Church & Dwight vs Clorox
Church & Dwight built its empire on everyday household staples like baking soda and toothpaste, while Clorox staked its name on cleaning power and disinfection. Both companies compete in the consumer staples aisle, leaning on brand loyalty and pricing power to defend margins in a crowded market. In Church & Dwight vs Clorox, readers uncover how each company's product mix, cost structure, and growth strategy stack up when consumer spending tightens and private-label rivals push back.
Church & Dwight built its empire on everyday household staples like baking soda and toothpaste, while Clorox staked its name on cleaning power and disinfection. Both companies compete in the consumer ...
Why It's Moving
Church & Dwight Faces Analyst Skepticism Despite Recent Upgrade, With Price Targets Suggesting Limited Near-Term Upside
- Rothschild & Co upgraded CHD from Sell to Neutral on February 13, 2026, though the analyst consensus price target of $103.48 suggests only 2% upside from recent trading levels, indicating restrained optimism about near-term performance.
- JPMorgan Chase significantly increased its position by 19.37% in the last quarter and raised its portfolio allocation weight by 24.35%, signaling institutional confidence, while total institutional ownership declined 11.71% during the same period as some funds reduced exposure.
- The put-call ratio of 0.64 reflects a bullish technical posture, but this contrasts with the wider analyst community's cautious outlook, creating tension between options market positioning and fundamental valuation expectations.
Church & Dwight Faces Analyst Skepticism Despite Recent Upgrade, With Price Targets Suggesting Limited Near-Term Upside
- Rothschild & Co upgraded CHD from Sell to Neutral on February 13, 2026, though the analyst consensus price target of $103.48 suggests only 2% upside from recent trading levels, indicating restrained optimism about near-term performance.
- JPMorgan Chase significantly increased its position by 19.37% in the last quarter and raised its portfolio allocation weight by 24.35%, signaling institutional confidence, while total institutional ownership declined 11.71% during the same period as some funds reduced exposure.
- The put-call ratio of 0.64 reflects a bullish technical posture, but this contrasts with the wider analyst community's cautious outlook, creating tension between options market positioning and fundamental valuation expectations.
Investment Analysis
Pros
- Church & Dwight has lower stock price volatility than Clorox, indicating less price fluctuation risk with a beta of 0.43 versus Clorox’s 0.52.
- The company has a strong analyst consensus with a potential upside of about 16.5%, higher than Clorox’s 12.2% implied upside.
- Church & Dwight maintains a substantial market cap and diverse portfolio spanning household, personal care, and specialty products supporting stable revenue sources.
Considerations
- Church & Dwight’s net profit margin at around 8.66% is lower than Clorox’s 11.4%, indicating less profitability relative to sales.
- The company’s maximum historical drawdown of about -51.5% suggests moderate downside risk during market stress periods.
- Growth and earnings estimates appear more muted compared to Clorox’s recent pricing strength and projected EPS growth rate.
Clorox
CLX
Pros
- Clorox enjoys a higher net margin of approximately 11.4%, reflecting stronger profitability compared to peer Church & Dwight.
- The company’s disinfecting and cleaning products benefited from heightened demand post-COVID, supporting sustained revenue growth opportunities.
- Clorox projects a near 15% earnings growth in fiscal 2025, underpinned by effective pricing power despite sector challenges.
Considerations
- Clorox’s stock has shown higher volatility at 6.31%, indicating greater short-term price risk than Church & Dwight.
- The stock has underperformed recently with a notable year-to-date decline exceeding Church & Dwight’s fall, reflecting investor caution.
- Shares trade at a premium valuation with a forward P/E near 19.5 times, limiting upside if growth slows as projected in 2026.
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Church & Dwight (CHD) Next Earnings Date
Church & Dwight (CHD) is estimated to report its next earnings between April 30 and May 4, 2026, with some sources pinpointing May 1, 2026, based on historical patterns as no official date has been announced. This release will cover the first quarter of 2026 (Q1 2026). Investors should monitor for an official confirmation from the company in the coming weeks.
Church & Dwight (CHD) Next Earnings Date
Church & Dwight (CHD) is estimated to report its next earnings between April 30 and May 4, 2026, with some sources pinpointing May 1, 2026, based on historical patterns as no official date has been announced. This release will cover the first quarter of 2026 (Q1 2026). Investors should monitor for an official confirmation from the company in the coming weeks.
Which Baskets Do They Appear In?
Beauty
These beauty stocks represent leading companies in skincare, haircare, and makeup. Carefully selected by our analysts, these investments offer exposure to a growing global industry expected to reach $716.6 billion by 2025.
Published: May 21, 2025
Explore BasketWhich Baskets Do They Appear In?
Beauty
These beauty stocks represent leading companies in skincare, haircare, and makeup. Carefully selected by our analysts, these investments offer exposure to a growing global industry expected to reach $716.6 billion by 2025.
Published: May 21, 2025
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