Church & Dwight Co Inc (CHD) is overvalued and Kenvue Inc (KVUE) is overvalued.
Both trade above our estimate of their intrinsic value. KVUE is the closer of the two: -30%, against -76% for CHD.
Values as of the 22 Sept 2026 close.
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
Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $13.69; the price of $17.86 is 30% above that value, and 81% of that value comes from beyond year five.
Leak Score 29/100 on 5 of 12 signals
| Metric | CHD | KVUE |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $96.12 | $17.86 |
| Intrinsic value | $54.66 | $13.69 |
| Margin of safety | -76% | -30% |
| Leak Score | 68/100 (9/12) | 29/100 (5/12) |
| Market cap | $22.8B | $34.3B |
| Revenue growth, 5 years | 4.8% | 0.9% |
| Operating margin | 17.5% | 19.2% |
| Net margin | 12.0% | 10.8% |
| Return on equity | 17.0% | 15.6% |
| Debt to equity | 0.56 | 0.82 |
| P/E | 30.9x | 20.7x |
| Forward P/E | 23.8x | 14.3x |
| P/B | 5.2x | 3.3x |
| Dividend yield | 1.3% | 4.7% |