Church & Dwight Co., Inc. (CHD) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Church & Dwight Co., Inc. (CHD) Consumer Business Overview

Church & Dwight Co., Inc. is a consumer packaged goods company focused on household, personal care, and specialty products. Its diverse brand portfolio, including ARM & HAMMER, TROJAN, and OXICLEAN, caters to a wide range of consumer needs, positioning it strongly within the competitive consumer defensive sector.

What Is the Investment Thesis for CHD?

Church & Dwight Co., Inc. presents a stable investment opportunity within the consumer defensive sector. With a market capitalization of $22.3B and a P/E ratio of 30.10, the company demonstrates consistent profitability, supported by a profit margin of 11.8% and a gross margin of 45.1%. The company's diverse brand portfolio and effective distribution channels provide a competitive edge. Growth catalysts include continued product innovation and strategic acquisitions. However, investors may want to evaluate potential risks such as fluctuating raw material costs and increasing competition. The dividend yield of 1.28% offers a steady income stream, making it an appealing option for long-term investors seeking stability in a defensive stock.

Based on FMP financials and quantitative analysis

CHD Key Highlights

Market capitalization of $22.3B, reflecting its significant presence in the consumer defensive sector.

• P/E ratio of 30.10, indicating a premium valuation compared to some peers, driven by its consistent earnings and brand strength.
• Gross margin of 45.1%, showcasing effective cost management and pricing power.
• Dividend yield of 1.28%, providing a steady income stream for investors.
• Beta of 0.47, suggesting lower volatility compared to the overall market, typical for consumer staples companies.

Who Are CHD's Competitors?

CHD is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.

What Are CHD's Key Strengths?

Strong brand recognition and customer loyalty.

• Diverse product portfolio across multiple categories.
• Extensive distribution network and retail partnerships.
• Proven track record of successful acquisitions.

What Are CHD's Weaknesses?

Dependence on key brands, making it vulnerable to shifts in consumer preferences.

• Exposure to commodity price fluctuations, impacting input costs.
• Limited presence in certain international markets compared to larger competitors.
• Potential for product liability claims related to personal care products.

What Could Drive CHD Stock Higher?

CHD catalyst: Launch of new product lines in the sustainable cleaning products category, targeting environmentally conscious consumers.

• Continued expansion of e-commerce channels and direct-to-consumer sales initiatives.
• Strategic acquisitions of complementary brands to expand product portfolio and market share.

What Are the Key Risks for CHD?

Insider selling — insiders were net sellers of roughly $7.6M recently.

• Fluctuations in raw material costs, such as sodium bicarbonate and packaging materials, impacting profit margins.
• Increased competition from private label brands and established players in the consumer goods market.
• Changes in consumer preferences and trends, requiring constant innovation and adaptation.
• Regulatory changes and compliance costs related to product safety and labeling requirements.

What Are the Growth Opportunities for CHD?

• Expansion in International Markets: Church & Dwight has the opportunity to expand its presence in international markets, particularly in emerging economies. By leveraging its existing brands and tailoring products to local preferences, the company can tap into new customer bases. The global household and personal care market is projected to reach $716.5 billion by 2028, offering substantial growth potential. Timeline: Ongoing.
• Product Innovation and New Product Development: Investing in research and development to create innovative products can drive organic growth. Focusing on consumer trends such as natural and sustainable products can attract new customers and increase market share. Timeline: Ongoing.
• Strategic Acquisitions: Church & Dwight has a history of successful acquisitions, and continuing this strategy can add new brands and product categories to its portfolio. Identifying and integrating complementary businesses can enhance its market position and drive revenue growth. The company can target niche brands with strong growth potential. Timeline: Ongoing.
• E-commerce Channel Growth: Expanding its online presence and strengthening its e-commerce capabilities can reach a broader audience and capitalize on the growing trend of online shopping. Investing in digital marketing and optimizing its online platforms can drive sales and improve customer engagement. Global e-commerce sales are projected to reach $6.4 trillion in 2024. Timeline: Ongoing.
• Focus on Sustainable Products: With increasing consumer awareness of environmental issues, Church & Dwight can focus on developing and marketing sustainable products. This includes using eco-friendly packaging, reducing its carbon footprint, and promoting responsible sourcing. The market for sustainable products is growing rapidly, with consumers willing to pay a premium for environmentally friendly options. Timeline: Ongoing.

What Are CHD's Competitive Advantages?

• Strong Brand Portfolio: Well-established and recognized brands like ARM & HAMMER, TROJAN, and OXICLEAN create customer loyalty and pricing power.
• Extensive Distribution Network: Access to a wide range of retail channels, including supermarkets, mass merchandisers, and e-commerce platforms.
• Product Innovation: Continuous development of new and improved products to meet evolving consumer needs.
• Acquisition Strategy: Successful track record of acquiring and integrating complementary brands.

