Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

Reckitt Benckiser Group  / Equity Bottom-Up

<ul>
<li>Reckitt Benckiser has been one of the worst performers in the large cap household &amp; personal products space.</li>
<li>Past mistakes in strategic capital allocation are still lingering over the business, while debt levels will likely require more divestments.</li>
<li>The business, however, is in a good position to regain shareholders' trust and its leading position in the industry.</li>
</ul>


Reckitt Benckiser has been one of the worst performers in the large cap household &amp; personal products space.
Past mistakes in strategic capital allocation are still lingering over the business, while debt levels will likely require more divestments.
The business, however, is in a good position to regain shareholders' trust and its leading position in the industry.


Reckitt Benckiser - Still Paying For Past Mistakes

<ul><li>Unilever's business fundamentals would suggest a higher valuation with respect to peers.</li><li>Even after accounting for higher capital expenditure, the company is still valued conservatively on a free cash flow basis.</li><li>While rising commodity prices could continue to be a headwind, business related risks don't fully justify the discount in Unilever's share price.</li></ul>

Unilever's business fundamentals would suggest a higher valuation with respect to peers.Even after accounting for higher capital expenditure, the company is still valued conservatively on a free cash flow basis.While rising commodity prices could continue to be a headwind, business related risks don't fully justify the discount in Unilever's share price.

Unilever: The Disconnect Between Fundamentals And Price

United Kingdom

Unilever PLC manufactures personal care products. The Company offers consumer goods, food, detergents, fragrances, beauty, home, and personal care products. Unilever serves customers worldwide.

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Unilever (UL US)

Reckitt Benckiser - Still Paying For Past Mistakes

Reckitt Benckiser has been one of the worst performers in the large cap household & personal products space. Past mistakes in strategic...

Vladimir Dimitrov, CFA

Unilever: The Disconnect Between Fundamentals And Price

Unilever's business fundamentals would suggest a higher valuation with respect to peers. Even after accounting for higher capital expenditure, the...

Vladimir Dimitrov, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)