Coty vs Kenvue
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KIRAβs take AI analyst
I put Coty and Kenvue side by side, using each oneβs latest annual report. Here is what stands out:
- Kenvue is the larger business, with $15.1B of revenue in fiscal 2025 against $5.8B for Coty, about 2.6 times as much.
- Coty grew revenue faster (β1.5%, against β2.1%).
- Kenvue kept more of each dollar of sales as operating profit (16.0% operating margin, against β1.4%).
- Kenvue turned more of its sales into free cash flow (11.4% FCF margin, against 6.0%).
- Kenvue earned a higher return on the capital invested in it (10.0%, against β1.0%).
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Coty
COTY
2/10
Revenue growthGross margin
Kenvue
KVUE
8/10
Operating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | COTY FY26 | KVUE FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.8B | $37.5B |
| Revenue | $5.8B | $15.1B |
| Free cash flow | $348M | $1.7B |
| Net income | β$605M | $1.5B |
| Growth | ||
| Revenue growth | β1.5% | β2.1% |
| 5-year growth | 4.6% | β |
| Share count change | 0.8% | 0.1% |
| Profitability | ||
| Gross margin | 62.9% | 58.1% |
| Operating margin | β1.4% | 16.0% |
| Net margin | β10.4% | 9.7% |
| FCF margin | 6.0% | 11.4% |
| Return on capital | β1.0% | 10.0% |
| Return on equity | β18.5% | 14.4% |
| Balance sheet | ||
| Net debt | $2.9B | $7.5B |
| Net debt / EBITDA | 7.3x | 2.5x |
| Dividends and buybacks | $13.2M | $1.8B |
| Valuation & quality | ||
| P/E | β | 22.4x |
| Piotroski F-score | 3 | 6 |
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.