COMPARE · Data as of August 21, 2026
KVUE vs TPB
Verdict: Side-by-side breakdown using the Bull Rankings model. KVUE scored 54.1, TPB scored 56.2 — TPB leads.
Compare another set
KVUE
Kenvue Inc.
54.1
$19.06 · $36.6B
fundamentals as of
Score gap
2.1
TPB leads
TPB
Turning Point Brands, Inc.
56.2
$83.41 · $1.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestKVUE22.4x
- Fastest growthTPB+24.5%
- Strongest balance sheetTPB0.68
- Highest qualityKVUE70 / 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
TPB
70
Qualityreturns · margins · balance sheet
54
49
Growthrevenue & earnings expansion
68
46
Valuevaluation vs sector peers
49
TPB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
KVUE
TPB
$1.9bC+
FCF
$20mC-
+1.8%C
Rev
+24.5%A-
0.82B
D/E
0.68B
22.4xB
P/E
36.3xC
1.54C+
PEG
0.05A
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
TPB
25% above
Price vs fair valuelower is cheaper
243% above
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~48%/yr
-22%
1-yr DCF upside
-78%
-20%
5-yr DCF upside
-71%
-17%
10-yr DCF upside
-56%
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 $36.6b. 12% off the 52-week high of $21.63. 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.
TPBTurning Point Brands, Inc.
Why now
Tobacco · market cap $1.7b. Down 43% from 52-week high of $146.90 — deep drawdown territory. Revenue growing +24%, comfortably above the S&P median. PEG 0.05 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $125.17 (implying +50% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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 TPB diverge
On the headline score the gap is 2.1 points in favor of TPB. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthKVUE 49.3 · TPB 67.8TPB +18.5
- QualityKVUE 69.9 · TPB 53.8KVUE +16.1
- ValueKVUE 46.0 · TPB 48.6level
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.