
Kenvue (KVUE)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-07-07
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NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-07-07
Reading KVUE? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track KVUE free→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 12 valuation methods, at three horizons. Current price $19.81. 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.
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 $20 KVUE trades at 17× p/e, below its 19× p/e peer median, but our blended $16 fair value sits below the price. It's a high-confidence read. 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 | $8.10 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $5.19 | — | — | Hist. CAGR | high |
| graham number | 12M | $12.00 | — | — | TTM | high |
| Mgmt guidance | 12M | $19.73 | 19.3 | 1.02 | Mgmt | high |
| Peer EV/EBITDA |
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
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Only weak execution quality — not the full expensive x weak x turbulent stack. 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.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $24.30 |
| 16.9 |
| 1.67 |
| TTM |
| high |
| Peer P/FCF | 12M | $19.29 | 20.3 | 0.95 | TTM | high |
| Peer P/E | 12M | $22.33 | 19.3 | 1.16 | TTM | high |
| Peer P/S | 12M | $13.53 | 1.7 | 7.96 | TTM | high |
| PEG | 12M | $16.80 | 14.5 | 1.16 | TTM | high |
| residual income | 12M | $8.06 | — | — | TTM | high |
| Own P/E history | 12M | $19.83 | 17.1 | 1.16 | TTM | high |
| triangulated | 12M | $22.89 | 19.3 | 1.19 | Triangulated | high |
| Mgmt guidance | 3Y | $22.46 | 19.3 | 1.17 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $13.55 | 20.3 | 0.67 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $25.03 | 19.3 | 1.30 | Analyst | medium |
| Peer P/S | 3Y | $14.91 | 1.7 | 8.76 | Analyst | medium |
| PEG | 3Y | $18.83 | 14.5 | 1.30 | Analyst | medium |
| Own P/E history | 3Y | $22.22 | 17.1 | 1.30 | Analyst | medium |
| Mgmt guidance | 5Y | $24.49 | 19.3 | 1.27 | Mgmt(prov.) | high |
| Peer P/FCF | 5Y | $10.70 | 20.3 | 0.53 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $26.66 | 19.3 | 1.38 | Analyst | high |
| Peer P/S | 5Y | $15.88 | 1.7 | 9.34 | Analyst | high |
| PEG | 5Y | $20.05 | 14.5 | 1.38 | Analyst | high |
| Own P/E history | 5Y | $23.67 | 17.1 | 1.38 | Analyst | high |