WallStSmart

Kenvue Inc. (KVUE)vsUnilever PLC ADR (UL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Unilever PLC ADR generates 234% more annual revenue ($50.50B vs $15.12B). UL leads profitability with a 18.8% profit margin vs 9.7%. KVUE appears more attractively valued with a PEG of 1.50. KVUE earns a higher WallStSmart Score of 58/100 (C).

KVUE

Buy

58

out of 100

Grade: C

Growth: 6.7Profit: 6.5Value: 8.7Quality: 4.5
Piotroski: 3/9Altman Z: 1.22

UL

Buy

50

out of 100

Grade: C-

Growth: 2.0Profit: 8.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KVUEUndervalued (+1.3%)

Margin of Safety

+1.3%

Fair Value

$18.79

Current Price

$17.43

$1.36 discount

UndervaluedFair: $18.79Overvalued
ULSignificantly Overvalued (-269.3%)

Margin of Safety

-269.3%

Fair Value

$20.20

Current Price

$62.35

$42.15 premium

UndervaluedFair: $20.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KVUE0 strengths · Avg: 0/10

No standout strengths identified

UL4 strengths · Avg: 8.8/10
Return on EquityProfitability
31.0%10/10

Every $100 of equity generates 31 in profit

Market CapQuality
$142.97B9/10

Large-cap with strong market position

Operating MarginProfitability
20.1%8/10

Strong operational efficiency at 20.1%

Free Cash FlowQuality
$5.48B8/10

Generating 5.5B in free cash flow

Areas to Watch

KVUE3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.222/10

Distress zone — elevated risk

UL3 concerns · Avg: 2.7/10
PEG RatioValuation
1.984/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.2%2/10

Revenue declined 3.2%

EPS GrowthGrowth
-3.4%2/10

Earnings declined 3.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : KVUE

KVUE has a balanced fundamental profile.

Bull Case : UL

The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.

Bear Case : KVUE

The primary concerns for KVUE are Revenue Growth, Piotroski F-Score, Altman Z-Score.

Bear Case : UL

The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

KVUE profiles as a value stock while UL is a declining play — different risk/reward profiles.

KVUE carries more volatility with a beta of 0.47 — expect wider price swings.

KVUE is growing revenue faster at 3.2% — sustainability is the question.

UL generates stronger free cash flow (5.5B), providing more financial flexibility.

Bottom Line

KVUE scores higher overall (58/100 vs 50/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Kenvue Inc.

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Kenvue Inc. is a consumer health company globally.

Visit Website →

Unilever PLC ADR

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.

Want to dig deeper into these stocks?