<p>金佰利（Kimberly-Clark，KMB）最近股价下滑，过去一个月下跌约 4%，过去三个月几乎下跌 19%，尽管其收益和收入仍在增长。</p>
<p>查看我们对金佰利的最新分析。</p>
<p>这一下滑发生在金佰利经历了一段艰难时期之后，年初至今股价回报约为负 23%，过去一年总股东回报下降约 20%。这表明尽管基本面改善，动能显然已经减弱。</p>
<p>如果这种防御性消费品公司的表现让你重新考虑投资组合的配置，现在可能是探索高内部持股的快速增长股票以获取更具活力的投资想法的好时机。</p>
<p>随着收益的增长、对分析师目标的显著折扣，以及在抛售后更高的股息收益率，投资者现在面临一个关键问题：金佰利是否被低估，还是市场已经在定价其稳定增长？</p>
<h2>最受欢迎的叙述：21.2% 被低估</h2>
<p>金佰利最近收盘价为 100.65 美元，而叙述的公允价值接近 128 美元，预期之间的差距已经显著，值得更仔细的审视。</p>
<blockquote>
<p><em>公允价值估计从约 128.87 美元小幅下调至 127.73 美元每股，反映出更为保守的估值。</em></p>
<p><em>收入增长显著提高，从大约 7.0% 增至约 10.4%，预示着更乐观的长期收入前景。</em></p>
</blockquote>
<p>阅读完整叙述。</p>
<p>想知道温和的倍数假设如何仍然指向显著的上行空间，即使增长和利润率同步提升吗？这个叙述巧妙地将更强的收入、更高的盈利能力和意外的未来收益倍数限制融合成一个连贯的定价案例。想知道哪些杠杆在这个公允价值计算中发挥了主要作用，以及结果对它们的敏感性如何？深入了解一下，看看几个精心选择的假设如何重塑金佰利的潜力。</p>
<p><strong>结果：公允价值为 127.73 美元（被低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，来自私人品牌的持续价格压力，以及在执行 Kenvue 整合时的任何失误，可能会迅速侵蚀市场当前的上行预期。</p>
<p>了解金佰利叙述的关键风险。</p>
<h2>自建金佰利叙述</h2>
<p>如果你对这个故事有不同的看法，或者更喜欢自己深入数字，你可以在几分钟内形成一个自定义视角。按照你的方式进行。</p>
<p>进行金佰利研究的一个很好的起点是我们的分析，强调 4 个关键收益和 2 个可能影响你投资决策的重要警示信号。</p>
<h2>准备好更多投资想法了吗？</h2>
<p>在市场不等你之前，利用 Simply Wall St 筛选器发现的新机会发挥你的研究优势。</p>
<ul>
<li>通过扫描这些 913 只基于现金流与稳健基本面和吸引人长期潜力相一致的被低估股票，捕捉强劲的现金流交易。</li>
<li>通过瞄准这 24 只处于人工智能与可扩展商业模式交汇处的 AI 便士股票，提前布局下一波科技浪潮。</li>
<li>通过审查这 12 只股息收益率超过 3% 的股票，锁定潜在的收入来源，这些股票结合了稳健的资产负债表和引人注目的收益特征。</li>
</ul>
<p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们基于历史数据和分析师预测提供评论，仅使用无偏见的方法，我们的文章不构成财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也未考虑你的目标或财务状况。我们的目标是为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
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<p>在下一轮合同之前获取投资者简报</p>
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<p>金佰利的股票在过去三个月中下跌了 19%，尽管其盈利和收入都在增长。分析师认为该股票被低估，公允价值估计为 127.73 美元，而当前价格为 100.65 美元。公司面临来自自有品牌定价压力和 Kenvue 整合挑战的风险。投资者被鼓励探索其他增长机会，并考虑金佰利的潜在低估</p>

<p>Kimberly-Clark (KMB) has been sliding lately, with the stock down about 4% over the past month and almost 19% in the past 3 months, even as earnings and revenue continue to grow.</p>
<div class="lb-trans"><p>金佰利（Kimberly-Clark，KMB）最近股价下滑，过去一个月下跌约 4%，过去三个月几乎下跌 19%，尽管其收益和收入仍在增长。</p>
</div><p>See our latest analysis for Kimberly-Clark.</p>
<div class="lb-trans"><p>查看我们对金佰利的最新分析。</p>
</div><p>That slide comes after a tougher stretch for Kimberly-Clark, with the share price returning about negative 23 percent year to date and total shareholder return down roughly 20 percent over the past year. This suggests momentum has clearly faded despite improving fundamentals.</p>
<div class="lb-trans"><p>这一下滑发生在金佰利经历了一段艰难时期之后，年初至今股价回报约为负 23%，过去一年总股东回报下降约 20%。这表明尽管基本面改善，动能显然已经减弱。</p>
</div><p>If this kind of defensive consumer staples name has you rethinking your portfolio mix, it could be a good moment to explore fast growing stocks with high insider ownership for more dynamic ideas.</p>
<div class="lb-trans"><p>如果这种防御性消费品公司的表现让你重新考虑投资组合的配置，现在可能是探索高内部持股的快速增长股票以获取更具活力的投资想法的好时机。</p>
</div><p>With earnings climbing, a hefty discount to analyst targets, and a richer dividend yield after the selloff, investors now face a key question: Is Kimberly-Clark quietly undervalued, or is the market already pricing in its steady growth?</p>
<div class="lb-trans"><p>随着收益的增长、对分析师目标的显著折扣，以及在抛售后更高的股息收益率，投资者现在面临一个关键问题：金佰利是否被低估，还是市场已经在定价其稳定增长？</p>
</div><h2>Most Popular Narrative: 21.2% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：21.2% 被低估</h2>
