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CHD

NEUTRAL
$95.02 Live
Church & Dwight Co., Inc. · NYSE
Target $101.53 (+6.8%)
$81.33 52W Range $106.04

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 25, 2026
Market cap
$22.51B
P/E
31.46
ROE
17.6%
Profit margin
11.9%
Debt/Equity
0.6
Dividend yield
1.29%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
CHD presents a profile of a high-quality defensive business currently trading at a severe valuation premium. The Piotroski F-Score of 4/9 indicates stable but non-improving financial health, while the current price of $95.02 sits drastically above both the Graham Number ($33.91) and the Intrinsic Value ($21.14). Despite a strong historical track record of earnings beats and a healthy ROE of 17.62%, the company is struggling with negative YoY earnings growth (-20.80%) and bearish insider sentiment. The stock is a classic 'quality at any price' candidate, but the deterministic metrics suggest significant downside risk if growth does not accelerate.

Key Strengths

Strong Return on Equity (ROE) of 17.62%
Consistent track record of beating earnings estimates over 25 quarters
Manageable Debt/Equity ratio of 0.60
Sustainable dividend payout ratio (39.07%)
Strong operating margin (18.56%) for the household products industry

Key Risks

Extreme overvaluation relative to Graham and Intrinsic value models
Significant negative YoY earnings growth (-20.80%)
Low Quick Ratio (0.67) suggesting potential liquidity tightness
Bearish insider activity with zero buy transactions
High PEG ratio (2.90) indicating price is not supported by growth
AI Fair Value Estimate
Based on comprehensive analysis
$55.0
-42.1% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
51
Moderate
Value
20
Future
35
Past
85
Health
55
Dividend
60
AI Verdict
Overvalued Quality
Key drivers: Valuation gap, Earnings contraction, Defensive sector stability
Confidence
90%
Value
20/100

Ref P/E 31.46, PEG 2.90, Graham Number $33.91

Positives
  • Forward P/E is lower than trailing P/E
Watchpoints
  • Price is ~2.8x the Graham Number
  • Price is ~4.5x the Intrinsic Value
  • High P/B ratio of 5.62
Future
35/100

Ref Growth rates: Earnings -20.80% YoY

Positives
  • Positive Q/Q revenue growth
Watchpoints
  • Negative YoY earnings growth
  • Sluggish revenue growth (3.9%)
Past
85/100

Ref Historical earnings track record

Positives
  • Exceptional earnings surprise consistency
  • Long-term price appreciation (5Y +17.1%)
Watchpoints
  • Recent 1Y return is negative (-4.0%)
Health
55/100

Ref Piotroski F-Score 4/9, Debt/Equity 0.60

Positives
  • Low Debt/Equity (0.60)
  • Stable Piotroski score
Watchpoints
  • Quick ratio below 1.0
  • Piotroski F-Score is only 4/9
Dividend
60/100

Ref Yield 1.29%, Payout 39.07%

Positives
  • Conservative payout ratio (39.07%)
Watchpoints
  • Low dividend yield (1.29%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$95.02
Analyst Target
$101.53
Upside/Downside
+6.8%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for CHD and closest competitors.

Updated 2026-04-24
CHD
Church & Dwight Co., Inc.
Primary
5Y
+17.1%
3Y
+6.5%
1Y
-4.0%
6M
+11.4%
1M
+0.7%
1W
-1.9%
BG
Bunge Global SA
Peer
5Y
+92.0%
3Y
+28.5%
1Y
+49.5%
6M
+49.4%
1M
+28.1%
1W
+5.4%
DLT
Dollar Tree, Inc.
Peer
5Y
-5.6%
3Y
-26.1%
1Y
+45.2%
6M
+21.1%
1M
-8.7%
1W
+2.6%
GIS
General Mills, Inc.
Peer
5Y
-7.9%
3Y
-31.6%
1Y
-23.4%
6M
-11.9%
1M
-0.7%
1W
+1.1%
DG
Dollar General Corporation
Peer
5Y
-36.6%
3Y
-40.5%
1Y
+38.4%
6M
+20.2%
1M
-22.3%
1W
-0.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
31.46
Forward P/E
23.78
PEG Ratio
2.9
P/B Ratio
5.62
P/S Ratio
3.63
EV/Revenue
3.94
EV/EBITDA
17.7
Market Cap
$22.51B

Profitability

Profit margins and return metrics

Profit Margin 11.88%
Operating Margin 18.56%
Gross Margin 45.13%
ROE 17.62%
ROA 8.2%

Growth

Revenue and earnings growth rates

Revenue Growth +3.9%
Earnings Growth -20.8%
Q/Q Revenue Growth +3.93%
Q/Q Earnings Growth -24.2%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.6
Moderate
Current Ratio
1.07
Good
Quick Ratio
0.67
Poor
Cash/Share
$1.73

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$1.6B
Gross Margin
45.8%
Op. Margin
16.2%
Net Margin
8.7%
Total Assets
$8.9B
Liabilities
$4.9B
Equity
$4.0B
Debt/Equity
1.23x
Operating CF
$0.4B
CapEx
$-0.1B
Free Cash Flow
$0.3B
FCF Yield
85%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-01
$N/A
2026-01-30
$0.86
+3.0% surprise
2025-10-31
$0.81
+9.9% surprise
2025-08-01
$0.94
+9.5% surprise

