| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 35 | 30.3x | 17.8x | Bottom tier | |
Growth | 37 | 2.7% | 7.1% | Bottom tier | |
Quality | 84 | 13.0% | 4.5% | Top tier | |
Safety | 76 | 1.6x | 2.6x | Top tier | |
Capital Return | 38 | 1.27% | 2.12% | Bottom tier | |
Momentum | 51 | 7.8% | 2.9% | Around median | |
Sentiment | 63 | 13 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Church & Dwight operates through three segments: the U.S. domestic business, the international business, and specialty products, and generates revenue from a portfolio of consumer brands including ARM & HAMMER, THERABREATH, HERO, TOUCHLAND, BATISTE, ZICAM, and Trojan. Growth depends on higher sales volumes, improved price and product mix, innovation, distribution expansion, and taking acquired brands into new markets; global e-commerce sales represented 25.5% of total consumer product sales in Q2 fiscal 2026 after growing 22.7%.
In Q2 fiscal 2026, revenue according to EDGAR data was approximately $1.5 billion, gross profit was $693.9 million, net income was $202.8 million, and earnings per share were $0.85. The company reported that net sales increased 1.6% to $1.53 billion, while organic sales grew 5.8% versus its prior expectation of 3%, driven by a 4.3% increase in volumes and a 1.5% improvement in price and mix. Adjusted earnings per share were $0.89, exceeding the company's expectation of $0.88, but below the FactSet estimate of $0.90.
Organic growth was broad-based in Q2 fiscal 2026, with the domestic business growing 5.1%, the international business 9.1%, and specialty products 2.8%. Adjusted gross margin increased 40 basis points to 45.4%, as productivity, higher-margin acquisitions, and improved volume, price, and mix offset inflation, tariff, and transportation pressures. On a last-twelve-month basis using 2026 data, revenue was $6.2 billion, gross profit was $2.8 billion, net income was $744.8 million, and earnings per share were approximately $3.13.
The average analyst price target is $108.88, within a relatively wide range of $97 to $115, and the stock carries a consensus “Buy” rating. The average target and the highest target are above the 52-week range high of $106.04, while the range low is $81.33; this valuation reflects expectations of continued volume growth and margin expansion, but it remains exposed to Q3 fiscal 2026 earnings guidance below the market expectation and to inflationary and promotional competition pressures. No usable price-to-earnings multiple is available in the data, so this source cannot determine whether the stock is cheap or expensive relative to its earnings.
Figures in the text are as of 2026-08-28; the live price is shown at the top of the page.
Organic sales grew 5.8% versus the company's expectation of 3%, with growth driven by a 4.3% increase in volumes and a 1.5% improvement in price and mix. The domestic business recorded organic growth of 5.1%, the international business 9.1%, and specialty products 2.8%. THERABREATH, HERO, ARM & HAMMER cat litter, and ZICAM were among the leading contributors, alongside 22.7% growth in global e-commerce.
Church & Dwight completed the acquisition of MISS MOUTH's in June 2026 and described it as the leading stain-remover brand on Amazon. Brand consumption grew by more than 50% in Q2 fiscal 2026, it gained approximately 3.5 share points, and its share at one major retailer reached 13% after only a few months. Household penetration remains at 2.5% versus 50% for the category, and distribution at 35% versus 80% for the category, defining room for expansion without the need to assume an undisclosed future growth rate.
Consumption of THERABREATH mouthwash increased by more than 20% in Q2 fiscal 2026, and its share rose 4.5 points to 25.3%, strengthening its second-place position within the category. Its household penetration does not exceed 14% versus 65% for the mouthwash category, a gap that provides an opportunity to expand its user base. THERABREATH toothpaste also captured one percentage point of the toothpaste market after completing its entry into physical stores during the months preceding the call, and management said the launch performed in line with or slightly above its expectations.
Automated analysis for informational purposes only — not investment advice.
The company raised its organic sales growth outlook to approximately 4%–5% from 3%–4% and raised its adjusted earnings per share growth range to 6%–8% from 5%–8%. It also expects adjusted gross margin expansion of approximately 100–120 basis points and operating cash flow of approximately $1.175 billion, with capital expenditures of approximately $130 million. For Q3 fiscal 2026, it expects organic growth of approximately 3% and adjusted earnings per share of $0.89, versus a market expectation of $0.93.
Adjusted gross margin increased 40 basis points to 45.4% in Q2 fiscal 2026 despite a negative impact of 400 basis points from inflation, tariffs, and transportation. Productivity programs contributed approximately 150 basis points, higher-margin acquisitions approximately 110 basis points, while volume, price, and product mix together added 180 basis points to the margin bridge. The fiscal 2026 outlook includes approximately $30 million of raw material, transportation, and Middle East conflict-related pressures, alongside an expected $15 million benefit from the second phase of tariff reimbursements during the second half.
Competition is intensifying in laundry, where Henkel promotions increased by 1,100 basis points and Procter promotions by approximately 200 basis points in Q2 fiscal 2026, alongside increased consumer sensitivity to promotions. In the United States, BATISTE consumption grew by approximately 2% versus category growth of 5.5%, and the brand lost 1.4 share points. This is compounded by cost pressure equivalent to 400 basis points on quarterly margin and Q3 fiscal 2026 earnings per share guidance that is four cents below the market expectation.
