PZ Cussons (PZC) AI Stock Analysis

• Market Cap: £286.09M
• Dividend Yield: 4.71%
• Average Volume (3M): 1.09M
• Price to Earnings (P/E): ―
• Beta (1Y): 1.31
• Revenue Growth: -2.67%
• EPS Growth: 89.86%
• Country: UK
• Employees: 2,600
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Household & Personal Products
• EPS (TTM): -0.03
• Shares Outstanding: 428,724,950
• 10 Day Avg. Volume: 597,987
• 30 Day Avg. Volume: 1,088,669
• PEG Ratio: 0.70
• Price to Book (P/B): 1.67
• Price to Sales (P/S): 0.71
• P/FCF Ratio: 22.09
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: Hold
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 54 Neutral
• Price Target: 78.00p ▲(2.09% Upside)

PZ Cussons' overall stock score reflects a mixed financial performance with challenges in profitability and cash flow. However, positive earnings guidance and strong corporate events suggest potential for improvement. Technical indicators and valuation metrics indicate a cautious market sentiment.

Positive Factors

Strategic Cost Savings

The planned cost savings and strategic portfolio simplification, including asset sales, are expected to strengthen the balance sheet and improve financial health.

Market Growth in Asia Pacific

Consistent revenue growth in Indonesia and market share gains in Australia indicate strong market positioning and potential for sustained growth in the Asia Pacific region.

Brand Building Success

Effective brand-building campaigns enhance consumer loyalty and market penetration, supporting long-term revenue growth and competitive advantage.

Negative Factors

Profitability Challenges

The negative net profit margin indicates ongoing profitability challenges, which could hinder the company's ability to reinvest in growth and maintain financial stability.

Revenue Decline

A decline in group revenue, particularly impacted by currency fluctuations, suggests potential vulnerabilities in international markets and revenue streams.

Cash Flow Management Issues

Negative free cash flow growth indicates challenges in cash generation, which may impact the company's ability to fund operations and strategic initiatives.

PZ Cussons Business Overview & Revenue Model

Company Description

PZ Cussons Plc manufactures, distributes, markets, and sells baby, beauty, and hygiene products in Europe, the Americas, the Asia Pacific, and Africa. It offers toiletries, pharmaceuticals, electrical goods, fats and spreads, nutritional products, shampoos, body washes, toothpastes, toothbrushes, skin and hair care, food pouches, cereals, snacks, flavors, and fragrances; beauty soaps, lotions, wipes, creams, shower gels, foam-bursts, bar soaps, deodorants, bath infusions, handwashes, and conditioners; dishwashing liquids, dishwasher tablets, dishwasher gels, dishwasher capsules, rinse aids, liquid detergents, laundry soaps, and laundry solutions; and cooking and vegetable oils. The company also provides refrigerators, freezers and air conditioners, washing machines, microwaves, table and standing cookers, generators, stabilizers, TVs, DVDs, and home theatres. It sells its products under the Cussons Kids, Rafferty's Garden, Cussons Baby, St.Tropez, Sanctuary Spa, Fudge Professional, Charles Worthington, Fudge Urban, Venus for You, Carex, Imperial Leather, Original Source, Premier Cool, Joy, Premier Cool, Haier Thermocool, Morning Fresh, Bayley's of Bond Street, Canoe, Zip, Robb, Radiant, Mamador, and Devon King's brand names. The company was formerly known as Paterson Zochonis Plc and changed its name to PZ Cussons Plc in 2002. PZ Cussons Plc was incorporated in 1884 and is headquartered in Manchester, the United Kingdom.

How the Company Makes Money

PZ Cussons generates revenue primarily through the sale of its consumer products across various retail channels, including supermarkets, drugstores, and online platforms. The company's revenue model is driven by multiple key streams: direct sales of its branded products, private label offerings, and partnerships with retailers for exclusive distributions. The company benefits from economies of scale in manufacturing and distribution, allowing it to maintain competitive pricing. Additionally, PZ Cussons invests in marketing to enhance brand visibility and consumer loyalty, which contributes to steady sales growth. Significant partnerships with large retail chains and e-commerce platforms also play a crucial role in expanding the company's market reach and driving revenue.

PZ Cussons Financial Statement Overview

Summary

PZ Cussons presents a mixed financial picture. While the company has achieved some revenue growth, it struggles with profitability and cash flow management. The balance sheet shows moderate stability with manageable leverage, but the negative return on equity is a concern. To enhance its financial standing, PZ Cussons needs to focus on improving profitability and cash flow generation.

