Clorox Co vs Kimberly-Clark Corp

Clorox Co (CLX) is overvalued and Kimberly-Clark Corp (KMB) is undervalued.

Against our estimates of intrinsic value, KMB trades at the wider discount: a margin of safety of +41%, against -87% for CLX.

Values as of the 22 Sept 2026 close.

Clorox Co (CLX)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $46.51; the price of $87.15 is 87% above that value, and 81% of that value comes from beyond year five.

Leak Score 44/100 on 2 of 12 signals

Kimberly-Clark Corp (KMB)

Discounting its cash flows at 9.4% (average of 3 methods) values the shares at $168.21; the price of $98.91 is 41% below that value, and 74% of that value comes from beyond year five.

Leak Score 79/100 on 10 of 12 signals

MetricCLXKMB
VerdictOvervaluedUndervalued
Price$87.15$98.91
Intrinsic value$46.51$168.21
Margin of safety-87%+41%
Leak Score44/100 (2/12)79/100 (10/12)
Market cap$10.5B$32.9B
Revenue growth, 5 years-1.8%-3.0%
Operating margin13.2%14.2%
Net margin8.7%11.8%
Return on equity285.6%111.5%
Debt to equity62.023.72
P/E18.1x16.9x
Forward P/E13.9x13.3x
P/B117.1x18.8x
Dividend yield5.8%5.2%

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