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Makes tissue and personal-care paper products including Kleenex, Huggies diapers and Scott paper towels.
Makes tissue and personal-care paper products including Kleenex, Huggies diapers and Scott paper towels.
Sells through large retailers, where Huggies and Kleenex compete for shelf space with stores' own-label versions, and through distributors to offices and factories. Pulp is its main raw material, so costs move with pulp prices. In late 2025 it agreed to buy Kenvue, adding Tylenol and other health brands.
Moat: narrow (brand, scale, distribution). Category-leading paper/diaper brands with global manufacturing and retail-shelf scale.
Headquarters: Dallas, Texas, US · Founded: 1872 · Employees: 36,000
Size Kimberly-Clark (KMB) is a United States Consumer Staples company (Household/Personal Care) with a market value of $66.5B, the 199th largest of 3,117 United States companies the cockpit tracks. Shares closed at $108.43 on 6 Nov 2026.
Performance Over six months the shares gained 11.8%, against +20.8% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd lowest of 12 in its peer set.
Growth Revenue fell 12.2% over the last twelve months (peer median -1.8%); the operating margin is 14.2% (peer median 18.0%).
Valuation It trades at 15.3× forward earnings against a peer median of 24.4× (cheapest of 12).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +7 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 18.3 points above its cost of capital (6.3% WACC).
Credit Kimberly-Clark has 17 bonds outstanding ($11.1B), rated A by the agencies and trading like AA at a weighted spread of 58 bp.
Short interest Short interest is 15.2% of the free float (15 Oct 2026).
Next results Next results expected around 27 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $16.6B | $16.4B | $16.8B | $17.1B | $20.2B |
| Revenue growth | — | -2% | -2% | -15% | — |
| Gross profit | $6.09B | $5.92B | $6.29B | $6.27B | $6.22B |
| EBITDA | $3.09B | $3.20B | $3.14B | $3.41B | $3.39B |
| Net income | $1.96B | $2.02B | $2.54B | $1.76B | $1.93B |
| Free cash flow | $1.82B | $1.64B | $2.51B | $2.78B | $1.86B |
| Capital expenditure | $1.51B | $1.14B | $721M | $766M | $876M |
| Total debt | $6.52B | $7.55B | $7.80B | $8.36B | $8.93B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Kimberly-Clark KMB | $66.5B | +12% | -12% | 14% | 15.3× | 4.1% |
| Procter & Gamble PG | $383B | +13% | +4% | 24% | 23.4× | -0.3% |
| Essity ESSITY-A.ST | $19.9B | +17% | -2% | 12% | 15.4× | -3.3% |
| Unicharm 8113.T | $12.1B | +15% | 0% | 12% | 24.5× | -2.0% |
| Hengan Int'l 1044.HK | $3.28B | -16% | +2% | 11% | 9.1× | -8.8% |
| Svenska Cellulosa AB SCA SCA-A.ST | $8.72B | +21% | -3% | 6% | 33.7× | 30.3% |
| Clearwater Paper CLW | n/a | -3% | n/a | n/a | n/a | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | KMB | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.9% | +10.2% | 5th highest of 12 |
| 6-month return | +11.8% | +20.8% | 3rd lowest of 12 |
| Distance from 52-week high | -7.2% | -5.1% | 6th lowest of 12 |
| Revenue growth (TTM) | -12.2% | -1.8% | 3rd lowest of 12 |
| Operating margin | 14.2% | 18.0% | 6th lowest of 12 |
| Forward P/E | 15.3× | 24.4× | cheapest of 12 |
| Growth the price implies (Req g, 7 yrs) | 4.1% | 6.9% | 6th least demanding of 12 |
| Growth delivered (Del g) | -3.0% | +3.4% | lowest of 12 |
| Hurdle (Req g minus delivered) | +7.1 pp | +2.1 pp | 6th most demanding of 12 |
| ROIC minus cost of capital | +18.3 pp | +6.6 pp | 2nd highest of 12 |
| EV / EBITDA | 23.4× | 15.8× | 3rd most expensive of 12 |
| Net debt / EBITDA | 1.8× | 1.4× | 6th most indebted of 12 |
| Bond spread | 58 bp | 72 bp | 3rd tightest of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Kimberly-Clark KMB | United States | $66.5B | +12% | -12% | 14% | 15.3× | 4.1% | -3.0% |
| Colgate-Palmolive CL | United States | $76.8B | +10% | +6% | 22% | 24.2× | -5.5% | +4.4% |
| Hindustan Unilever HINDUNILVR.NS | India | $49.6B | -12% | +6% | 21% | 41.5× | 27.2% | +6.5% |
| Reckitt Benckiser RKT.L | United Kingdom | $47.6B | +22% | -2% | 28% | 16.4× | 1.6% | +0.3% |
| Givaudan GIVN.SW | Switzerland | $45.8B | +47% | -2% | 18% | 34.0× | 10.6% | +3.4% |
| Estée Lauder Companies (The) EL | United States | $39.9B | +28% | +6% | 13% | 31.1× | 16.8% | -1.5% |
| Unilever ULVR.L | United Kingdom | $143B | +15% | -20% | 20% | 18.4× | 8.0% | -0.8% |
| DSM-Firmenich DSFIR.AS | Netherlands | $29.5B | +62% | -45% | 8% | 30.1× | 24.3% | +2.5% |
| Church & Dwight CHD | United States | $25.8B | +17% | +2% | 18% | 27.4× | 6.9% | +4.8% |
| Kao 4452.T | Japan | $21.8B | +33% | +6% | 10% | 24.4× | 1.5% | +4.1% |
| Beiersdorf BEI.DE | Germany | $20.4B | +21% | -2% | 12% | 22.6× | -2.3% | +7.0% |
| Essity ESSITY-A.ST | Sweden | $19.9B | +17% | -2% | 12% | 15.4× | -3.3% | +2.6% |
Kimberly-Clark has 17 bonds outstanding with $11.1B face value. The agencies rate it A; its bonds trade like AA. Weighted yield 5.32%, a spread of 58 bp over government bonds.