NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-08-31
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Create your account →Intact: The reason to own it still holds.
Church & Dwight keeps beating earnings estimates with EPS growth near 3%. Free cash flow is strong at about $1.15 billion guided for 2026. Management aims for an 18% to 22% EPS increase, showing growth ambition. The company has a stable balance sheet and low risk.
EPS growth is slow and below management's 18% to 22% target. Revenue growth is modest around 3%. The stock trades at a premium with a P/E of 27.8 versus peers at 19.3, risking multiple contraction.
The price is about 14% above our fair value near $87 and 21% below the Street median target of $110. Analysts expect roughly 3% revenue growth, which aligns with consensus but is modest. Our view is more cautious on valuation.
Breaks if: EPS growth falls below 10% in FY26
Breaks if: Free cash flow falls below $1 billion in FY26
Breaks if: Revenue growth falls below 1% YoY next year
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a stable management team. The current thesis state is intact, as recent financial performance has been strong, although the valuation appears stretched compared to peers.
The market seems to expect a durable premium for CHD, with a valuation that is expensive relative to its peers. There is a 20% expectations gap, indicating that investors are pricing in some level of growth and stability.
Management is on track to achieve its goal of increasing earnings per share (EPS) by 18% to 22% in 2026, supported by strong volume growth and margin expansion. However, cash flow generation and capital expenditures are showing mixed results, which could impact future performance.
The long-term thesis hinges on management's ability to deliver on its growth targets, as well as external factors like inflation and economic conditions. A reversal in guidance or continued weakness in the jobs report could negatively affect sentiment.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The company raised its earnings per share (EPS) outlook by 18% to 22%. Positive sales growth enhances the growth thesis. Recent financial performance remains strong, holding in the top half of its industry.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: P/E falls below 22
Overall, CHD's fundamentals are solid, but the high valuation and external risks warrant careful observation. Not investment advice.
