기업 프로필 · Consumer Defensive

Kenvue Inc.

KVUE · 미국
거래소
미국
국가 / 지역
USA
상장일
2023년 5월 4일
직원 수
21,780
웹사이트
www.kenvue.com
현재가
$19.48
실시간 · 2026년 7월 27일
적정 매수가
≤ $15
안전마진 진입가
베일리 성장 점수
41/100
다소 약함
내재가치 · 3단계 구간 현재가 $19.48 실시간 · 적정 내재가치 구간 내

종합 밸류에이션 구간 · 보수적 $10–$13 / 적정 $16–$20 / 낙관적 $22–$26. $19.48 기준, 적정 내재가치 구간 내.

보고서 발행 시 $17.69(2026년 5월 28일)

시가총액US$370.18억
매출 (TTM)US$152.92억
EBITDAUS$34.7억
순이익률10.61%
ROE15.7%
PER (TTM)22.95
선행 PER16.45
PEG1.57
EPSUS$0.84
배당수익률4.38%
52주 범위US$13.53 – US$21.73
애널리스트 목표주가US$19.83
애널리스트 평가3.4 / 5

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Kenvue Inc. operates as a consumer health company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia-Pacific, and Latin America. It operates in three segments: Self Care, Skin Health and Beauty, and Essential Health. The company offers over-the-counter medicine for cough, cold and allergy, pain care, digestive health, smoking cessation, and eye care, as well as other naturally inspired and self-care products, digital diagnostics, and telemedicine; face and body care, hair, sun, and other care products; oral and baby care, women's health, wound care, and other essential health products; tampons; cosmetics; and vitamins and supplements. It sells its products under the Benadryl, Calpol, Motrin, Nicorette, Rhinocort, Tylenol, Zarbee's Naturals, and Zyrtec; Aveeno, Dr.Ci:Labo, Le Petit Marseillais, Lubriderm, Neutrogena, OGX, and Rogaine; BAND-AID, Carefree, Desitin, Johnson's, Listerine, o.b., and Stayfree; and ORSL, Clean & Clear, Versalie, Benylin, Daktarin, Imodium, Johnson's Baby, Johnson's Adult, Maui Moisture, Microlax, Motilium, Neosporin, Neostrata, Pepcid, Pulmicort, Regaine, Sudafed, and Visine/Vispring/Visclear brands. Kenvue Inc. was incorporated in 2022 and is headquartered in Summit, New Jersey.

연혁

Kenvue Inc. was incorporated in 2022 and is headquartered in Summit, New Jersey, carrying roughly 135 years of brand heritage. It listed publicly on 2023-05-04 and operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. During 2025 the company entered a cooperation agreement with Starboard and added three new directors, including Jeffrey Smith; in July 2025 Kirk Perry became interim CEO; and the board subsequently agreed to sell the company to Kimberly-Clark. Under its Our Vue Forward initiative and a 2024 multi-year restructuring plan, Kenvue had incurred cumulative pre-tax charges of about $556 million through the end of 2025 and reported over $350 million in annualized pre-tax gross savings, most of which were reinvested into advertising, product promotion, and HCP engagement. The company employs about 21,780 people.

업계 내 위치

Kenvue describes itself as the world's largest pure-play consumer health company by revenue, with products sold across more than 165 countries. In 2025 it generated net sales of $15.124 billion, split by segment into Self Care at about $6.4 billion, Essential Health at about $4.6 billion, and Skin Health and Beauty at about $4.1 billion; by region, North America contributed about $7.259 billion, EMEA $3.721 billion, Asia-Pacific $2.775 billion, and Latin America $1.369 billion. Its brand portfolio includes Tylenol, Zyrtec, Listerine, BAND-AID, Aveeno, Neutrogena, Johnson's, and Nicorette, with ten brands each exceeding $400 million in sales in 2022 and several carrying professional endorsements from doctors, dermatologists, and dentists. The closest pure-play comparable is Haleon, while broader peers include Procter & Gamble, Colgate-Palmolive, and Church & Dwight. The global consumer health market was about $369 billion in 2022, and the company's 10-K states that no single patent is materially decisive to its business, indicating that its competitive position rests on brand trust and channel distribution rather than network effects, switching costs, or a single patent.

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