COMPARE · Reviewed July 29, 2026
KVUE vs TPB
Verdict: Side-by-side breakdown using the Bull Rankings model. KVUE scored 50.4, TPB scored 61.2 — TPB leads.
Compare another set
KVUE
Kenvue Inc.
50.4
$19.29 · $37.0B
fundamentals as of
Score gap
10.8
TPB leads
TPB
Turning Point Brands Inc
61.2
$76.32 · $1.5B
The model, pillar by pillar (0–100 each)
KVUE
stronger →← stronger
TPB
70
Qualityreturns · margins · balance sheet
57
43
Growthrevenue & earnings expansion
78
42
Valuevaluation vs sector peers
52
TPB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
KVUE
TPB
$1.8bC+
FCF
$1mC-
-0.1%D+
Rev
+30.0%A-
0.83B
D/E
0.79B
23.0xB
P/E
27.4xC+
1.61C+
PEG
0.91B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
KVUE
TPB
31% above
Price vs fair valuelower is cheaper
4836% above
~11%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
-26%
1-yr DCF upside
-98%
-24%
5-yr DCF upside
-98%
-20%
10-yr DCF upside
-97%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
KVUE
No notable signals flagged.
TPB
Why this score
- Raising its dividend
- Diluting shareholders
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.
TPBTurning Point Brands Inc
Why now
Tobacco · market cap $1.5b. Down 48% from 52-week high of $146.90 — deep drawdown territory. Revenue growing +30% — in hypergrowth territory. PEG 0.91 — paying under fair value for the growth rate.
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 48% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.