Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CPA.DE
BUYREMOVEColgate-Palmolive Company · Consumer Defensive · United States · $72.5B · Avg Vol: $55K/d
Colgate-Palmolive is a classic Terry Smith style compounder with high ROIC and pricing power. However, it lacks a powerful, unpriced macro inflection point or Druckenmiller-style tailwind over the next 18 months, making it a defensive hold rather than an asymmetric growth play.
COMPANY DESCRIPTION
Colgate-Palmolive Company is a leading global consumer products company focused on oral care, personal care, home care, and pet nutrition. The company's competitive moat is anchored by its world-leading brand equity, particularly in toothpaste where it holds a dominant global market share, and its extensive global distribution network. It operates as a highly resilient, cash-generative consumer defensive giant.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 20.9B | 22.6B | 23.3B | 23.7B | 4.3% |
| EPS | 2.47 | 3.23 | 4.10 | 3.07 | 7.4% |
| Shares | 1.5B | 1.5B | 1.5B | 1.5B | 0.0% |
| Debt | 10.8B | 10.5B | 9.9B | 9.9B | -2.6% |
| Equity | 466M | 707M | 246M | 63M | -48.7% |
| Op CF | 3.0B | 4.4B | 4.8B | 4.9B | 18.0% |
| Inv CF | -1.9B | -862M | -620M | -949M | — |
| Fin CF | -1.1B | -3.2B | -3.9B | -3.8B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of CPA.DE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CPA.DE | Colgate-Palmolive Company(you) | $72.5B | 75 | BUY |
| KVUE | Kenvue Inc. | $33.9B | 74 | BUY |
| HEN3.DE | Henkel AG & Co. KGaA | $31.7B | 79 | BUY |
| OR.PA | L'Oréal S.A. | $238.5B | 71 | BUY |
| ESSITY-B.ST | Essity AB (publ) | $19.2B | 78 | BUY |
| UNA.AS | Unilever PLC | $122.9B | 55 | HOLD |
| CHD | Church & Dwight Co., Inc. | $23.1B | 66 | BUY |
| KMB | Kimberly-Clark Corporation | $33.2B | 57 | HOLD |
| PG.MX | The Procter & Gamble Company | $334.1B | 70 | BUY |
| RKT.L | Reckitt Benckiser Group plc | $40.0B | 41 | HOLD |
Peer medians: ROE 9.9% · P/E 17.2x · Gross margin 32.4%