Upside case
Bull case
$83-8.2%
The bull case prices CLX at 14x on FY1 earnings, assuming continued execution and no meaningful deceleration in the core business.
Analysis OverviewHoldUpdated May 1, 2026
The Clorox Company (CLX) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Hold
Covering
28
analysts
4 bullish · 5 bearish · 28 covering CLX
Strong Buy
0
Buy
4
Hold
19
Sell
5
Strong Sell
0
Consensus Target
$106
+17.2% vs today
Scenario Range
$33 – $83
Model bear to bull value window
Coverage
28
Published analyst ratings
Valuation Context
15.3x
Forward P/E · Market cap $10.9B
CLX price targets
Three scenarios for where CLX stock could go
Current
~$90
Confidence
59 / 100
Updated
May 1, 2026
Where we are now
Current · $90
Bear
$33
Base
$84
Bull
$83
Market caseClosest to today
Base case
$84-6.9%
This is close to how the market is already pricing CLX — at roughly 14x forward earnings. No dramatic re-rating needed, just steady execution on the core business.
Stress case
Bear case
$33-63.0%
If investor confidence fades or macro conditions deteriorate, a 10x multiple contraction could push CLX down roughly 63% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
The Clorox Company
CLX · NYSEConsumer DefensiveHousehold & Personal ProductsJune year-end
The Clorox Company is a leading manufacturer of household cleaning, health, and lifestyle products sold under well-known brands like Clorox, Glad, and Brita. It generates revenue primarily through four segments: Health and Wellness (~40% of sales), Household (~25%), Lifestyle (~20%), and International (~15%), selling everything from bleach and cat litter to salad dressing and water filters. Its key competitive advantage lies in its portfolio of trusted, market-leading brands that command strong consumer loyalty and shelf space in retail channels.
Market Cap
$10.9B
Revenue TTM
$6.8B
Net Income TTM
$756M
Net Margin
11.2%
CLX Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
83%Exceptional
12 quarters tracked
Revenue Beat Rate
67%Exceptional
vs consensus estimates
Avg EPS Surprise
+50.3%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 3 of 4Q3 2025
EPS
$2.87/$2.20
Revenue
$2.0B/$1.9B
Q4 2025
EPS
$0.85/$0.82
Revenue
$1.4B/$1.4B
Q1 2026
EPS
$1.39/$1.43
Revenue
$1.7B/$1.6B
Q2 2026
EPS
$1.64/$1.55
Revenue
$1.7B/$1.7B
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $2.87/$2.20 | +30.5% | $2.0B/$1.9B | +3.1% |
| Q4 2025 | $0.85/$0.82 | +3.9% | $1.4B/$1.4B | +2.1% |
| Q1 2026 | $1.39/$1.43 | -2.8% | $1.7B/$1.6B | +2.0% |
| Q2 2026 | $1.64/$1.55 | +5.8% | $1.7B/$1.7B | +0.0% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$6.7B
-0.4% YoY
FY2
$6.9B
+1.7% YoY
EPS Outlook
FY1
$6.07
-2.3% YoY
FY2
$6.07
+0.1% YoY
Trailing FCF (TTM)$380M
FCF Margin: 5.6%
Next Earnings
—
Expected EPS
—
Expected Revenue
—
CLX beat EPS estimates in 3 of 4 tracked quarters. A strong delivery record supports forward estimate credibility.
CLX Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $7.1B
Product Mix
Latest annual revenue by segment or product family
Health and Wellness
38.2%
+8.5% YoY
Tap, hover, or focus a slice to inspect segment detail.
Geographic Mix
Latest annual revenue by reported region
UNITED STATES
85.6%
+2.1% YoY
Tap, hover, or focus a slice to inspect segment detail.
Health and Wellness is the largest disclosed segment at 38.2% of FY 2025 revenue, up 8.5% YoY.
UNITED STATES is the largest reported region at 85.6%, up 2.1% YoY.
CLX Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Significantly Undervalued
Fair value est. $141 — implies +62.0% from today's price.