What Does CHD Do?

Founded in 1846, Church & Dwight Co., Inc. has evolved from a single product company selling baking soda to a diversified consumer packaged goods enterprise. The company operates through three segments: Consumer Domestic, Consumer International, and Specialty Products Division. Its Consumer Domestic segment features brands like ARM & HAMMER, known for baking soda, laundry detergents, and cat litter; TROJAN, a leader in condoms and personal lubricants; and OXICLEAN, a popular stain remover. The Consumer International segment extends these brands globally, while the Specialty Products Division focuses on animal productivity and specialty cleaning products. Church & Dwight's products are sold through various channels, including supermarkets, mass merchandisers, drugstores, and e-commerce platforms. The company's strategy involves acquiring and growing niche brands, leveraging its distribution network and marketing expertise to enhance their market presence. Headquartered in Ewing, New Jersey, Church & Dwight continues to innovate and expand its product offerings to meet evolving consumer demands.

What Products and Services Does CHD Offer?

• Develops and markets household products, including laundry detergents, cleaning solutions, and baking soda under the ARM & HAMMER brand.
• Manufactures and distributes personal care products, such as condoms, lubricants, and vibrators under the TROJAN brand.
• Offers stain removers and cleaning solutions under the OXICLEAN brand.
• Provides oral care products, including battery-operated and manual toothbrushes under the SPINBRUSH brand.
• Sells home pregnancy and ovulation test kits under the FIRST RESPONSE brand.
• Markets gummy dietary supplements under the L'IL CRITTERS and VITAFUSION brands.
• Offers specialty products for animal productivity, including supplements for livestock.
• Distributes water flossers and replacement showerheads under the WATERPIK brand.

How Does CHD Make Money?

• Develops and manufactures a wide range of consumer and specialty products.
• Markets and distributes its products through various channels, including supermarkets, mass merchandisers, and e-commerce platforms.
• Acquires and integrates complementary brands to expand its product portfolio.
• Focuses on product innovation and marketing to drive sales and maintain brand loyalty.

What Industry Does CHD Operate In?

Church & Dwight operates in the competitive household and personal products industry, characterized by stable demand and consistent innovation. The market is driven by consumer spending habits and preferences for established brands. Key trends include a growing emphasis on sustainability, health and wellness, and e-commerce. The company competes with major players like Kenvue Inc. and Constellation Brands, Inc., as well as retailers like Dollar General Corporation. Church & Dwight's focus on brand acquisitions and product innovation positions it well to capture market share in this evolving landscape.

Who Are CHD's Key Customers?

• Households purchasing cleaning, personal care, and health products.
• Livestock producers using animal productivity products.
• Consumers seeking over-the-counter health and wellness solutions.
• Retailers, including supermarkets, drugstores, and online marketplaces.

Church & Dwight Co., Inc. Financial Trajectory

Church & Dwight Co., Inc. (CHD) reported $1.53B in revenue for Q2 FY2026, reflecting 4.1% growth compared to the prior quarter. The company recorded net income of $202.8M, with diluted EPS of $0.85. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Consumer Defensive. Across the four most recent quarters, CHD averaged $0.77 in diluted EPS.

Company Profile

Church & Dwight Co., Inc. operates in the Household & Personal Products industry within the Consumer Defensive sector. It is headquartered in Ewing, US. The company is led by CEO Richard A. Dierker. CHD has traded publicly since 1980.

How Church & Dwight Co., Inc. Is Valued

Church & Dwight Co., Inc. carries a market capitalization of $22.3B, placing it in the large-cap category. Analyst price targets span from $97.00 to $115.00, with a consensus of $108.88. At the current price of $93.91, that implies approximately 16% upside potential. Relative to its peer group, CHD's quantitative score of 75/100 is above the peer average of 63/100.

Return on equity for Church & Dwight Co., Inc. stands at 17.4%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 8.1%, showing how much profit it generates from its asset base. CHD trades at a trailing price-to-earnings ratio of 30.10, roughly in line with the Consumer Defensive sector average of ~27.60x. Its free cash flow yield is 4.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.22 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.2%, the inverse of the P/E and a quick read on earnings relative to price.

Church & Dwight Co., Inc.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 4.99 places it in the safe zone, indicating low near-term bankruptcy risk.

Church & Dwight Co., Inc. has beaten Wall Street's EPS estimate in 6 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 5.2% above estimates on average.

Over the past six months, Church & Dwight Co., Inc. insiders filed 92 SEC Form 4 transactions — 28 sales and 64 purchases. On net that is roughly 62K shares disposed (about $7.6M), a signal worth weighing alongside the fundamentals.

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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