Kenvue (KVUE)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-14
$17.91+0.73%
Close 2026-09-14 · 1-day change
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-14
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Put KVUE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
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 →
Consumer Staples 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.
Primary pillar broken — Net sales growth near 4.5% YoY: rev +3.0% vs 4.5%.
View ThesisRevenue is growing steadily — about 2% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 27% growth a year, above the roughly 3% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskKVUE's growth relies on completing its merger with Kimberly-Clark. Recent revenue growth is 3.0% year over year, below the 4.5% target. KVUE trades at 15× P/E versus a peer median of 16×, indicating it looks expensive. The market is pricing in more growth than forecast, suggesting expectations are full. The primary risk is the latest earnings miss, with a 19% probability of missing next quarter. Peer multiples imply a price about 25% below where it trades. This read is provisional.
Trailing returns as of 2026-09-14. KVUE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 14 analysts currently covering KVUE (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| KVUE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-14. 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 Consumer Staples (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put KVUE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Complete merger with Kimberly-Clark
EU remedies may delay or complicate merger completion.
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 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Complete merger with Kimberly-Clark
Acquisition clearance supports merger completion objective.
Advances: Complete merger with Kimberly-Clark
EU approval is crucial for merger completion.
New product launch supports organic sales growth objective.
Advances: Complete merger with Kimberly-Clark
Bullish options activity indicates strong investor confidence in merger.
Advances: Complete merger with Kimberly-Clark
Potential growth revival linked to merger.
Advances: Complete merger with Kimberly-Clark
Positive sentiment on merger's potential.