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what it is
Church & Dwight sells everyday staples like baking soda, detergent, condoms, oral care, and vitamins under brands you already know.
how it gets paid
Last year Church & Dwight made $6.2B in revenue. Domestic Consumer Products was the main engine at $4.77B, or 77% of sales.
why it's growing
Revenue grew 1.6% last year. Gross margin was 44.3%, which tells you brand power is still doing the heavy lifting even while revenue growth stays muted.
what just happened
Church & Dwight beat earnings estimates, with quarterly EPS of $0.86 versus the $0.84 consensus.
At a glance
A balance sheet — strong enough to weather a downturn
95/100 earnings predictability — you can trust these numbers
29.4x trailing p/e — priced about right
1.2% dividend yield — cash in your pocket every quarter
13.5% return on capital — nothing to write home about
xvary composite: 85/100 — above average
What they do
Church & Dwight sells everyday staples like baking soda, detergent, condoms, oral care, and vitamins under brands you already know.
You buy these products on autopilot. That habit matters more than hype. Church & Dwight spends about 11% of sales on marketing and product work, and that keeps ARM & HAMMER, Trojan, Waterpik, and OxiClean in your cart. Walmart is 23% of 2025 sales, which is concentration risk, but it also proves these brands earn shelf space at brutal scale.
How they make money
$6.2B
annual revenue · their business grew +1.6% last year
Domestic Consumer Products
$4.77B
+1.6%
International Consumer Products
$1.12B
+1.6%
Specialty Care
$0.31B
+1.6%
Other / disclosed rounding
$0.00B
0.0%
The products that matter
household cleaning and personal care brands
Arm & Hammer and OxiClean
$6.2B revenue base
this brand portfolio supports the company’s full $6.2B revenue base, which grew 1.6% last year. boring products, steady demand, and not much room for drama — or hypergrowth.
core
Key numbers
29.4x
trailing p/e
P/E ratio → how many dollars you pay for one dollar of profit → so what: you are paying a premium for stability, not speed.
24.0%
operating margin
Operating margin → profit left after running the business → so what: Church & Dwight keeps $0.24 from each sales dollar before interest and taxes.
13.5%
return on capital
Return on capital → how well management turns invested money into operating profit → so what: this is solid, but not magical for a 29.4x stock.
0.55
beta
Beta → how jumpy the stock is versus the market → so what: CHD usually moves about half as much as the market does.
Financial health
A
strength
- balance sheet grade A — very strong financial position
- risk rank 1 — safer than 95% of stocks
- price stability 100 / 100
- long-term debt $2.2B (8% of capital)
- net profit margin 16.1% — keeps 16 cents of every dollar in revenue
- return on equity 18% — $0.18 profit for every $1 investors have put in
A with balance sheet grade and risk rank standing out. your money faces less risk here than at most public companies.
Total return vs. market
You invested $10,000 in CHD 3 years ago → it's now worth $12,750.
The index would have given you $14,540.
source: institutional data · total return
What just happened
beat estimates
Church & Dwight beat earnings estimates, with quarterly EPS of $0.86 versus the $0.84 consensus.
That was a 2.38% beat by Yahoo Finance data. also points to marketing spend near 11% of sales plus productivity gains and margin expansion as the profit drivers.
$4.6B
revenue
$0.86
eps
44.3%
gross margin
the number that mattered
Gross margin was 44.3%, which tells you brand power is still doing the heavy lifting even while revenue growth stays muted.
-
church & dwight closed 2025 on decent footing.even though the company has been facing a difficult market backdrop, ongoing business improvements helped bolster totals over the past few months. c&d exited the vitamins, minerals, and supplements (vms) business last year, and recently sold the flawless, spinbrush, and waterpik divisions.
-
it also acquired touchland in july.
-
the company invested in product innovation and marketing (spending roughly 11% of sales on these initiatives), which helped several of its brands gain market share.cost controls, better sourcing, and supply-chain improvements helped mitigate incremental tariff expenses and inflationary pressures.
-
plus, productivity enhancements and margin expansion bolstered profits.
-
in all, earnings per share rose 3% last year, while sales advanced 2%.
source: company earnings report, 2026
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What could go wrong
the top threat is a slowdown in household and personal care spending that hits volumes across a business growing only 1.6%.
high
volume pressure from cautious consumers
these are everyday products, but even staples buyers trade down when budgets tighten. with just 1.6% annual revenue growth, there is not much buffer.
pressure lands on the full $6.2B revenue base
med
input cost inflation
raw materials, packaging, and freight can squeeze a company that currently keeps 14.7% of revenue as profit. staples pricing power helps, but it is not absolute.
margin pressure matters more when you trade at 29.4x earnings
med
portfolio simplification fails to accelerate growth
exiting VMS and selling flawless, spinbrush, and waterpik may improve focus. if the remaining brands still grow slowly, investors are left with a cleaner story and the same old growth rate.
the market is already paying a premium for the post-cleanup version
low
valuation compression
a 29.4x trailing p/e and 1.2% dividend yield leave limited room for the stock to be treated like a bargain. if growth disappoints, the multiple can do the damage even if the business stays fine.
premium stocks do not need bad news to go nowhere
a slowdown hits the entire $6.2B revenue base, and the current 29.4x trailing P/E leaves little valuation cushion if growth stays near 1.6%.
source: institutional data · regulatory filings · risk analysis
Pay attention to
metric
revenue growth above the 1.6% baseline
this stock does not need explosive growth. it does need proof that sales can move faster than last year’s 1.6% pace.
trend
whether margin holds near 14.7%
the premium valuation works better when the company keeps roughly 15 cents of profit on every revenue dollar.
cal
the next two earnings reports
two clean quarters would help show the portfolio cleanup is becoming an operating story, not just a corporate tidy-up.
risk
institutional selling staying in place
three straight quarters of net selling is not fatal. if it becomes five, you should ask why large holders keep rotating away.
Analyst rankings
short-term outlook
top 20%
momentum score 2 — analysts expect above-average price performance in the year ahead. in human-speak: they still like the setup.
risk profile
safest 5%
stability score 1 — lower risk of permanent capital loss than almost any stock.
chart momentum
bottom 5%
technical score 5 — the tape has been weak even while the business has stayed steady. welcome to premium defensive stocks when money wants more growth.
earnings predictability
95 / 100
management usually delivers what it signals. few surprises, which is exactly why investors own names like this.
source: institutional data
Institutional activity
institutions have been net selling for 3 consecutive quarters — 321 buyers vs. 428 sellers in 4q2025. total institutional holdings: 0.2B shares. net selling for 3 quarters.
source: institutional data
Price targets
3-5 year target range
$89
$141
$104
current price
$115
target midpoint · +11% from current · 3-5yr high: $150 (+45% · 11% ann'l return)
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