Head-To-Head Analysis: Kenvue (NYSE:KVUE) & Natura &Co (NYSE:NTCOY)

Natura &Co (NYSE:NTCOY) and Kenvue (NYSE:KVUE) are both consumer staples companies, but which is the superior investment? We will compare the two businesses based on the strength of their valuation, profitability, institutional ownership, earnings, risk, dividends and analyst recommendations.

Valuation & Earnings

This table compares Natura &Co and Kenvue’s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Natura &Co	$5.36 billion	0.74	$595.64 million	N/A	N/A
Kenvue	$15.44 billion	2.29	$1.66 billion	$0.78	23.64

Kenvue has higher revenue and earnings than Natura &Co.

Volatility & Risk

Natura &Co has a beta of 1.97, meaning that its stock price is 97% more volatile than the S&P 500. Comparatively, Kenvue has a beta of 1.4, meaning that its stock price is 40% more volatile than the S&P 500.

Profitability

This table compares Natura &Co and Kenvue’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Natura &Co	10.29%	-6.89%	-3.48%
Kenvue	9.63%	21.06%	8.40%

Analyst Recommendations

This is a summary of current ratings and price targets for Natura &Co and Kenvue, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Natura &Co	0	0	0	0	N/A
Kenvue	1	7	6	0	2.36

Kenvue has a consensus price target of $23.00, suggesting a potential upside of 24.73%. Given Kenvue’s higher probable upside, analysts plainly believe Kenvue is more favorable than Natura &Co.

Institutional and Insider Ownership

6.1% of Natura &Co shares are held by institutional investors. Comparatively, 97.6% of Kenvue shares are held by institutional investors. 0.1% of Natura &Co shares are held by insiders. Comparatively, 0.2% of Kenvue shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Dividends

Natura &Co pays an annual dividend of $0.04 per share and has a dividend yield of 0.7%. Kenvue pays an annual dividend of $0.80 per share and has a dividend yield of 4.3%. Kenvue pays out 102.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Kenvue beats Natura &Co on 10 of the 13 factors compared between the two stocks.

About Natura &Co

Natura &Co Holding S.A. engages in the manufacturing, distribution, and sale of cosmetics, fragrances, and personal care products in Brazil, Asia, Europe, North America, South America, the Middle East, Africa, and Oceania. The company operates through Natura &Co Latam and Avon International segments. It markets its products under the Natura and Avon brand names through e-commerce, direct selling, business-to-business, franchises, physical stores, and retail markets. Natura &Co Holding S.A. was founded in 1969 and is headquartered in São Paulo, Brazil.

About Kenvue

Kenvue Inc. operates as a consumer health company worldwide. The company operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment offers cough, cold and allergy, pain care, digestive health, smoking cessation, eye care, and other products under the Tylenol, Motrin, Benadryl, Nicorette, Zarbee's, ORSLTM, Rhinocort, Calpol, and Zyrtec brands. The Skin Health and Beauty segment provides face and body care, hair, sun, and other care products under the Neutrogena, Aveeno, Dr.Ci:Labo, Le Petit Marseillais, Lubriderm, Rogaine, and OGX brand names. The Essential Health segment offers oral and baby, women's health, wound, and other care products under the Listerine, Johnson's, Band-Aid, and Stayfree, o.b., tampons, Carefree, and Desitin Diaper Rash brands. The company was incorporated in 2022 and is headquartered in Skillman, New Jersey.