Upside to Fair Value
62.0%
potential upside
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
CLX
13.8x
vs
S&P 500
25.2x
45% discount
vs Consumer Defensive Trailing P/E
CLX
13.8x
vs
Consumer Defensive
19.6x
30% discount
vs CLX 5Y Avg P/E
Today
13.8x
vs
5Y Average
56.3x
75% discount
Forward PE
15.3x
S&P 500
19.1x
-20%
Consumer Defensive
14.6x
+5%
5Y Avg
—
—
Trailing PE
13.8x
S&P 500
25.2x
-45%
Consumer Defensive
19.6x
-30%
5Y Avg
56.3x
-75%
PEG Ratio
—
S&P 500
1.75x
—
Consumer Defensive
1.85x
—
5Y Avg
—
—
EV/EBITDA
9.7x
S&P 500
15.3x
-36%
Consumer Defensive
11.4x
-15%
5Y Avg
18.1x
-46%
Price/FCF
14.3x
S&P 500
21.3x
-33%
Consumer Defensive
15.7x
-9%
5Y Avg
26.6x
-46%
Price/Sales
1.5x
S&P 500
3.1x
-51%
Consumer Defensive
0.8x
+81%
5Y Avg
2.6x
-40%
Dividend Yield
5.38%
S&P 500
1.88%
+187%
Consumer Defensive
2.73%
+97%
5Y Avg
3.24%
+66%
| Metric | CLX | S&P 500 | Consumer Defensive | 5Y Avg CLX |
|---|---|---|---|---|
| Forward PE | 15.3x | 19.1x-20% | 14.6x | — |
| Trailing PE | 13.8x | 25.2x-45% | 19.6x-30% | 56.3x-75% |
| PEG Ratio | — | 1.75x | 1.85x | — |
| EV/EBITDA | 9.7x | 15.3x-36% | 11.4x-15% | 18.1x-46% |
| Price/FCF | 14.3x | 21.3x-33% | 15.7x | 26.6x-46% |
| Price/Sales | 1.5x | 3.1x-51% | 0.8x+81% | 2.6x-40% |
| Dividend Yield | 5.38% | 1.88% | 2.73% | 3.24% |
CLX trades above S&P 500 benchmarks on 0 of 5 measured multiples — appears modestly priced relative to the S&P 500 on most measures.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolCLX Financial Health
Verdict
Strong
CLX 27.7% ROIC signals a durable competitive advantage — returns 8.4% of market cap to shareholders annually.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$6.8B
Revenue Growth
TTM vs prior year
-3.7%
Gross Margin
Gross profit as a share of revenue
43.8%
Operating Margin
Operating income divided by revenue
15.9%
Net Margin
Net income divided by revenue
11.2%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$6.21
Free Cash Flow (TTM)
Cash generation after capex
$380M
FCF Margin
FCF as share of revenue — the primary cash quality signal
5.6%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
27.7%
ROA
Return on assets, trailing twelve months
13.1%
Cash & Equivalents
Liquid assets on the balance sheet
$167M
Net Debt
Total debt minus cash
$2.7B
Debt Serviceability
Net debt as a multiple of annual free cash flow
7.1× FCF
~7.1 years to full repayment at current FCF run-rate
ROE *
Return on equity, trailing twelve months
404.8%
* Elevated by buyback-compressed equity — compare ROIC (27.7%) for an undistorted picture of capital efficiency.
Shareholder Returns
How capital is returned to owners
Total shareholder yield
8.4%
Dividend
5.4%
Buyback
3.1%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$332M
Dividend / Share
Annualized trailing dividend per share
$4.84
Payout Ratio
Share of earnings distributed as dividends
74.3%
Shares Outstanding
Declining as buybacks retire shares
121M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt). ROE marked * where buyback-compressed equity base may inflate the figure.
Open full ratios pageCLX Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated April 29, 2026
High Risk
Cybersecurity Threats
Clorox experienced a significant cyberattack in 2023, resulting in operational disruptions and an estimated cost of over $350 million. Such attacks, while rare for large corporations, remain a persistent risk that could impact financial performance.
