Upside case
Bull case
$114+19.5%
CLX would need investors to value it at roughly 21x earnings — about 3x more generous than today's 17x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Analysis OverviewHoldUpdated Jun 18, 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 · 6 bearish · 28 covering CLX
Strong Buy
0
Buy
4
Hold
18
Sell
6
Strong Sell
0
Consensus Target
$106
+10.1% vs today
Scenario Range
$55 – $114
Model bear to bull value window
Coverage
28
Published analyst ratings
Valuation Context
17.3x
Forward P/E · Market cap $11.6B
CLX price targets
Three scenarios for where CLX stock could go
Current
~$96
Confidence
52 / 100
Updated
Jun 18, 2026
Where we are now
Current · $96
Bear
$55
Base
$87
Bull
$114
Market caseClosest to today
Base case
$87-9.3%
This is close to how the market is already pricing CLX — at roughly 16x forward earnings. No dramatic re-rating needed, just steady execution on the core business.
Stress case
Bear case
$55-42.9%
If investor confidence fades or macro conditions deteriorate, a 7x multiple contraction could push CLX down roughly 43% 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
$11.6B
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/$1.54
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/$1.54 | +6.5% | $1.7B/$1.7B | +0.0% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$6.8B
+1.3% YoY
FY2
$7.1B
+3.6% YoY
EPS Outlook
FY1
$5.80
-6.6% YoY
FY2
$5.85
+0.9% YoY
Trailing FCF (TTM)$380M
FCF Margin: 5.6%
Next Earnings
July 30, 2026
Expected EPS
$1.64
Expected Revenue
$1.9B
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
Slightly cheap versus peers
Fair value est. $104 — implies +8.6% from today's price.
Upside to Fair Value
8.6%
potential upside
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
CLX
14.7x
vs
S&P 500
24.4x
40% discount
vs Consumer Defensive Trailing P/E
CLX
14.7x
vs
Consumer Defensive
18.9x
22% discount
vs CLX 5Y Avg P/E
Today
14.7x
vs
5Y Average
56.3x
74% discount
Forward PE
17.3x
S&P 500
18.8x
-8%
Consumer Defensive
14.2x
+22%
5Y Avg
—
—
Trailing PE
14.7x
S&P 500
24.4x
-40%
Consumer Defensive
18.9x
-22%
5Y Avg
56.3x
-74%
PEG Ratio
—
S&P 500
1.66x
—
Consumer Defensive
1.92x
—
5Y Avg
—
—
EV/EBITDA
10.2x
S&P 500
15.2x
-33%
Consumer Defensive
11.1x
-8%
5Y Avg
18.1x
-44%
Price/FCF
15.2x
S&P 500
20.7x
-26%
Consumer Defensive
15.3x
-0%
5Y Avg
26.6x
-43%
Price/Sales
1.6x
S&P 500
3.1x
-47%
Consumer Defensive
0.9x
+85%
5Y Avg
2.6x
-36%
Dividend Yield
5.06%
S&P 500
1.91%
+164%
Consumer Defensive
3.06%
+65%
5Y Avg
3.24%
+56%
| Metric | CLX | S&P 500 | Consumer Defensive | 5Y Avg CLX |
|---|---|---|---|---|
| Forward PE | 17.3x | 18.8x | 14.2x+22% | — |
| Trailing PE | 14.7x | 24.4x-40% | 18.9x-22% | 56.3x-74% |
| PEG Ratio | — | 1.66x | 1.92x | — |
| EV/EBITDA | 10.2x | 15.2x-33% | 11.1x | 18.1x-44% |
| Price/FCF | 15.2x | 20.7x-26% | 15.3x | 26.6x-43% |
| Price/Sales | 1.6x | 3.1x-47% | 0.9x+85% | 2.6x-36% |
| Dividend Yield | 5.06% | 1.91% | 3.06% | 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 7.9% 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
7.9%
Dividend
5.1%
Buyback
2.9%
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 June 18, 2026
High Risk
Analyst downgrade
JPMorgan downgraded Clorox to Underweight from Neutral and cut its price target to $99, signaling bearish sentiment.
High Risk
Bear case valuation
A bear case scenario projects CLX stock price at $45, significantly below base and bull case targets.
