Kenvue (KVUE) Valuation Check After Recent Share Price Moves And Mixed Undervaluation Signals

Simply Wall St.01-08

Kenvue (KVUE) has been drawing investor interest after recent share price moves, with the stock closing at $16.75. That puts the consumer health company’s performance under closer scrutiny against its...

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That puts the consumer health company’s performance under closer scrutiny against its...</p>\n\n<a href=\"https://simplywall.st/stocks/us/household/nyse-kvue/kenvue/news/kenvue-kvue-valuation-check-after-recent-share-price-moves-a\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Kenvue (KVUE) Valuation Check After Recent Share Price Moves And Mixed Undervaluation Signals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKenvue (KVUE) Valuation Check After Recent Share Price Moves And Mixed Undervaluation Signals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 02:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/household/nyse-kvue/kenvue/news/kenvue-kvue-valuation-check-after-recent-share-price-moves-a><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Kenvue (KVUE) has been drawing investor interest after recent share price moves, with the stock closing at $16.75. That puts the consumer health company’s performance under closer scrutiny against its...</p>\n\n<a href=\"https://simplywall.st/stocks/us/household/nyse-kvue/kenvue/news/kenvue-kvue-valuation-check-after-recent-share-price-moves-a\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BFXG1179.USD","symbol_name":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/household/nyse-kvue/kenvue/news/kenvue-kvue-valuation-check-after-recent-share-price-moves-a","article_id":"2601338421","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/1820759186-main-header/1756203109122"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/household/nyse-kvue/kenvue/news/kenvue-kvue-valuation-check-after-recent-share-price-moves-a","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2601338421","pubTimestamp":1767809819,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Kenvue (KVUE) has been drawing investor interest after recent share price moves, with the stock closing at $16.75. That puts the consumer health company’s performance under closer scrutiny against its fundamentals.\nSee our latest analysis for Kenvue.\nThe recent pullback, including a 1 day share price return of 0.42% and a 7 day share price return of 3.35%, comes against a 1 year total shareholder return of 17.13%. This suggests that recent momentum has been fading after earlier weakness.\nIf...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","IE00B3T34201.USD":"BNY MELLON GLOBAL EQUITY INCOME \"B\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","KVUE":"Kenvue Inc","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4588":"碎股","BK4183":"个人用品","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC"},"translate_title":"Kenvue(KVUE)在近期股价走势和混合低估信号后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KVUE":1.5},"content_text":"Kenvue (KVUE) has been drawing investor interest after recent share price moves, with the stock closing at $16.75. That puts the consumer health company’s performance under closer scrutiny against its fundamentals. See our latest analysis for Kenvue. The recent pullback, including a 1 day share price return of 0.42% and a 7 day share price return of 3.35%, comes against a 1 year total shareholder return of 17.13%. This suggests that recent momentum has been fading after earlier weakness. If Kenvue has you reassessing consumer health names, it could be a good moment to broaden your watchlist with healthcare stocks that fit your own criteria. With Kenvue trading at $16.75, a reported intrinsic discount of about 43%, and annual revenue of $15.01 billion supporting a solid consumer brands portfolio, is the recent weakness a chance to buy, or is the market already pricing in future growth? AdvertisementMost Popular Narrative Narrative: 13.4% Undervalued With Kenvue last closing at $16.75 versus a narrative fair value of about $19.33, the current price sits below what this widely followed view implies.  Analysts are assuming Kenvue's revenue will grow by 2.6% annually over the next 3 years. Analysts assume that profit margins will increase from 9.4% today to 13.1% in 3 years time.  Read the complete narrative. Curious how steady revenue gains, fatter margins and a richer earnings multiple all fit together? The full narrative lays out a detailed earnings path, a premium P/E assumption and the discount rate used to pull those numbers back to today. Result: Fair Value of $19.33 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still real pressure points, including legal overhangs around talc and Tylenol, as well as execution risks on integration that could easily challenge this upbeat scenario. Find out about the key risks to this Kenvue narrative. Another View: Market Multiple Flags a Richer Price That 13.4% discount to the narrative fair value is only one side of the story. On earnings, Kenvue trades on a P/E of 22.4x, which is higher than the North American Personal Products industry at 21x and above its own fair ratio of 20.4x. Put simply, the share price already builds in a higher earnings valuation than both the sector and the level our fair ratio suggests the market could move toward. For you, that raises a simple question: Is this a margin of safety or a margin of risk? See what the numbers say about this price — find out in our valuation breakdown. NYSE:KVUE P/E Ratio as at Jan 2026 Build Your Own Kenvue Narrative If you see the story differently or prefer to weigh the numbers yourself, you can shape a custom Kenvue view in just a few minutes by starting with Do it your way. A great starting point for your Kenvue research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision. Looking for more investment ideas? If Kenvue has sharpened your focus, do not stop there. Broadening your watchlist with targeted stock ideas can help you spot opportunities you might otherwise miss.  Spot potential bargains early by scanning these 875 undervalued stocks based on cash flows that currently trade below what their cash flows might justify. Identify companies involved in technological innovation by checking out these 26 AI penny stocks related to artificial intelligence applications. Boost your income focus by reviewing these 11 dividend stocks with yields > 3% that offer yields above 3% on current prices.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Kenvue might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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