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Church & DwightCHDCompetitor analysis, valuation and peers

United States · USD·Consumer Staples›Household/Personal Care

Makes household and personal-care brands including Arm & Hammer baking soda/detergent, Trojan condoms and OxiClean.

Momentum leader 80
Mkt cap
$25.8B
US dollars, full cap
Free float
100%
of shares outstanding
$/day
$229M
20-day average traded
Fwd P/E
27.4×
forward earnings
ROIC−WACC
+6.9 pp
WACC 7.0%
Hurdle
+2 pp
Req g minus delivered
Official | Implied
BBB+ / AA-
agencies · bond market
Next earnings
84 days
29 Jan 2027
Close · USD$109.33
1D-1.8%
1W+2.0%
1M+11.9%
3M+5.8%
6M+17.4%
YTD+31.2%
1Y+27.4%
ATR %2.4%
Beta0.00
52w lowhigh4.6% off high

What Church & Dwight does

Makes household and personal-care brands including Arm & Hammer baking soda/detergent, Trojan condoms and OxiClean.

Sells branded goods mainly to grocers, mass merchants and drugstores, with Walmart its biggest customer. Growth comes as much from buying small niche brands and pushing them through that distribution, such as TheraBreath mouthwash and Hero acne patches, as from its older lines; a small specialty arm sells baking-soda products to animal-feed and industrial users.

Products and services

  • Household products (Arm & Hammer)
  • Personal care (Trojan, First Response)
  • Specialty products (animal nutrition/industrial)

Customers

  • Grocery/mass retailers
  • Consumers

Where it sits in the supply chain

  • Household & personal care
  • Consumer packaged goods manufacturing
  • Retail distribution

What could go right

  • Value/household product demand resilience
  • Bolt-on M&A adding new categories

What could go wrong

  • Private-label competition
  • Input cost inflation

Moat: narrow (brand, distribution). Diverse portfolio of niche category-leading household/personal-care brands with retail shelf presence.

Headquarters: Ewing, New Jersey, US · Founded: 1846 · Employees: 5,550

Named competitors

Church & Dwight at a glance

Size Church & Dwight (CHD) is a United States Consumer Staples company (Household/Personal Care) with a market value of $25.8B, the 412th largest of 3,117 United States companies the cockpit tracks. Shares closed at $109.33 on 6 Nov 2026.

Performance Over six months the shares gained 17.4%, against +15.8% for the median peer and -1.1% for the United States market (cap-weighted) — 9th highest of 20 in its peer set.

Growth Revenue grew 1.7% over the last twelve months (peer median +5.9%); the operating margin is 18.0% (peer median 14.2%).

Valuation It trades at 27.4× forward earnings against a peer median of 24.5× (10th most expensive of 20).

Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +2 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 6.9 points above its cost of capital (7.0% WACC).

Credit Church & Dwight has 5 bonds outstanding ($2.23B), rated BBB+ by the agencies and trading like AA- at a weighted spread of 64 bp.

Short interest Short interest is 4.4% of the free float (15 Oct 2026).

Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).

Relative performance

10011012011 May 202611 Aug 20266 Nov 2026CHD 121Peer median 115
Six months, rebased to 100: Church & Dwight against the median of its 19 peers (local-currency closes).

Church & Dwight financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$6.25B$6.20B$6.11B$5.87B$5.38B
Revenue growth—+2%+4%+9%—
Gross profit$2.74B$2.65B$2.67B$2.46B$2.13B
EBITDA$1.35B$1.29B$1.37B$1.25B$1.22B
Net income$775M$737M$585M$756M$414M
Free cash flow$1.06B$1.09B$976M$807M$706M
Capital expenditure$147M$122M$180M$224M$179M
Total debt$2.37B$2.38B$2.41B$2.61B$2.85B

Quarterly statements and history in the cockpit →

Church & Dwight competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%+100%-20%0%+20%DSFIR4452BEIESSITY-AELGIVNHINDUNILVRMARICOCLXGODREJCPDABUR278470ELFCHD6-month return →1-month return →
Up and to the right = strong over both horizons. Church & Dwight is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%20×40×DSFIR4452BEIESSITY-AELGIVNRKTHINDUNILVRPUIGMARICOGODREJCPCLDABUR278470ELFCHDRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Church & Dwight is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%DSFIR4452BEIESSITY-AELGIVNRKTHINDUNILVRPUIGMARICOCLXKMB4911GODREJCPCL278470ELFCHDGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Church & Dwight is the large dot.

