Colgate-Palmolive vs Kimberly-Clark

Colgate-Palmolive and Kimberly-Clark are examined on this page to compare their business models, financial performance, and market context. The page presents neutral analysis of strategies, operations, and market position to help readers understand how each company operates in the consumer goods sector. Educational content, not financial advice.

Colgate-Palmolive and Kimberly-Clark are examined on this page to compare their business models, financial performance, and market context. The page presents neutral analysis of strategies, operations...

Comparison Snapshot

Key Financial Metrics

CL

Metric

KMB

$68.68B

Market Cap

$33.57B

2.50%

Potential Profit

24.87%

Buy

Analyst Rating

Hold

Why It's Moving

Colgate-Palmolive Draws Mixed Analyst Views Ahead of Pivotal Q4 Earnings

JPMorgan hiked its target to $93 with an Overweight rating, betting on plain-vanilla stability despite mixed U.S. consumer signals in the sector preview.
TD Cowen cut to $86 but held Buy, warning of a tough 2026 with weak volume growth echoing last year's -0.9% dip.
Ex-dividend action hit January 21, delivering $0.52 per share to holders, underscoring CL's appeal as a dividend stalwart in uncertain times.

Sentiment:

⚖️Neutral

Kimberly-Clark Gears Up for Q4 Earnings Reveal as Investors Eye Flat Revenue and Steady Demand.

Analysts forecast flat year-on-year revenue of $4.09-$4.12B, a rebound from last year's 17% drop, signaling stabilizing sales in core categories like tissue and personal care.
EPS expected at $1.39-$1.81, with recent quarters showing beats on profitability thanks to top-tier productivity offsetting promo intensity and tariff costs.
Consumer staples peers posted in-line results, lifting sector shares 6% in the past month while KMB remains unchanged, highlighting anticipation around innovation and international growth.

Sentiment:

⚖️Neutral

Colgate-Palmolive Draws Mixed Analyst Views Ahead of Pivotal Q4 Earnings

JPMorgan hiked its target to $93 with an Overweight rating, betting on plain-vanilla stability despite mixed U.S. consumer signals in the sector preview.
TD Cowen cut to $86 but held Buy, warning of a tough 2026 with weak volume growth echoing last year's -0.9% dip.
Ex-dividend action hit January 21, delivering $0.52 per share to holders, underscoring CL's appeal as a dividend stalwart in uncertain times.

Sentiment:

⚖️Neutral

Kimberly-Clark Gears Up for Q4 Earnings Reveal as Investors Eye Flat Revenue and Steady Demand.

Analysts forecast flat year-on-year revenue of $4.09-$4.12B, a rebound from last year's 17% drop, signaling stabilizing sales in core categories like tissue and personal care.
EPS expected at $1.39-$1.81, with recent quarters showing beats on profitability thanks to top-tier productivity offsetting promo intensity and tariff costs.
Consumer staples peers posted in-line results, lifting sector shares 6% in the past month while KMB remains unchanged, highlighting anticipation around innovation and international growth.

Sentiment:

⚖️Neutral

Investment Analysis

Colgate-Palmolive

CL

Pros

Colgate-Palmolive's revenue increased by over 3% in 2024 to $20.1 billion, showing steady top-line growth.
The company has a strong dividend yield of approximately 2.7%, providing consistent income to investors.
Colgate-Palmolive benefits from a diversified product portfolio spanning oral care, personal care, home care, and pet nutrition.

Considerations

The stock trades at a relatively high price-to-earnings ratio around 21.5, which may indicate overvaluation versus peers.
Colgate-Palmolive has a higher debt-to-equity ratio that could imply greater financial leverage risks.
The company's stock price has shown limited appreciation over the past year, suggesting growth limitations in current market conditions.

Kimberly-Clark

KMB

Pros

Kimberly-Clark is ranked highly on fundamental stock indicators, reflecting strong financial health and operational performance.
The company has moderate correlation with Colgate-Palmolive, offering potential portfolio diversification benefits.
Kimberly-Clark maintains a solid market capitalization near $44 billion, supporting its stable industry position.

Considerations

Kimberly-Clark’s year-to-date and annual stock performance have been lower compared to Colgate-Palmolive, indicating weaker recent momentum.
The stock shows moderate beta and volatility, which may lead to higher risk than more defensive consumer staple peers.
Limited recent growth catalysts have constrained Kimberly-Clark’s ability to outpace competitors in consumer goods.

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