ホーム/KMB

Public research page

Market data comes from the live feed. The company research below uses verified public sources, but it is not a real-time personalized AI conclusion.

Analyze KMB in workspace
KMBNASDAQ/consumer staples

Kimberly-Clark Corporation

$110.18Down-2.23 (-1.98%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Kimberly-Clark Corporation operates in Household Products within the consumer staples sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

始値
113.00
高値
114.91
安値
108.75
時価総額
365.73億
PER
21.31
52週高値
--
配当
4.550%
四半期配当額
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Consumer-led launches can support volume, mix and brand share. The base case remains conditional on kenvue integration staying manageable.
Bull case
Consumer-led launches can support volume, mix and brand share. Cost programs can fund marketing and offset input pressure. The planned combination could broaden categories, brands and global scale.
Bear case
A large acquisition carries financing, approval and synergy risks. Pulp, resin and energy inflation can compress margins. Consumers may trade down when pricing rises faster than household budgets.
Thesis invalidation
Reassess the thesis if a large acquisition carries financing, approval and synergy risks.

Key catalysts

  • Product innovation

    Consumer-led launches can support volume, mix and brand share.

  • Productivity savings

    Cost programs can fund marketing and offset input pressure.

  • Kenvue combination

    The planned combination could broaden categories, brands and global scale.

Principal risks

  • Kenvue integration

    A large acquisition carries financing, approval and synergy risks.

  • Commodity costs

    Pulp, resin and energy inflation can compress margins.

  • Price elasticity

    Consumers may trade down when pricing rises faster than household budgets.

Latest earnings research

Q1 2026

Kimberly-Clark reported resilient first-quarter demand, innovation-led volume and productivity savings while preparing for its planned Kenvue acquisition.

Valuation interpretation

  • Execution quality: The valuation case depends on product innovation translating into durable cash-flow growth.
  • Risk balance: Expected returns should be weighed against kenvue integration and capital requirements.

Peer research

PGCLCOST

Recent news

Trefis · 3 時間前

Is CLX A Value Trap? The Evidence Leans That Way

Motley Fool · 昨日

Church & Dwight vs. Kimberly-Clark: Which Consumer Goods Stock Is a Better Buy in 2026?

Reuters · 5 日前

Kleenex owner Arbex targets global market share gains with Suzano, Kimberly-Clark backing

Motley Fool · 6 日前

This 4.5%-Yielding Dividend Stock Is Beating the S&P 500 and the Nasdaq. 3 Reasons That Can Continue in the Second Half of 2026

24/7 Wall St. · 6 日前

3 Dirt Cheap Healthcare Shares Under $30 to Buy Right Now

Continue in the research workspace

Keep KMB in context, run a multi-agent analysis, and monitor thesis changes.

Analyze KMB free

リサーチシステム全体を見る

各段階には固有の役割があり、次の段階で検証可能な成果を残します。

リサーチ手法市場レポートを読む

Zacks · 10 日前

Can Kimberly-Clark's Productivity Offset Rising Input Costs?

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Kimberly-Clark Announces First Quarter 2026 Results, Reaffirms 2026 OutlookKimberly-Clark Corporation · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/28 0:00:00

Open original source
Kimberly-Clark Corporation Investor RelationsKimberly-Clark Corporation · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
Kimberly-Clark Corporation SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/28 0:00:00

Open original source
銘柄を探す

Continue researching this stock

市場アナリスト

市場アナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ファンダメンタルズアナリスト

ファンダメンタルズアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

ニュースアナリスト

ニュースアナリスト は コアリサーチ の中で 観察 段階を専門に担い、後続判断の前提を整える役割です。

リスクマネージャー

リスクマネージャー は リスクと監視 の中で 監視 段階を専門に担い、後続判断の前提を整える役割です。