COMPARE · Reviewed July 29, 2026
KVUE vs MO
Verdict: Side-by-side breakdown using the Bull Rankings model. KVUE scored 50.4, MO scored 42.9 — KVUE leads.
Compare another set
KVUE
Kenvue Inc.
50.4
$19.29 · $37.0B
fundamentals as of
Score gap
7.5
KVUE leads
MO
Altria Group Inc
42.9
$68.09 · $115.3B
The model, pillar by pillar (0–100 each)
KVUE
stronger →← stronger
MO
70
Qualityreturns · margins · balance sheet
97
43
Growthrevenue & earnings expansion
14
42
Valuevaluation vs sector peers
60
MO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
KVUE
MO
$1.8bC+
FCF
$8.6bB+
-0.1%D+
Rev
-1.1%D+
0.83B
D/E
—
23.0xB
P/E
15.6xB+
1.61C+
PEG
—
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
KVUE
MO
31% above
Price vs fair valuelower is cheaper
0% below
~11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
-26%
1-yr DCF upside
+6%
-24%
5-yr DCF upside
+0%
-20%
10-yr DCF upside
-7%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
KVUE
No notable signals flagged.
MO
Why this score
- Short track record
The companies
KVUEKenvue Inc.
Why now
Household & Personal Products · market cap $37.0b. 13% off the 52-week high of $22.29. 12 sell-side analysts rate this a Hold with a mean 1-yr target of $19.83 (implying +3% upside).
Moat
ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Dividend payout 99% of earnings on a 4.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
MOAltria Group Inc
Why now
Tobacco · market cap $115.3b. 12% off the 52-week high of $77.06.
Moat
Net margin 34% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 150% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $115.3b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Dividend payout 87% of earnings on a 5.6% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.