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Side-by-side financial comparison of AMERICAN FINANCIAL GROUP INC (AFG) and Kenvue (KVUE). Click either name above to swap in a different company.
Kenvue is the larger business by last-quarter revenue ($3.9B vs $2.1B, roughly 1.9× AMERICAN FINANCIAL GROUP INC). AMERICAN FINANCIAL GROUP INC runs the higher net margin — 14.5% vs 12.1%, a 2.4% gap on every dollar of revenue. On growth, Kenvue posted the faster year-over-year revenue change (4.5% vs -4.0%). Over the past eight quarters, AMERICAN FINANCIAL GROUP INC's revenue compounded faster (4.0% CAGR vs -1.1%).
The Western Union Company is an American multinational financial services corporation headquartered in Denver, Colorado.
Kenvue Inc. is an American consumer health company. Formerly the Consumer Healthcare division of Johnson & Johnson, Kenvue owns well-known brands such as Aveeno, Band-Aid, Benadryl, Combantrin, Zyrtec, Johnson's, Listerine, Lactaid, Mylanta, Neutrogena, Trosyd, Calpol, Tylenol, and Visine. Kenvue is incorporated in Delaware and was originally headquartered in the Skillman section of Montgomery Township, New Jersey, before relocating to Summit, New Jersey.
AFG vs KVUE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2027
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $3.9B |
| Net Profit | $299.0M | $474.0M |
| Gross Margin | — | 58.9% |
| Operating Margin | 18.4% | 19.6% |
| Net Margin | 14.5% | 12.1% |
| Revenue YoY | -4.0% | 4.5% |
| Net Profit YoY | 17.3% | 47.2% |
| EPS (diluted) | $3.59 | $0.25 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $3.9B | ||
| Q4 25 | $2.1B | $3.8B | ||
| Q3 25 | $2.3B | $3.8B | ||
| Q2 25 | $1.9B | $3.8B | ||
| Q1 25 | $1.9B | $3.7B | ||
| Q4 24 | $2.1B | $3.7B | ||
| Q3 24 | $2.4B | $3.9B | ||
| Q2 24 | $1.9B | $4.0B |
| Q1 26 | — | $474.0M | ||
| Q4 25 | $299.0M | $330.0M | ||
| Q3 25 | $215.0M | $398.0M | ||
| Q2 25 | $174.0M | $420.0M | ||
| Q1 25 | $154.0M | $322.0M | ||
| Q4 24 | $255.0M | $293.0M | ||
| Q3 24 | $181.0M | $383.0M | ||
| Q2 24 | $209.0M | $58.0M |
| Q1 26 | — | 58.9% | ||
| Q4 25 | — | 56.5% | ||
| Q3 25 | — | 59.1% | ||
| Q2 25 | — | 58.9% | ||
| Q1 25 | — | 58.0% | ||
| Q4 24 | — | 56.5% | ||
| Q3 24 | — | 58.5% | ||
| Q2 24 | — | 59.1% |
| Q1 26 | — | 19.6% | ||
| Q4 25 | 18.4% | 14.2% | ||
| Q3 25 | 11.5% | 16.7% | ||
| Q2 25 | 11.9% | 18.0% | ||
| Q1 25 | 10.6% | 14.9% | ||
| Q4 24 | 14.9% | 13.2% | ||
| Q3 24 | 9.7% | 16.8% | ||
| Q2 24 | 14.3% | 3.9% |
| Q1 26 | — | 12.1% | ||
| Q4 25 | 14.5% | 8.7% | ||
| Q3 25 | 9.2% | 10.6% | ||
| Q2 25 | 9.0% | 10.9% | ||
| Q1 25 | 8.3% | 8.6% | ||
| Q4 24 | 11.9% | 8.0% | ||
| Q3 24 | 7.6% | 9.8% | ||
| Q2 24 | 11.0% | 1.5% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $3.59 | $0.16 | ||
| Q3 25 | $2.58 | $0.21 | ||
| Q2 25 | $2.07 | $0.22 | ||
| Q1 25 | $1.84 | $0.17 | ||
| Q4 24 | $3.03 | $0.16 | ||
| Q3 24 | $2.16 | $0.20 | ||
| Q2 24 | $2.49 | $0.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.7B | $1.1B |
| Total DebtLower is stronger | $1.8B | — |
| Stockholders' EquityBook value | $4.8B | — |
| Total Assets | $32.6B | — |
| Debt / EquityLower = less leverage | 0.38× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.8B | $1.1B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.4B | $1.1B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.1B | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — |
| Q1 26 | — | — | ||
| Q4 25 | $4.8B | $10.8B | ||
| Q3 25 | $4.7B | $10.6B | ||
| Q2 25 | $4.5B | $10.7B | ||
| Q1 25 | $4.4B | $10.1B | ||
| Q4 24 | $4.5B | $9.7B | ||
| Q3 24 | $4.7B | $10.6B | ||
| Q2 24 | $4.4B | $10.2B |
| Q1 26 | — | — | ||
| Q4 25 | $32.6B | $27.1B | ||
| Q3 25 | $33.8B | $27.2B | ||
| Q2 25 | $30.7B | $27.1B | ||
| Q1 25 | $30.3B | $26.3B | ||
| Q4 24 | $30.8B | $25.6B | ||
| Q3 24 | $32.6B | $26.9B | ||
| Q2 24 | $29.9B | $26.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.38× | — | ||
| Q2 25 | 0.33× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | 0.33× | — | ||
| Q3 24 | 0.31× | — | ||
| Q2 24 | 0.34× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $784.0M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 2.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $784.0M | $854.0M | ||
| Q3 25 | $216.0M | $294.0M | ||
| Q2 25 | $191.0M | $621.0M | ||
| Q1 25 | $342.0M | $428.0M | ||
| Q4 24 | $674.0M | $793.0M | ||
| Q3 24 | $459.0M | $249.0M | ||
| Q2 24 | $-88.0M | $440.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | $744.0M | ||
| Q3 25 | — | $196.0M | ||
| Q2 25 | — | $533.0M | ||
| Q1 25 | — | $249.0M | ||
| Q4 24 | — | $661.0M | ||
| Q3 24 | — | $190.0M | ||
| Q2 24 | — | $350.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.7% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | — | 13.9% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 8.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.3% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.62× | 2.59× | ||
| Q3 25 | 1.00× | 0.74× | ||
| Q2 25 | 1.10× | 1.48× | ||
| Q1 25 | 2.22× | 1.33× | ||
| Q4 24 | 2.64× | 2.71× | ||
| Q3 24 | 2.54× | 0.65× | ||
| Q2 24 | -0.42× | 7.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AFG
| Property And Casualty Insurance | $2.0B | 96% |
| Other | $83.0M | 4% |
KVUE
Segment breakdown not available.