Medium
Market competition
Clorox operates in a highly competitive consumer goods market, which could pressure margins and market share.
Medium
Economic sensitivity
As a consumer staples company, Clorox may face headwinds from economic downturns affecting discretionary spending.
Lower
Product concentration
Heavy reliance on flagship brands like Clorox bleach and Pine-Sol could pose risks if demand shifts.
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 June 18, 2026
Strong product portfolio
Clorox offers a wide range of cleaning and disinfecting products, including wipes, sprays, and bleach, catering to diverse consumer needs for home hygiene.
Category strength
The company's strong position in its product categories is a key driver, supported by its innovation-focused strategy and retailer relationships.
Purpose-driven culture
Clorox's commitment to innovation, sustainability, and making a positive impact underpins its brand strength and long-term growth potential.
Wide moat
The company's established market position and brand recognition create a competitive advantage, as highlighted in institutional analyses.
Attractive valuation
With trailing and forward P/E ratios of 17.08 and 18.05 respectively, Clorox's stock appears reasonably priced relative to earnings potential.
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
$95.80
52W Range Position
23%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$84.70
+13.1% from the low
52-Week High
$132.03
-27.4% from the high
1 Month
+3.21%
3 Month
-11.24%
YTD
-5.0%
1 Year
-20.8%
3Y CAGR
-14.9%
5Y CAGR
-11.1%
10Y CAGR
-3.2%
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
17.3x
vs 15.9x median
+9% above peer median
Revenue Growth
+1.3%
vs +1.7% median
-22% 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 | $11.6B | 17.3x | +1.3% | 11.2% | Hold | +10.1% |
CHD CHD Church & Dwight Co., Inc. | $22.7B | 25.5x | +4.3% | 11.8% | Buy | +9.8% |
SPB SPB Spectrum Brands Holdings, Inc. | $1.9B | 15.9x | +1.1% | 4.5% | Buy | +4.2% |
ENR ENR Energizer Holdings, Inc. | $1.5B | 6.1x | +1.7% | 6.5% | Hold | +6.9% |
RCK RCKY Rocky Brands, Inc. | $314M | 11.4x | +4.7% | 4.6% | Buy | +24.8% |
PG PG The Procter & Gamble Company | $351.4B | 21.8x | +1.3% | 14.7% | Buy | +5.7% |
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 7.9% total yield, led by a 5.06% dividend, raised 43 consecutive years. Buybacks add another 2.9%.
Dividend WatchFCF Stretched
Total Shareholder Yield
7.9%
Dividend + buyback return per year
Buyback Yield
2.9%
Dividend Yield
5.06%
Payout Ratio
74.3%
How CLX Splits Its Return
Div 5.06%
Buyback 2.9%
Dividend 5.06%Buybacks 2.9%
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
3M
Approx. Share Reduction
2.9%
Shares Outstanding
Current diluted share count from the screening snapshot
121M
At 2.9%/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, 18 rate it Hold, and 6 rate it Sell or Strong Sell. The consensus 12-month price target is $106, implying +10.1% from the current price of $96. The bear case scenario is $55 and the bull case is $114.
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 (+45.1% from today), and the low-end target is $83 (-13.4%). The base case model target is $87.
03Is The Clorox Company (CLX) stock overvalued in 2026?
CLX trades at 17.3x 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 slightly cheap versus peers. 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) Analyst downgrade — JPMorgan downgraded Clorox to Underweight from Neutral and cut its price target to $99, signaling bearish sentiment. (2) Bear case valuation — A bear case scenario projects CLX stock price at $45, significantly below base and bull case targets. (3) Market competition — Clorox operates in a highly competitive consumer goods market, which could pressure margins and market share. 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 $6.8B (+1.3% year-over-year) and EPS of $5.80 (-6.6% year-over-year) for the upcoming fiscal year. The following year, analysts project $7.1B in revenue.
06When does The Clorox Company (CLX) report its next earnings?
The Clorox Company is expected to report its next earnings on approximately 2026-07-30. Consensus expects EPS of $1.64 and revenue of $1.9B. Over recent quarters, CLX has beaten EPS estimates 83% of the time.
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 (5.1% yield) and share repurchases ($332M TTM).