Kimberly-Clark vs Reynolds Consumer Products
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The short version
- Kimberly-Clark is the larger business, with $16.4B of revenue in fiscal 2025 against $3.7B for Reynolds Consumer Products, about 4.4 times as much.
- Reynolds Consumer Products grew revenue faster (0.7%, against −2.1%).
- Kimberly-Clark turned more of its sales into free cash flow (10.0% FCF margin, against 8.5%).
- Kimberly-Clark earned a higher return on the capital invested in it (21.5%, against 9.9%).
- Investors pay more for each dollar of Kimberly-Clark’s earnings: a P/E of 18.7x against 14.7x for Reynolds Consumer Products.
| Latest fiscal year | KMB · FY25 | REYN · FY25 |
|---|---|---|
| Size | ||
| Market cap | $36.7B | $4.9B |
| Revenue | $16.4B | $3.7B |
| Free cash flow | $1.6B | $316M |
| Net income | $2.0B | $301M |
| Growth | ||
| Revenue growth | −2.1% | 0.7% |
| 5-year growth | −3.0% | 2.7% |
| Share count change | −1.1% | 0.0% |
| Profitability | ||
| Gross margin | 36.0% | 24.6% |
| Operating margin | 14.3% | — |
| Net margin | 12.3% | 8.1% |
| FCF margin | 10.0% | 8.5% |
| Return on capital | 21.5% | 9.9% |
| Return on equity | 172.6% | 13.7% |
| Balance sheet | ||
| Net debt | $6.5B | $1.5B |
| Net debt / EBITDA | 2.1x | 2.4x |
| Dividends and buybacks | $1.8B | $192M |
| Valuation & quality | ||
| P/E | 18.7x | 14.7x |
| Piotroski F-score | 6 | 5 |
Revenue
FY16
KMB $18.3B
REYN —
FY17
KMB $18.3B
REYN —
FY18
KMB $18.5B
REYN $3.1B
FY19
KMB $18.5B
REYN $3.0B
FY20
KMB $19.1B
REYN $3.3B
FY21
KMB $19.4B
REYN $3.6B
FY22
KMB $20.2B
REYN $3.8B
FY23
KMB $17.1B
REYN $3.8B
FY24
KMB $16.8B
REYN $3.7B
FY25
KMB $16.4B
REYN $3.7B
KMB
REYN
Operating margin
FY16
KMB 18.5%
REYN —
FY17
KMB 18.3%
REYN —
FY18
KMB 12.1%
REYN —
FY19
KMB 16.2%
REYN —
FY20
KMB 17.0%
REYN —
FY21
KMB 13.2%
REYN —
FY22
KMB 13.3%
REYN —
FY23
KMB 11.2%
REYN —
FY24
KMB 16.1%
REYN —
FY25
KMB 14.3%
REYN —
KMB
REYN
Free cash flow
FY16
KMB $2.5B
REYN —
FY17
KMB $2.1B
REYN —
FY18
KMB $2.1B
REYN $448M
FY19
KMB $1.5B
REYN $294M
FY20
KMB $2.5B
REYN $176M
FY21
KMB $1.7B
REYN $169M
FY22
KMB $1.9B
REYN $91.0M
FY23
KMB $2.8B
REYN $540M
FY24
KMB $2.5B
REYN $369M
FY25
KMB $1.6B
REYN $316M
KMB
REYN
Return on capital
FY16
KMB 33.6%
REYN —
FY17
KMB 34.4%
REYN —
FY18
KMB 22.7%
REYN —
FY19
KMB 32.6%
REYN —
FY20
KMB 30.4%
REYN 17.8%
FY21
KMB 22.4%
REYN 10.0%
FY22
KMB 23.8%
REYN 8.3%
FY23
KMB 19.2%
REYN 10.2%
FY24
KMB 29.9%
REYN 11.6%
FY25
KMB 21.5%
REYN 9.9%
KMB
REYN
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.