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Kimberly-Clark de México, S. A. B. de C. V., (KIMBERA) Fair Value & Analysis

Consumer Defensive · MX · Market cap 114B MXN

KC Kimberly-Clark de México, S. A. B. de C. V., KIMBERA · MX
Price38.07 MXN
Fair Value50.09 MXN
Upside+31.6%
Quality69/100
Healthy Growth
Solidly profitable · 13.9% net margin
High debt · generates free cash flow
5.72% dividend yield
Ranks above peers (11/15)
Wide moat 77/100
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Evidence: High Range 30.80 MXN – 66.32 MXN Share as image

Fair value as of: Jul 12, 2026

From 26 valuation models · updated 19 days ago

Fair value updated Jul 12, 2026, revised from 49.14 MXN to 50.09 MXN (+1.9%) since Jul 5, 2026. Share price +8.2% over the past month.

What matters now

  • Solid quality (69/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (30.80 MXN to 66.32 MXN) leaves room in how you read the outcome.

Price vs Fair Value (12 months)

42.35 MXN 32.18 MXN Fair Value 50.09 MXN Jul 2025 Jul 2026

12‑month range 32.18 MXN – 42.35 MXN · fair‑value band 30.80 MXN – 66.32 MXN · the 38.07 MXN price screens below the 50.09 MXN fair value. As of Jul 12, 2026.

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Analysis

Kimberly-Clark de México, S. A. B. de C. V., (KIMBERA) currently trades at 38.07 MXN, while our model-based Fair Value estimate is 50.09 MXN, implying the stock looks roughly 31.6% undervalued today. We read business quality at 69/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Kimberly-Clark de México, S. A. B. de C. V., generated revenue of 55.9B MXN at a net margin of 13.9%. Revenue grew 3.6% year over year. It earns a return on equity of 298.4%. Net debt stands at 10.8B MXN. Fundamentals as of Jul 12, 2026

Our scenario range runs from 30.80 MXN (bear case) to 66.32 MXN (bull case); at 38.07 MXN, the current price sits within that range. The share trades about 12% below its 52-week high and 22% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -40% fair-value upside, at 32%, KIMBERA screens cheaper than that median.

Key figures & financial health

Revenue (TTM) 55.9B MXN
Revenue growth (YoY) +3.6%
Net margin 13.9%
Return on equity 298%
Free cash flow 8.0B MXN FY2025
P/E ratio 14.7
More key figures
Operating margin 23.2%
EPS (TTM) 2.59 MXN
Dividend yield 5.7%
EPS growth (YoY) +13.3%
Net debt 10.8B MXN FY2025

Figures from reported company fundamentals · as of Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 69/100
Profitability 86
Quality Growth 56
Cashflow 65
Fin. Strength 43
Investment 76
Low Volatility 89
Momentum 43
52W Momentum 54
Net Issuance 93

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Kimberly-Clark de México, S. A. B. de C. V., together with its subsidiaries, manufactures, distributes, and sells disposable products in Mexico. It operates through Consumer Products and Professional segments. The company offers diapers, training pants, swim pants, wet wipes, shampoos, lotion, bar soaps, and feeding products.

Full company description

Kimberly-Clark de México, S. A. B. de C. V., together with its subsidiaries, manufactures, distributes, and sells disposable products in Mexico. It operates through Consumer Products and Professional segments. The company offers diapers, training pants, swim pants, wet wipes, shampoos, lotion, bar soaps, and feeding products. It also provides toilet paper, napkins, facial tissues, paper towels, feminine pads, panty liners, tampons, intimate wipes, and menstrual cups. In addition, the company offers pet food, shampoos, wet wipes, and training pads. Further, it provides bar soap, liquid hand soap, foaming liquid soap, and liquid body wash; and underwear, protectors, feminine napkins, pre-folded products for adults. Additionally, the company offers anti-bacterial gels; disinfectant sprays; face masks; dispensers; hand towels; and industrial cleaning cloths. The company offers its products primarily under the Huggies, KleenBebé, Kleenex, Evenflo, Pull-Ups, GoodNites, Pétalo, Suavel, Cottonelle, Vogue, Delsey, Depend, Diapro, LYS, Kotex, Fancy, Kimberly-Clark, Escudo, Prime Care, Blumen, and EXPORT SALES brands. It also exports its products. The company serves hotels, restaurants, offices, factories, and homes. The company was founded in 1925 and is based in Mexico City, Mexico.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Kimberly-Clark de México, S. A. B. de C. V., reported revenue of 55.4B MXN in FY2025 versus 46.9B MXN in FY2021, a compound +4.2%/yr. Reported net income was 7.6B MXN in FY2025, compounding +14.0%/yr from FY2021.

Revenue +4.2%/yr
FY21 46.9B MXN
FY22 51.1B MXN
FY23 53.3B MXN
FY24 54.8B MXN
FY25 55.4B MXN
Net income +14.0%/yr
FY21 4.5B MXN
FY22 4.9B MXN
FY23 7.0B MXN
FY24 7.8B MXN
FY25 7.6B MXN

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Cite: Fair Value Calculator (2026). "Kimberly-Clark de México, S. A. B. de C. V., Fair Value". https://www.fairvalue-calculator.com/stock/KIMBERA

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 75 / 29
FUTURE 18 / 3
PAST 100 / 27
HEALTH 0 / 98
DIVIDEND 100 / 49

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Jul 12, 2026).

Stock Price Fair Value vs Fair Value
The Procter & Gamble Company PRG €131.20 €109.91 -16%
L'Oréal S.A LRLCF $428.02 $273.79 -36%
Unilever PLC ULEV34 R$342.24 R$355.27 +4%
Colgate-Palmolive Company CL 1,630 MXN 978.29 MXN -40%
Hindustan Unilever Limited HINDUNILVR ₹2,185 ₹1,000 -54%
Kimberly-Clark Corporation KMBB34 R$530.90 R$72.97 -86%
Church & Dwight Co CHDC34 R$488.56 R$53.25 -89%
Essity AB ESSITYA kr 262.50 kr 195.08 -26%
Godrej Consumer Products Limited GODREJCP ₹1,020 ₹382.03 -63%
Marico Limited MARICO ₹812.45 ₹249.21 -69%

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Frequently asked questions

Is Kimberly-Clark de México, S. A. B. de C. V., (KIMBERA) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of 50.09 MXN versus a price of 38.07 MXN, about +32% (undervalued).
What is the fair value of KIMBERA?
Our model-based fair value for Kimberly-Clark de México, S. A. B. de C. V., is 50.09 MXN (as of Jul 12, 2026), built from audited fundamentals. The current price is 38.07 MXN.
What is the quality score of KIMBERA?
Kimberly-Clark de México, S. A. B. de C. V., has a Quality Score of 69/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Kimberly-Clark de México, S. A. B. de C. V., (KIMBERA)?
Kimberly-Clark de México, S. A. B. de C. V., reported trailing-twelve-month revenue of about 55.9B MXN (latest available figure, as of Jul 12, 2026).
What is the net profit margin of KIMBERA?
The net profit margin of Kimberly-Clark de México, S. A. B. de C. V., is about 13.9%, meaning it keeps roughly 13.9% of revenue as net income. Based on the latest reported figures.
Does Kimberly-Clark de México, S. A. B. de C. V., pay a dividend?
Kimberly-Clark de México, S. A. B. de C. V., currently shows a dividend yield of about 5.96% relative to its recent price (as of Jul 12, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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