Colgate-Palmolive Company

NYSE:CL 株式レポート

時価総額：US$70.9b

Colgate-Palmolive 過去の業績

過去 基準チェック /16

Colgate-Palmoliveは、平均年間3.5%の収益成長を遂げていますが、 Household Products業界の収益は、年間 成長しています。収益は、平均年間1.7% 4.3%収益成長率で 成長しています。 Colgate-Palmoliveの自己資本利益率は456%であり、純利益率は10%です。

主要情報

3.48%

収益成長率

4.66%

EPS成長率

Household Products 業界の成長1.51%
収益成長率4.31%
株主資本利益率455.97%
ネット・マージン10.04%
次回の業績アップデート31 Jul 2026

最近の業績更新

分析記事 • Feb 06

There May Be Some Bright Spots In Colgate-Palmolive's (NYSE:CL) Earnings

Colgate-Palmolive Company's ( NYSE:CL ) recent soft profit numbers didn't appear to worry shareholders, as the stock...

Recent updates

Seeking Alpha • 2h

Colgate-Palmolive Q1: I Don't Think It Is Going To Outperform The Broader Index

Summary Colgate-Palmolive delivered solid Q1 results with 8.4% revenue growth and strong performance outside North America. CL’s North American segment continues to underperform, with a 28% decline in operating profit and ongoing margin pressure from tariffs and freight costs. The SGPP productivity program is being expanded, targeting $200m–$300m in annual pretax savings by 2028 through supply chain and operational optimizations. Despite robust cash generation and safe leverage, CL trades above 23x forward P/E, leading me to maintain a hold rating pending more impressive profitability improvements. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 09

CL: 2030 Plan Execution And Margins Will Shape 2026 Setup

Analysts have trimmed the Colgate-Palmolive fair value estimate by about $0.58 to $96.68, reflecting slightly softer revenue growth assumptions, a modestly lower future P/E, and mixed recent research that includes both reduced price targets and an upgrade tied to confidence in the 2030 plan and ongoing margin resilience. Analyst Commentary Recent Street research on Colgate-Palmolive shows a mix of optimism around the long-term plan and caution around nearer term cost and valuation risks.
ナラティブの更新 • Mar 25

CL: 2030 Plan And Emerging Markets Execution Will Shape 2026 Setup

Colgate-Palmolive's fair value estimate edges up to $97.26 from $97.21 as analysts lift price targets toward the $100 to $105 range, citing stronger confidence in the 2030 plan, product innovation, and emerging markets execution. Analyst Commentary Recent Street research on Colgate-Palmolive clusters around higher price targets and upgraded ratings, with the fair value conversation increasingly framed around the 2030 plan, execution in emerging markets, and portfolio moves such as the exit from private label pet food.
ナラティブの更新 • Mar 10

CL: 2030 Plan And Emerging Markets Support Measured 2026 Execution Setup

Analysts have nudged their price expectations for Colgate-Palmolive higher, with the updated fair value estimate moving from about $96.68 to roughly $97.21. They cite growing confidence in the company’s 2030 plan, product innovation efforts and emerging markets exposure, as reflected in a series of recent price target increases across major firms.
ナラティブの更新 • Feb 24

CL: 2030 Plan And Emerging Markets Will Drive Balanced 2026 Setup

Analysts have raised their implied price target for Colgate-Palmolive by about $8 to reflect higher conviction in the company’s 2030 plan, product innovation pipeline and emerging market exposure, as well as refreshed views on sector valuations. Analyst Commentary Recent research has centered on how Colgate-Palmolive’s 2030 plan, product pipeline and emerging market footprint feed into both growth potential and current valuation.
分析記事 • Feb 06

There May Be Some Bright Spots In Colgate-Palmolive's (NYSE:CL) Earnings

Colgate-Palmolive Company's ( NYSE:CL ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
ナラティブの更新 • Jan 28

CL: Emerging Markets And 2026 Setup Will Shape Balanced Risk Reward

Analysts have nudged their price targets for Colgate-Palmolive higher, reflected in a modest fair value move from about $87.47 to $88.89. They are factoring in slightly stronger revenue growth assumptions, a marginally higher future P/E and recent rating and target changes across firms such as Barclays, JPMorgan, UBS, Wells Fargo, Piper Sandler and TD Cowen.
ナラティブの更新 • Jan 10

