"We believe KMB's gross margin will widen by 280 bp in 2H15 on lower commodity costs and we raise estimates by 25 cents in 2015 and 30 cents in 2016," BMO Capital Markets said.
FX exposure is more manageable than that of the other multinationals, they added.
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Kimberly Clark is a Texas-based manufacturer of a range of products made from natural or synthetic fibers for use in four segments including personal care, consumer tissue, K-C Professional and health care.
Shares of Kimberly Clark closed up 0.53% to $116.45 yesterday.
Separately, TheStreet Ratings team rates KIMBERLY-CLARK CORP as a Buy with a ratings score of A+. TheStreet Ratings Team has this to say about their recommendation:
"We rate KIMBERLY-CLARK CORP (KMB) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its revenue growth, notable return on equity, reasonable valuation levels, expanding profit margins and solid stock price performance. We feel these strengths outweigh the fact that the company has had generally high debt management risk by most measures that we evaluated."