67.50 +0.11 (0.17%)
After hours: 4:41PM EST
|Bid||62.50 x 800|
|Ask||72.55 x 800|
|Day's Range||67.16 - 67.97|
|52 Week Range||44.87 - 69.49|
|Beta (3Y Monthly)||0.09|
|PE Ratio (TTM)||20.41|
|Earnings Date||Feb 5, 2019|
|Forward Dividend & Yield||0.87 (1.30%)|
|1y Target Est||64.63|
Procter & Gamble: What to Expect in the Second Quarter(Continued from Prior Part)Strong record of beating estimatesProcter & Gamble (PG) has an impressive record of beating Wall Street analysts’ EPS estimates. The company beat analysts’
Kimberly-Clark's (KMB) focus on key growth initiatives ??? FORCE and Global Restructuring Programs ??? bode well for Q4. Competition in the diaper category and escalated costs are concerning.
Procter & Gamble: What to Expect in the Second Quarter(Continued from Prior Part)Cost headwindsProcter & Gamble (PG) had disappointing profit margins in the past few quarters. The second quarter probably won’t be any different. The
Is Kimberly-Clark Set to Report Lukewarm Q4 Results?(Continued from Prior Part)What Wall Street expectsKimberly-Clark (KMB) has impressed investors with its bottom-line performance in the past several quarters despite continued weakness in its top
Is Kimberly-Clark Set to Report Lukewarm Q4 Results?(Continued from Prior Part)Analysts’ estimateKimberly-Clark (KMB) could continue to disappoint investors with its tepid sales performance at least in the foreseeable future. Wall Street expects
Procter & Gamble: What to Expect in the Second Quarter(Continued from Prior Part)Recent performance Procter & Gamble (PG) impressed investors with its top-line performance in the first quarter of fiscal 2019 due to the strong organic sales
Is Kimberly-Clark Set to Report Lukewarm Q4 Results?What to expectKimberly-Clark (KMB) is scheduled to announce its fourth-quarter results on Wednesday, January 23. We don’t expect Kimberly-Clark to impress investors with its fourth-quarter
Procter & Gamble: What to Expect in the Second QuarterAnalysts’ expectationsOn January 23, Procter & Gamble (PG) is expected to announce its results for the second quarter of fiscal 2019 (for the period ending December 31). Analysts
Church & Dwight Co., Inc. will host a conference call to discuss fourth quarter and year end 2018 results on February 5, 2019 at 12:00 p.m. .
# Church & Dwight Co Inc ### NYSE:CHD View full report here! ## Summary * Bearish sentiment is low * Economic output in this company's sector is contracting ## Bearish sentiment Short interest | Positive Short interest is low for CHD with fewer than 5% of shares on loan. The last change in the short interest score occurred more than 1 month ago and implies that there has been little change in sentiment among investors who seek to profit from falling equity prices. ## Money flow ETF/Index ownership | Neutral ETF activity is neutral. The net inflows of $15.77 billion over the last one-month into ETFs that hold CHD are among the highest of the last year, but the rate of growth is slowing. ## Economic sentiment PMI by IHS Markit | Negative According to the latest IHS Markit Purchasing Managersâ€™ Index (PMI) data, output in the Basic Materialsis falling. The rate of decline is significant relative to the trend shown over the past year. ## Credit worthiness Credit default swap CDS data is not available for this security. Please send all inquiries related to the report to firstname.lastname@example.org. Charts and report PDFs will only be available for 30 days after publishing. This document has been produced for information purposes only and is not to be relied upon or as construed as investment advice. To the fullest extent permitted by law, IHS Markit disclaims any responsibility or liability, whether in contract, tort (including, without limitation, negligence), equity or otherwise, for any loss or damage arising from any reliance on or the use of this material in any way. Please view the full legal disclaimer and methodology information on pages 2-3 of the full report.
Consumer staples stocks faced several headwinds this year, from increased commodity costs to a hiking of interest rates by the Fed. The end result was that the sector - which is a refuge during times of volatility - is down from the start of this year.
