KMB vs SON
Kimberly Clark Corp. and Sonoco Products Co., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | KMB | SON |
|---|---|---|
| Revenue | $16.4B | $7.5B |
| Net income | $2.0B | $1.0B |
| Gross margin | 36.0% | 20.9% |
| Net margin | 12.5% | 13.3% |
| Return on equity | 172.6% | 34.1% |
| Diluted EPS | $6.07 | $10.07 |
| Dividend / share | $5.04 | $2.11 |
| Payout ratio | 82.1% | 20.7% |
| Free cash flow | $1.6B | $345.8M |
| Equity | $1.5B | $3.6B |
| Net debt / equity | 4.31× | 1.09× |
| Current ratio | 0.75× | 1.05× |
| Revenue CAGR 5y | −3.0% | 7.5% |
| Profit CAGR 5y | −3.0% | 37.0% |
KMB bills 2.2× the revenue of SON, and SON keeps more of each dollar of revenue as profit (13.3% against 12.5%).
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 | SON |
|---|---|---|
| FY2025 | $16.4B | $7.5B |
| FY2024 | $16.8B | $5.3B |
| FY2023 | $17.1B | $5.4B |
| FY2022 | $20.2B | $5.9B |
| FY2021 | $19.4B | $5.6B |
| FY2020 | $19.1B | $5.2B |
| FY2019 | $18.4B | $5.4B |
| FY2018 | $18.5B | $5.4B |
| FY2017 | $18.3B | $5.0B |
| FY2016 | $18.3B | $4.8B |
Bottom line
| Fiscal year | KMB | SON |
|---|---|---|
| FY2025 | $2.0B | $1.0B |
| FY2024 | $2.5B | $163.9M |
| FY2023 | $1.8B | $475.0M |
| FY2022 | $1.9B | $466.4M |
| FY2021 | $1.8B | $-85.5M |
| FY2020 | $2.4B | $207.5M |
| FY2019 | $2.2B | $291.8M |
| FY2018 | $1.4B | $313.6M |
| FY2017 | $2.3B | $175.3M |
| FY2016 | $2.2B | $286.4M |
18 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$8,928,247,000 | KMB |
| FY2024 | +$11,499,635,000 | KMB |
| FY2023 | +$11,704,574,000 | KMB |
| FY2022 | +$14,315,673,000 | KMB |
| FY2021 | +$13,849,562,000 | KMB |
| FY2020 | +$13,902,557,000 | KMB |
| FY2019 | +$13,075,793,000 | KMB |
| FY2018 | +$13,095,062,000 | KMB |
| FY2017 | +$13,311,350,000 | KMB |
| FY2016 | +$13,504,123,000 | KMB |
| FY2015 | +$13,626,631,000 | KMB |
| FY2014 | +$14,707,006,000 | KMB |
| FY2013 | +$14,699,343,000 | KMB |
| FY2012 | +$14,653,429,000 | KMB |
| FY2011 | +$16,347,068,000 | KMB |
| FY2010 | +$15,621,879,000 | KMB |
| FY2009 | +$15,517,669,000 | KMB |
| FY2008 | +$15,292,615,000 | 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 | −0.9 pp | SON |
| FY2024 | +12.3 pp | KMB |
| FY2023 | +1.5 pp | KMB |
| FY2022 | +1.8 pp | KMB |
| FY2021 | +11.0 pp | KMB |
| FY2020 | +8.6 pp | KMB |
| FY2019 | +6.5 pp | KMB |
| FY2018 | +2.0 pp | KMB |
| FY2017 | +9.1 pp | KMB |
| FY2016 | +6.1 pp | KMB |
| FY2015 | +0.7 pp | KMB |
| FY2014 | +3.6 pp | KMB |
| FY2013 | +7.0 pp | KMB |
| FY2012 | +5.3 pp | KMB |
| FY2011 | +3.2 pp | KMB |
| FY2010 | +5.0 pp | KMB |
| FY2009 | +6.1 pp | KMB |
| FY2008 | +5.6 pp | KMB |
The higher net margin has changed hands between KMB and SON over this period.
18 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
SON's net margin has been more volatile than KMB's over the 18 comparable fiscal years — 2.9 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 SON over these 18 fiscal years — KMB led in 17 and SON in 1.
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 SON's over the 12 comparable fiscal years — 124.8 percentage points of standard deviation against 8.9.
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.