CL: Emerging Markets And 2026 Setup Support Balanced Outlook After Recent Softness

Our updated analyst price target for Colgate-Palmolive edges up to about US$87.47 from roughly US$87.21, as analysts balance slightly softer modeled revenue growth with modestly higher profit margin and future P/E assumptions. This view is supported by recent research that pairs cautious consumer staples outlooks with a more positive stance on the company’s emerging markets exposure and potential 2026 acceleration.
ナラティブの更新 • Dec 15

CL: Emerging Market Strength Will Support Gradual Recovery As Q3 Softness Fades

Analysts have trimmed their price target on Colgate-Palmolive to $87 from the low-to-mid $90s, reflecting near term softness in Q3 results and muted personal care growth, even as they expect organic sales momentum to gradually improve. Analyst Commentary Analysts remain divided on Colgate-Palmolive, with recent target cuts reflecting near term execution risk, while longer term growth and margin recovery expectations stay largely intact.
ナラティブの更新 • Nov 30

CL: Gradual Recovery Expected As Temporary Headwinds Ease In Personal Care Markets

Narrative Update on Colgate-Palmolive Colgate-Palmolive's analyst price target has been modestly reduced by $0.05 to $87.21. Analysts cite near-term growth challenges and muted sector outlooks following a soft Q3, but expect gradual improvement as temporary pressures ease.
ナラティブの更新 • Nov 16

CL: Organic Sales Momentum Will Rebound As Near-Term Headwinds Ease

Colgate-Palmolive's analyst consensus price target was revised downward from approximately $88.84 to $87.26. Analysts cite a soft third quarter, moderated growth expectations, and ongoing category headwinds as key factors behind the adjustment.
ナラティブの更新 • Nov 02

CL: Future Cost Optimization Will Drive Competitive Advantage Amid Category Headwinds

Colgate-Palmolive’s fair value estimate has been reduced from $90.74 to $88.84 per share. Analysts cite persistent category headwinds and a moderated sales outlook as factors behind lower price targets across the sector.
ナラティブの更新 • Oct 18

Emerging Markets And Digital Transformation Will Unlock Global Value

Colgate-Palmolive's analyst fair value price target has decreased from $93.11 to $90.74. Analysts cite lowered sales guidance, persistent category headwinds, and muted growth outlooks as key factors behind their revised estimates.
ナラティブの更新 • Oct 03

Emerging Markets And Digital Transformation Will Unlock Global Value

Colgate-Palmolive's analyst price target has been revised downward by approximately $2 to $93. Analysts cite ongoing category headwinds and decelerating growth in the personal care sector as reasons for this adjustment.
分析記事 • Sep 30

There's Reason For Concern Over Colgate-Palmolive Company's (NYSE:CL) Price

Colgate-Palmolive Company's ( NYSE:CL ) price-to-earnings (or "P/E") ratio of 22.3x might make it look like a sell...
分析記事 • Aug 04

Colgate-Palmolive Company (NYSE:CL) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Shareholders might have noticed that Colgate-Palmolive Company ( NYSE:CL ) filed its quarterly result this time last...
分析記事 • Jun 27

Colgate-Palmolive (NYSE:CL) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Jun 12

Do Colgate-Palmolive's (NYSE:CL) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha • Apr 22

A Historic Brand, A Fresh Approach: Inside Colgate-Palmolive's Machine

Summary Colgate-Palmolive achieved over $20 billion in revenue in 2024, driven by strong brand identity, operational discipline, and a diversified product portfolio across Oral Care, Personal Care, Home Care, and Pet Nutrition. The company maintained profitability despite inflation, with a 14.4% margin, and continued to invest in marketing and R&D, enhancing brand differentiation and price stability. Financially robust, Colgate-Palmolive showed significant revenue and margin growth, generating record free cash flow, and is well-positioned for 2025 with a "Buy" rating and a target share price of $100.08. Key risks include currency fluctuations, raw material costs, and competition, but strong daily demand for products and innovation in high-growth segments like Pet Nutrition support long-term growth. Read the full article on Seeking Alpha
Seeking Alpha • Mar 20

