Church & Dwight Co Inc vs Unilever plc ADR

Church & Dwight Co Inc (CHD) is overvalued and Unilever plc ADR (UL) is overvalued.

Both trade above our estimate of their intrinsic value. UL is the closer of the two: -34%, 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

Unilever plc ADR (UL)

Discounting its cash flows at 7.3% (average of 3 methods) values the shares at $47.06; the price of $62.93 is 34% above that value, and 81% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricCHDUL
VerdictOvervaluedOvervalued
Price$96.12$62.93
Intrinsic value$54.66$47.06
Margin of safety-76%-34%
Leak Score68/100 (9/12)59/100 (3/12)
Market cap$22.8B$135.6B
Revenue growth, 5 years4.8%-0.3%
Operating margin17.5%20.3%
Net margin12.0%12.2%
Return on equity17.0%30.8%
Debt to equity0.561.98
P/E30.9x21.0x
Forward P/E23.8x16.0x
P/B5.2x7.3x
Dividend yield1.3%3.5%

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