Church & Dwight competitors and peer comparison

Head to head with its named competitors (CHD vs PG vs CL vs CLX)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Church & Dwight CHD$25.8B+17%+2%18%27.4×6.9%
Procter & Gamble PG$383B+13%+4%24%23.4×-0.3%
Colgate-Palmolive CL$76.8B+10%+6%22%24.2×-5.5%
Clorox CLX$12.1B+8%+6%14%17.4×2.7%

How Church & Dwight compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Church & Dwight against its 19 peers (data as of 6 Nov 2026)
MeasureCHDPeer medianRank in peer set
1-month return+11.9%+10.2%8th highest of 20
6-month return+17.4%+15.8%9th highest of 20
Distance from 52-week high-4.6%-7.2%7th highest of 20
Revenue growth (TTM)+1.7%+5.9%8th lowest of 20
Operating margin18.0%14.2%7th highest of 20
Forward P/E27.4×24.5×10th most expensive of 20
Growth the price implies (Req g, 7 yrs)6.9%4.1%10th most demanding of 20
Growth delivered (Del g)+4.8%+4.4%10th highest of 20
Hurdle (Req g minus delivered)+2.1 pp+4.4 pp10th least demanding of 20
ROIC minus cost of capital+6.9 pp+6.3 pp8th highest of 20
EV / EBITDA20.5×16.4×9th most expensive of 19
Net debt / EBITDA1.4×1.4×10th least indebted of 19
Bond spread64 bp72 bp3rd tightest of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Church & Dwight CHDUnited States$25.8B+17%+2%18%27.4×6.9%+4.8%
DSM-Firmenich DSFIR.ASNetherlands$29.5B+62%-45%8%30.1×24.3%+2.5%
Kao 4452.TJapan$21.8B+33%+6%10%24.4×1.5%+4.1%
Beiersdorf BEI.DEGermany$20.4B+21%-2%12%22.6×-2.3%+7.0%
Essity ESSITY-A.STSweden$19.9B+17%-2%12%15.4×-3.3%+2.6%
Estée Lauder Companies (The) ELUnited States$39.9B+28%+6%13%31.1×16.8%-1.5%
Givaudan GIVN.SWSwitzerland$45.8B+47%-2%18%34.0×10.6%+3.4%
Reckitt Benckiser RKT.LUnited Kingdom$47.6B+22%-2%28%16.4×1.6%+0.3%
Hindustan Unilever HINDUNILVR.NSIndia$49.6B-12%+6%21%41.5×27.2%+6.5%
Puig Brands PUIG.MCSpain$12.5B+16%+4%16%17.9×-3.0%+11.7%
Marico MARICO.NSIndia$12.3B+8%+20%16%51.8×28.0%+11.1%
Unicharm 8113.TJapan$12.1B+15%0%12%24.5×-2.0%+5.4%
Clorox CLXUnited States$12.1B+8%+6%14%17.4×2.7%-1.8%
Kimberly-Clark KMBUnited States$66.5B+12%-12%14%15.3×4.1%-3.0%
Shiseido 4911.TJapan$9.52B+20%+5%4%32.8×17.5%+1.0%
Godrej Consumer Products GODREJCP.NSIndia$9.19B-18%+12%18%37.0×31.7%+6.6%
Colgate-Palmolive CLUnited States$76.8B+10%+6%22%24.2×-5.5%+4.4%
Dabur India DABUR.NSIndia$7.13B-19%+9%15%32.1×27.3%+6.6%
APR 278470.KSSouth Korea$7.04B-40%+119%23%17.4×-1.4%+47.3%
e.l.f. Beauty ELFUnited States$6.85B+91%+31%12%35.4×27.9%+38.8%

Church & Dwight bonds and credit

Church & Dwight has 5 bonds outstanding with $2.23B face value. The agencies rate it BBB+; its bonds trade like AA-. Weighted yield 5.60%, a spread of 64 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Who are Church & Dwight's main competitors?
Named competitors: Procter & Gamble (PG), Colgate-Palmolive (CL), Clorox (CLX). The cockpit's measured peer set (industry) also includes DSM-Firmenich (DSFIR.AS), Kao (4452.T), Beiersdorf (BEI.DE), Essity (ESSITY-A.ST), Estée Lauder Companies (The) (EL), Givaudan (GIVN.SW).
Is Church & Dwight expensive compared with its peers?
On forward p/e it trades at 27.4× against a peer median of 24.5×, 10th most expensive of 20 in its peer set. For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +2 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Church & Dwight stock performed?
Over six months to 6 Nov 2026 the shares returned +17.4% against +15.8% for the median peer; over one year +27.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.