Kenvue Inc. (KVUE) vs Unilever PLC (UL)

Kenvue Inc. and Unilever PLC are both Household & Personal Products companies. Unilever PLC is the larger, with a market value of $139.3B against $35.9B — 3.9× the size. Unilever PLC trades at the lower P/E: 11.2× against 21.7×. Unilever PLC grew revenue faster over the last twelve months: 5.30% against 1.76%. Unilever PLC has the higher net margin (12.0% vs 10.8%) and the lower return on invested capital (0.00% vs 9.95%). Both pay a dividend; Kenvue Inc. yields more (5.51% vs 3.36%). Across the 20 metrics below, Kenvue Inc. leads on 10 and Unilever PLC on 10.

Valuation

Metric KVUE UL Household & Personal Products median
P/E 21.74 11.16 23.53
P/S 2.36 n/m 1.58
P/B 3.44 n/m 3.36
Price to free cash flow 18.73 n/m 19.95
EV/EBITDA 13.22 0.12 13.02
EV/Sales 2.74 0.02 1.42
Earnings yield 4.60% 8.96% 0.25%
Free cash flow yield 5.34% 0.00% 3.66%

Profitability

Metric KVUE UL Household & Personal Products median
Gross margin 58.19% 0.00% 47.14%
Operating margin 17.07% 0.00% 1.31%
Net margin 10.76% 12.03% 0.61%
Free cash flow margin 12.58% 0.00% 2.89%
Return on equity 15.58% 0.00% 2.12%
Return on assets 6.16% 0.00% 0.00%
Return on invested capital 9.95% 0.00% 0.24%

Growth

Metric KVUE UL Household & Personal Products median
Revenue growth (TTM) 1.76% 5.30% 2.93%
EPS growth (last fiscal year) 40.74% 75.13% (12.73%)
Revenue growth, 5-year CAGR 0.89% (0.28%) 2.03%
Net income growth, 5-year CAGR 0.00% 10.94% 0.00%

Health

Metric KVUE UL Household & Personal Products median
Debt to equity 0.67 0.00 0.46
Current ratio 1.01 0.74 1.59
Net debt to EBITDA 2.02 (0.49) 1.37

Dividend

Metric KVUE UL Household & Personal Products median
Dividend yield 5.51% 3.36% 2.79%
Payout ratio 1.20 — 0.87

Size

Metric KVUE UL Household & Personal Products median
Market cap 35.86b 139.28b 620.01m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack