Added to YB: 2025-12-16
Pitch date: 2025-10-28
KVUE [bullish]
Kenvue Inc.
+39.84%
current return
Author Info
No bio for this author
Company Info
Kenvue Inc. operates as a consumer health company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America.
Market Cap
$36.1B
Pitch Price
$13.68
Price Target
20.00 (+5%)
Dividend
4.47%
EV/EBITDA
12.35
P/E
22.12
EV/Sales
2.83
Sector
Personal Care Products
Category
turnaround
Kenvue Inc. - $KVUE
KVUE: Value turnaround post-JNJ spin trading 33% below fair value. Activists pushed out CEO, strategic review underway. Trump Tylenol-autism claims affect only ~7% revenue with no scientific causation. UK talc lawsuit £1B worst case manageable at 2.6x leverage. New CEO + portfolio optimization could drive $20 target vs $15 current.
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