Clorox Co vs Kenvue Inc

Clorox Co (CLX) is overvalued and Kenvue Inc (KVUE) is overvalued.

Both trade above our estimate of their intrinsic value. KVUE is the closer of the two: -30%, 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

Kenvue Inc (KVUE)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $13.69; the price of $17.86 is 30% above that value, and 81% of that value comes from beyond year five.

Leak Score 29/100 on 5 of 12 signals

MetricCLXKVUE
VerdictOvervaluedOvervalued
Price$87.15$17.86
Intrinsic value$46.51$13.69
Margin of safety-87%-30%
Leak Score44/100 (2/12)29/100 (5/12)
Market cap$10.5B$34.3B
Revenue growth, 5 years-1.8%0.9%
Operating margin13.2%19.2%
Net margin8.7%10.8%
Return on equity285.6%15.6%
Debt to equity62.020.82
P/E18.1x20.7x
Forward P/E13.9x14.3x
P/B117.1x3.3x
Dividend yield5.8%4.7%

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