Church & Dwight Co Inc vs Kimberly-Clark Corp

Church & Dwight Co Inc (CHD) is overvalued and Kimberly-Clark Corp (KMB) is undervalued.

Against our estimates of intrinsic value, KMB trades at the wider discount: a margin of safety of +41%, against -76% for CHD.

Values as of the 22 Sept 2026 close.

Church & Dwight Co Inc (CHD)

Discounting its cash flows at 7.9% (average of 3 methods) values the shares at $54.66; the price of $96.12 is 76% above that value, and 80% of that value comes from beyond year five.

Leak Score 68/100 on 9 of 12 signals

Kimberly-Clark Corp (KMB)

Discounting its cash flows at 9.4% (average of 3 methods) values the shares at $168.21; the price of $98.91 is 41% below that value, and 74% of that value comes from beyond year five.

Leak Score 79/100 on 10 of 12 signals

MetricCHDKMB
VerdictOvervaluedUndervalued
Price$96.12$98.91
Intrinsic value$54.66$168.21
Margin of safety-76%+41%
Leak Score68/100 (9/12)79/100 (10/12)
Market cap$22.8B$32.9B
Revenue growth, 5 years4.8%-3.0%
Operating margin17.5%14.2%
Net margin12.0%11.8%
Return on equity17.0%111.5%
Debt to equity0.563.72
P/E30.9x16.9x
Forward P/E23.8x13.3x
P/B5.2x18.8x
Dividend yield1.3%5.2%

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