Church & Dwight (CHD)
NYSEConsumer StaplesHousehold & Personal ProductsSnapshot 2026-07-07
$98.94+1.53%
Close 2026-07-07 · 1-day change
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Track CHD free→Warn: Management is running behind on a stated commitment.
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
Aim for a full-year reported EPS increase of approximately 18% to 22%.
Stated in 3 of last 3 quarters. Reported EPS was $0.91 in 2026-Q1, compared to $0.89 last year, indicating limited progress towards the 18% to 22% increase target. Persistent statement, limited substantive delivery this quarter.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We continue to expect full-year reported EPS to increase approximately 18% to 22%.”
“We expect full-year reported EPS to increase approximately 18% to 22%.”
“We expect full-year reported EPS to increase approximately 18% to 22%.”
Breaks if: Free cash flow falls below $1 billion in FY26
Breaks if: Revenue growth falls below 1% YoY next year
Breaks if: P/E falls below 22