High Risk
Supply Chain Disruptions
The company has faced and may continue to experience disruptions in its manufacturing operations and supply chain due to dependencies on suppliers and potential supplier insolvency. These disruptions can lead to out-of-stock conditions, negatively affecting customer relationships and sales.
High Risk
Input Cost Volatility
Clorox is exposed to fluctuations in the prices of raw materials, commodities, and transportation, which can significantly impact its gross margins. Inflationary pressures have been a major factor affecting profitability, potentially leading to reduced earnings.
Medium
Intense Competition
Clorox operates in a highly competitive consumer products sector, facing competition from both branded and private label products. This intense competition can lead to reduced net sales, earnings, and cash flow, impacting overall financial health.
Medium
Changing Consumer Preferences
Evolving retail environments and changing consumer preferences can adversely affect Clorox's business. As consumers increasingly exhibit value-seeking behaviors, spending on branded goods may decline, impacting sales and profitability.
Medium
Economic Volatility
Economic volatility in certain geographic markets poses a risk to Clorox's financial performance. A dynamic and uncertain external environment can lead to fluctuations in demand and profitability.
Lower
Customer Concentration
High customer concentration is identified as a risk factor for Clorox. A significant portion of sales coming from a limited number of customers can lead to vulnerabilities in revenue stability.
Lower
Activist Stockholders
Actions by activist stockholders can cause significant fluctuations in Clorox's stock price. Such volatility may impact investor confidence and overall market perception.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why CLX Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated April 29, 2026
Undervaluation
CLX is trading at its lowest valuation in a decade, with some analyses suggesting it's undervalued by 30-40% based on discounted cash flow (DCF) models and peer comparisons. The stock's price has seen a significant retreat over the past year, leading to questions about whether market sentiment has become overly pessimistic.
Durable Brands and Market Dominance
Clorox possesses a portfolio of essential household brands with strong market share, including dominant positions in bleach (61%), trash bags (one-third), and charcoal (50%). These brands have demonstrated resilience, consistently returning to consumers even during economic downturns.
Temporary Operational Issues and Recovery
The stock's decline is largely attributed to a costly ERP implementation that caused supply chain disruptions and a sales decline. However, this disruption is viewed as temporary, with stabilization already underway and management expects full normalization by March 2026.
Attractive Dividend
CLX offers a strong dividend yield, described as the best setup for income-focused buyers since 1983. The company has a long history of increasing its dividend, although some analyses suggest the payout ratio may be nearing a less sustainable level.
Defensive Qualities
As a consumer staples company, Clorox is considered a defensive stock, historically performing well during economic recessions. This makes it an attractive option for investors seeking stability, especially if there's a rotation into safer assets during uncertain economic times.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
CLX Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$90.01
52W Range Position
10%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$84.70
+6.3% from the low
52-Week High
$138.94
-35.2% from the high
1 Month
-14.19%
3 Month
-24.59%
YTD
-10.7%
1 Year
-33.4%
3Y CAGR
-18.7%
5Y CAGR
-13.4%
10Y CAGR
-3.6%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
CLX vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
15.3x
vs 16.1x median
-4% below peer median
Revenue Growth
-0.4%
vs +1.3% median
-130% below peer median
Net Margin
11.2%
vs 6.5% median
+71% above peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
CLX CLX The Clorox Company | $10.9B | 15.3x | -0.4% | 11.2% | Hold | +17.2% |
CHD CHD Church & Dwight Co., Inc. | $22.5B | 25.3x | +1.5% | 11.8% | Buy | +4.9% |
SPB SPB Spectrum Brands Holdings, Inc. | $2.0B | 16.1x | -2.5% | 3.8% | Buy | -0.0% |
ENR ENR Energizer Holdings, Inc. | $1.3B | 5.7x | +1.3% | 6.5% | Hold | +22.3% |
RCK RCKY Rocky Brands, Inc. | $273M | 9.9x | +3.6% | 4.6% | Buy | +43.5% |
PG PG The Procter & Gamble Company | $345.7B | 21.4x | +0.9% | 14.7% | Buy | +9.4% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
CLX Dividend and Capital Return
CLX returns 8.4% total yield, led by a 5.38% dividend, raised 43 consecutive years. Buybacks add another 3.1%.
