KMB vs. PG
Compare and contrast key facts about Kimberly-Clark Corporation (KMB) and The Procter & Gamble Company (PG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KMB or PG.
Key characteristics
| KMB | PG | |
|---|---|---|
| YTD Return | 2.97% | 6.67% |
| 1Y Return | -6.41% | 4.95% |
| 3Y Return (Ann) | 0.20% | 7.41% |
| 5Y Return (Ann) | 3.56% | 10.89% |
| 10Y Return (Ann) | 4.98% | 9.87% |
| Sharpe Ratio | -0.38 | 0.38 |
| Daily Std Dev | 15.42% | 14.42% |
| Max Drawdown | -36.92% | -54.23% |
| Current Drawdown | -12.12% | -4.48% |
Fundamentals
| KMB | PG | |
|---|---|---|
| Market Cap | $43.58B | $381.78B |
| EPS | $5.21 | $5.97 |
| PE Ratio | 24.83 | 27.18 |
| PEG Ratio | 1.64 | 3.43 |
| Revenue (TTM) | $20.43B | $83.93B |
| Gross Profit (TTM) | $6.22B | $39.25B |
| EBITDA (TTM) | $3.62B | $23.72B |
Correlation
The correlation between KMB and PG is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
KMB vs. PG - Performance Comparison
In the year-to-date period, KMB achieves a 2.97% return, which is significantly lower than PG's 6.67% return. Over the past 10 years, KMB has underperformed PG with an annualized return of 4.98%, while PG has yielded a comparatively higher 9.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Risk-Adjusted Performance
KMB vs. PG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kimberly-Clark Corporation (KMB) and The Procter & Gamble Company (PG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
KMB vs. PG - Dividend Comparison
KMB's dividend yield for the trailing twelve months is around 3.84%, more than PG's 2.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KMB Kimberly-Clark Corporation | 3.84% | 3.88% | 3.42% | 3.19% | 3.17% | 3.00% | 3.51% | 3.22% | 3.22% | 2.77% | 2.82% | 3.10% |
PG The Procter & Gamble Company | 2.42% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% | 2.78% | 2.91% |
Drawdowns
KMB vs. PG - Drawdown Comparison
The maximum KMB drawdown since its inception was -36.92%, smaller than the maximum PG drawdown of -54.23%. The drawdown chart below compares losses from any high point along the way for KMB and PG
Volatility
KMB vs. PG - Volatility Comparison
Kimberly-Clark Corporation (KMB) has a higher volatility of 4.54% compared to The Procter & Gamble Company (PG) at 3.63%. This indicates that KMB's price experiences larger fluctuations and is considered to be riskier than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.