Consumer Defensive Sector Comparison

Comparing CHD against 146 companies in the Consumer Defensive sector (8 bullish, 52 neutral, 86 bearish)
P/E Ratio
31.46
This Stock
vs
34.01
Sector Avg
-7.5% (Discount)
Return on Equity (ROE)
17.62%
This Stock
vs
-14.23%
Sector Avg
-223.8% (Below Avg)
Profit Margin
11.88%
This Stock
vs
-8.48%
Sector Avg
-240.0% (Weaker)
Debt to Equity
0.6
This Stock
vs
2.03
Sector Avg
-70.7% (Less Debt)
Revenue Growth
3.9%
This Stock
vs
128.59%
Sector Avg
-97.0% (Slower)
Current Ratio
1.07
This Stock
vs
2.44
Sector Avg
-56.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

PRICE PENRY W
Director
Sell
2026-03-12
7,000 shares · $704,074
PRICE PENRY W
Director
Option Exercise
2026-03-12
7,000 shares · $347,340
RAUP CHARLES R
Officer
Stock Award
2026-03-09
34 shares · $3,500
HEMSEY RENE
Officer
Stock Award
2026-03-09
75 shares · $7,562
LONGO JOSEPH JAMES
Officer
Stock Award
2026-03-09
34 shares · $3,500
BUCHERT BRIAN D
Officer
Stock Award
2026-03-09
34 shares · $3,500
GOKEY KEVIN
Chief Technology Officer
Stock Award
2026-03-09
104 shares · $10,467
POKHRIYAL SURABHI
Officer
Stock Award
2026-03-09
33 shares · $3,375
RUIZ RABAGO CARLOS
Officer
Stock Award
2026-03-09
34 shares · $3,500
MAGAZINE MARK J
Officer
Stock Award
2026-03-09
87 shares · $8,742
MCCHESNEY LEE B
Chief Financial Officer
Stock Award
2026-03-09
34 shares · $3,500
DIERKER RICHARD A
Chief Executive Officer
Stock Award
2026-03-09
34 shares · $3,500
LINARES CARLOS G
Officer
Stock Award
2026-03-09
34 shares · $3,500
HEMSEY RENE
Officer
Stock Award
2026-03-02
710 shares · $73,804
LONGO JOSEPH JAMES
Officer
Stock Award
2026-03-02
340 shares · $35,343
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-03-19

CHD filed a definitive proxy statement on March 19, 2026, providing shareholders with necessary information to vote on corporate matters at the upcoming annual meeting.

10-K
10-K
2026-02-12

CHD filed its annual 10-K report on February 12, 2026. Specific financial highlights and risk factors were not provided in the available metadata.

8-K
8-K
2026-01-30

CHD reported its fourth-quarter and full-year financial results for the fiscal year ending December 31, 2025.

8-K
8-K
2025-12-09

Church & Dwight Co., Inc. likely reported its third-quarter financial results in this 8-K filing dated December 9, 2025.

8-K
8-K
2025-12-05
10-Q
10-Q
2025-10-31

CHD filed its 10-Q on October 31, 2025, though specific financial highlights were not provided in the available excerpt. The company directs investors to its Form 10-K for a comprehensive discussion of risk factors that could materially affect its business, financial condition, or future results.

8-K
8-K
2025-10-31

Churchill Downs Incorporated likely filed this 8-K to report its third-quarter financial results.

10-Q
10-Q
2025-08-01

CHD filed its 10-Q on August 1, 2025, though specific financial highlights were not provided in the available excerpts. The company directs investors to its Form 10-K for a comprehensive discussion of risk factors that could materially affect its business, financial condition, or future results.

8-K
8-K
2025-08-01

CHD filed an 8-K on August 1, 2025, likely to report its second-quarter financial results.

8-K
8-K
2025-07-18

Church & Dwight Co., Inc. announced its second-quarter financial results for 2025.

8-K
8-K
2025-05-02
10-Q
10-Q
2025-05-01
8-K
8-K
2025-05-01
DEF 14A
DEF 14A
2025-03-20
8-K
8-K
2025-03-14
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
19 analysts
JP Morgan
2026-04-17
Maintains
Neutral Neutral
Barclays
2026-04-14
Maintains
Underweight Underweight
Wells Fargo
2026-04-08
Maintains
Overweight Overweight
UBS
2026-04-07
Maintains
Neutral Neutral
TD Cowen
2026-02-20
Maintains
Hold Hold
Rothschild & Co
2026-02-13
up
Sell Neutral
Citigroup
2026-02-02
Maintains
Neutral Neutral
Morgan Stanley
2026-02-02
Maintains
Equal-Weight Equal-Weight
Wells Fargo
2026-02-02
Maintains
Overweight Overweight
JP Morgan
2026-02-02
up
Underweight Neutral

Past News Coverage

Recent headlines mentioning CHD from our newsroom.

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