Colgate-Palmolive: A Defensive Stock With Growth Potential

Summary Colgate-Palmolive is one of the leaders in the global toothpaste market. On January 31, Colgate-Palmolive released financial results that left me with mixed reactions. Demand for its products in Latin America is growing rapidly, but the strengthening of the US dollar has not allowed Colgate-Palmolive to fully reflect this in its EPS. In this article, you, Seeking Alpha readers, will learn why, according to my "ALLKA 4D Rating" model, Colgate-Palmolive is a stock with an attractive risk/reward ratio. Read the full article on Seeking Alpha
Seeking Alpha • Mar 14

Is Colgate-Palmolive Quietly Building The Next Pet Food Empire?

Summary Colgate-Palmolive's premiumization strategy and pet nutrition expansion offer significant growth potential, with a price target of $115 per share, suggesting a 26% upside. Despite high valuation metrics, CL's superior profitability, high margins, and exceptional cash flow justify its premium valuation and long-term investment appeal. The company's strong pricing power, particularly in premium oral care and pet food, positions it well against inflation and competitive pressures. Risks include potential valuation compression and competition in pet nutrition, but CL's consistent cash flow and brand strength mitigate these concerns. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

Colgate-Palmolive: Don't Get Your Hopes Up (Yet)

Summary After a strong first half of 2024, Colgate-Palmolive's stock continues to be an underperformer in the consumer staples sector. The stock is trading at a discount to the level implied by current margins, but there is a good reason for that. Margins are likely to come under pressure in 2025 and from a dividend point of view, CL also appears unattractive at the moment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Colgate-Palmolive Stock: Post-Earnings Drop Isn't A Buy-The-Dip Moment

Summary Toothpaste and manual toothbrushes market leader Colgate-Palmolive Company released its fourth quarter and full-year 2024 results today. Judging by the share price reaction, and considering CL stock is down more than 20% from its all-time high, this clearly looks like a “buy the dip” moment. However, I'll explain why I don't think it's a good idea to buy CL shares, either for dividend or total return investors, and despite the company's undoubtedly solid 2024 performance. Read the full article on Seeking Alpha
Seeking Alpha • Dec 17

Colgate-Palmolive: Digital Advertising Is The Base From Which To Start Again

Summary Colgate-Palmolive's (CL) revenue growth has been minimal over the past decade, with a CAGR of only 1.53%, not even keeping pace with inflation. Despite a 61-year streak of increasing dividends, CL's EPS growth has been stagnant, leading to a higher payout ratio. Increased advertising expenditures, particularly in digital, have shown higher ROI than traditional channels. CL's future growth may hinge on digital advertising and expanding into Personal and Home Care markets, but the current valuation is too high for a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Dec 11

Colgate-Palmolive: Approaching Buy Territory With Some Important Catalysts

Summary As expected, Colgate-Palmolive's stock has retreated from its recent highs over the past few months. Upside potential for 2025 remains limited as gross margin tailwinds are fading. Nonetheless, there are some key areas that investors should keep a close eye on over the course of next year. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

Colgate-Palmolive Q3: Great Company, But Not Enough To Warrant A Position Now

Summary Colgate-Palmolive Company's Q3 earnings showed mixed results, with revenue and EPS beating estimates but North America and Latin America sales declining, leading to a 3% stock drop. The company's improved gross margins and increased advertising spend are positive signs, but the market remains concerned about regional sales declines. The Pet Nutrition segment shows strong growth potential, driven by the pet humanization trend, and could be a key revenue catalyst. Given macroeconomic uncertainties and regional performance, I rate Colgate-Palmolive stock as a hold, awaiting further developments in NA, LatAm, and Pet Nutrition segments. Read the full article on Seeking Alpha
Seeking Alpha • Oct 17

