The company's CFO, Nelson Urdaneta, expressed confidence in the company's path to consistent growth and strong margin expansion as they focus on areas of competitive advantage. The company's shares edged up 0.66% in premarket trading on Wednesday.
Kimberly-Clark's underlying earnings power is deemed strong despite unusual items impacting profit. High cash conversion is a positive, with profit expected to rise if unusual expenses don't recur.
Despite Kimberly-Clark's high ROCE, its trend is concerning as reinvestment for growth hasn't significantly boosted sales. This could explain the modest stock gain over the past five years. Investors seeking a multi-bagger might find better opportunities elsewhere.
Despite a high P/E ratio, investors are holding onto Kimberly-Clark due to its promising growth prospects. Therefore, a drastic stock price drop does not seem likely in the near future.
BofA analysts question Kimberly-Clark's strategy to boost organic sales via price hikes due to economic constraints steering consumers to private labels. They remain hopeful for Clorox's recovery, despite possible mild recession in early 2024.
Kimberly-Clark's future dividend growth is questionable as dividends surpass earnings and payout ratio from profits and cash flow is too high. Without major business improvements, future dividend prospects look bleak.
Investor concerns rise with declining EPS and underperforming stock. Markets unperturbed by EPS, may have priced in some decline. Long-term shareholders see 5% annual gains despite recent losses. Potential investors advised to seek long-term growth signs before investing.
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DBS: Kimberly-Clark Corp – Hold Target Price US$124
DBS: Kimberly-Clark Corp – Hold Target Price US$124 - Alpha Edge Investing
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Kimberly Clark shares drop 4.8% as company sees weaker earnings growth in 2024
Read more here: Kimberly Clark Shares Drop 4.8% as Company Sees Weaker Earnings Growth in 2024
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