Kimberly-Clark (KMB)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $31.9B, Kimberly-Clark's free cash flow of $1.6B (fiscal 2025) would need to grow about 5% a year for the stock to be worth today's price. That is faster than the company has grown its free cash flow over the last 9 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Kimberly-Clark's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from KMB's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Kimberly-Clark's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $19.4B | $20.2B | $17.1B | $16.8B | $16.4B |
| Net income | $1.8B | $1.9B | $1.8B | $2.5B | $2.0B |
| Free cash flow | $1.7B | $1.9B | $2.8B | $2.5B | $1.6B |
| EPS (diluted) | — | — | — | — | — |
| Operating margin | 13.2% | 13.3% | 11.2% | 16.1% | 14.3% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own KMB
From each investor's latest 13F filing (what a 13F shows). 8 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Ric Dillon Diamond Hill Capital Management |
Trimmed | $189M | 1.5% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $55M | 0.02% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $46M | 0.11% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | $5M | 0.00% | Q2 2026 |
| Eric Marshall Hodges Capital Management |
Added | $5M | 0.34% | Q2 2026 |
| Murray Stahl Horizon Kinetics LLC |
New position | $838,204 | 0.01% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Added | $538,751 | 0.00% | Q2 2026 |
| Mark Boyar Boyar Asset Management |
Held | $236,005 | 0.14% | Q2 2026 |
Insider buying
Open-market purchases by Kimberly-Clark's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Feb 17, 2026 | Ro Khanna |
0 | $107.52 | — |
| Feb 17, 2026 | Ro Khanna |
0 | $107.52 | — |
| Jan 21, 2026 | Ro Khanna |
0 | $100.02 | — |
| Jan 21, 2026 | Ro Khanna |
0 | $100.02 | — |
| Jan 13, 2026 | Ro Khanna |
0 | $98.73 | — |
| Jan 13, 2026 | Ro Khanna |
0 | $98.73 | — |
| Nov 3, 2025 | Ro Khanna |
0 | $102.27 | — |
| Nov 3, 2025 | Ro Khanna |
0 | $102.27 | — |
| Oct 7, 2025 | Ro Khanna |
0 | $122.33 | — |
| Oct 7, 2025 | Ro Khanna |
0 | $122.33 | — |
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In the full deep dive
Questions
What growth does Kimberly-Clark's stock price imply?
At a market value of $31.9B, Kimberly-Clark would need its free cash flow to grow about 5% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew -4% a year.
Are Kimberly-Clark insiders buying the stock?
10 open-market insider purchases of KMB in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Kimberly-Clark?
8 of the superinvestors Investingly tracks hold KMB in their latest 13F, including Ric Dillon, Cliff Asness, Joel Greenblatt.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.