Colgate-Palmolive: Very Close To A Buy Following Recent Pullback

Summary Colgate-Palmolive is a high-quality business with consistent revenue growth, stable gross profit margins, and a strong return on invested capital, making it a solid dividend stock. The company has an impressive 61-year streak of consecutive dividend growth, maintaining a healthy payout ratio of around 60%, ensuring future dividend increases. The recent pace of dividend growth is below par but in line with inflation and top-line business growth. The recent pullback has brought the share price down very close to fair value. With earnings around the corner now may be a good time to consider jumping aboard. Colgate has beaten earnings estimates during the last 5 consecutive quarters, and recent analyst revisions indicate FQ3 may follow suit. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

Colgate-Palmolive: Share Price Returns Should Moderate (Rating Downgrade)

Summary Since I turned bullish on the stock, Colgate-Palmolive delivered a 36% total return in less than 10 months. For a consumer staples company the size of CL, returns will most likely moderate from here for two main reasons. As the impact of pricing initiatives fades away, investors should keep a close eye on volumes over the coming year. Read the full article on Seeking Alpha
Seeking Alpha • Aug 19

Colgate-Palmolive: Stability Pillar Reached Its Fair Value

Summary Colgate-Palmolive operates globally with a strong presence in over 200 countries, deriving two-thirds of revenue from non-US markets. The Company is a member of the Dividend Kings group, offering reliable dividend income, which grew consecutively for 60 years. Strong organic growth in primary segments (partially offset by FX fluctuations), with profitable operations and solid margins ensuring shareholder rewards. Upon stock price increases during the last couple of quarters, CL's multiple reached its fair level. Therefore, I remain a happy holder, but I've stopped adding. Read the full article on Seeking Alpha

収支内訳

Colgate-Palmolive の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:CL 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2620,7952,0888,0730
31 Dec 2520,3822,1327,8870
30 Sep 2520,0972,9087,7980
30 Jun 2519,9982,9087,8050
31 Mar 2519,9472,8967,7780
31 Dec 2420,1012,8897,8100
30 Sep 2420,1062,8687,7200
30 Jun 2419,9892,8407,5570
31 Mar 2419,7522,6117,3900
31 Dec 2319,4572,3007,2440
30 Sep 2319,1361,5877,0580
30 Jun 2318,6761,4976,8700
31 Mar 2318,3381,5986,7490
31 Dec 2217,9671,7856,6450
30 Sep 2217,7411,9286,5960
30 Jun 2217,7001,9446,5990
31 Mar 2217,4762,0446,5140
31 Dec 2117,4212,1666,4770
30 Sep 2117,3422,6656,5120
30 Jun 2117,0812,7296,3960
31 Mar 2116,7182,6616,2250
31 Dec 2016,4712,6956,0930
30 Sep 2016,1622,6915,8650
30 Jun 2015,9372,5715,7560
31 Mar 2015,9062,5225,7250
31 Dec 1915,6932,3675,6160
30 Sep 1915,4892,3305,5360
30 Jun 1915,4062,2755,4860
31 Mar 1915,4262,3265,4120
31 Dec 1815,5442,4005,4340
30 Sep 1815,6252,1175,4420
30 Jun 1815,7542,2015,4720
31 Mar 1815,6942,0885,4780
31 Dec 1715,4542,0245,4120
30 Sep 1715,2832,3075,2890
30 Jun 1715,1762,4025,1950
31 Mar 1715,1952,4785,1850
31 Dec 1615,1952,4415,1720
30 Sep 1615,3732,4615,2130
30 Jun 1615,5052,4855,2320
31 Mar 1615,7262,4595,2960
31 Dec 1516,0342,4685,4000
30 Sep 1516,3562,4705,5480
30 Jun 1516,7362,2865,7000

質の高い収益: CLには$1.1B } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: CLの現在の純利益率 (10%)は、昨年(14.5%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: CLの収益は過去 5 年間で年間3.5%増加しました。

成長の加速: CLは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: CLは過去 1 年間で収益成長率がマイナス ( -27.9% ) となったため、 Household Products業界平均 ( 11.7% ) と比較することが困難です。

株主資本利益率

高いROE: CLの 自己資本利益率 ( 455.97% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/08 12:00
終値2026/06/05 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Colgate-Palmolive Company 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。41

アナリスト機関
Christopher GrajaArgus Research Company
Lauren LiebermanBarclays
Fulvio CazzolBerenberg