Church & Dwight (CHD) AI Stock Analysis

• Market Cap: $24.30B
• Dividend Yield: 1.38%
• Average Volume (3M): 2.56M
• Price to Earnings (P/E): 34.0
• Beta (1Y): 0.05
• Revenue Growth: 1.45%
• EPS Growth: 42.04%
• Country: US
• Employees: 5,750
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Household & Personal Products
• EPS (TTM): 0.86
• Shares Outstanding: 236,694,240
• 10 Day Avg. Volume: 1,977,360
• 30 Day Avg. Volume: 2,558,258
• PEG Ratio: 1.02
• Price to Book (P/B): 5.08
• Price to Sales (P/S): 3.28
• P/FCF Ratio: 18.62
• Enterprise Value/Market Cap: 1.09
• Enterprise Value/Revenue: 4.28
• Enterprise Value/Gross Profit: 9.57
• Enterprise Value/Ebitda: 20.43
• 1Y Price Target: $103.25
• Price Target Upside: 0.16% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 18
• EPS Forecast (FY): 3.77
• Revenue Forecast (FY): $6.14B

• Rating: 73 Outperform
• Price Target: $107.00 ▲(3.80% Upside)

CHD scores well on financial performance (strong free cash flow and improving leverage) and a generally positive earnings outlook (margin expansion and mid-single-digit EPS growth). The score is held back by premium valuation and technically stretched momentum (RSI/Stoch elevated), which increases near-term pullback risk.

Positive Factors

Cash generation and capital returns

Church & Dwight consistently converts earnings into cash: FY2025 FCF ~$1.09B, OCF ~$1.2B and ~127% FCF conversion. That durable cash flow funded ~$900M returned to shareholders and a dividend increase, supporting buybacks, M&A optionality and resilient capital allocation over the medium term.

Strong brand portfolio and scale

Scale across seven power brands (≈75% of sales/profits) and ARM & HAMMER’s leadership (≈$2.0B today with a $3.0B target and record laundry share) provide durable advantages: category share, shelf placement and brand equity that support pricing resilience, durable margins and repeatable growth initiatives.

Digital and international distribution expansion

E‑commerce penetration rising from 2% to 24% is a structural shift expanding direct and omnichannel reach; digital channels drove double‑digit growth and experimentation (e.g., TikTok Shop). Coupled with ~ $1.1B international business and multi‑year organic gains, this diversifies growth levers and reduces sole dependence on U.S. brick‑and‑mortar.

Negative Factors

Slowing organic revenue growth

Organic growth has materially decelerated (FY2025 organic 0.7%, reported sales +1.6%), indicating a maturing top line after prior expansion. Sustaining EPS and revenue momentum will therefore rely more on successful brand relaunches, margin recovery, bolt‑on M&A and execution — increasing operational demands over the next several quarters.

Promotional and cost pressures on margins

A structural rise in promotional activity and larger value competitors compresses pricing and mix, while input‑cost inflation (noted as a multi‑hundred basis‑point headwind) creates persistent margin risk. Durable margin expansion will require sustained productivity, pricing power or favorable mix shifts to offset these industry pressures.

Sizable absolute debt level

Although leverage metrics have improved (debt/equity and debt/EBITDA trending lower), total debt of ~ $2.2B is still sizeable in absolute terms. That indebtedness can limit strategic flexibility for large acquisitions or extended buybacks and could amplify stress if growth or margins weaken or financing costs rise.

Church & Dwight Business Overview & Revenue Model

Company Description

Church & Dwight Co., Inc. develops, manufactures, and markets household, personal care, and specialty products. It operates through three segments: Consumer Domestic, Consumer International, and Specialty Products Division. The company offers cat litters, carpet deodorizers, laundry detergents, and baking soda, as well as other baking soda based products under the ARM & HAMMER brand; condoms, lubricants, and vibrators under the TROJAN brand; stain removers, cleaning solutions, laundry detergents, and bleach alternatives under the OXICLEAN brand; battery-operated and manual toothbrushes under the SPINBRUSH brand; home pregnancy and ovulation test kits under the FIRST RESPONSE brand; depilatories under the NAIR brand; oral analgesics under the ORAJEL brand; laundry detergents under the XTRA brand; gummy dietary supplements under the L'IL CRITTERS and VITAFUSION brands; dry shampoos under the BATISTE brand; water flossers and replacement showerheads under the WATERPIK brand; FLAWLESS products; cold shortening and relief products under the ZICAM brand; and oral care products under the THERABREATH brand. Its specialty products include animal productivity products, such as MEGALAC rumen bypass fat, a supplement that enables cows to maintain energy levels during the period of high milk production; BIO-CHLOR and FERMENTEN, which are used to reduce health issues associated with calving, as well as provides needed protein; and CELMANAX refined functional carbohydrate, a yeast-based prebiotic. The company offers sodium bicarbonate; and cleaning and deodorizing products. It sells its consumer products through supermarkets, mass merchandisers, wholesale clubs, drugstores, convenience stores, home stores, dollar and other discount stores, pet and other specialty stores, and websites and other e-commerce channels; and specialty products to industrial customers and livestock producers through distributors. The company was founded in 1846 and is headquartered in Ewing, New Jersey.

How the Company Makes Money

Church & Dwight generates revenue primarily through the sale of its consumer products across various categories. The company operates in two key segments: Consumer Domestic and Consumer International. The Consumer Domestic segment accounts for the majority of revenue, driven by strong sales of household and personal care products, particularly those under the Arm & Hammer brand. The Consumer International segment extends the company's reach to global markets, contributing additional revenue through international sales. Key revenue streams include retail sales, e-commerce, and partnerships with major retailers and distributors. Church & Dwight's strategic marketing and innovation in product development, alongside effective cost management, further enhance its profitability. Additionally, the company benefits from brand loyalty and recognition, which facilitates repeat purchases and a stable consumer base.

