Colgate-Palmolive (CL)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-10-30
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-10-30
Research Workspace
Put CL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Household Products is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain profit margins near current levels: Gross margin: 60.22%.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 22%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 16% growth a year, above the roughly 3% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskColgate’s thesis rests on a durable consumer franchise and its strategic growth and productivity program. Revenue growth is slowing, from 8.4% to 4.9% to 4.6%, despite the latest earnings beat. The latest quarter beat earnings estimates, while revenue growth remains modest. CL trades at 25× P/E versus a 16× peer median, near its 24× history. The market is pricing in more growth than our forecast, leaving expectations full. The specific risk is margin pressure: the thesis pillar requires gross margin near current levels. Our model puts the next-quarter miss probability near 17%. Peer multiples imply a price about 16% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. CL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering CL (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for CL in the last 4 months.
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Compare CL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Household Products — fair value, gap to price, and forward P/E.
Compare the value case
Put CL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Achieve Revenue Growth of 2% to 6% in 2026
Category growth below the 2026 revenue target, alongside peak costs and logistics pressure, creates a meaningful headwind.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $95.29
The last 12 months of price, then the range of analyst 12-month targets from today’s $95.29.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Threatens: Achieve Revenue Growth of 2% to 6% in 2026
Profit and revenue missed estimates, creating a meaningful near-term headwind to growth expectations.

Threatens: Achieve Revenue Growth of 2% to 6% in 2026
Cost pressures may hinder revenue growth targets.

Potential brand sale could impact growth strategy.

Advances: Implement Strategic Growth and Productivity Program
Portfolio reshaping aligns with strategic growth initiatives.

Advances: Implement Strategic Growth and Productivity Program
Portfolio reshaping aligns with strategic growth initiatives.

Potential divestiture could impact growth and market share.

Advances: Implement Strategic Growth and Productivity Program
Growth plan aligns with strategic objectives and market expectations.
