Added to YB: 2026-01-26
Pitch date: 2026-01-22
KVUE [neutral]
Kenvue Inc.
-1.47%
current return
Author Info
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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
$33.0B
Pitch Price
$17.56
Price Target
N/A
Dividend
4.81%
EV/EBITDA
12.35
P/E
22.68
EV/Sales
2.69
Sector
Personal Care Products
Category
special_situation
Safe 20% with Kenvue?
KVUE (merger overview): KMB takeover offer at $21.01/share but stock trades ~$17 due to deal structure (mostly KMB stock vs cash) & KMB shares falling 12% post-announcement. No real upside gap exists given declining KVUE ops (falling sales/volumes across segments), 5x net debt/FCF, dividend at risk, plus Tylenol-autism litigation. Shareholder vote Jan 29.
Read full article (8 min)