Church & Dwight Financial Statement Overview

Summary

Strong overall quality supported by rising free cash flow and improving leverage. Key constraint is slowing recent revenue growth and margins that, while rebounding in 2025, remain below prior-cycle peaks.

Income Statement

Revenue has grown steadily over the period ($4.90B in 2020 to $6.20B in 2025), though the most recent year shows much slower growth (~1%), suggesting a maturing top-line profile. Profitability is solid but volatile: net margin improved meaningfully in 2025 (~11.9%) versus 2024 (~9.6%), yet remains below the stronger levels seen in 2020–2021 (~16%). Operating profitability also rebounded in 2025 versus 2024, but overall margins have not fully returned to prior-cycle peaks, indicating some lingering cost/price-mix pressure.

Balance Sheet

Leverage is moderate and trending better: debt-to-equity has declined from ~0.79 (2021) to ~0.55 (2025), reflecting improved balance-sheet risk positioning. Equity has expanded versus earlier years, supporting flexibility, while returns on equity remain attractive (2025 ~18%), albeit below the unusually strong 2020–2021 range (~26%). Key watch-out is that total debt remains sizable in absolute dollars (~$2.2B), which can limit flexibility if growth slows or financing costs rise.

Cash Flow

Cash generation is a clear strength: operating cash flow and free cash flow have risen over time, with 2025 free cash flow at ~$1.09B versus ~$0.89B in 2020. Free cash flow closely tracks earnings quality (free cash flow running at ~85%–90% of net income in recent years), indicating profits are translating into cash. The main weakness is year-to-year variability in cash flow growth (including declines in 2021–2022), and operating cash flow has been below net income in each year shown, implying some working-capital or non-cash timing headwinds.

Breakdown	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	6.20B	6.11B	5.87B	5.38B	5.19B
Gross Profit	2.77B	2.79B	2.59B	2.25B	2.26B
EBITDA	1.30B	1.09B	1.30B	831.90M	1.31B
Net Income	736.80M	585.30M	755.60M	413.90M	827.50M
Balance Sheet
Total Assets	8.91B	8.88B	8.57B	8.35B	8.00B
Cash, Cash Equivalents and Short-Term Investments	409.00M	964.10M	344.50M	270.30M	240.60M
Total Debt	2.21B	2.41B	2.61B	2.85B	2.73B
Total Liabilities	4.91B	4.52B	4.71B	4.86B	4.76B
Stockholders Equity	4.00B	4.36B	3.86B	3.49B	3.23B
Cash Flow
Free Cash Flow	1.09B	976.40M	807.10M	706.40M	875.00M
Operating Cash Flow	1.22B	1.16B	1.03B	885.20M	993.80M
Investing Cash Flow	-616.90M	-183.30M	-234.30M	-728.60M	-682.00M
Financing Cash Flow	-1.16B	-343.40M	-725.60M	-120.90M	-252.10M

Church & Dwight Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 103.08
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: 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 103.08 is above the 20-day moving average (MA) of 97.90, above the 50-day MA of 90.70, and above the 200-day MA of 91.00, indicating a bullish trend. The MACD of 3.49 indicates Negative momentum. The RSI at 72.59 is Negative, neither overbought nor oversold. The STOCH value of 93.93 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CHD.

Church & Dwight Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
PG	74 Outperform	$364.54B	23.24	31.58%	2.92%	1.23%	17.97%
CHD	73 Outperform	$24.30B	34.04	17.62%	1.38%	1.45%	42.04%
UL	69 Neutral	$156.18B	22.99	32.63%	3.74%	-0.30%	-14.60%
CL	65 Neutral	$77.04B	36.34	1602.26%	2.67%	-0.05%	2.49%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
CLX	62 Neutral	$14.90B	20.13	―	5.05%	-9.35%	123.06%
KMB	61 Neutral	$36.48B	18.12	147.22%	5.03%	-10.04%	-23.41%

Church & Dwight Corporate Events

Church & Dwight Sells VitaFusion and L’il Critters Brands

On December 9, 2025, Church & Dwight Co., Inc. announced a definitive agreement to sell its VitaFusion® and L’il Critters® brands to Piping Rock Health Products, Inc. This transaction, which includes related trademarks, licenses, and manufacturing facilities in Vancouver and Ridgefield, Washington, is expected to close by the end of the year, subject to customary conditions. The sale is part of a strategic review of the company’s vitamin, minerals, and supplement business, which represents less than 5% of its anticipated 2025 net sales. Church & Dwight anticipates a one-time, after-tax charge of $40 million to $45 million in the fourth quarter of 2025 due to this transaction. The sale is expected to strengthen the company’s portfolio and allow a greater focus on its remaining power brands.

The most recent analyst rating on (CHD) stock is a Buy with a $102.00 price target. To see the full list of analyst forecasts on Church & Dwight stock, see the CHD Stock Forecast page.

Church & Dwight Updates Board Tenure Guidelines

On December 4, 2025, Church & Dwight Co., Inc.’s Board of Directors approved an amendment to their Corporate Governance Guidelines, removing the limits on the number of years a Board member may serve. This change aligns with the practices of many of its peers and most of the S&P 500, aiming to balance board refreshment with continuity and experience by evaluating tenure on a case-by-case basis.

The most recent analyst rating on (CHD) stock is a Buy with a $102.00 price target. To see the full list of analyst forecasts on Church & Dwight stock, see the CHD Stock Forecast page.