Mulya.ai
Ticker
KVUE
Scenario
Key Inputs
Revenue est.?Analysttaper yr2
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?6.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.473
Beta (levered) ?0.563
Terminal OM% ?17.9%
Segment conc. ?42% dominant
Terminal growth ?4.1%
Bond rating ?AA · 0.90%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

KVUE · Kenvue Inc.

$17.142026-05-17
Sector: Consumer Defensive; Industry: Household & Personal Products; Sub-Industry: Personal Care Products

Intrinsic Value Range Comparison · Mulya.ai

Bull
$20
+16.0% vs market
Base · active
$15
-13.3% vs market
Bear
$13
-24.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $13
Base $15
Market $17
Median $18
Bull $20
Market Price $17
Mulya.ai Base $15
Analysts Median $18
Mulya.ai IV range ($13 · $20)
Analysts Range ($18 · $19)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2022.Q4$14.9B17.9%21.2%$2.1B−$268MM$1.8B5.9%7.6%$27.7B$1.08
2023.Q4$15.4B3.3%16.3%24.0%$1.9B$692MM$2.6B5.8%8.3%$18.2B$0.87
2024.Q4$15.5B0.1%11.9%27.2%$1.3B−$385MM$955MM6.5%7.6%$17.1B$0.54
2025.Q4$15.1B-2.1%17.9%26.5%$2.0B$82MM$2.1B6.2%11.2%$18.2B$0.7712.2
italics below = DCF projection · 10yr Rev CAGR: 3.5%
2026.Q4$15.6B+2.8%18.0%25.8%$2.1B−$531MM$1.5B6.5%$1.5B11.2%$18.8B$1.0815.9
2027.Q4$16.0B+3.0%18.6%25.2%$2.2B−$592MM$1.6B6.7%$1.4B11.7%$19.3B$1.1614.8
2028.Q4$16.6B+3.5%19.7%24.5%$2.5B−$751MM$1.7B6.9%$1.4B12.5%$20.1B$1.2813.4
2029.Q4$17.1B+3.3%20.2%23.9%$2.6B−$738MM$1.9B7.1%$1.5B12.9%$20.8B$1.3712.5
2030.Q4$17.7B+3.4%20.2%23.2%$2.8B−$823MM$1.9B7.3%$1.4B12.9%$21.7B$1.4312.0
Term. Yr+$22.2B4.1%17.9%20.0%$3.2B−$995MM$2.2B8.6%$23.7B13.1%
Active scenario IV: $15 (-13.3% vs market)