Church & Dwight Company (CHD)
NYSE:CHD
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Church & Dwight
(NYSE:CHD)
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Rating:73Outperform
Price Target:
$107.00
▲(15.61% Upside)
Action:ReiteratedDate:02/02/26
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.
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.
Read all positive and negative factors
Positive Factors
Negative 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.
Read all positive factors
Church & Dwight (CHD) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$21.91B
Dividend Yield1.38%
Average Volume (3M)1.98M
Price to Earnings (P/E)27.6
Beta (1Y)0.07
Revenue Growth1.45%
EPS Growth42.04%
CountryUS
Employees5,750
SectorConsumer Defensive
Sector Strength42
IndustryHousehold & Personal Products
Share Statistics
EPS (TTM)0.86
Shares Outstanding236,694,240
10 Day Avg. Volume1,702,317
30 Day Avg. Volume1,980,087
Financial Highlights & Ratios
PEG Ratio1.02
Price to Book (P/B)5.08
Price to Sales (P/S)3.28
P/FCF Ratio18.62
Enterprise Value/Market Cap1.08
Enterprise Value/Revenue3.82
Enterprise Value/Gross Profit8.55
Enterprise Value/Ebitda18.25
Forecast
1Y Price Target
$102.36Price Target Upside10.60% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering15
EPS Forecast (FY)3.76
Revenue Forecast (FY)$6.14B
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 ...
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...
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 Earnings Call Summary
Earnings Call Date:Jan 30, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:May 01, 2026
Earnings Call Sentiment Positive
The call balanced clear near-term headwinds (category deceleration, modest organic growth in FY2025, promotional pressure, and portfolio-driven reported-sales drag) with numerous operational strengths: strong margin recovery and outlook, exceptional cash generation and capital returns, rapid e-commerce gains, successful tariff mitigation, and accelerating momentum in priority brands (ARM & HAMMER, TheraBreath, Hero) and acquisitions (Touchland). Management provided specific 2026 targets (3%–4% organic growth, ~100 bps gross margin expansion, 5%–8% EPS growth) and emphasized M&A optionality and international scale — overall the positives and execution progress materially outweigh the challenges discussed.Positive Updates
Company Scale and Revenue
Church & Dwight reported FY2025 sales of $6.2 billion and emphasized scale across 7 power brands that drive ~75% of sales and profits.
Negative Updates
Category Deceleration and Weak Consumer Sentiment
Underlying categories slowed in 2025 (full-year category growth ~1.8%; first half ~2.0%, second half ~1.3%) amid weak consumer confidence (noted at 5-year lows), creating a tougher demand backdrop.
Read all updates
Q4-2025 Updates
Positive
Negative
Company Scale and Revenue
Church & Dwight reported FY2025 sales of $6.2 billion and emphasized scale across 7 power brands that drive ~75% of sales and profits.
Read all positive updates
Company Guidance
Management guided 2026 to organic sales growth of 3–4% (reported sales -1.5% to +0.5% reflecting roughly $400M of exited businesses and a company sales base of ~$6.2B/$6.1–6.2B outlook), with a targeted ~100 basis‑point gross‑margin improvement, marketing spend at ~11%, and EPS growth of 5–8%; they expect cash flow of ~$1.15B (after FY‑25 cash from operations of ~$1.2B and 127% FCF conversion), maintained leverage roughly 1.5x with debt/EBITDA little changed despite ~$900M returned to shareholders and a 4.2% dividend increase, and called out regional pacing of U.S. ~3% growth, International ~8% and SPD ~5%—noting Q4 sales +3.9% (Q4 organic 0.7%, ex‑VMS 1.8%; FY organic 0.7%, ex‑VMS 2.0%) and that tariff exposure has been reduced from ~$190M to ~$25M.Church & Dwight Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
81
Very Positive
| 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
Negative
92.55
Price Trends
98.16
Negative
91.57
Positive
91.42
Positive
Market Momentum
-1.66
Positive
36.20
Neutral
36.89
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CHD, the sentiment is Negative. The current price of 92.55 is below the 20-day moving average (MA) of 95.87, below the 50-day MA of 98.16, and above the 200-day MA of 91.42, indicating a neutral trend. The MACD of -1.66 indicates Positive momentum. The RSI at 36.20 is Neutral, neither overbought nor oversold. The STOCH value of 36.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
74 Outperform | $328.38B | 20.05 | 31.23% | 2.92% | 1.23% | 17.97% | |
73 Outperform | $21.91B | 27.62 | 17.16% | 1.38% | 1.45% | 42.04% | |
69 Neutral | $120.52B | 12.84 | 26.01% | 3.74% | -0.30% | -14.60% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
61 Neutral | $66.63B | -429.64 | 431.59% | 2.67% | -0.05% | 2.49% | |
61 Neutral | $30.89B | 16.63 | 155.28% | 5.03% | -10.04% | -23.41% | |
56 Neutral | $12.68B | 19.52 | 1502.49% | 5.05% | -9.35% | 123.06% |
* Consumer Defensive Sector Average
CHD
Church & Dwight
92.55
-7.75
-7.72%
CLX
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103.04
-27.99
-21.36%
CL
Colgate-Palmolive
83.13
-3.34
-3.86%
KMB
Kimberly Clark
93.05
-34.55
-27.08%
PG
Procter & Gamble
141.30
-12.86
-8.34%
UL
Unilever
55.70
-4.32
-7.19%
Church & Dwight Corporate Events
Business Operations and StrategyM&A Transactions
Church & Dwight Sells VitaFusion and L’il Critters Brands
Neutral
Dec 9, 2025
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, an...
Business Operations and StrategyExecutive/Board Changes
Church & Dwight Updates Board Tenure Guidelines
Neutral
Dec 5, 2025
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 ...
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.