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Church & Dwight
(NYSE:CHD)
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Rating:75Outperform
Price Target:
$111.00
â–²(13.68% Upside)
Action:Reiterated
Date:08/03/26
CHD’s score is driven primarily by solid financial performance (strong free cash flow, healthy margins, improving leverage) and a strong, guidance-raising earnings call indicating continued operational momentum. Offsetting factors are a relatively expensive valuation (P/E ~31.7 with a modest ~1.2% yield) and only partial technical confirmation due to missing momentum indicators.
Positive Factors
Strong free cash flow generation
Persistent, high TTM free cash flow (~$1.12B) and ~89% conversion of net income underpin durable financial flexibility. This supports reinvestment, M&A, dividends and debt reduction over the medium term, and signals high earnings quality even if working-capital timing varies.
Negative Factors
Inflation, tariff and transport cost pressure
Sustained commodity, tariff and transportation cost pressures (cited ~400bps impact) can materially compress gross margins absent productivity gains. Management views some items as transitory, but persistent higher input and logistics costs pose a durable margin risk over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong free cash flow generation
Persistent, high TTM free cash flow (~$1.12B) and ~89% conversion of net income underpin durable financial flexibility. This supports reinvestment, M&A, dividends and debt reduction over the medium term, and signals high earnings quality even if working-capital timing varies.
Read all positive factors
Church & Dwight Key Performance Indicators (KPIs)
Any
Revenue by Segment
Breaks down revenue by different business segments, highlighting which areas are driving growth and profitability, and where there might be challenges or opportunities for expansion.
Breaks down revenue by different business segments, highlighting which areas are driving growth and profitability, and where there might be challenges or opportunities for expansion.
Data provided by:
The Fly
The FlyChurch & Dwight (CHD) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$23.41B
Dividend Yield1.22%
Average Volume (3M)1.81M
Price to Earnings (P/E)31.7
Beta (1Y)0.03
Revenue Growth2.69%
EPS Growth46.04%
CountryUS
Employees5,550
SectorConsumer Defensive
Sector Strength42
IndustryHousehold & Personal Products
Share Statistics
EPS (TTM)3.12
Shares Outstanding236,943,600
10 Day Avg. Volume1,545,196
30 Day Avg. Volume1,807,683
Financial Highlights & Ratios
PEG Ratio1.01
Price to Book (P/B)5.08
Price to Sales (P/S)3.28
P/FCF Ratio18.62
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$106.82Price Target Upside9.40% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering13
EPS Forecast (FY)3.77
Revenue Forecast (FY)$6.22B
Church & Dwight Business Overview & Revenue Model
Company Description
Church & Dwight Co., Inc. is a company dedicated to the creation, production, and marketing of a diverse portfolio encompassing household, personal care, and specialized industrial goods. Its operations are structured into three principal division...
How the Company Makes Money
Church & Dwight primarily makes money by selling branded consumer products to retailers and distributors (and, to a smaller extent, directly via e-commerce), generating revenue when its products are shipped/invoiced under wholesale arrangements. I...
Church & Dwight Earnings Call Summary
Earnings Call Date:Jul 31, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Oct 30, 2026
Earnings Call Sentiment Positive
The call conveyed strong operational momentum: broad-based organic growth (5.8%), international strength (9.1%), product/brand share gains (THERABREATH, ARM & HAMMER, HERO), an EPS beat, raised guidance and robust e-commerce growth. Headwinds from inflation, tariffs, transportation, higher SG&A (TOUCHLAND) and U.S. BATISTE softness were noted but viewed as manageable—mitigated by productivity, tariff refunds (~$15M expected) and continued investments. Overall the positive execution, upgraded guidance and sizable upside opportunities (MISS MOUTH's distribution, international M&A, innovation pipeline) substantially outweigh the listed challenges.Positive Updates
Strong Organic Sales Outperformance
Organic sales grew 5.8% in Q2 (vs ~3% outlook), driven by volume growth of 4.3% and positive price/mix of 1.5%.
Negative Updates
Reported Net Sales Pace Moderated
Reported net sales increased only 1.6% in Q2 (impacted by 2025 business exits and acquisitions), noticeably lower than organic growth due to comparability and portfolio actions.
Read all updates
Q2-2026 Updates
Positive
Negative
Strong Organic Sales Outperformance
Organic sales grew 5.8% in Q2 (vs ~3% outlook), driven by volume growth of 4.3% and positive price/mix of 1.5%.
