KMB · NMS · Consumer Defensive
Kimberly-Clark Corporation
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 62.81
Market price
USD 97.86
Implied upside
-35.8%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 15.4bn | USD 14.4bn | USD 13.4bn | USD 12.5bn | USD 11.7bn | -6.6% |
| EBIT | USD 2.3bn | USD 2.1bn | USD 2.0bn | USD 1.9bn | USD 1.7bn | -6.6% |
| NOPAT | USD 1.8bn | USD 1.7bn | USD 1.6bn | USD 1.5bn | USD 1.4bn | -6.6% |
| Add depreciation & amortisation | USD 678.8m | USD 634.1m | USD 592.3m | USD 553.3m | USD 516.9m | -6.6% |
| Less capital expenditure | USD -768.9m | USD -718.3m | USD -671.0m | USD -626.9m | USD -585.6m | -6.6% |
| Less increase in working capital | USD 208.0m | USD 194.3m | USD 181.6m | USD 169.6m | USD 158.4m | +6.6% |
| Free cashflow to firm | USD 1.9bn | USD 1.8bn | USD 1.7bn | USD 1.6bn | USD 1.5bn | -6.6% |
| Discount factor | 0.9662 | 0.9021 | 0.8422 | 0.7863 | 0.7341 | - |
| Present value | USD 1.9bn | USD 1.6bn | USD 1.4bn | USD 1.2bn | USD 1.1bn | -12.8% |
| Present Value Of The Forecast | USD 7.2bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 0.513 | Reported 0.273, pulled toward 1.0 (Blume) |
| Cost of equity | 7.82% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 32.5bn | 81.7% of capital |
| Total debt | USD 7.3bn | 18.3% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 7.11% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
74% of EV
- Forecast FCFF, final year
- USD 1.5bn
- Capex at depreciation, working capital in reinvestment
- USD 1.4bn
- Less reinvestment at g/ROIC (10.7% of NOPAT)
- USD -149.4m
- Capitalised
- USD 1.2bn
- ROIC (reported)
- 23.3%
- Terminal value, undiscounted
- USD 27.6bn
- Terminal value, discounted
- USD 20.3bn
- Enterprise value
- USD 27.5bn
- Less net debt
- USD 6.5bn
- Equity value
- USD 20.9bn
Exit at 12.4x EBITDA
74% of EV
- Terminal value, undiscounted
- USD 27.9bn
- Terminal value, discounted
- USD 20.5bn
- Enterprise value
- USD 27.6bn
- Less net debt
- USD 6.5bn
- Equity value
- USD 21.1bn
Spread between methods: 1%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 5.11% | 90.67 | 102.94 | 119.87 | 144.79 | 185.15 |
| 6.11% | 68.29 | 74.97 | 83.47 | 94.68 | 110.16 |
| 7.11% | 53.86 | 57.90 | 62.81 | 68.89 | 76.65 |
| 8.11% | 43.77 | 46.39 | 49.48 | 53.15 | 57.61 |
| 9.11% | 36.30 | 38.10 | 40.15 | 42.53 | 45.32 |
Outlined: this model. Green text: above today's price of 97.86. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | -6.6% | 1.8% | +8.4pp |
| EBIT margin | 14.8% | 21.3% | +6.5pp |
| Discount rate | 7.1% | 5.6% | -1.5pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.