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Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (2016)	7/23/2012 10:30:05 AM
From: bruwin	Respond to of 4720

I'll have a look, according to the same 'format', and come back to you.

To: E_K_S who wrote (2016)	7/24/2012 6:11:21 AM
From: bruwin	2 Recommendations Respond to of 4720

CL and KMB. Below are the two tables that reflect the same ratios for both companies. I’d say that the ratios for KMB are good but they generally fall below those of CL. CL has been reporting a Gross Profit generally in excess of 58% compared to KMB where we see that number generally below 40%, thereby indicating that KMB is having to spend more on CoS than does CL. Debt expense, as a percentage of EBIT, currently sits at below 2% for CL whereas it’s over 4 times that for KMB and thereby reducing Revenue to a greater extent. CL’s EBITDA Margin, in recent times, has been in excess of 23% compared to KMB’s average of about 18.1%, indicating that, after deduction for CoS, SG&A and possibly R&D, CL has more Revenue left over for its Bottom Line than does KMB. CL has a far superior ROE compared to KMB where we see a range of between 77% to 112% for CL compared to 30% to 44% for KMB. With regard to the Pretax Return on Capital Employed we see that CL is achieving more than double that of KMB. And finally, at the Bottom Line we have CL showing a Net Profit of between 14.9% and 14.5% over the last 3 years compared to KMB’s range of 10.4% to a declining 7.6%. So, .... IMO, based on the above numbers, I'd say that CL is currently showing a better performance than KMB. The one area where KMB does better than CL is in terms of Dividend Yield. KMB shows about 3.5% compared to CL where it's at about 2.4%. Also, from a dollar point of view, KMB showed a dividend of $2.80/share in its last Annual compared to CL's payment of $2.27/share.