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KDP vs KVUE

KDP
Keurig Dr Pepper Inc.
BEARISH
Price
$26.54
Market Cap
$36.06B
Sector
Consumer Defensive
AI Confidence
85%
KVUE
Kenvue Inc.
NEUTRAL
Price
$17.54
Market Cap
$33.68B
Sector
Consumer Defensive
AI Confidence
85%

Valuation

P/E Ratio
KDP
17.35
KVUE
23.08
Forward P/E
KDP
10.59
KVUE
14.63
P/B Ratio
KDP
1.41
KVUE
3.12
P/S Ratio
KDP
2.17
KVUE
2.23
EV/EBITDA
KDP
12.15
KVUE
12.71

Profitability

Gross Margin
KDP
54.2%
KVUE
58.37%
Operating Margin
KDP
22.63%
KVUE
17.83%
Profit Margin
KDP
12.52%
KVUE
9.72%
ROE
KDP
8.36%
KVUE
14.39%
ROA
KDP
4.26%
KVUE
6.61%

Growth

Revenue Growth
KDP
10.5%
KVUE
3.2%
Earnings Growth
KDP
--
KVUE
11.2%

Financial Health

Debt/Equity
KDP
0.75
KVUE
0.81
Current Ratio
KDP
0.64
KVUE
0.96
Quick Ratio
KDP
0.33
KVUE
0.58

Dividends

Dividend Yield
KDP
3.47%
KVUE
4.73%
Payout Ratio
KDP
60.13%
KVUE
108.55%

AI Verdict

KDP BEARISH

KDP exhibits significant fundamental deterioration, highlighted by a weak Piotroski F-Score of 3/9 and a severe YoY EPS contraction of -55.2%. While revenue growth remains healthy at 10.5%, the disconnect between top-line growth and bottom-line collapse suggests escalating operational inefficiencies or rising costs. The stock is currently trading above its Graham Number ($25.43) and significantly above its growth-based intrinsic value ($10.71), while liquidity ratios (Current Ratio 0.64) indicate potential short-term financial stress.

Strengths
Strong Gross Margin of 54.20%
Consistent Revenue Growth (10.5% YoY)
Attractive Forward P/E of 10.59
Risks
Severe Earnings Collapse (-55.2% YoY EPS growth)
Poor Liquidity (Quick Ratio of 0.33 indicates high risk of short-term obligations)
Weak Financial Health (Piotroski F-Score 3/9)
KVUE NEUTRAL

KVUE presents a stable but stagnant financial profile, evidenced by a Piotroski F-Score of 4/9. While the current price of $17.54 is closely aligned with its intrinsic value of $18.09, it trades at a significant premium to its Graham Number of $9.80. The most critical concern is the unsustainable dividend payout ratio of 108.55%, suggesting a high risk of a dividend cut. Despite positive earnings growth, the bearish technical trend and weak liquidity ratios indicate a lack of immediate upward momentum.

Strengths
Strong gross margins of 58.37% indicating pricing power
Positive earnings growth (11.20% YoY) outpacing revenue growth
Trading near growth-based intrinsic value ($18.09)
Risks
Unsustainable dividend payout ratio (108.55%)
Poor short-term liquidity with a Quick Ratio of 0.58
Strongly bearish technical trend (0/100 score)

Compare Another Pair

KDP vs KVUE: Head-to-Head Comparison

This page compares Keurig Dr Pepper Inc. (KDP) and Kenvue Inc. (KVUE) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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