Kimberly-Clark Corp vs Procter & Gamble Co

Kimberly-Clark Corp (KMB) is undervalued and Procter & Gamble Co (PG) is overvalued.

Against our estimates of intrinsic value, KMB trades at the wider discount: a margin of safety of +41%, against -42% for PG.

Values as of the 22 Sept 2026 close.

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

Procter & Gamble Co (PG)

Discounting its cash flows at 7.6% (average of 3 methods) values the shares at $104.12; the price of $148.22 is 42% above that value, and 81% of that value comes from beyond year five.

Leak Score 60/100 on 10 of 12 signals

MetricKMBPG
VerdictUndervaluedOvervalued
Price$98.91$148.22
Intrinsic value$168.21$104.12
Margin of safety+41%-42%
Leak Score79/100 (10/12)60/100 (10/12)
Market cap$32.9B$344.3B
Revenue growth, 5 years-3.0%2.7%
Operating margin14.2%23.9%
Net margin11.8%18.1%
Return on equity111.5%30.3%
Debt to equity3.720.65
P/E16.9x22.4x
Forward P/E13.3x20.1x
P/B18.8x6.5x
Dividend yield5.2%3.0%

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