Church & Dwight (CHD)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
$98.55-0.04%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-09-04
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 is a durable compounder with a focus on steady earnings growth. The current thesis state is intact, driven by recent strong financial performance and management's commitment to growth targets.
The valuation is considered expensive compared to peers, reflecting a durable premium. The market seems to expect continued strong performance, with an expectations gap indicating that some growth is already priced in.
Management is on track to achieve its earnings growth target of 18% to 22% for 2026, supported by strong volume growth and margin expansion. However, cash flow generation and capital expenditures show mixed results, which could impact future investments.
The long-term thesis hinges on maintaining earnings guidance and the overall health of the Consumer Staples sector. Key factors include inflation trends and the performance of sector leaders like PG, UL, and CL, which could influence CHD's momentum.
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%. This positive sales growth outlook enhances the growth thesis for Church & Dwight. Recent financial performance remains strong, supporting the intact reason to own the stock.
as of 2026-09-04
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 appear strong, but the high valuation and sector challenges create a cautious outlook. Not investment advice.