COMPARE · Data as of August 27, 2026
KVUE vs PM
Verdict: Side-by-side breakdown using the Bull Rankings model. KVUE scored 53.9, PM scored 47.2 — KVUE leads.
Compare another set
KVUE
Kenvue Inc.
53.9
$19.20 · $36.9B
fundamentals as of
Score gap
6.7
KVUE leads
PM
Philip Morris International Inc.
47.2
$190.48 · $296.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestKVUE22.6x
- Fastest growthPM+8.9%
- Highest qualityPM77 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
KVUE
stronger →← stronger
PM
70
Qualityreturns · margins · balance sheet
77
49
Growthrevenue & earnings expansion
67
45
Valuevaluation vs sector peers
21
PM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
KVUE
PM
$1.9bC+
FCF
$12.7bA-
+1.8%C
Rev
+8.9%B
0.82B
D/E
—
22.6xB
P/E
26.2xC+
1.59C+
PEG
2.52C
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
KVUE
PM
25% above
Price vs fair valuelower is cheaper
38% above
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
~14%/yr
-22%
1-yr DCF upside
-33%
-20%
5-yr DCF upside
-27%
-17%
10-yr DCF upside
-18%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
KVUE
No notable signals flagged.
PM
Why this score
- Raising its dividend
The companies
KVUEKenvue Inc.
Why now
Household & Personal Products · market cap $36.9b. 8% off the 52-week high of $20.82. 12 sell-side analysts rate this a Hold with a mean 1-yr target of $19.50 (implying +2% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 115% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Dividend payout 98% of earnings on a 4.4% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
PMPhilip Morris International Inc.
Why now
Tobacco · market cap $296.9b. 8% off the 52-week high of $207.76. 15 sell-side analysts publish a mean 1-yr target of $203.80 (implying +7% upside).
Moat
Net margin 26% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. FCF converts 117% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $296.9b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
ROE -127% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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.
Where KVUE and PM diverge
On the headline score the gap is 6.7 points in favor of KVUE. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueKVUE 45.5 · PM 20.5KVUE +25.0
- GrowthKVUE 49.3 · PM 66.6PM +17.3
- QualityKVUE 69.9 · PM 76.8PM +6.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.