Church & Dwight Gestione
Criteri Gestione verificati 3/4
Church & Dwight Il CEO è Rick Dierker, nominato in Apr2025, e ha un mandato di 1.17 anni. la retribuzione annua totale è $ 9.80M, composta da 10.1% di stipendio e 89.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.015% delle azioni della società, per un valore di $ 3.42M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.2 anni e 12.4 anni.
Informazioni chiave
Rick Dierker
Amministratore delegato
US$9.8m
Compenso totale
| Percentuale dello stipendio del CEO | 10.07% |
| Mandato del CEO | 1.2yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 4.2yrs |
| Durata media del Consiglio di amministrazione | 12.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 29
CHD: Execution And Category Risks Will Pressure Premium Future P/E Multiple
Analysts have modestly adjusted Church & Dwight's valuation framework, with the updated fair value moving to $80.13, as recent Street price target changes in both directions reflect slightly higher assumed revenue growth, a marginally lower profit margin, and a somewhat higher future P/E multiple and discount rate. Analyst Commentary Recent Street research on Church & Dwight shows a mixed picture, with several firms lifting price targets while a cluster of bearish analysts have trimmed theirs.
Aggiornamento della narrazione • May 15
CHD: 2026 Execution And Portfolio Actions Will Test Rerated P E Expectations
Analysts have nudged the modeled fair value for Church & Dwight higher by about $0.63 to $102.16. This reflects updated views on revenue growth, profit margins, and a slightly higher future P/E that align with the recent series of modest price target changes across the Street.Aggiornamento della narrazione • Apr 29
CHD: 2026 Execution And Cash Returns Will Balance Rerated P E Expectations
The analyst price target for Church & Dwight has been reduced by about $2 to $102, as analysts factor in a slightly lower assumed future P/E multiple while keeping revenue growth, profit margins, and the discount rate broadly in line with earlier views. Analyst Commentary Recent Street research on Church & Dwight shows a mix of enthusiasm and caution, with several firms adjusting price targets both higher and lower over the past few months.Seeking Alpha • Apr 20
Church & Dwight: Hammer This Short
Summary Church & Dwight unveiled a new evergreen strategy aiming for 4% organic sales growth through 2030 but faces execution and value challenges. CHD’s plan hinges on expanding Arm & Hammer, growing Therabreath, and international M&A, yet these initiatives require significant investment and time. 2026 guidance is back-end weighted, with risks to top-line growth and margin expansion due to domestic headwinds and competitive pressures. Despite recent outperformance, CHD trades at a premium valuation with a low yield, making it a potential short relative to consumer staples peers. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Apr 15
CHD: 2026 Product Pipeline And Buybacks Will Support Resilient Execution
Analysts now set the Church & Dwight price target at $115, up $1. This reflects updated views on slightly lower modeled revenue growth, steady margins, and a modestly lower future P/E after a mix of recent target raises and trims across the Street.Aggiornamento della narrazione • Apr 01
CHD: 2026 Execution And Cash Returns Will Support Balanced Sector Risks
Analysts have adjusted the price target on Church & Dwight to reflect a refined view of slightly slower revenue growth, a modestly lower profit margin, and a higher future P/E assumption. Together, these factors support an updated target of about $104.Aggiornamento della narrazione • Mar 17
CHD: 2026 Plan And Cash Returns Will Support Balanced Risk Profile
Analysts have raised the average price target for Church & Dwight to a range of approximately $110 to $112, citing stronger conviction in management's 2026 outlook and updated sector perspectives following recent conference updates. Analyst Commentary Recent research points to a mixed but generally constructive tone on Church & Dwight, with several firms refreshing models and price targets following management's latest 2026 outlook and sector-wide adjustments in consumer staples.Aggiornamento della narrazione • Mar 03
CHD: Cash Returns And 2026 Plan Will Support Fairly Valued Shares
Analysts have lifted their price targets on Church & Dwight, and our updated fair value estimate moves from $95.84 to $103.58 as they point to stronger management conviction in the 2026 outlook and refreshed sector assumptions following recent conference updates. Analyst Commentary Recent Street research on Church & Dwight has skewed toward higher price targets, with several firms adjusting their models after management presentations and broader consumer staples sector reviews.Aggiornamento della narrazione • Feb 17
CHD: Slower Volume Outlook Will Pressure Premium Future P E Multiple
The analyst price target for Church & Dwight has been lifted by $2 to $82.20, as analysts factor in modest adjustments to fair value, discount rate, revenue growth, profit margin and future P/E following a series of recent rating changes and target revisions across the Street. Analyst Commentary Recent research on Church & Dwight has featured a mix of upgrades and price target revisions, but not all of it has been upbeat.Aggiornamento della narrazione • Feb 03
