Kimberly-Clark (KMB)
NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-07-07
Reading KMB? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track KMB free→NASDAQConsumer StaplesHousehold & Personal ProductsSnapshot 2026-07-07
Reading KMB? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track KMB free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Household Products is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Kimberly-Clark's growth in organic sales is essential to justify its current valuation. Recent financial performance has been strong, with revenue growing 2.7% year over year and the latest earnings beat showing an EPS surprise of 2.1%. It trades at 15× P/E versus an 18.9× peer median, indicating that the price reflects less growth than forecasted. A specific risk is the potential for KMB to cut guidance on the next call, which our model puts at a 17% probability of missing expectations. Peer multiples imply a price about 15% below where it trades. This read is provisional.
Trailing returns as of 2026-07-07. KMB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering KMB (as of Jul 2026).
Based on 4 Wall Street analysts offering 12-month price targets for KMB in the last 4 months.
A consensus fair price across 13 valuation methods, at three horizons. Current price $114.74. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Household Products — fair value, gap to price, and forward P/E.



Threatens: Grow organic sales
Pricing attracts customers but negatively impacts margins.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $114.74
The last 12 months of price, then the range of analyst 12-month targets from today’s $114.74.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Potential deal raises concerns about Kimberly-Clark's focus.
Advances: Grow organic sales
Progress highlights potential for organic sales growth.
Advances: Increase adjusted EPS
Price target increase suggests confidence in EPS growth.
Advances: Enhance operating profit
Supply chain improvements enhance operating profit.
Advances: Increase adjusted EPS
New product aims to support earnings growth.
Threatens: Enhance operating profit
Integration challenges may hinder operating profit.
Threatens: Enhance operating profit
Legal issues could impact operating profit.