Today we'll look at Church & Dwight Co., Inc. (NYSE:CHD) and reflect on its potential as an investment. Specifically, we're going to calculate its Return On Capital Employed (ROCE), in Read More...
On January 9, Goldman Sachs upgraded Colgate-Palmolive (CL) stock to “buy” from “hold” and raised the target price to $74 per share from $63 per share. Goldman Sachs expects Colgate-Palmolive’s organic sales to accelerate sequentially.
Colgate's (CL) grapples with soft sales and strained margins for quite a while now. Nevertheless, the company's cost-savings program appears promising.
As is usually the case, Santa Claus brought a rally to Wall Street this year. Since the Christmas break, the S&P 500 has gained more than 8%, and it looks ready to test the waters of higher highs. Still, considering the complete meltdown that played out in the days leading up to the pivot, investors remain reticent. The same index fell 20% between its September peak and its December lows, and it's possible the rebound since then is nothing more than a dead-cat bounce that's on the verge of screeching halt. The political backdrop is certainly troubling enough to inspire doubts about the market's foreseeable future. It's environments like this that prompt people to look for less stressful solutions … names one can step into and still sleep well at night with, knowing that in time they'll at least keep pace with the market's overall progress. And, with above-average consistency working in their favor, they may well outperform the broad market. InvestorPlace - Stock Market News, Stock Advice & Trading Tips * The 7 Best Stocks in the Entrepreneur Index To that end, here's a run-down of ten of the best stocks to invest in if you're looking for some simple "set it and forget it" stocks … even in this crazy environment. In no particular order… Source: Shutterstock ### Walmart (WMT) It's not a name that needs much in the way of an introduction. Walmart (NYSE:WMT) is the world's biggest retailer, operating more than 11,000 stores here and abroad. It's also the go-to source for a variety of consumer needs, ranging from groceries to school supplies to electronics to medicine. There's never a time when Walmart doesn't have something to sell. It may not be entirely recession-proof, but it's certainly recession-resistant. Yes, Amazon.com (NASDAQ:AMZN) lapped Walmart on the e-commerce front at a time when Walmart got lazy and sloppy within the brick-and-mortar arena. The company isn't infallible. The world's biggest retailer has certainly stepped up its game though, and WMT has become competitive again … online and offline. Source: Shutterstock ### Southern Co (SO) Most thorough lists of the best stocks to buy for investors that don't want to babysit their portfolios will include at least one utility name. That entry this time around is Southern Co (NYSE:SO), which delivers electricity and/or natural gas to a total of nine million customers in the United States. The logic is obvious enough. Although consumers may postpone the purchase of a new car or decide to skip an extravagant vacation in any given year, there's never a time when consumers don't pay their utility bills. They need electricity 24/7. It may not be a growth-industry, but it's an incredibly reliable one. * 10 Top Stock Picks From the Street's Best Analysts The kicker: Utility stocks aren't bad income drivers either. Southern's current yield is an above-average 5.5%, and its per-share payout hasn't failed to grow in any year for almost the past 20. ### Alphabet (GOOG, GOOGL) It's not a mistake. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) has earned a spot on a list of the market's "set it and forget it stocks." Contrary to its common mental categorization, it's not as much of a technology name as it is a consumer services name. And, while the nature of the search/ad business is forever changing (per-click prices have been drifting lower for years, for one), Alphabet's Google is well-positioned to remain the intermediary that connects consumers with internet content. The advent of mobile internet hasn't changed that reality either. A whopping 88% of smartphones in use today are powered by Android, which was built and is still maintained by Alphabet's Google. The market may not like the pace of its revenue and profit growth from time to time, but nobody can deny it's become a growth machine. Source: Kārlis Dambrāns via Flickr ### Visa (V) Some investors look at the future of the payments industry and believe it belongs to names like Square (NYSE:SQ) or Paypal Holdings (NASDAQ:PYPL). And, those names are certainly worthy players, while old-school outfits like Visa (NYSE:V) look and feel like relics simply due to their age. Don't let the proverbial gray hairs and wrinkles fool you, though. Payment middleman Visa is not only still a player, it's more cutting-edge than most investors may fully appreciate. * 7 Small-Cap Stocks With Big Growth Potential In 2019 Case in point: The company maintains several so-called "Innovation Centers" that solely focus on figuring out where the worlds of technology and money are going to meet in the future. Visa was one of the first mainstream names to tinker with bitcoin-based payments, and its Visa Checkout platform has made online shopping a one-step snap (not to mention fast). Visa's going to be fine for a long, long time. Source: Jeffrey Beall via Flickr (Modified) ### Waste Management (WM) They say the only two things that are certain in this world are death and taxes, but the axiom