Income Statement

PZ Cussons shows a mixed performance in its income statement. The company has experienced a slight revenue growth of 2.74% in the most recent year, but it has struggled with profitability, as indicated by a negative net profit margin of -1.13%. The gross profit margin is relatively healthy at 40.25%, but the EBIT and EBITDA margins are modest at 8.54% and 10.10%, respectively. The company needs to address its profitability challenges to improve its financial health.

Balance Sheet

The balance sheet of PZ Cussons reflects moderate financial stability. The debt-to-equity ratio stands at 0.78, indicating a manageable level of leverage. However, the return on equity is negative at -2.64%, highlighting inefficiencies in generating returns for shareholders. The equity ratio is not explicitly provided, but the company's total assets and equity suggest a reasonable level of equity financing. Overall, the balance sheet shows stability but lacks strong profitability.

Cash Flow

PZ Cussons faces challenges in its cash flow management. The free cash flow growth rate is negative at -5.68%, indicating a decline in cash generation. The operating cash flow to net income ratio is low at 0.10, suggesting limited cash flow relative to net income. The free cash flow to net income ratio is healthier at 0.71, but overall cash flow performance needs improvement to support long-term financial health.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	513.80M	513.80M	527.90M	656.30M	592.80M	603.30M
Gross Profit	206.80M	206.80M	131.10M	238.20M	207.30M	216.30M
EBITDA	51.90M	51.90M	-55.30M	86.10M	81.50M	89.80M
Net Income	-5.80M	-5.80M	-57.00M	36.40M	47.90M	36.90M
Balance Sheet
Total Assets	615.20M	615.20M	649.60M	988.40M	941.90M	780.50M
Cash, Cash Equivalents and Short-Term Investments	45.10M	45.10M	51.30M	256.90M	164.30M	87.30M
Total Debt	172.00M	172.00M	178.70M	264.20M	191.00M	129.80M
Total Liabilities	401.70M	401.70M	414.40M	566.30M	493.00M	409.00M
Stockholders Equity	219.70M	219.70M	242.30M	395.60M	427.00M	352.70M
Cash Flow
Free Cash Flow	16.60M	16.60M	6.80M	51.50M	44.90M	43.10M
Operating Cash Flow	23.50M	23.50M	12.90M	58.20M	53.10M	52.00M
Investing Cash Flow	-1.70M	700.00K	12.40M	19.50M	-5.70M	2.70M
Financing Cash Flow	-28.30M	-28.70M	-109.70M	43.30M	26.60M	-38.60M

PZ Cussons Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 76.40
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:PZC, the sentiment is Positive. The current price of 76.4 is above the 20-day moving average (MA) of 74.43, above the 50-day MA of 74.87, and above the 200-day MA of 74.40, indicating a bullish trend. The MACD of 1.15 indicates Negative momentum. The RSI at 52.88 is Neutral, neither overbought nor oversold. The STOCH value of 11.11 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:PZC.

PZ Cussons Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
RKT	76 Outperform	£39.62B	32.35	17.41%	3.45%	-2.41%	-16.41%
MCB	74 Outperform	£214.20M	6.31	42.11%	2.44%	-0.89%	1.30%
W7L	74 Outperform	£181.77M	11.35	25.14%	5.56%	6.38%	-10.55%
CRL	72 Outperform	£20.56M	8.38	9.67%	3.02%	2.83%	―
ULVR	72 Outperform	£114.01B	24.57	28.78%	3.34%	-2.98%	-16.91%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
PZC	54 Neutral	£286.09M	-49.42	-2.51%	4.71%	-2.67%	89.86%

PZ Cussons Corporate Events

PZ Cussons Executives Increase Stake Through Share Purchases

PZ Cussons has announced that Sarah Pollard, the Chief Financial Officer, and Steve Noble, the Chief Supply Chain Officer, have both engaged in transactions involving the reinvestment of dividends and the purchase of ordinary shares in the company. These transactions, conducted on November 28, 2025, reflect a strategic move by key executives to increase their stake in the company, potentially signaling confidence in the company’s future performance and stability.

PZ Cussons Executives Reinvest Dividends in Share Incentive Plan

PZ Cussons announced that several of its key executives, including the CEO, CFO, Chief Supply Chain Officer, and General Counsel, have reinvested dividends to acquire additional shares under the company’s Share Incentive Plan 2020. This move reflects a commitment to the company’s growth and aligns the interests of the management with those of the shareholders, potentially strengthening investor confidence in the company’s future performance.

PZ Cussons PLC Successfully Passes All Resolutions at Annual General Meeting

PZ Cussons PLC held its Annual General Meeting on November 20, 2025, at which all proposed resolutions were passed. Key resolutions included the approval of financial statements, director remuneration, and the declaration of a final dividend. The re-election of several directors and the re-appointment of PricewaterhouseCoopers as the company’s auditor were also confirmed. The successful passing of these resolutions reflects strong shareholder support and positions the company for continued stability and growth.