CHD: Slower Volume Outlook Will Challenge Premium P E Expectations
Analysts have raised their fair value estimate for Church & Dwight by about US$4 to roughly US$80, citing recent price target increases across several firms, as well as updated assumptions for growth, margins, and future P/E levels. Analyst Commentary Recent Street research on Church & Dwight has not moved in one direction only.Aggiornamento della narrazione • Jan 20
CHD: Cash Returns And Portfolio Shift Will Support Fairly Valued Shares
Narrative update overview The analyst price target for Church & Dwight has been reduced by about US$1.40, reflecting modestly lower fair value assumptions as analysts factor in a tougher consumer staples outlook, muted pricing, and limited volume improvement through 2026. Analyst Commentary Recent research updates on Church & Dwight point to slightly lower expectations, with price targets trimmed as analysts factor in a softer consumer backdrop and restrained pricing power into 2026.Aggiornamento della narrazione • Jan 05
CHD: Sector Headwinds Will Present Opportunity For Resilient Consumer Staples Execution
Narrative Update: Church & Dwight Analysts have trimmed their price expectations for Church & Dwight, with the fair value estimate moving from US$120.00 to US$114.00. This reflects more cautious assumptions on revenue growth, profit margins, discount rate, and future P/E in light of sector wide headwinds highlighted in recent Street research.Aggiornamento della narrazione • Dec 20
CHD: Margin Resilience Will Drive Returns Amid Tough Consumer Backdrop
Analysts have modestly reduced their price target on Church & Dwight, trimming expectations by roughly $10 to $15 per share as they factor in a tougher consumer staples backdrop, softer topline growth, and ongoing competitive pressures despite resilient margins. Analyst Commentary Bullish analysts acknowledge the lower price targets but continue to highlight Church & Dwight's relative resilience within a challenging consumer staples environment, pointing to stable execution and defensible categories as key supports for the equity story.Aggiornamento della narrazione • Dec 06
CHD: Share Repurchases Will Drive Returns Amid Tougher Consumer Backdrop
Narrative Update on Church & Dwight Analysts have trimmed their price targets on Church & Dwight by roughly $10-$15 per share to about $100-$105, citing a tougher consumer staples backdrop characterized by slower topline growth, margin pressure, and rising competitive and regulatory risks. Analyst Commentary Recent research updates reflect a more cautious stance on Church & Dwight, with reduced price targets but generally supportive ratings that signal confidence in the company’s relative positioning within a pressured consumer staples landscape.Articolo di analisi • Dec 04
Here's Why We Think Church & Dwight (NYSE:CHD) Might Deserve Your Attention Today
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Aggiornamento della narrazione • Nov 22
CHD: Share Buybacks And Cash Priorities Will Drive Upside Potential
Analysts have lowered their price targets for Church & Dwight by $15 to a range of $100 to $105 per share, citing persistent challenges in the consumer packaged goods sector such as limited pricing power, evolving consumer preferences, and an increased retailer focus on private label products. Analyst Commentary Recent research notes reflect the cautious optimism and the persistent concerns shaping sentiment around Church & Dwight’s outlook.Aggiornamento della narrazione • Nov 06
CHD: Share Buybacks And Raised 2025 Outlook Will Support Upside Potential
Analysts have modestly raised their fair value estimate for Church & Dwight to $96.95 per share. This reflects updated views on the company's revenue growth, profit margins, and a tightening price target range following overall cautious sentiment in the consumer staples sector.Aggiornamento della narrazione • Oct 23
Analysts Adjust Targets for Church and Dwight Amid Sector Headwinds and Updated 2025 Guidance
Analysts have reduced their average price target for Church & Dwight by approximately $1.68 to reflect ongoing industry headwinds, including softer revenue growth expectations and persistent margin pressures across the consumer packaged goods sector. Analyst Commentary Recent research coverage on Church & Dwight reflects a nuanced view of the company's growth prospects and headwinds, resulting in adjusted price targets and updated recommendations from equity analysts.Aggiornamento della narrazione • Oct 09
E-commerce And Consumer Health Trends Will Expand Global Reach
Church & Dwight's analyst price target has been revised downward by $1.63 to $98.42. This revision reflects slightly lower expectations for revenue growth and profit margins as analysts factor in broader sector headwinds.Articolo di analisi • Sep 08
Church & Dwight's (NYSE:CHD) Returns Have Hit A Wall
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • Jul 04
Are Investors Undervaluing Church & Dwight Co., Inc. (NYSE:CHD) By 26%?