skips an important absolute -- That is, as long as mankind populates the planet, there will be trash to dispose of, one way or another. Enter Waste Management (NYSE:WM), which hauls away garbage for 21 million U.S. and Canadian customers. It's admittedly not the sexiest of business lines, But, it's reliable, and drives more growth than most investors might suspect. Better still, the company is increasingly turning your trash into their treasure. At 130 of its landfills, Waste Management converts naturally occurring decomposition gas into enough energy to power more than 440,000 homes. Neither business line is ever going to become obsolete. Source: Shutterstock ### American Tower (AMT) If you think wireless carriers own the cell phone towers you see peppered across the country's landscape, think again. They generally lease access to those towers, and pay the tower's owner/operator to keep power flowing to all the equipment attached to those towers. American Tower (NYSE:AMT) is one of only a handful of such service providers, boasting a network of more than 170,000 towers in 17 different countries and five different continents. As long as the world uses cell phones (and increasingly, wireless broadband), American Tower will be in business. * 7 Retail Stocks to Buy for Winning the Online Battle That, however, isn't the only reason AMT is one of the best stocks to own at any time, regardless of the environment. Bolstering the bullish case here is that the company is organized as a REIT, which is a tax-advantaged vehicle for sharing its rental income with shareholders. Source: Shutterstock ### Brown-Forman (BF.A, BF.B) It comes as no real surprise to learn that consumers who drink wine and other spirits do so on a pretty regular basis. That's not to suggest Brown-Forman (NYSE:BF.A, NYSE:BF.B) has mustered hyper-reliable revenue growth, because it hasn't. Ditto for earnings growth. Progress on both fronts is generally a good bet, but not necessarily bulletproof. Nevertheless, it's not a lack of demand that causes the company's ebbs and flows. Mostly competition and expenses that sway its results from one quarter to the next … factors that generally end up being only short-term headwinds for the Brown-Forman. Of course, with brand names like Jack Daniel's, Korbel and Finlandia being part of the family, it's never too tough for Brown-Forman to regroup. Source: Shutterstock ### Verizon Communications (VZ) For the two companies to be seemingly so similar to one another, it's amazing that AT&T (NYSE:T) and primary rival Verizon Communications (NYSE:VZ) are able to dish out such different results for shareholders. But, numbers don't lie. For the past twelve months, VZ stock is up nearly 10%, while T shares are down almost 19%. The mismatched results may largely reflect a less aggressive approach being taken by Verizon to stake a claim in the ever-changing world of video entertainment. * 7 Best Fidelity Funds for 2019 Whereas AT&T swung for the fences with its acquisition of Time Warner -- and arguably overextended itself -- Verizon's not been as quick to wade into waters that were less than clear. That's made a big difference with investors, even if it's only a perceived difference. Source: Shutterstock ### Bank of America (BAC) Don't misread the message. Bank of America (NYSE:BAC) is anything but resistant to economic cycles. Indeed, it's uncomfortably sensitive to changes in interest rates… just one of many stumbling blocks it must navigate from time to time. But, if you can deal with the occasional setback and are willing to ride out the rough patches, B of A may be one of the best stocks to own for the long haul. That wasn't necessarily always the case. More so than others, Bank of America struggled to work its way out of the subprime mortgage funk, struggling with the earliest of its so-called stress tests. What doesn't kill you makes you stronger though, and at the same time Bank of America finally started clicking with the Federal Reserve, CEO Brian Moynihan was able to cut costs to the bone. What's left is a lean, mean banking machine that could merely coast for years to come and still be a top name to own. Source: slgckgc via Flickr (Modified) ### Church & Dwight (CHD) Finally, although Procter & Gamble (NYSE:PG) is usually the suggested 'forever' pick from the consumer staples sector, investors may want to instead consider smaller rival Church & Dwight (NYSE:CHD) as one of the best stocks to invest in from this particular sector. You know the company better than you think you do. This is the organization that owns brand names like Arm & Hammer, Oxi-Clean, Orajel, Waterpik and more. It didn't used to have the marketing firepower P&G did, but changes in the way consumers evaluate and purchase goods now has leveled the playing field, so to speak. * 8 Streaming Services That Won (and Lost) the 2019 Golden Globes The end result is an organization that only once in the past ten years has quarterly revenue fallen on a year-over-year basis. Income growth has been almost as impressive, even if not quite as consistent as top-line progress. As of this writing, James Brumley held a long position in AT&T. You can follow him on Twitter, at @jbrumley. ### More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Stocks to Buy Down 20% in December * 5 Chinese Stocks to Avoid Now (But Buy Later) * 3 Big Gainers That Easily Could Be the Best Stocks to Buy Compare Brokers The post 10 Stocks You Can Set and Forget (Even In This Market) appeared first on InvestorPlace.
