u/pravchaw · 25d ago3 prior · awaiting results
Kimberly Clark (KMB) should rerate after combination with Kenvue (KVUE)
Kimberly-Clark's planned merger with Kenvue creates a diversified global health and wellness powerhouse with significant cost synergies (lifting operating margins from ~15% to ~20%) and geographic/channel complementarity. If KMB closes a valuation gap with peers (P/E from 19 to 23) while growing earnings at 2% annually over three years, shareholders can expect 28% capital appreciation plus 4.5%+ dividend yield, totaling 42-45% cumulative TSR.
At post $106.63Now $98.70-7.4% since postedas of Sep 9, 4:30 PM ET
1d—
3d-0.2%
1w+1.3%
1m—
3m—
6m—
1y—