Key Insights The projected fair value for Church & Dwight is US$133 based on 2 Stage Free Cash Flow to Equity Current...Articolo di analisi • Jun 21
Investors Appear Satisfied With Church & Dwight Co., Inc.'s (NYSE:CHD) Prospects
With a price-to-earnings (or "P/E") ratio of 41.1x Church & Dwight Co., Inc. ( NYSE:CHD ) may be sending very bearish...Seeking Alpha • Feb 04
Church & Dwight: Solid Performance, But Valuation And Margin Concerns Remain
Summary I maintain a neutral view on Church & Dwight Co. due to concerns about slowing domestic growth, which could impact its valuation multiples. Despite solid 4.2% organic sales growth in 4Q24, CHD's domestic segment grew only 2.7%, marking the 7th consecutive quarter of deceleration. Strong international performance and high demand for Hero and TheraBreath are positive, but domestic softness remains a significant risk. Read the full article on Seeking AlphaSeeking Alpha • Jan 21
Church & Dwight: Despite Overvaluation, Growth Weighs In Favor Of Household Products Firm
Summary I'm initiating coverage of Church & Dwight with a buy rating, more bullish than today's consensus which called for a hold. Despite its share price overvaluation, evidence points to top-line growth factors (macro and micro) along with a proven history of positive cash flow. The company has low debt/equity vs. similar peers, and its long-term debt has declined, posing a low debt risk. For dividend-income investors, this stock has a proven 5-year dividend growth CAGR, beating similar peers in this sector. The analyst consensus calls for positive YoY EPS growth in FY25. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Church & Dwight: Growth Target Is Achievable, But The Stock Is Still Expensive
Summary I reiterate a hold rating on Church & Dwight Co. due to its expensive valuation compared to peers despite strong 3Q24 performance. CHD's net sales grew 3.8% y/y, beating estimates, with a 4.3% organic sales growth driven by volume and price/mix. Management's increased marketing spend and improved consumer spending environment should support CHD's growth, but valuation concerns remain. Read the full article on Seeking AlphaSeeking Alpha • Aug 17
Church & Dwight: Uncertain Whether FY24 Guidance Can Be Met
Summary CHD's share price expected to remain rangebound until positive data supports meeting FY24 organic sales guidance. Recent earnings show mixed performance, with uncertainty surrounding the ability to meet FY24 guidance. Uncertain macroeconomic environment, decelerating volume growth, and expensive valuation relative to peers contribute to a neutral stance on CHD. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$733m |
| Dec 31 2025 | US$10m | US$987k | US$737m |
| Sep 30 2025 | n/a | n/a | US$783m |
| Jun 30 2025 | n/a | n/a | US$525m |
| Mar 31 2025 | n/a | n/a | US$578m |
| Dec 31 2024 | US$4m | US$722k | US$585m |
| Sep 30 2024 | n/a | n/a | US$550m |
| Jun 30 2024 | n/a | n/a | US$802m |
| Mar 31 2024 | n/a | n/a | US$780m |
| Dec 31 2023 | US$4m | US$695k | US$756m |
| Sep 30 2023 | n/a | n/a | US$437m |
| Jun 30 2023 | n/a | n/a | US$447m |
| Mar 31 2023 | n/a | n/a | US$413m |
| Dec 31 2022 | US$3m | US$673k | US$414m |
| Sep 30 2022 | n/a | n/a | US$737m |
| Jun 30 2022 | n/a | n/a | US$780m |
| Mar 31 2022 | n/a | n/a | US$811m |
| Dec 31 2021 | US$3m | US$634k | US$828m |
| Sep 30 2021 | n/a | n/a | US$820m |
| Jun 30 2021 | n/a | n/a | US$805m |
| Mar 31 2021 | n/a | n/a | US$777m |
| Dec 31 2020 | US$3m | US$615k | US$786m |
| Sep 30 2020 | n/a | n/a | US$780m |
| Jun 30 2020 | n/a | n/a | US$721m |
| Mar 31 2020 | n/a | n/a | US$670m |
| Dec 31 2019 | US$3m | US$597k | US$616m |
Compensazione vs Mercato: La retribuzione totale di Rick ($USD 9.80M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.81M ).
