Kenvue Inc. (KVUE) Stock

Kenvue Inc. (KVUE) is a Consumer Discretionary stock trading at $18.98 (as of 2026-07-17), with a market capitalization of $36.44B and a trailing P/E of 22.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Kenvue Inc. operates as a consumer health company worldwide. The company operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment offers cough, cold and allergy, pain care, digestive health, smoking cessation, and other products under the Tylenol, Nicorette, and Zyrtec brands. The Skin Health and Beauty segment provides face and body care, hair care, and sun and other care products under the Neutrogena, Aveeno, and OGX brand names. The Essential Health segment offers oral and baby, women's health, and wound care products under the Listerine, Johnson's, Band-Aid, and Stayfree brands. The company was incorporated in 2022 and is headquartered in Skillman, New Jersey. Kenvue Inc. operates as a subsidiary of Johnson & Johnson.

Understand Kenvue Inc.: how it makes money

Kenvue sells consumer health products across self care, skin health and beauty, and essential health under brands like Tylenol, Nicorette, Zyrtec, Neutrogena, Aveeno, OGX, and Listerin, and it makes money from net sales of these products.

Kenvue's profit engine is the same across its portfolio, net sales from brand-led consumer health categories, with profitability then flowing through to the company operating margin.

Revenue by segment (latest quarter)
Self Care$1.7B
Skin Health & Beauty$1.0B
Essential Health$1.2B

Business quality (Mixed): Segment disclosures are clear by category (Self Care, Skin Health and Beauty, Essential Health), but no operating KPIs were provided here, so investors have fewer visibility points beyond financial margins.

Valuation: At 22× earnings, KVUE trades 18% below the Consumer Goods average (26×). Note: one-time items can distort reported P/E.

Bull case

  • Diversified product category mix: Sales come from three segments, Self Care, Skin Health and Beauty, and Essential Health, spanning multiple health needs and brand franchises.
  • Strong profitability at the operating level: The company reported a 58.9% gross margin and a 19.6% operating margin for the period ending 2026-03-29.

Bear case

  • Category demand risk: Because net sales are driven by consumer purchases across Self Care, Skin Health and Beauty, and Essential Health, weakness in any category could pressure results.
  • Margin sensitivity to execution: Operating margin of 19.6% indicates meaningful conversion from gross margin, so cost and spending decisions that affect operating expenses can impact profitability.
Valuation — source: SEC EDGAR (first-party)
Price$18.98
Market Cap$36.44B
P/E Ratio22.5
EV / EBITDA11.6
Price / Book3.44
Price / Sales2.38
FCF Yield5.0%
DCF Value (model)$13.53
DCF Upside vs Price-28.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$15.12B
Net Margin9.7%
Revenue Growth (YoY)4.5%
EPS Growth (YoY)47.1%
FCF Growth (YoY)40.6%
Financial Health — source: SEC EDGAR
Altman Z-Score2.17 (grey)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Stock P/E22.5
Sector P/E (Consumer Discretionary)21.6
Industry P/E (Consumer Goods)27.6
vs Sector4.2%
vs Industry-18.7%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($4.05B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorConsumer Discretionary
IndustryConsumer Goods
CEOKirk L. Perry
Employees22,000
CountryUS
IPO Date2023-05-04

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KVUE earnings history · KVUE institutional & insider holders · KVUE KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.