Key Stats for Kimberly-Clark Corporation Stock
- Price Change: +4.5%
- Current Price: $100
- Advanced Model Price Target: $151
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What Happened?
Shares of Kimberly-Clark Corporation (KMB) climbed 4.5% on Monday as the market reacted to a dominant fourth-quarter performance.
The consumer goods giant delivered Q4 adjusted EPS of $1.86, beating the previous year’s figures by a staggering 24.0%.
Sentiment was further boosted by news that shareholders have approved the acquisition deal with Kenvue (NYSE:KVUE).
The company is also moving forward with a joint venture alongside Suzano (NYSE:SUZ) to streamline its global supply chain.
While competitors like Procter & Gamble (NYSE:PG) face shifting consumer habits, Kimberly-Clark is seeing outsized growth in high-margin international markets.
Management confirmed that diaper market share in China jumped by 270 basis points, while femcare in Indonesia climbed nearly 200 basis points.
Is Kimberly-Clark Corporation Undervalued Today?
On the latest earnings call, CEO Mike Hsu emphasized that the company is built for the long-term AI cycle.
He stated: “I’m excited about our share momentum. I mean, we did see significant growth across IPC markets in 2025.”
Furthermore, CFO Nelson Urdaneta reinforced that the focus on efficiency and cash flow is paying off.
He noted: “We are targeting weighted share growth again led by our strong innovation and premiumization.”
The company exited the year with record productivity gains, which management intends to reinvest in expanding its global footprint.
Read the full KMB Transcript on TIKR to see the 24.0% EPS growth highlights >>>
According to TIKR’s Advanced Valuation Model, the recent price surge still leaves significant room for appreciation.
- Advanced Model Price Target: $151
- Current Price: $100
- Potential Upside: +51.5%
The investment case for Kimberly-Clark (KMB) has transformed from a slow-growth utility play into a legitimate premium-led turnaround story.
The model suggests that the market is still catching up to Kimberly-Clark’s fundamental structural shift toward software.
- The Fair Value Gap: At $100, the stock is trading at a deep discount to its $151 intrinsic value, offering a rare entry point for a Blue Chip play.
- The Growth Reality: The model assumes a 4.7% Revenue CAGR through 2030, a conservative baseline given the 24.0% earnings expansion delivered this quarter.
- The Profitability Check: The model targets a 14.2% Net Income Margin, driven by the high-margin shift toward premium household essentials and international expansion.
If Kimberly-Clark (KMB) successfully integrates Kenvue (NYSE:KVUE), it could further accelerate the intrinsic value gap toward the bull case.
Conclusion: The consumer goods turnaround is real. With market share growing double-digits in key regions and a valuation model pointing to $151, Kimberly-Clark stock offers a compelling mix of legacy stability and high-margin growth.
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How Much Upside Does Kimberly-Clark Corporation Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