Why CHD and MKC Outperformed Broader Markets (Continued from Prior Part) ## Analysts’ outlook is neutral Most analysts covering McCormick (MKC) and Church & Dwight (CHD) stock have a neutral outlook, and MKC’s and CHD’s recent uptrend suggests the market has already priced in positives. Both have high valuation multiples: CHD stock is trading at 26.6 times its projected 2019 EPS of $2.47, higher than its historical average of 25.1, and McCormick stock is trading at 25.8 times its fiscal 2019 estimated EPS of $5.39, also higher than its four-year historical average of 23.7. ## Analysts’ ratings and target price for MKC Of the 11 analysts covering MKC stock, nine recommend “hold,” one recommends “buy,” and one recommends “sell.” Their consensus target price of $132.82 for MKC is ~3% lower than its January 4 closing price of $136.67. ## Analysts’ ratings and target price for CHD Of the 21 analysts covering CHD stock, ten recommend “hold,” six recommend “buy,” and five recommend “sell.” Their consensus target price of $63.89 for CHD is ~2% lower than its January 4 closing price of $65.06. Browse this series on Market Realist: * Part 1 - Why CHD and MKC Outperformed Broader Markets * Part 2 - Where Church & Dwight Stock Could Be Headed * Part 3 - What’s in Store for McCormick Stock?
Why CHD and MKC Outperformed Broader Markets (Continued from Prior Part) ## Strong financials Church & Dwight’s (CHD) sales have been impressive in the past several quarters. The company’s top line has increased by an average of 12.6% in the past five quarters, reflecting benefits from acquisitions and innovation. Meanwhile, other household and personal care product manufacturers have struggled on the sales front, facing increased competition and soft organic volumes. Church & Dwight’s organic sales remained strong and increased 4.7% during its last reported quarter, driven by higher organic volumes and pricing. In comparison, Colgate-Palmolive’s (CL) and Kimberly-Clark’s (KMB) organic sales were soft, and Procter & Gamble’s (PG) and Clorox’s (CLX) grew decently. Church & Dwight’s impressive sales growth and considerably lower effective tax rate drove its double-digit bottom-line growth. The company’s earnings have increased by an average of 19.7% in the last three quarters, beating analysts’ estimates. ## Outlook We expect Church & Dwight’s sales and earnings growth to decelerate slightly this year as the company laps its lower tax and recent acquisitions. However, we feel good about the company’s underlying business and expect its organic sales and adjusted earnings to grow healthily despite a tough year-over-year comparison, driven by its innovative products, higher pricing, marketing investments, and cost savings. Wall Street expects Church & Dwight’s top line to rise 3.3% this year, and its adjusted EPS to grow by 8.2%. Continue to Next Part Browse this series on Market Realist: * Part 1 - Why CHD and MKC Outperformed Broader Markets * Part 3 - What’s in Store for McCormick Stock? * Part 4 - What Wall Street Recommends for MKC and CHD Stock
Why CHD and MKC Outperformed Broader Markets ## CHD and MKC stock rose more than 30% last year The Consumer Staples Select Sector SPDR ETF (XLP) underperformed broader markets last year, dragged down by weakness in tobacco and packaged food stocks. Household and personal care product manufacturer stocks, impacted by soft demand and input and transportation costs weighing on the companies’ financials, didn’t impress, either. Despite the gloom, Church & Dwight (CHD) and McCormick (MKC) stock generated stellar returns and outperformed peers and broader markets