Both Clorox and Kimberly-Clark have raised their dividends for years and offer yields above 5%, but one of them is sitting on a payout that its own management quietly admits may not be sustainable.

The Clorox Company's investment thesis is challenged by a sharp deterioration in its balance sheet, with total debt surging to $5.5B and equity collapsing to $90M in Q4 2026, driving debt-to-equity to 21.9x. While the company maintains a stable gross margin ar...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated to -2.0% in Q4 2026, with gross margin slipping to 41.3% from 46.5% a year earlier, indicating persistent volume softness and margin pressure.
Clorox offers a wide range of cleaning and disinfecting products, including wipes, sprays, and bleach, catering to diverse consumer needs for home hygiene.
The company's strong position in its product categories is a key driver, supported by its innovation-focused strategy and retailer relationships.
Clorox's commitment to innovation, sustainability, and making a positive impact underpins its brand strength and long-term growth potential.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $1.66+1.2% vs $1.64 | $1.9B+1.7% vs $1.9B |
Q2 2026 Apr 30, 2026 | $1.64+5.8% vs $1.55 | $1.7B+0.0% vs $1.7B |
Q1 2026 Feb 3, 2026 | $1.39-2.8% vs $1.43 | $1.7B+2.0% vs $1.6B |
Q4 2025 Nov 3, 2025 | $0.85+3.9% vs $0.82 | $1.4B+2.1% vs $1.4B |
Both Clorox and Kimberly-Clark have raised their dividends for years and offer yields above 5%, but one of them is sitting on a payout that its own management quietly admits may not be sustainable.

MAC Alpha Capital Management LP lifted its stake in The Clorox Company (NYSE: CLX) by 88.7% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 263,789 shares of the company's stock after acquiring an additional 124,019 shares during

A fat dividend yield can signal a stock worth buying or a company quietly falling apart, and telling the difference requires looking past the payout itself at the cash flow, debt load, and share price collapse hiding behind the number.
Baird Financial Group Inc. decreased its stake in The Clorox Company (NYSE: CLX) by 40.7% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 22,365 shares of the company's stock after selling 15,323 shares during the period. Baird Financial Group Inc.'s
Benchmark CLX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Clorox Company (CLX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $87.15 | $10.54B | 13.37 | 0.16% | 11.4% | 166.32% | 5.56% | |
| $96.13 | $22.78B | 31.83 | 1.57% | 11.96% | 17.78% | — | |
| $88.02 | $2.04B | 22.80 | -5.23% | 2.77% | 4.18% | — | |
| $22.35 | $1.53B | 6.73 | 2.28% | 2.73% | 47.41% | — | |
| $45.15 | $340.49M | 15.25 | 6.22% | 5.72% | 11.38% | — | |
| $148.22 | $345.15B | 22.39 | 3.26% | 18.44% | 29.7% | — |
The Clorox Company (CLX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Clorox Company (CLX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
Jun 17, 2026·SEC
May 28, 2026·SEC
Get notified when CLX posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
The Clorox Company (CLX) stock FAQ — growth, dividends, profitability & financials explained
The Clorox Company (CLX) reported $6.72B in revenue for fiscal year 2025. This represents a 203% increase from $2.22B in 1996.
The Clorox Company (CLX) grew revenue by 0.2% over the past year. Growth has been modest.
Yes, The Clorox Company (CLX) is profitable, generating $587.0M in net income for fiscal year 2025 (11.4% net margin).
Yes, The Clorox Company (CLX) pays a dividend with a yield of 5.56%. This makes it attractive for income-focused investors.
The Clorox Company (CLX) has a return on equity (ROE) of 166.3%. This is excellent, indicating efficient use of shareholder capital.
The Clorox Company (CLX) generated $405.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.