Compensazione vs guadagni: La retribuzione di Rick è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Rick Dierker (46 yo)
1.2yrs
Mandato
US$9,799,677
Compensazione
Mr. Richard A. Dierker, also known as Rick, is Independent Director of McCormick & Company, Incorporated from February 1, 2026. He served as Head of Business Operations at Church & Dwight Co., Inc. since A...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.2yrs | US$9.80m | 0.015% $ 3.4m | |
| CFO & Executive VP | 1.3yrs | US$5.29m | 0.0050% $ 1.1m | |
| Executive VP | 14.5yrs | US$2.06m | 0.0065% $ 1.5m | |
| Executive Vice President of International | 4.7yrs | US$1.88m | 0.0043% $ 978.3k | |
| Executive VP & President of US Domestic | 1yr | US$2.66m | 0.000010% $ 2.3k | |
| VP, Chief Accounting Officer & Corporate Controller | 5.8yrs | Nessun dato | 0.00055% $ 124.3k | |
| Executive VP | 4.2yrs | US$1.95m | 0.0022% $ 485.7k | |
| Senior VP & Chief Marketing Officer | no data | Nessun dato | Nessun dato | |
| Executive VP & Chief Human Resources Officer | 6.3yrs | Nessun dato | 0.0056% $ 1.3m | |
| Executive VP of Strategy | 4.2yrs | Nessun dato | 0.0012% $ 271.1k | |
| Executive Vice President | less than a year | Nessun dato | 0.0026% $ 576.1k | |
| Executive VP & Chief Digital Growth Officer | 4.3yrs | Nessun dato | 0.0017% $ 390.9k |
4.2yrs
Durata media
56.5yo
Età media
Gestione esperta: Il team dirigenziale di CHD è considerato esperto (durata media dell'incarico 4.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.2yrs | US$9.80m | 0.015% $ 3.4m | |
| Independent Director | 18.3yrs | US$280.00k | 0.013% $ 3.0m | |
| Independent Director | 18.4yrs | US$305.00k | 0.0040% $ 910.5k | |
| Independent Director | 19.6yrs | US$280.00k | 0.015% $ 3.5m | |
| Independent Chairman | 19.8yrs | US$346.25k | 0.021% $ 4.6m | |
| Independent Director | 14.6yrs | US$300.00k | 0.013% $ 2.9m | |
| Independent Director | 8.1yrs | US$280.00k | 0.0056% $ 1.3m | |
| Independent Director | 12.4yrs | US$300.00k | 0.0082% $ 1.9m | |
| Independent Director | 1.9yrs | US$280.00k | 0.00069% $ 155.9k | |
| Independent Director | 4.8yrs | US$280.00k | 0.0011% $ 250.8k | |
| Independent Director | 6yrs | US$280.00k | 0.0035% $ 799.8k |
12.4yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CHD è composto da personale esperto e esperto (durata media dell'incarico 12.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/09 01:58 |
| Prezzo dell'azione a fine giornata | 2026/06/09 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Church & Dwight Co., Inc. è coperta da 33 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| null null | Argus Research Company |
| Lauren Lieberman | Barclays |