Prestige Con

PBH sells $1.1B of medicine, and the market still only charges 15.1x earnings.

If you own PBH, most of your risk sits in one U.S. store aisle.

pbh

consumer mid cap updated mar 13, 2026
$68.53
market cap ~$3B · 52-week range $57–$71
xvary composite: 51 / 100 · below average
our overall rating — combines growth, value, risk, and momentum
Start here if you're new
what it is
Prestige sells over-the-counter medicines and household cleaners through stores.
how it gets paid
Last year Prestige Con made $1.1B in revenue. Pain and cold remedies was the main engine at $0.42B, or 38% of sales.
why it's growing
Revenue grew 1.1% last year. The $1.14 EPS print mattered because it missed the $1.20 estimate by 5.0%.
what just happened
Prestige posted $1.14 EPS, missing the $1.20 mark by 5.0%.
At a glance
B+ balance sheet — decent shape, but not bulletproof
80/100 earnings predictability — you can trust these numbers
15.1x trailing p/e — the market's not buying it — or you found a deal
8.0% return on capital — nothing to write home about
xvary composite: 51/100 — below average
What they do
Prestige sells over-the-counter medicines and household cleaners through stores.
84% of FY24 sales came from North America, versus 16% from overseas. That gap means your bet is mostly on one market and one shelf. 600 employees run a $1.1B business, so the machine is lean.
consumer small-cap otc healthcare defensive
How they make money
$1.1B annual revenue · their business grew +1.1% last year
Pain and cold remedies
$0.42B
Digestive and oral care
$0.27B
Household cleaning products
$0.23B
International OTC healthcare
$0.18B
The products that matter
sells otc health products
Consumer Healthcare Brands
$807M revenue
this snapshot only gives you one top-line bucket, but that bucket is the entire $807M business. If you want the story, it is brand strength, retail shelf presence, and whether supply issues stop getting in the way.
entire business
Key numbers
15.1x
price vs profit
You are paying 15.1 times trailing earnings, or $15.10 for each $1 of profit.
34.5%
profit kept
The business kept 34.5% of sales after operating costs, which is strong for a shelf brand.
8.0%
capital return
Each $1 invested in the business produced $0.08 of return, so capital is working but not racing.
$1.1B
annual sales
This is the base you are betting on before any multiple talk.
Financial health
B+
strength
  • balance sheet grade B+ — solid but not elite
  • risk rank 3 — safer than 50% of stocks
  • price stability 85 / 100
  • long-term debt $1.1B (25% of capital)
  • net profit margin 21.5% — keeps 22 cents of every dollar in revenue
  • return on equity 10% — $0.10 profit for every $1 investors have put in
B+ — functional but not a standout on the balance sheet.
Total return vs. market

You invested $10,000 in PBH 3 years ago → it's now worth $11,240.

The index would have given you $14,540.

source: institutional data · total return
What just happened
missed estimates
Prestige posted $1.14 EPS, missing the $1.20 mark by 5.0%.
Value Line said revenue was pressured by limited production capacity. EDGAR shows gross margin at 55.7%, so the business still keeps a lot of each sales dollar.
$807M
revenue
$1.14
eps
55.7%
gross margin
the number that mattered
The $1.14 EPS print mattered because it missed the $1.20 estimate by 5.0%.
source: company earnings report, 2026

Get this snapshot in your inbox

This page, delivered free — plus weekly updates when the numbers change. plain english, no spam.

weekly updates earnings alerts plain english no spam
What could go wrong

the #1 risk is Clear Eyes supply constraints. That issue already showed up in fiscal third-quarter results, so this is not a theoretical problem.

med
Clear Eyes capacity stays tight
Management already pointed to supply constraints as a drag on fiscal third-quarter revenue. If that persists, one of the company's important growth pockets keeps working against the headline numbers.
Impact: the issue already contributed to a softer quarter and EPS of $1.14. Another repeat would make the market even less willing to pay up.
med
pricing pressure hits a premium margin
PBH's 21.3% net margin is strong. It also gives retailers, private labels, and competitors a visible target if consumers start trading down.
Impact: when a business priced at 15.1x earnings loses margin, the multiple rarely expands to save you.
med
$1.1B in long-term debt limits flexibility
This is not a balance-sheet crisis, but the debt load is real. It exceeds the current $807M revenue base, which means weaker operating performance leaves less room for error.
Impact: if growth cools while debt stays elevated, equity holders get less benefit from the business's otherwise healthy margins.
with only $807M in annual revenue and $1.1B in long-term debt, PBH does not need a catastrophe to disappoint you. It just needs the supply issue to linger and growth to normalize faster than the market expects.
source: institutional data · regulatory filings · risk analysis
Pay attention to
risk
Clear Eyes supply commentary
If management is still talking about capacity constraints next quarter, the market will hear execution risk, not bad luck.
metric
path to $1B revenue
The fiscal 2026 revenue estimate is $1B. You want to see quarterly sales move like that target is realistic, not generous.
trend
net margin around 21%
A 21.3% net margin is doing a lot of the investment-case work. If that slips, the cheap multiple may be telling the truth.
calendar
e-commerce growth above 10%
Digital demand helped cushion the last soft patch. It is worth tracking, even if it cannot carry the whole story by itself.
Analyst rankings
short-term outlook
below average
momentum score 4 — in human-speak, analysts think this may lag from here.
risk profile
average
stability score 3 — not fragile, not especially defensive either.
chart momentum
below average
technical score 4 — the tape is not confirming the growth story yet.
earnings predictability
80 / 100
management is usually reliable. The issue is not chaos. The issue is whether growth normalizes lower.
source: institutional data
Institutional activity

institutions have been net selling for 2 consecutive quarters — 127 buyers vs. 140 sellers in 4q2025. total institutional holdings: 51.2M shares. net selling for 2 quarters.

source: institutional data
Price targets
3-5 year target range
$58 $120
$69 current price
$89 target midpoint · +30% from current · 3-5yr high: $115 (+70% · 14% ann'l return)
source: institutional data · analyst targets

Want the deeper analysis?

The full deep dive: dcf model, scenario analysis, competitive moat breakdown, and quarterly tracking — everything on this page, taken further.

see plans from $5/mo
The deep dive
PBH
xvary deep dive
pbh
the full analysis is in the works.
what you'll get
dcf valuation model
bull / base / bear scenarios
competitive moat breakdown
quarterly earnings tracker
operating model projections
risk matrix with kill criteria
original price target + conviction
updated with every earnings
free · no spam · you'll be first to read it