buenos Aires-based Descartables Argentinos S.A
- 1914ProductThe company developed cellu-cotton in 1914, a cotton substitute used by the U.S
- 1889MilestoneThe town was renamed Kimberly after John A
- 1872FoundedFounded in Neenah, Wisconsin, in 1872 and based in the Las Colinas section of Irving, Texas, since 1985, the company…
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- Interest covered 9.8× by operating earnings
- High returns on invested capital (ROIC 27.9%)
Watch-outs
- Revenue shrinking 8.3% year over year
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago-8.3% YoY
- Profitable — makes more than it spends$1.96B TTM
- Profit growing — earnings are higher than last year+2.0% YoY
- Generates cash — cash left after running and investing$1.82B TTM
- Debt under control — could handle its obligations~3.6y of cash flow to repay
- Established company — not a micro-cap — lower blow-up risk$32.6B market cap
- Not printing shares — share count not ballooning — you keep your slice-2.7% shares over ~5y
- Proven track record — years of profitability behind it10/10 profitable years
- Financially stable — balance sheet not near distressAltman Z 2.6 — grey
- Pays a dividend — returns cash to shareholdersyield 5.17%
- Valuation not extreme — price not wildly above earningsP/E 16.6
Peer comparisonKimberly-Clark Corp. vs 6 largest basic materials peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| KMB this company | $32.6B | 16.6 | -8.3% | 11.8% | Mixed |
| LIN Linde plc Ordinary Share | $223.2B | 30.8 | +6.6% | 20.4% | Solid |
| SCCO Southern Copper Corporation | $176.8B | 31.2 | +32.8% | 35.9% | Strong |
| NEM Newmont Corporation | $124.2B | 14.4 | +25.2% | 33.4% | Strong |
| FCX Freeport-McMoran Inc. | $105.8B | 35.9 | +0.2% | 11.4% | Strong |
| AEM Agnico Eagle Mines Ltd. | $95.8B | 15.9 | +43.7% | 37.5% | Strong |
| B Barrick Mining Corporation | $67.5B | 10.1 | +9.2% | 31.6% | Strong |
Head-to-head: KMB vs LIN · KMB vs SCCO · KMB vs NEM
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2016–FY2025. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/KMB
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of KMB on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $97.98 · market cap $32.6B.