considerably. Whereas McCormick stock rose 36.6% last year, most packaged food manufacturer stocks fell by a double-digit percentage rate, with Kraft Heinz (KHC), Conagra Brands (CAG), General Mills (GIS), Campbell Soup (CPB), and Kellogg (K) stock falling 44.7%, 43.3%, 34.3%, 31.4%, and 16.1%, respectively. Similarly, Church & Dwight outperformed other household and personal care product manufacturers last year. Whereas CHD stock rose 31.1%, Procter & Gamble (PG) was flat, and Colgate-Palmolive (CL) and Kimberly-Clark (KMB) stock fell. Clorox (CLX) had a decent year, ending it on a positive note. ## What’s behind CHD’s and MKC’s uptrend? Despite challenges, Church & Dwight and McCormick reported impressive numbers that supported their stock. Their focus on innovation, underlying business strength, and benefits from acquisitions drove their top and bottom lines. Given their recent uptrend, CHD and MKC don’t qualify as “value buys” at this juncture. However, we expect the companies’ improved organic volumes and pricing, new product launches, and cost-saving measures to continue to drive their sales and earnings. Continue to Next Part Browse this series on Market Realist: * Part 2 - Where Church & Dwight Stock Could Be Headed * Part 3 - What’s in Store for McCormick Stock? * Part 4 - What Wall Street Recommends for MKC and CHD Stock
What Could Stall the Recovery in Kimberly-Clark Stock? Most of the analysts providing recommendations on Kimberly-Clark (KMB) stock have maintained neutral ratings. Analysts expect Kimberly-Clark’s sales to fall in the coming quarters, reflecting weakness in developing and emerging markets and adverse currency rates.
What Could Stall the Recovery in Kimberly-Clark Stock? Kimberly-Clark (KMB) has announced a price increase to support its margins amid continued inflation in commodities. In comparison, analysts expect the profit margins of Procter & Gamble (PG), Church & Dwight (CHD), the Clorox Company (CLX), and Colgate-Palmolive (CL) to remain weak amid continued inflation in input costs and higher transportation charges.
Kimberly-Clark (KMB) stock has recovered nearly 6% in the last two trading days. However, KMB is still down 6.5% on a YTD (year-to-date) basis as of December 27, as soft sales and sluggish margins have remained a drag. We believe the company’s near-term sales and margin headwinds could act as deterrents and stall the recovery in its stock.
Of the 21 analysts covering Colgate-Palmolive (CL) stock, most (15) recommend “hold,” four recommend “buy,” and two recommend “sell.” Their consensus target price of $62.83 implies a 5.8% upside to its December 26 closing price of $59.40.
As we’ve discussed, Colgate-Palmolive’s (CL) top line is projected to remain weak in future quarters due to adverse currency rates, competition from the local players in China, and persisting challenges in Brazil. The company expects net sales to fall at a low-single-digit percentage rate during the fourth quarter, but its organic sales to improve YoY (year-over-year) due to higher net price realizations and a reduced impact of destocking. Wall Street projects Colgate-Palmolive’s net sales to fall 2.9% during the fourth quarter, and its top line to remain pressured in the first half of 2019.
Colgate-Palmolive (CL) stock has underperformed broader markets and peers this year, having fallen by 21.3% YTD (year-to-date) as of December 26 due to weak sales and sluggish margins. In comparison, Kimberly-Clark (KMB) and Procter & Gamble (PG) stocks had fallen 8.2% and 1.9% YTD, respectively, as of December 26, while Church & Dwight (CHD) and Clorox (CLX) had risen 29.3% and 1.4%.