Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CXU.DE
HOLDFLAGChurch & Dwight Co., Inc. · Consumer Defensive · United States · $23.0B · Avg Vol: $16K/d
Church & Dwight is a high-quality consumer defensive compounder with strong brand equity and pricing power. While it offers a great margin of safety, it lacks a powerful macro tailwind to drive asymmetric upside over the next 18 months.
COMPANY DESCRIPTION
Church & Dwight Co., Inc. is a leading consumer packaged goods company that develops, manufactures, and markets a broad range of household, personal care, and specialty products. The company's competitive moat is driven by its "Power Brands" strategy, anchored by the versatile Arm & Hammer brand, alongside Trojan, OxiClean, and Waterpik. Church & Dwight benefits from highly recession-resistant demand, strong brand equity, and a highly efficient, asset-light manufacturing model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 6.2B | 6.8B | 7.1B | 7.2B | 4.9% |
| EPS | 1.97 | 3.59 | 2.78 | 3.53 | 21.4% |
| Shares | 294M | 294M | 294M | 294M | 0.0% |
| Debt | 3.1B | 2.8B | 2.6B | 2.6B | -6.2% |
| Equity | 4.1B | 4.5B | 5.1B | 4.6B | 4.7% |
| Op CF | 1.0B | 1.2B | 1.3B | 1.4B | 11.1% |
| Inv CF | -846M | -272M | -213M | -717M | — |
| Fin CF | -140M | -843M | -399M | -1.4B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of CXU.DE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CXU.DE | Church & Dwight Co., Inc.(you) | $23.0B | 35 | HOLD |
| EL | The Estée Lauder Companies Inc. | $32.9B | 17 | STRONG SELL |
| KMY.DE | Kimberly-Clark Corporation | $32.9B | 53 | HOLD |
| CLX | The Clorox Company | $11.6B | 55 | HOLD |
| KVUE | Kenvue Inc. | $33.9B | 74 | BUY |
| CPA.DE | Colgate-Palmolive Company | $72.5B | 75 | BUY |
| COTY | Coty Inc. | $2.0B | 18 | STRONG SELL |
| ELF | e.l.f. Beauty, Inc. | $3.4B | 6 | STRONG SELL |
| PG | The Procter & Gamble Company | $339.8B | 59 | HOLD |
| NWL | Newell Brands Inc. | $1.5B | 63 | HOLD |
Peer medians: ROE 12.8% · P/E 21.3x · Gross margin 34.0%