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KMB vs SON stock comparison

KIMBERLY-CLARK CORPORATION vs SONOCO PRODUCTS CO, two Paper & Packaging stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.

Net margins run close here, 13.57% at Sonoco and 12.8% at Kimberly-Clark, but the market prices the two very differently. Sonoco changes hands for 5.4 times earnings against Kimberly-Clark's 17.19 times. The difference sits partly in the balance sheet: Sonoco carries 1.31 in debt to equity, Kimberly-Clark a lighter 0.32, and Sonoco's diversified industrial packaging swings more with the economy than tissue and diapers do. Kimberly-Clark pays the larger dividend, 4.6% against 3.83%, and converts more to free cash, 5.04% against 3.94%. At $36.5B against $5.5B, the steadier, less-levered staples maker carries the premium, and the leverage helps explain Sonoco's discount.

Comparison updated 2026-07-11.

KMB vs SON: the numbers

MetricKMBSON
Price$112.38$55.91
Market cap$37.4B$5.6B
SectorPaper & PackagingPaper & Packaging
StageMatureGrowth
Implied growth (priced in)-4.0%-4.7%
P/E17.65.5
P/B19.561.55
P/S2.260.74
EV/EBITDA14.18.8
Revenue growth+0.2%+33.6%
Gross margin36.9%20.6%
Operating margin18.1%7.6%
Net margin12.8%13.6%
Return on equity110.7%28.3%
Return on assets12.3%9.2%
Return on invested capital77.4%9.7%
FCF yield4.9%3.9%
Dividend yield4.5%3.8%
Debt / equity0.321.31
Current ratio0.770.96
Altman Z (solvency)7.801.58
Piotroski F (quality)8 / 94 / 9
Full KMB report → Full SON report →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.