Dividend WatchFCF Stretched
Total Shareholder Yield
8.4%
Dividend + buyback return per year
Buyback Yield
3.1%
Dividend Yield
5.38%
Payout Ratio
74.3%
How CLX Splits Its Return
Div 5.38%
Buyback 3.1%
Dividend 5.38%Buybacks 3.1%
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$4.84
Growth Streak
Consecutive years of dividend increases
43Y
3Y Div CAGR
1.7%
5Y Div CAGR
2.5%
Ex-Dividend Date
—
Payment Cadence
Quarterly
4 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$332M
Estimated Shares Retired
4M
Approx. Share Reduction
3.1%
Shares Outstanding
Current diluted share count from the screening snapshot
121M
At 3.1%/year, buybacks mechanically lift EPS even with flat earnings — each remaining share represents a slightly larger piece of the company.
| Year | Div / Share | YoY Grw | BB Yield | Total Yield |
|---|---|---|---|---|
| 2026 | $2.48 | — | — | — |
| 2025 | $4.92 | +1.7% | 2.2% | 6.3% |
| 2024 | $4.84 | +1.7% | 0.0% | 3.5% |
| 2023 | $4.76 | +1.7% | 0.0% | 3.0% |
| 2022 | $4.68 | +3.1% | 0.1% | 3.4% |
FAQ
7 questionsCLX Investor Questions
Common questions answered from live analyst data and company financials.
01Is The Clorox Company (CLX) stock a buy or sell in 2026?
The Clorox Company (CLX) is rated Hold by Wall Street analysts as of 2026. Of 28 analysts covering the stock, 4 rate it Buy or Strong Buy, 19 rate it Hold, and 5 rate it Sell or Strong Sell. The consensus 12-month price target is $106, implying +17.2% from the current price of $90. The bear case scenario is $33 and the bull case is $83.
02What is the CLX stock price target for 2026?
The Wall Street consensus price target for CLX is $106 based on 28 analyst estimates. The high-end target is $139 (+54.4% from today), and the low-end target is $83 (-7.8%). The base case model target is $84.
03Is The Clorox Company (CLX) stock overvalued in 2026?
CLX trades at 15.3x times forward earnings. The stock currently trades at a discount to the broader market. Based on current multiples versus the peer group, the relative model signals significantly undervalued. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
04What are the main risks for The Clorox Company (CLX) stock in 2026?
The primary risks for CLX in 2026 are: (1) Cybersecurity Threats — Clorox experienced a significant cyberattack in 2023, resulting in operational disruptions and an estimated cost of over $350 million. (2) Supply Chain Disruptions — The company has faced and may continue to experience disruptions in its manufacturing operations and supply chain due to dependencies on suppliers and potential supplier insolvency. (3) Input Cost Volatility — Clorox is exposed to fluctuations in the prices of raw materials, commodities, and transportation, which can significantly impact its gross margins. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is The Clorox Company's revenue and earnings forecast?
Analyst consensus estimates CLX will report consensus revenue of $6.7B (-0.4% year-over-year) and EPS of $6.07 (-2.3% year-over-year) for the upcoming fiscal year. The following year, analysts project $6.9B in revenue.
06When does The Clorox Company (CLX) report its next earnings?
A confirmed upcoming earnings date for CLX is not yet available. Check the Earnings section above for the most recent quarterly report dates and forward estimates.
07How much free cash flow does The Clorox Company generate?
The Clorox Company (CLX) generated $380M in free cash flow over the trailing twelve months — a free cash flow margin of 5.6%. CLX returns capital to shareholders through dividends (5.4% yield) and share repurchases ($332M TTM).