Church & Dwight Company (CHD)
NYSE:CHD
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Church & Dwight
(NYSE:CHD)
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Rating:65Neutral
Price Target:
$100.00
â–²(3.22% Upside)
Action:Downgraded
Date:05/06/26
The score is driven primarily by solid underlying fundamentals (steady growth, strong margins, improving leverage) and a constructive earnings update with reiterated guidance and Q1 outperformance. It’s held back by weakening cash-flow momentum and soft technical signals, while valuation looks somewhat premium for the current growth profile.
Positive Factors
Brand & Distribution Strength
Sustained distribution gains and above‑category consumption for flagship brands create durable shelf presence and higher purchase frequency. Broad retail and e‑commerce reach (e‑commerce ~24% of sales) supports multi‑channel resilience, aiding long‑term organic growth and pricing leverage.
Negative Factors
Weakening Cash-Flow Momentum
Despite strong absolute cash generation, recent negative FCF growth and OCF trailing net income point to working‑capital swings or higher cash uses. If this momentum persists it can constrain buybacks, dividend growth or deal funding, reducing financial flexibility over several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Brand & Distribution Strength
Sustained distribution gains and above‑category consumption for flagship brands create durable shelf presence and higher purchase frequency. Broad retail and e‑commerce reach (e‑commerce ~24% of sales) supports multi‑channel resilience, aiding long‑term organic growth and pricing leverage.
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
$22.93B
Dividend Yield1.38%
Average Volume (3M)2.04M
Price to Earnings (P/E)25.5
Beta (1Y)0.10
Revenue Growth2.22%
EPS Growth29.40%
CountryUS
Employees5,750
SectorConsumer Defensive
Sector Strength42
IndustryHousehold & Personal Products
Share Statistics
EPS (TTM)3.04
Shares Outstanding236,943,600
10 Day Avg. Volume2,141,412
30 Day Avg. Volume2,043,870
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 Cap1.07
Enterprise Value/Revenue3.96
Enterprise Value/Gross Profit8.78
Enterprise Value/Ebitda19.19
Forecast
1Y Price Target
$101.53Price Target Upside4.80% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering13
EPS Forecast (FY)3.75
Revenue Forecast (FY)$6.15B
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 primarily makes money by selling branded consumer products to retail and e-commerce customers, generating revenue when products are shipped and sold through these channels. Its core revenue stream is net sales from consumer product...
Church & Dwight Earnings Call Summary
Earnings Call Date:May 01, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jul 24, 2026
Earnings Call Sentiment Positive
The call conveyed a predominantly positive tone: the company reported a strong, volume-driven Q1 with organic growth well above outlook, expanded gross margins, an EPS beat, robust brand and distribution momentum (ARM & HAMMER, TheraBreath, Hero), healthy cash flow, and reiterated full-year guidance. Key headwinds were noted—most importantly an incremental $25–30M of commodity and transportation inflation from the Middle East, some brand-specific distribution issues (OxiClean), and near-term SG&A/marketing increases tied to acquisitions and growth investments. Management highlighted productivity programs and pricing/pack/channel strategies as primary mitigants and emphasized confidence in meeting full-year targets, but acknowledged the situation could require RGM or pricing actions if inflation worsens.Positive Updates
Strong Organic Sales Growth
Organic sales increased 5.0% in Q1, above the company outlook of ~3%, driven by volume growth of 5.3% and partially offset by a negative price/mix of 0.3%.
Negative Updates
Commodity and Transportation Inflation Headwind
Company estimates $25 million to $30 million of incremental full-year inflation pressure related to the Middle East conflict (oil derivatives, transportation), increasing inflation assumptions to ~200 basis points versus prior ~160 bps.
Read all updates
Q1-2026 Updates
Positive
Negative
Strong Organic Sales Growth
Organic sales increased 5.0% in Q1, above the company outlook of ~3%, driven by volume growth of 5.3% and partially offset by a negative price/mix of 0.3%.
