Kimberly-Clark vs Reynolds Consumer Products
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KIRA’s take AI analyst
I put Kimberly-Clark and Reynolds Consumer Products side by side, using each one’s latest annual report. Here is what stands out:
- 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 18.6x against 14.7x for Reynolds Consumer Products.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Kimberly-Clark
KMB
8/10
Gross marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Reynolds Consumer Products
REYN
2/10
Revenue growth5-year growth
Side by side
Best in the row
| Latest fiscal year | KMB FY25 | REYN FY25 |
|---|---|---|
| Size | ||
| Market cap | $36.5B | $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 | 18.6x | 14.7x |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.