Kenvue (KVUE)
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 $34.0B, Kenvue's free cash flow of $1.7B (fiscal 2025) would need to grow about 5% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 4 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Kenvue'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 KVUE'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 Kenvue's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $15.1B | $14.9B | $15.4B | $15.5B | $15.1B |
| Net income | $2.1B | $2.1B | $1.7B | $1.0B | $1.5B |
| Free cash flow | $39M | $2.1B | $2.7B | $1.3B | $1.7B |
| EPS (diluted) | $1.21 | $1.20 | $0.90 | $0.54 | $0.76 |
| Operating margin | 19.4% | 17.9% | 16.3% | 11.9% | 16.0% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own KVUE
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 |
|---|---|---|---|---|
| Donald Yacktman Yacktman Asset Management |
Added | $154M | 1.9% | Q2 2026 |
| Charles Brandes Brandes Investment Partners, LP |
Added | $69M | 0.49% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $50M | 0.12% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | $32M | 0.01% | Q2 2026 |
| David Einhorn Greenlight Capital |
New position | $12M | 0.58% | Q4 2023 |
| Lee Ainslie Maverick Capital |
Added | $3M | 0.03% | Q2 2026 |
| Tweedy, Browne Tweedy, Browne Company |
Added | $1M | 0.11% | Q2 2026 |
| Mark Boyar Boyar Asset Management |
Trimmed | $1M | 0.76% | Q2 2026 |
Insider buying
Open-market purchases by Kenvue'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 10, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $18.34 | — |
| Feb 10, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $18.34 | — |
| Feb 10, 2026 | Gilbert Ray Cisneros, Jr. |
0 | $18.34 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $17.19 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $17.19 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $17.19 | — |
| Dec 12, 2025 | Jeffrey C Smith |
3,200,000 | $17.37 | $56M |
| Dec 11, 2025 | Jeffrey C Smith |
3,177,694 | $17.43 | $55M |
Get an alert at your buy price
Pick the price you'd be interested at. We'll email you when KVUE trades at or below it.
Free accounts get 3 price alerts. No card needed.
In the full deep dive
Questions
What growth does Kenvue's stock price imply?
At a market value of $34.0B, Kenvue 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 4 years its free cash flow grew 158% a year.
Are Kenvue insiders buying the stock?
8 open-market insider purchases of KVUE in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Kenvue?
8 of the superinvestors Investingly tracks hold KVUE in their latest 13F, including Donald Yacktman, Charles Brandes, 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.