Read all positive updates
Company Guidance
Management reiterated 2026 guidance with full‑year organic sales growth of approximately 3%–4%, reported sales expected to decline ~1.5% to ~0.5% (reflecting 2025 portfolio actions), and adjusted EPS growth of 5%–8%; they expect full‑year gross margin expansion of ~100 basis points versus 2025 (Q2 gross margin +~50 bps), Q2 reported sales ≈ -1% with organic ≈ 3% and Q2 adjusted EPS ~$0.88 (first half EPS roughly flat), segment outlooks of U.S. ≈ 3%, International ≈ 7% and SPD ≈ 5%, marketing targeted at ~11% of sales, full‑year capex ≈ 2% of sales, an expected adjusted tax rate of ~21.5%, and a near‑term commodity/transportation inflation headwind of ~$25–30 million that management plans to offset largely through productivity and other actions.Church & Dwight Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
72
Positive
Cash Flow
66
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 6.21B | 6.20B | 6.11B | 5.87B | 5.38B | 5.19B |
| Gross Profit | 2.80B | 2.77B | 2.79B | 2.59B | 2.25B | 2.26B |
| EBITDA | 1.28B | 1.30B | 1.09B | 1.30B | 831.90M | 1.31B |
| Net Income | 733.00M | 736.80M | 585.30M | 755.60M | 413.90M | 827.50M |
Balance Sheet | ||||||
| Total Assets | 9.01B | 8.91B | 8.88B | 8.57B | 8.35B | 8.00B |
| Cash, Cash Equivalents and Short-Term Investments | 503.40M | 409.00M | 964.10M | 344.50M | 270.30M | 240.60M |
| Total Debt | 2.38B | 2.21B | 2.41B | 2.61B | 2.85B | 2.73B |
| Total Liabilities | 4.82B | 4.91B | 4.52B | 4.71B | 4.86B | 4.76B |
| Stockholders Equity | 4.19B | 4.00B | 4.36B | 3.86B | 3.49B | 3.23B |
Cash Flow | ||||||
| Free Cash Flow | 1.07B | 1.09B | 976.40M | 807.10M | 706.40M | 875.00M |
| Operating Cash Flow | 1.20B | 1.22B | 1.16B | 1.03B | 885.20M | 993.80M |
| Investing Cash Flow | -633.70M | -616.90M | -183.30M | -234.30M | -728.60M | -682.00M |
| Financing Cash Flow | -1.15B | -1.16B | -343.40M | -725.60M | -120.90M | -252.10M |
Church & Dwight Technical Analysis
Positive
96.88
Price Trends
94.78
Positive
94.66
Positive
90.98
Positive
Market Momentum
-0.01
Negative
53.48
Neutral
76.82
Neutral
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 96.88 is above the 20-day moving average (MA) of 94.41, above the 50-day MA of 94.78, and above the 200-day MA of 90.98, indicating a bullish trend. The MACD of -0.01 indicates Negative momentum. The RSI at 53.48 is Neutral, neither overbought nor oversold. The STOCH value of 76.82 is Neutral, 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 |
|---|---|---|---|---|---|---|---|
76 Outperform | $331.57B | 21.99 | 31.28% | 2.92% | 3.33% | 8.06% | |
69 Neutral | $124.18B | 12.84 | 26.01% | 3.74% | -13.78% | 11.80% | |
65 Neutral | $22.93B | 25.51 | 17.45% | 1.38% | 2.22% | 29.40% | |
64 Neutral | $71.95B | 26.46 | 475.13% | 2.67% | 4.26% | -27.12% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
61 Neutral | $32.05B | 12.04 | 143.64% | 5.03% | -16.17% | -13.40% | |
54 Neutral | $11.22B | 16.81 | 2826.17% | 5.05% | -3.69% | 10.26% |
* Consumer Defensive Sector Average
CHD
Church & Dwight
95.75
0.15
0.16%
CLX
Clorox
92.57
-37.10
-28.61%
CL
Colgate-Palmolive
90.02
0.30
0.33%
KMB
Kimberly Clark
96.47
-39.13
-28.86%
PG
Procter & Gamble
141.30
-19.71
-12.24%
UL
Unilever
57.22
-8.31
-12.68%
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.