Read all positive updates
Company Guidance
Management raised its full‑year outlook after a strong Q2 (net sales +1.6%; organic sales +5.8% vs ~3% outlook; volume +4.3%; price/mix +1.5%), reporting adjusted EPS $0.89 (vs $0.88 outlook) and adjusted gross margin 45.4% (+40 bps); H1 cash from operations was $462M (+10.8%), H1 capex $61.8M (FY expected ~$130M or ~2% of sales). For 2026 they now expect organic sales ~4–5% (was 3–4%), adjusted gross margin expansion ~100–120 bps, adjusted EPS growth 6–8% (was 5–8%), cash from operations ~$1.175B (was $1.15B), assume ~$30M of transitory cost headwinds tied to ~$90/bbl crude and expect ~$15M of Phase 2 tariff refunds in H2 to be reinvested; marketing is planned at or above 11% of sales (Q3 marketing ~12% with Q3 organic ~3% and adj. EPS ~ $0.89). The company also highlighted M&A and product metrics: acquisition MISS MOUTH's consumption +50% and +~3.5 share pts (household penetration ~2.5%, ACV 35%), international organic +9.1%, global e‑commerce +22.7% (now 25.5% of consumer sales), ARM & HAMMER litter consumption +7.5% (share 24.5%), THERABREATH share +4.5 pts to 25.3% (household penetration 14%), and Specialty Products organic +2.8%.Church & Dwight Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
81
Very Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 6.23B | 6.20B | 6.11B | 5.87B | 5.38B | 5.19B |
| Gross Profit | 2.84B | 2.77B | 2.79B | 2.59B | 2.25B | 2.26B |
| EBITDA | 1.22B | 1.30B | 1.09B | 1.30B | 831.90M | 1.31B |
| Net Income | 744.80M | 736.80M | 585.30M | 755.60M | 413.90M | 827.50M |
Balance Sheet | ||||||
| Total Assets | 9.11B | 8.91B | 8.88B | 8.57B | 8.35B | 8.00B |
| Cash, Cash Equivalents and Short-Term Investments | 254.80M | 409.00M | 964.10M | 344.50M | 270.30M | 240.60M |
| Total Debt | 2.43B | 2.21B | 2.41B | 2.61B | 2.85B | 2.73B |
| Total Liabilities | 4.76B | 4.91B | 4.52B | 4.71B | 4.86B | 4.76B |
| Stockholders Equity | 4.35B | 4.00B | 4.36B | 3.86B | 3.49B | 3.23B |
Cash Flow | ||||||
| Free Cash Flow | 1.12B | 1.09B | 976.40M | 807.10M | 706.40M | 875.00M |
| Operating Cash Flow | 1.26B | 1.22B | 1.16B | 1.03B | 885.20M | 993.80M |
| Investing Cash Flow | -939.20M | -616.90M | -183.30M | -234.30M | -728.60M | -682.00M |
| Financing Cash Flow | -987.30M | -1.16B | -343.40M | -725.60M | -120.90M | -252.10M |
Church & Dwight Technical Analysis
Positive
97.64
Price Trends
97.46
Positive
96.01
Positive
92.92
Positive
Market Momentum
1.22
Negative
64.76
Neutral
87.26
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CHD, the sentiment is Positive. The current price of 97.64 is below the 20-day moving average (MA) of 98.25, above the 50-day MA of 97.46, and above the 200-day MA of 92.92, indicating a bullish trend. The MACD of 1.22 indicates Negative momentum. The RSI at 64.76 is Neutral, neither overbought nor oversold. The STOCH value of 87.26 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CHD.
Church & Dwight Risk Analysis
Church & Dwight disclosed 35 risk factors in its most recent earnings report. Church & Dwight reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Church & Dwight Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | $336.46B | 21.41 | 29.84% | 2.91% | 3.26% | 1.21% | |
75 Outperform | $23.41B | 31.67 | 17.78% | 1.23% | 2.69% | 46.04% | |
70 Outperform | $137.69B | 21.49 | 35.40% | 3.71% | -17.45% | 8.84% | |
64 Neutral | $36.28B | 17.16 | 143.64% | 4.63% | -16.17% | -13.40% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
61 Neutral | $73.06B | 35.89 | 631.14% | 2.31% | 5.24% | -29.04% | |
58 Neutral | $11.55B | 15.46 | -1893.55% | 5.19% | -3.69% | 10.26% |
* Consumer Defensive Sector Average
CHD
Church & Dwight
103.64
12.21
13.35%
CLX
Clorox
105.84
-14.80
-12.27%
CL
Colgate-Palmolive
93.28
10.64
12.87%
KMB
Kimberly Clark
112.37
-18.02
-13.82%
PG
Procter & Gamble
146.80
-2.31
-1.55%
UL
Unilever
64.43
0.94
1.48%
Church & Dwight Corporate Events
Executive/Board ChangesShareholder Meetings
Church & Dwight Shareholders Back Board, Pay and Auditor
Positive
May 5, 2026
At its May 1, 2026 annual meeting, Church Dwight stockholders elected all nominated directors to one‑year terms, signaling continued support for the company’s existing board composition and governance structure. Shareholders also appr...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.