Kenvue (KVUE)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
$18.74-1.11%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
QuarterlyIQ Insights · KVUE
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. 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.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $19 KVUE trades at 16× p/e, below its 17× p/e peer median, but our blended $14 fair value sits below the price. It's a high-confidence read. Even the durable-growth case — current growth held at sustainable margins — values it at about $17, at or below today's price, so you're paying beyond even the growth case. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| dcf fcfe | 12M | $7.79 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $8.01 | — | — | Hist. CAGR | high |
| graham number | 12M | $12.07 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $15.67 | 11.7 | 1.67 | TTM | high |
| Peer P/FCF | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price the business can't be justified by any reasonable horizon of the forecast growth; the price already runs past what the model can underwrite. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $0.80/sh owner earnings.
Roughly priced in line with peers.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $15.22 |
| 15.9 |
| 0.96 |
| TTM |
| high |
| Peer P/E | 12M | $19.36 | 15.8 | 1.23 | ntm analyst | high |
| Peer P/S | 12M | $6.84 | 0.9 | 8.01 | TTM | high |
| PEG | 12M | $11.57 | 9.8 | 1.18 | TTM | high |
| residual income | 12M | $8.12 | — | — | TTM | high |
| Own P/E history | 12M | $19.57 | 16.6 | 1.18 | TTM | high |
| triangulated | 12M | $20.95 | 16.8 | 1.25 | Triangulated | high |
| Peer P/FCF | 3Y | $11.06 | 15.9 | 0.70 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $20.68 | 15.8 | 1.31 | Analyst | medium |
| Peer P/S | 3Y | $7.43 | 0.9 | 8.71 | Analyst | medium |
| PEG | 3Y | $12.83 | 9.8 | 1.31 | Analyst | medium |
| Own P/E history | 3Y | $21.71 | 16.6 | 1.31 | Analyst | medium |
| Peer P/FCF | 5Y | $8.94 | 15.9 | 0.56 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $21.84 | 15.8 | 1.38 | Analyst | high |
| Peer P/S | 5Y | $7.85 | 0.9 | 9.20 | Analyst | high |
| PEG | 5Y | $13.55 | 9.8 | 1.38 | Analyst | high |
| Own P/E history | 5Y | $22.92 | 16.6 | 1.38 | Analyst | high |