PZ Cussons Reports Strong H1 FY26 Growth and Raises Profit Guidance

PZ Cussons has reported a strong performance in the first half of FY26, with a like-for-like revenue growth of approximately 9%, driven largely by a 25% increase in Africa. This growth has led the company to raise its adjusted operating profit guidance for the year to between £50 and £55 million. Additionally, the company is on track to complete the sale of its 50% stake in PZ Wilmar by the end of the year and plans to announce the results of a strategic review of its Africa business by February 2026.

PZ Cussons Executives Engage in Share Incentive Transactions

PZ Cussons has announced transactions involving the purchase and grant of shares under its Share Incentive Plan 2020. Key executives, including the CEO, CFO, Chief Supply Chain Officer, and Company Secretary, participated in these transactions, reflecting the company’s commitment to aligning management interests with shareholder value. This move is likely to strengthen the company’s operational focus and enhance its market positioning.

PZ Cussons Executives Participate in Share Incentive Plan

PZ Cussons plc announced the purchase of partnership shares and the grant of matching shares under the Share Incentive Plan 2020 by key executives, including the CEO, CFO, Chief Supply Chain Officer, and Company Secretary. This move reflects the company’s commitment to aligning management interests with shareholder value, potentially impacting its market positioning and stakeholder confidence positively.

PZ Cussons Announces LTIP Awards to Key Executives

PZ Cussons has announced the grant of awards over ordinary shares under its Long Term Incentive Plan to key managerial personnel, including the CEO, Chief Supply Chain Officer, and Company Secretary. The decision not to grant an award to Sarah Pollard following her resignation notice highlights a strategic move in managing leadership transitions. This announcement reflects the company’s ongoing commitment to incentivizing its leadership team, which could impact its operational strategies and stakeholder relations.

PZ Cussons Announces Deferred Share Awards for CEO and CFO

PZ Cussons has announced the grant of deferred share awards to its CEO, Jonathan Myers, and CFO, Sarah Pollard, as part of the PZ Cussons Deferred Bonus Plan. This move reflects the company’s commitment to aligning management incentives with shareholder interests, potentially impacting its operational focus and stakeholder confidence.

PZ Cussons CFO Sarah Pollard to Depart for New Role

PZ Cussons announced that Sarah Pollard, the Chief Financial Officer, will be leaving the company to pursue a new role. CEO Jonathan Myers expressed gratitude for her contributions over nearly five years, noting her role in navigating a crucial development phase for the company. The company will announce her replacement and departure date soon.

PZ Cussons Releases 2025 Annual Report and Announces AGM

PZ Cussons has announced the publication of its Annual Report and Accounts for the year ending 31 May 2025, along with the Notice of its Annual General Meeting (AGM). These documents are available on the company’s website and have been submitted to the National Storage Mechanism for public inspection. The AGM is scheduled to take place on 20 November 2025 in Manchester, and stakeholders can submit questions in advance via email. This announcement highlights the company’s commitment to transparency and regulatory compliance, providing stakeholders with essential information about its financial performance and strategic direction.

PZ Cussons Executives Engage in Share Transactions Under Incentive Plans

PZ Cussons has announced the acquisition and sale of ordinary shares by key executives, including the CEO, CFO, and other senior officers, as part of their long-term incentive and deferred bonus plans. These transactions, conducted on September 23, 2025, involve acquiring shares at no cost and selling some to cover tax and national insurance obligations, reflecting the company’s ongoing commitment to aligning executive interests with shareholder value.

PZ Cussons Executives Engage in Share Transactions Under Incentive Plan

PZ Cussons has announced transactions involving the purchase and grant of shares under its Share Incentive Plan 2020 by key executives, including the CEO, CFO, Chief Supply Chain Officer, and Company Secretary. These transactions, conducted on 17 September 2025, reflect the company’s ongoing commitment to aligning management interests with shareholder value, potentially impacting its market positioning and stakeholder confidence.

PZ Cussons Reports Strategic Progress and Financial Strengthening

PZ Cussons reported continued progress against its strategic goals for the fiscal year ending May 2025, with a focus on operational performance and business transformation. The company saw strong brand activity in the UK and Indonesia, and revenue growth in ANZ, despite a 2.7% decline in reported revenue due to foreign exchange impacts. The sale of its 50% stake in PZ Wilmar for $70 million is expected to strengthen its financial position, and the decision to retain the St.Tropez brand aims to create more value. The company is also reviewing its African business and has implemented cost-saving measures to enhance brand-building capabilities. Looking ahead, PZ Cussons anticipates a 10% LFL revenue growth in FY26, driven by significant growth in Africa and APAC.