Church & Dwight Co., Inc.
CHD
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+ FollowMarket Cap$25.98B
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Earnings Call Q3 2024
November 1, 2024 - AI Summary
**Solid Q3 Performance**: Church & Dwight reported a 3.8% increase in reported sales growth and a 4.3% increase in organic sales, both surpassing expectations of 2.5% and 3%, respectively. Adjusted EPS rose to $0.79, exceeding the $0.67 outlook, indicating strong operational performance driven by higher sales and gross margin expansion.
**Category Growth Concerns**: While Q3 showed healthy growth, category consumption growth has decelerated from 4.5% in the first part of the year to approximately 3% in September and was seen as an anomaly due to hurricane effects in October. The company remains cautious about Q4 growth and anticipates overall category growth of 2-3%.
**Challenges in Gummy Vitamins**: The gummy vitamins segment continued to drag on overall performance with a 10% decline. A $357 million write-down on asset value reflects challenges in stabilizing this business. The company aims to innovate in 2025, with some promising improvements in brand L'IL CRITTERS, but long-term growth expectations for the segment have been reduced.
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$135.22
28.5% upside
Current Fair Value
28.5% upsideUndervalued by 28.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $25.98 Billion |
|---|---|
| Enterprise Value | $27.98 Billion |
| Dividend Yield | $1.22 (1.16%) |
| Earnings per Share | $3.04 |
| Beta | 0.48 |
| Outstanding Shares | 236,700,000 |
Return
| Return on Equity | 17.13% |
|---|---|
| Return on Assets | 8.18% |
| Return on Invested Capital | 12.89% |
Valuation & Multiples
| P/E Ratio | 33.71 |
|---|---|
| PEG | 545.72 |
| Price to Sales | 4.05 |
| Price to Book Ratio | 5.84 |
| Enterprise Value to Revenue | 4.49 |
| Enterprise Value to EBIT | 27.92 |
| Enterprise Value to Net Income | 37 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 0.52 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
August 7, 2026
EPS Estimate
$0.90
Average shareholder expectationRevenue Estimate
$1.50 B
Average shareholder expectationNext Earnings Call
Expected Date
October 30, 2026
EPS Estimate
$0.90
Average shareholder expectationRevenue Estimate
$1.58 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.0000▼ 21.07% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.98%▼ 90.19% |
|---|---|
| Total Invested | $664.41M▼ 96.89% |
| Investors Holding | 236▼ 847.00% |
ESG Score
No data
About Church & Dwight Co., Inc.
5,550 employees
CEO: Matthew Farrell Church & Dwight Co., Inc. is engaged in the development, manufacturing, and marketing of a diverse portfolio of household, personal care, and specialized goods. Its operations are structured into three main divisions: Consumer Domestic, ...