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The Kraft Heinz Company (KHC) Stock Analysis

Score B

Value · Grade D · Bearish

Consumer Defensive · Packaged Foods

$23.31

Fair Value

$30.30

+30.0%

Conviction

9/10

Quality

D

Classification

Value

Investment Thesis

Price is above modeled value range. Quality supports holding but not attractive for new positions.

Appears undervalued but quality concerns keep the score lower.

For New Investors

Price above modeled value range

For Current Holders

Quantitative score: neutral

Buy if

  • Price drops 15-20% (improves asymmetry)
  • Bull scenario catalysts materialize
  • Market-wide correction creates opportunity

Sell if

  • Bear scenario triggers occur
  • Quality metrics deteriorate (ROIC declining)
  • Better alternatives emerge

Valuation

Fair Value estimate: $30.30 (+30.0%). Significantly undervalued.

FCF DCF Model

$30.30

Blended Fair Value

$30.30

Confidence

Low

Methods

FCF 2-Stage DCF (turnaround)

Quality Analysis

D

45/120 points

Low Quality

ROE (3Y Avg)

-0.9%

ROIC-WACC Spread

-11.9%

D/E Ratio

0.5x

Current Ratio

1.1x

Interest Coverage

-5x

FCF Positive Years

3/3

Quality Flags

  • Low ROE: -0.9% (need >12%, got 0/20 pts)
  • ROIC spread: -11.9pp (got 0/25 pts)
  • Leverage: D/E 0.5x (10/15 pts)
  • Interest coverage: -4.9x (0/10 pts)

Market Sentiment

Wall Street Consensus

$23.00

-1.3% Upside

19 analysts

Range: $18.00$25.00

Rating: Hold

Our model aligns with Wall Street consensus.

Trend & Technical

Bearish

Price ($23.24) is 3.2% below SMA 200 ($24.01). Bearish trend. Caution on entry.

Technical Score51/100

Tech Score 51/100 — Neutral technical picture. Mixed signals across indicators.

Risk & Reward

Asymmetry Ratio

3.09:1

Expected Return

+11.9%

Bull Upside

+38.6%

Bear Downside

-12.5%

Excellent asymmetry: 3.09:1 ratio. Upside significantly outweighs downside.

Verdict: Very Favorable

Scenario Analysis

Bear

Base

Bull

Buy Zone & Action Plan

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Technical Analysis

RSI, MACD, moving averages, trend signals, and momentum indicators.

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Frequently Asked Questions

What is the fair value of KHC?

Based on our multi-method conviction analysis, the estimated fair value of The Kraft Heinz Company (KHC) is $30.30. This is calculated by blending FCF 2-Stage DCF (turnaround) and applying a quality premium of 0% based on the company's fundamentals. The confidence level of this estimate is low.

Is KHC a buy, sell, or hold?

KHC currently has a HOLD rating with a conviction score of 9/10. Price is above modeled value range. Quality supports holding but not attractive for new positions. Price above modeled value range.

Is KHC a high-quality stock?

The Kraft Heinz Company has a quality grade of D (45/120 points), rated as Low Quality. Key metrics include ROE of -0.9%, ROIC-WACC spread of -11.9%, and D/E ratio of 0.5x.

What type of stock is KHC?

KHC is classified as a "value" in our framework. High FCF Yield: 13.2%, High dividend: 6.9%, Mature growth: -0.9%, Consistent FCF: 3/3 years positive, Proven scale (compounder): $27.6B

What do Wall Street analysts say about KHC?

19 Wall Street analysts have a consensus price target of $23.00 for KHC, representing -1.3% upside. Targets range from $18.00 to $25.00. The consensus recommendation is "Hold". Our model aligns with Wall Street consensus.

What are the risks of investing in KHC?

The risk/reward asymmetry ratio for KHC is 3.09:1, rated as Very Favorable. Excellent asymmetry: 3.09:1 ratio. Upside significantly outweighs downside. The expected return is +11.9%, with bull case upside of +38.6% and bear case downside of -12.5%.

What is the current trend for KHC?

KHC is in a bearish trend. Price ($23.24) is 3.2% below SMA 200 ($24.01). Bearish trend. Caution on entry. The technical score is 51/100.

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Last updated: May 19, 2026 · Framework version 3.7

This analysis is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions.