Kenvue Inc.
Kenvue Inc. (KVUE) is listed on NYSE and classified in Household & Personal Products, part of the Consumer Defensive sector. It is headquartered in Summit, United States and has 21,780 employees. The company is worth $38.18B and trades at 22.1x its earnings of the last twelve months; the median for its sector is 18.2x. Revenue was $15.12B in fiscal 2025, down 2.1% from the year before. Net income was $1.47B. The share price is within 3% of its 52-week high. It pays a dividend yielding 4.23%. 10 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Israel Englander (Millennium Management), at $705.9M. In that quarter, 7 of them opened or added to the position and 2 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▼ -24.6% over 5Y.
This stock has less than 5 years of price history — the answer would measure a shorter period than the one asked for.
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 3 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Year-end price | $17.25 | $21.35 | $21.53 | |
| P/E | 23.9x | 22.7x | 39.5x | 23.9x |
| P/S | 2.6x | 2.2x | 2.6x | 2.7x |
| P/B | 3.7x | 3.1x | 4.2x | 3.7x |
| EPS | $0.76 | $0.54 | $0.90 | |
| Dividend yield | 3.79% | 4.79% |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 0.0% a year plus a 4.2% dividend yield. Growth capped at 25%.
Median P/E of 18.2 among peers in the sector.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Cash flow growing 5.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 11.4x operating profit, less net debt. Banks have no EBITDA.
Dividend growing 0.0% a year against a 7.0% required return, from the stock’s beta.
Companies of similar size in Consumer Defensive, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| ADMArcher-Daniels-Midland Co | $79.84 | 21.8x | 1.6x | 2.61% | 7.64% | $38.48B |
| ELEstee Lauder Companies Inc | $107.72 | 207.2x | 10.2x | 1.30% | 4.75% | $39.03B |
| KMBKimberly Clark Corp | $112.32 | 21.0x | 21.3x | 4.56% | 104.91% | $37.35B |
| KRKroger Co | $67.87 |
| 3.79% |
| 1.86% |
| Payout | 108.68% | 108.68% | 150.00% | 44.44% |
| Profit margin | 9.72% | 9.72% | 6.66% | 10.77% |
| ROE | 13.66% | 13.66% | 10.65% | 14.84% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 4 families.
Room for errors in the reported numbers.
-41.3% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 37.7x |
| 6.9x |
| 2.30% |
| 14.44% |
| $40.08B |
| SYYSysco Corp | $83.97 | 22.9x | 15.1x | 2.62% | 77.69% | $41.31B |
| HSYHershey Co | $175.64 | 24.0x | 7.7x | 3.31% | 32.81% | $35.29B |