Kimberly-Clark's Growth Potential 'Underestimated,' Analyst Sees Attractive Entry Point
Kimberly-Clark's Growth Potential 'Underestimated,' Analyst Sees Attractive Entry Point
The analyst projects that the market underestimates the company's potential for gross margin growth, which should lead to healthy EPS growth despite increased reinvestments.Goldman Sachs analyst Bonnie Herzog reiterated the Buy rating on Kimberly-Clark Corporation (NYSE:KMB) stock, with a price forecast of $152.
高盛分析師邦妮·赫佐格重申了對金佰利公司（紐交所:KMB）股票的買入評級，並預測股價將達到152美元。
The company reported third quarter adjusted earnings per share of $1.83, beating the street view of $1.70. Quarterly revenues of $4.952 billion missed the analyst consensus of $5.048 billion.
公司報告調整後每股盈利1.83美元，超過了華爾街預期的1.70美元。季度營收49.52億美元不及分析師一致預期的50.48億美元。
According to Herzog, Kimberly-Clark's management efforts on productivity and the current environment are conducive to margin expansion.
據赫佐格稱，金佰利在提高生產率方面的管理努力以及當前的環境有助於擴大毛利率。
The analyst projects that the market underestimates the company's potential for gross margin growth, which should lead to healthy EPS growth despite increased reinvestments.
分析師預測市場低估了該公司毛利率增長的潛力，這將帶來健康的每股收益增長，儘管再投資增加。
Also Read: Retail Inventory Pressures Hit Kimberly-Clark's Annual Outlook, Stock Slides
另請參閱：零售庫存壓力影響金佰利的年度展望，股價下跌
Herzog also forecasts that Kimberly-Clark's segment reorganization will enhance execution moving forward.
赫佐格還預測，金佰利的板塊重組將促進未來的執行。
As a result, the analyst sees a favorable risk/reward scenario, with Kimberly-Clark's improving fundamentals contrasting sharply with its deep valuation discount compared to its HPC peers, offering an attractive entry point for investors.
因此，分析師認爲，金佰利的基本面持續改善與其相比較HPC同行的巨大估值折扣形成鮮明對比，爲投資者提供了一個吸引人的入場點，風險/回報情景比較有利。
The analyst indicated that adjusted EBIT is expected to grow in the mid-to-high teens on a constant currency basis, with adjusted EPS also projected to rise similarly.
分析師指出，預計調整後的息稅折舊攤銷前利潤（EBIt）將在固定貨幣基礎上增長至中高十幾個百分點，調整後的每股收益也有望類似增長。
For the fourth quarter of 2024, organic sales growth is expected to be about 4% at the mid-point, versus Goldman Sachs' estimate of 5.0%.
對於2024年第四季度，有機銷售增長預計在中點約爲4％，而高盛估計爲5.0％。
The projected all-in EPS is $1.46, ranging from $1.33 to $1.60, reflecting a constant currency growth of 15% – 19%, compared to Goldman Sachs' estimate of $1.60.
預計整體每股收益爲$1.46，範圍在$1.33至$1.60之間，反映了恒定貨幣增長率爲15％至19％，相比高盛的估計的$1.60。
Price Action: KMB shares are trading lower by 4.30% to $138.01 at last check Tuesday.
股價走勢：金佰利股份下跌4.30％至138.01美元，最後一次檢查是週二。
Photo via Shutterstock
圖片來自shutterstock。
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