</div><p>With Kimberly-Clark last closing at $100.65 against a narrative fair value near $128, the gap in expectations is already striking and calls for a closer look.</p>
<div class="lb-trans"><p>金佰利最近收盘价为 100.65 美元，而叙述的公允价值接近 128 美元，预期之间的差距已经显著，值得更仔细的审视。</p>
</div><blockquote>
<p><em>Fair value estimate edged down slightly from about $128.87 to $127.73 per share, reflecting a modestly more conservative valuation.</em></p>
<p><em>Revenue growth increased meaningfully from roughly 7.0% to about 10.4%, signaling a more optimistic long term top line outlook.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>公允价值估计从约 128.87 美元小幅下调至 127.73 美元每股，反映出更为保守的估值。</em></p>
<p><em>收入增长显著提高，从大约 7.0% 增至约 10.4%，预示着更乐观的长期收入前景。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙述。</p>
</div><p>Want to know how modest multiple assumptions can still point to meaningful upside, even as growth and margins are upgraded in tandem? The narrative quietly blends stronger revenue, higher profitability, and a surprisingly restrained future earnings multiple into one coherent pricing case. Curious which levers do most of the heavy lifting in that fair value math, and how sensitive the outcome is to them? Dive in to see how a few carefully chosen assumptions reshape Kimberly-Clark's potential.</p>
<div class="lb-trans"><p>想知道温和的倍数假设如何仍然指向显著的上行空间，即使增长和利润率同步提升吗？这个叙述巧妙地将更强的收入、更高的盈利能力和意外的未来收益倍数限制融合成一个连贯的定价案例。想知道哪些杠杆在这个公允价值计算中发挥了主要作用，以及结果对它们的敏感性如何？深入了解一下，看看几个精心选择的假设如何重塑金佰利的潜力。</p>
</div><p><strong>Result: Fair Value of $127.73 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 127.73 美元（被低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, sustained pricing pressure from private labels, along with any stumble in executing the Kenvue integration, could quickly erode the market’s current upside case.</p>
<div class="lb-trans"><p>然而，来自私人品牌的持续价格压力，以及在执行 Kenvue 整合时的任何失误，可能会迅速侵蚀市场当前的上行预期。</p>
</div><p>Find out about the key risks to this Kimberly-Clark narrative.</p>
<div class="lb-trans"><p>了解金佰利叙述的关键风险。</p>
</div><h2>Build Your Own Kimberly-Clark Narrative</h2>
<div class="lb-trans"><h2>自建金佰利叙述</h2>
</div><p>If you see the story differently or prefer to dig into the numbers yourself, you can shape a custom view in just a few minutes. Do it your way.</p>
<div class="lb-trans"><p>如果你对这个故事有不同的看法，或者更喜欢自己深入数字，你可以在几分钟内形成一个自定义视角。按照你的方式进行。</p>
</div><p>A great starting point for your Kimberly-Clark research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.</p>
<div class="lb-trans"><p>进行金佰利研究的一个很好的起点是我们的分析，强调 4 个关键收益和 2 个可能影响你投资决策的重要警示信号。</p>
</div><h2>Ready for more investing ideas?</h2>
<div class="lb-trans"><h2>准备好更多投资想法了吗？</h2>
</div><p>Before markets move on without you, put your research edge to work with fresh opportunities surfaced by the Simply Wall St Screener.</p>
<div class="lb-trans"><p>在市场不等你之前，利用 Simply Wall St 筛选器发现的新机会发挥你的研究优势。</p>
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<div class="lb-trans"><ul>
<li>通过扫描这些 913 只基于现金流与稳健基本面和吸引人长期潜力相一致的被低估股票，捕捉强劲的现金流交易。</li>
<li>通过瞄准这 24 只处于人工智能与可扩展商业模式交汇处的 AI 便士股票，提前布局下一波科技浪潮。</li>
<li>通过审查这 12 只股息收益率超过 3% 的股票，锁定潜在的收入来源，这些股票结合了稳健的资产负债表和引人注目的收益特征。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们基于历史数据和分析师预测提供评论，仅使用无偏见的方法，我们的文章不构成财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也未考虑你的目标或财务状况。我们的目标是为你提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
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<div class="lb-trans"><p>在下一轮合同之前获取投资者简报</p>
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金佰利（KMB）：在近期股价下滑以及更乐观的增长预期后重新评估其估值