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Kimberly-Clark: A Little Overvalued at Current Price

 Aug 04, 2008 03:07 PM UTC
Return Risk
+0.63% MID
Tracked Blogger
Symbol Sentiment Start Return Closed
KMB Neutral/Hold 08/04/08 +34.23% --

Graphic_arrow1 Via Long Investment Ideas from Seeking Alpha:  


Linked here is a PDF copy of my detailed analysis of Kimberly-Clark Corporation (KMB) (alt.1, alt.2). Below are some highlights from the above linked analysis:

Company Description: This leading consumer products company's global tissue, personal care and health care brands include Huggies, Pull-Ups, Kotex, Depend, Kleenex, Scott and Kimberly-Clark.

Fair Value: I consider four calculations of fair value, see page 2 of the linked PDF for a detailed description:

  1. Avg. High Yield Price
  2. 20-Year DCF Price
  3. Avg. P/E Price
  4. Graham Number
KMB is trading at a discount to 1.) and 3.) above. If I exclude the high and low valuation and average the remaining two, KMB is trading at a 5.9% premium. KMB had a Star deducted for trading at a premium in excess of 5%.


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