Church & Dwight Co Inc Dossier
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SectorConsumer Staples IndustryHousehold & Personal Products Beta (adjusted)0.65 Intrinsic Value $97.89median of 6 methods · middle span $88-$104based on filings through 30 Jun 2026 Market Price $94.11Price as of 1 Oct 2026 Near fair valueIntrinsic value is 4% above the market price −50% · IV below pricenear fair value ±15%IV above price · +50% Data confidence Sign in to view data confidence Market Cap $22.3B Enterprise Value $24.3B Shares Outstanding 235.3M diluted Moat Rating Wide Next Earnings Date30 Oct 2026 Last ex-dividend14 Aug 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Church & Dwight entered the second half of 2026 with strong underlying demand: second-quarter organic sales rose 5.8%, led by 4.3% volume growth, and management raised its full-year organic-sales, adjusted-EPS and cash-flow outlooks. The portfolio also benefited from innovation, distribution gains, e-commerce growth and the addition of MISS MOUTH'S. Offsetting those merits, second-quarter adjusted EPS declined from the prior year as higher marketing, TOUCHLAND-related amortization and SG&A absorbed sales and gross-margin gains. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$78.00 Mean target$105.37 High · most bullish analyst$115.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 2 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $78.0020% Organic growth falls below 4% as consumer demand, distribution or innovation momentum weakens. Inflation, transportation costs and acquisition-related expenses prevent at least 100 basis points of gross-margin expansion, causing adjusted-EPS growth to fall below the 6% guidance floor. Base CaseCentral scenario $105.3750% Matches the consensus meanThe company delivers organic-sales growth within its 4%-5% guidance range, adjusted gross-margin expansion of 100-120 basis points and adjusted-EPS growth of 6%-8%. Volume growth and productivity offset inflation, transportation and tariff costs, while elevated marketing and acquisition-related SG&A limit near-term operating leverage. Bull CaseUpside scenario $115.0030% Organic growth remains above the 4%-5% full-year range as innovation, distribution gains and e-commerce sustain volume-led share gains. Gross-margin expansion exceeds the upper end of guidance, and reinvestment in marketing and acquired brands produces stronger earnings conversion than management currently projects. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
Key Investment Risks
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |