KMB vs PKG
Kimberly Clark Corp. and Packaging Corp. of America, side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | KMB | PKG |
|---|---|---|
| Revenue | $16.4B | $9.0B |
| Net income | $2.0B | $774.1M |
| Gross margin | 36.0% | 21.0% |
| Net margin | 12.5% | 8.6% |
| Return on equity | 172.6% | 17.2% |
| Diluted EPS | $6.07 | $8.58 |
| Dividend / share | $5.04 | $5.00 |
| Payout ratio | 82.1% | 58.1% |
| Free cash flow | $1.6B | $728.6M |
| Equity | $1.5B | $4.6B |
| Net debt / equity | 4.31× | 0.75× |
| Current ratio | 0.75× | 3.17× |
| Revenue CAGR 5y | −3.0% | 6.2% |
| Profit CAGR 5y | −3.0% | 10.9% |
KMB bills 1.8× the revenue of PKG, and keeps more of each dollar of revenue as profit (12.5% against 8.6%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | KMB | PKG |
|---|---|---|
| FY2025 | $16.4B | $9.0B |
| FY2024 | $16.8B | $8.4B |
| FY2023 | $17.1B | $7.8B |
| FY2022 | $20.2B | $8.5B |
| FY2021 | $19.4B | $7.7B |
| FY2020 | $19.1B | $6.7B |
| FY2019 | $18.4B | $7.0B |
| FY2018 | $18.5B | $7.0B |
| FY2017 | $18.3B | $6.4B |
| FY2016 | $18.3B | $5.8B |
Bottom line
| Fiscal year | KMB | PKG |
|---|---|---|
| FY2025 | $2.0B | $774.1M |
| FY2024 | $2.5B | $805.1M |
| FY2023 | $1.8B | $765.2M |
| FY2022 | $1.9B | $1.0B |
| FY2021 | $1.8B | $841.1M |
| FY2020 | $2.4B | $461.0M |
| FY2019 | $2.2B | $696.4M |
| FY2018 | $1.4B | $738.0M |
| FY2017 | $2.3B | $668.6M |
| FY2016 | $2.2B | $449.6M |
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$7,457,700,000 | KMB |
| FY2024 | +$8,421,700,000 | KMB |
| FY2023 | +$9,343,600,000 | KMB |
| FY2022 | +$11,697,000,000 | KMB |
| FY2021 | +$11,709,700,000 | KMB |
| FY2020 | +$12,481,800,000 | KMB |
| FY2019 | +$11,485,700,000 | KMB |
| FY2018 | +$11,471,400,000 | KMB |
| FY2017 | +$11,903,100,000 | KMB |
| FY2016 | +$12,508,000,000 | KMB |
| FY2015 | +$12,849,300,000 | KMB |
| FY2014 | +$13,871,400,000 | KMB |
| FY2013 | +$15,895,700,000 | KMB |
| FY2012 | +$16,623,100,000 | KMB |
| FY2011 | +$18,225,889,000 | KMB |
| FY2010 | +$17,310,394,000 | KMB |
| FY2009 | +$16,967,411,000 | KMB |
| FY2008 | +$17,054,507,000 | KMB |
KMB has reported the higher revenue in every one of these 18 fiscal years. The gap has narrowed since the earliest year compared.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +3.8 pp | KMB |
| FY2024 | +5.7 pp | KMB |
| FY2023 | +0.5 pp | KMB |
| FY2022 | −2.4 pp | PKG |
| FY2021 | −1.4 pp | PKG |
| FY2020 | +5.6 pp | KMB |
| FY2019 | +1.9 pp | KMB |
| FY2018 | −2.7 pp | PKG |
| FY2017 | +2.3 pp | KMB |
| FY2016 | +4.4 pp | KMB |
| FY2015 | −1.9 pp | PKG |
| FY2014 | +1.4 pp | KMB |
| FY2013 | −0.7 pp | PKG |
| FY2012 | +3.8 pp | KMB |
| FY2011 | +2.0 pp | KMB |
| FY2010 | +1.4 pp | KMB |
| FY2009 | −1.9 pp | PKG |
| FY2008 | +3.7 pp | KMB |
The higher net margin has changed hands between KMB and PKG over this period.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
KMB's net margin has been more volatile than PKG's over the 18 comparable fiscal years — 2.2 percentage points of standard deviation against 2.2.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between KMB and PKG over these 18 fiscal years — KMB led in 12 and PKG in 6.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
KMB's return on equity has been more volatile than PKG's over the 12 comparable fiscal years — 124.8 percentage points of standard deviation against 6.6.
12 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
KMB led in return on equity in every one of the 12 comparable fiscal years — a structural lead, not a recent swing.
12 of 18 comparable fiscal years — a year missing data on either side is not counted.