기업 프로필 · Consumer Defensive

Kimberly-Clark Corporation

KMB · 미국
거래소
미국
국가 / 지역
USA
상장일
1984년 12월 17일
직원 수
36,000
현재가
$111.44
실시간 · 2026년 7월 27일
적정 매수가
≤ $85
안전마진 진입가
베일리 성장 점수
38/100
다소 약함
내재가치 · 3단계 구간 현재가 $111.44 실시간 · 낙관적 내재가치 구간 내 · 상당한 기대가 선반영

종합 밸류에이션 구간 · 보수적 $75–$88 / 적정 $90–$105 / 낙관적 $110–$125. $111.44 기준, 낙관적 내재가치 구간 내 · 상당한 기대가 선반영.

보고서 발행 시 $100.18(2026년 5월 28일)

시가총액US$364.14억
매출 (TTM)US$165.56억
EBITDAUS$33.51억
순이익률12.8%
ROE111.73%
PER (TTM)21.22
선행 PER14.31
PEG2.17
EPSUS$5.17
배당수익률4.72%
52주 범위US$91.17 – US$131.04
애널리스트 목표주가US$117.00
애널리스트 평가3.4 / 5

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Kimberly-Clark Corporation, together with its subsidiaries, manufactures and markets personal care products in the United States. It operates in two segments, North America and International Personal Care. The North America segment offers disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, reusable underwear, facial and bathroom tissue, paper towels, napkins, wipers, tissue, towels, soaps and sanitizers, and other related products under the Huggies, Pull-Ups, Goodnites, Kotex, Poise, Depend, Kleenex, Scott, Cottonelle, Viva, Wypall , and other brand names. Its International Personal Care segment provides baby and child care, adult care and feminine care, including disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, reusable underwear, and other related products under the Huggies, Kotex, Goodfeel, Intimus, Depend, and other brand names. The company sells its household use products directly to supermarkets, mass merchandisers, drugstores, warehouse clubs, variety and department stores, and other retail outlets, as well as through other distributors and e-commerce. It also sells its professional use products through distributors, directly to manufacturing, lodging, office building, food service, and high-volume public facilities, and through e-commerce. Kimberly-Clark Corporation was founded in 1872 and is headquartered in Dallas, Texas.

연혁

Kimberly-Clark Corporation was founded in 1872 and is headquartered in Dallas, Texas, with an IPO date of December 17, 1984. It has grown into a global consumer staples company whose products are sold across 175+ countries and regions under brands including Huggies, Kleenex, Scott, Kotex, Cottonelle, Poise, and Depend. The company is now organized around a North America segment and an International Personal Care segment, while its International Family Care & Professional (IFP) business is being treated as discontinued operations; 2025 revenue across these areas was roughly 10.8 billion, 5.7 billion, and 3.3 billion respectively. In 2025 the company on a continuing-operations basis recorded revenue of 16.4 billion and operating profit of 2.4 billion. Since launching its Powering Care initiative in 2024, the company has pursued a major restructuring, including forming a joint venture combining the IFP business with Suzano and announcing a cash-and-stock acquisition of Kenvue that is expected to add about 280 million new KMB shares and roughly 6.7 billion in cash; it also disclosed reaching 54 consecutive years of dividend increases.

업계 내 위치

Kimberly-Clark operates in the mature household and personal products industry under a traditional brand, manufacturing, and distribution model, processing inputs such as fiber, pulp, polypropylene, and superabsorbent materials into tissue, diapers, feminine care, adult incontinence, and professional products sold through supermarkets, mass merchandisers, drugstores, warehouse clubs, distributors, and e-commerce. The company reports that its brands hold a number one or number two share position in about 70 countries, and it operates manufacturing facilities in 30 countries (including equity affiliates). Its strongest industry competitor is Procter & Gamble, whose Baby, Feminine & Family Care segment recorded fiscal 2025 net sales of about 20.248 billion with high overlap to KMB's core categories; KMB has acknowledged that many of its competitors are larger and more diversified. Competition centers on brand recognition and loyalty, product innovation, quality and performance, price, and marketing and distribution capability. Walmart accounted for about 16% of KMB's continuing-operations sales, and on a 2025 continuing-operations basis the company reported organic sales growth of 1.7%, with volume up 2.5% and net price down 0.9%.

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