KVUE · NYQ · Consumer Defensive
Kenvue Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 14.90
Market price
USD 17.81
Implied upside
-16.3%
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 15.2bn | USD 15.2bn | USD 15.3bn | USD 15.4bn | USD 15.4bn | +0.4% |
| EBIT | USD 2.6bn | USD 2.6bn | USD 2.6bn | USD 2.7bn | USD 2.7bn | +0.4% |
| NOPAT | USD 2.1bn | USD 2.1bn | USD 2.1bn | USD 2.1bn | USD 2.1bn | +0.4% |
| Add depreciation & amortisation | USD 610.1m | USD 612.5m | USD 614.9m | USD 617.2m | USD 619.6m | +0.4% |
| Less capital expenditure | USD -436.3m | USD -438.0m | USD -439.6m | USD -441.3m | USD -443.1m | +0.4% |
| Less increase in working capital | USD -9.2m | USD -9.2m | USD -9.3m | USD -9.3m | USD -9.3m | +0.4% |
| Free cashflow to firm | USD 2.2bn | USD 2.2bn | USD 2.3bn | USD 2.3bn | USD 2.3bn | +0.4% |
| Discount factor | 0.9645 | 0.8974 | 0.8349 | 0.7767 | 0.7226 | - |
| Present value | USD 2.2bn | USD 2.0bn | USD 1.9bn | USD 1.8bn | USD 1.6bn | -6.6% |
| Present Value Of The Forecast | USD 9.5bn | |||||
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 | 0.615 | Reported 0.426, pulled toward 1.0 (Blume) |
| Cost of equity | 8.38% | 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 34.2bn | 79.8% of capital |
| Total debt | USD 8.7bn | 20.2% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 7.49% | 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 2.3bn
- Capex at depreciation, working capital in reinvestment
- USD 2.3bn
- Less reinvestment at g/ROIC (22.9% of NOPAT)
- USD -536.6m
- Capitalised
- USD 1.8bn
- ROIC (reported)
- 10.9%
- Terminal value, undiscounted
- USD 37.1bn
- Terminal value, discounted
- USD 26.8bn
- Enterprise value
- USD 36.3bn
- Less net debt
- USD 7.6bn
- Equity value
- USD 28.7bn
Exit at 12.8x EBITDA
76% of EV
- Terminal value, undiscounted
- USD 42.0bn
- Terminal value, discounted
- USD 30.3bn
- Enterprise value
- USD 39.8bn
- Less net debt
- USD 7.6bn
- Equity value
- USD 32.2bn
Spread between methods: 11%.
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% |
| 5.49% | 22.21 | 24.07 | 26.52 | 29.95 | 35.08 |
| 6.49% | 17.18 | 18.11 | 19.26 | 20.73 | 22.68 |
| 7.49% | 13.83 | 14.32 | 14.90 | 15.61 | 16.48 |
| 8.49% | 11.43 | 11.69 | 11.99 | 12.34 | 12.75 |
| 9.49% | 9.63 | 9.76 | 9.91 | 10.07 | 10.26 |
Outlined: this model. Green text: above today's price of 17.81. 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 | 0.4% | 3.9% | +3.5pp |
| EBIT margin | 17.3% | 20.2% | +2.9pp |
| Discount rate | 7.5% | 6.8% | -0.7pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.