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CLX
ACCE-researched

Clorox Company (The) Common Stock (CLX) fair value

Consumer Defensive · Household & Personal Products · NYSE · United States
$86.40-2.55%
Market cap $10.7BNext earnings 2026-11-02Updated Oct 19, 2026
Add earnings to calendarGoogle
Our verdict
Trades 28% above our fair value
Price
$86.40
Model fair valueConfidence: good
$67.27
Model range
$48.67 to $106
Fair value $67.27
Price $86.40
4 models fit Clorox Company (The) Common Stock and they disagree: 1 of 4 land within 15% of the average.
Two or more of our models back this value.
Premium(i)
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionClorox Company (The) Common Stock (CLX)
Fair value (4 models)
$67.27
ACCE price target
$90.60
Rating
Overvalued
Horizon
12 months
Fair value published on 11 Oct 2026, 00:00 CEST; previously $75.50 since 30 Sept 2026, 00:00 CEST.
ACCE price target published on 18 Oct 2026, 00:00 CEST; previously $93.00 since 20 May 2026, 00:00 CEST.
Rating published on 19 Oct 2026, 18:04 CEST.
Price used: $86.40 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, Dividend discount, EV/EBITDA comparison, Graham number, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
28.4% above
-22.1% to fair value
ACCE score
41
out of 100
Analysts
6% buy
18 covering
P/E
18.4x
forward 14.9x
1-year return
-25.7%
Dividend yield
5.86%

Clorox Company (The) Common Stock in four questions

Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Clorox makes branded cleaning and household staples: Clorox bleach and disinfecting wipes, Pine-Sol, Fresh Step and Scoop Away cat litter, Glad bags and wraps, and Hidden Valley dressings. Its moat rests on brand recognition in disinfecting categories where shoppers pay a premium for trust, and a 42.3% gross margin shows that pricing power is still intact. The near-term issue is volume: revenue is shrinking 2.0% year over year, so the question is whether management can stabilize sales and restore margin from the current 12.9% operating level. The stock trades at 14.9x forward earnings against 18.1x trailing, which implies consensus expects earnings to recover, though the 163.8% ROE is inflated by a small equity base and should not be read as a quality signal on its own. At a 40/100 score and no index membership, the name screens as a turnaround candidate rather than a compounder, and it merits a deeper look only if the volume trajectory is the thing to underwrite.

AI-assisted·How I use AIWritten Oct 18, 2026
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
  • high
    Earnings collapse
    YoY earnings down 50.1% despite flat-to-positive recent quarters. Suggests structural headwind or one-time charge not yet resolved.
  • high
    Revenue contraction trend
    5-year CAGR of -3.1% with YoY -2.0%. Growth model deteriorating; QoQ +16.6% may reflect base effects rather than recovery.
  • moderate
    ACCE score deterioration
    Score fell 6 points in 90 days (49 to 43).
  • moderate
    High leverage with weak FCF
    Debt/Equity 22.21 with only $110M FCF. Limited financial flexibility if revenue decline accelerates.

AI research notes

AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-10-09 · prices to Oct 23, 2026
Why it could do well
  • The company returned 1.7% of shares to shareholders last fiscal year while maintaining an 8.7% net margin.
  • Clorox offers a 6.0% dividend yield, providing income while the stock trades below consensus fair value.
Why it could disappoint
  • Revenue has declined 2.0% year over year and 3.1% on a five-year average, signaling structural demand weakness.
  • Consensus fair value sits 19.2% below the current share price of $83.80, with 4 of 5 valuation models agreeing.
  • Free cash flow yield of 1.1% is insufficient to support a 6.0% dividend without balance sheet deterioration.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Nov 2, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where CLX's valuation models land
Price
$86.40
Model fair value
$67.27
Model range
$48.67 to $106
Fair value $67.27
Price $86.40
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bearish6% buy · 18 covering analysts
● Strong buy 1● Buy 0● Hold 13● Sell 2● Strong sell 2
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
0 buys · 1 sell
Since May 15, 2026, 1 member
Average delay
21 days
From trade to public filing
Full trade list on ProDo politicians beat the market? Our backtest →
Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
-0.8%
1 month
+2.9%
3 months
-9.6%
6 months
-12.4%
YTD
-14.3%
1 year
-25.7%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
19 Oct 2026, 18:04 CESTRatingOvervaluedfirst publication$87.09
18 Oct 2026, 00:00 CESTACCE price target$90.60$93.00$87.09
11 Oct 2026, 00:00 CESTFair value$67.74$75.50$83.80
30 Sept 2026, 00:00 CESTFair value$75.50$76.27$81.42
26 Sept 2026, 00:00 CESTFair value$76.27$74.24$81.80
23 Sept 2026, 00:00 CESTFair value$74.24$76.29$84.88
21 Sept 2026, 00:00 CESTFair value$76.29$77.38$83.10
14 Sept 2026, 00:00 CESTFair value$77.38$78.36$87.76
12 Sept 2026, 00:00 CESTFair value$78.36$80.04$88.77
5 Sept 2026, 00:00 CESTFair value$80.04$90.30$94.27

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth7Value66Quality64Momentum25Total41
Valuation
Trailing P/E
18.4x
Forward P/E
14.9x
PEG
no data
P/B
117.10x
EV / Revenue
2.3x
Book value/sh
$0.74
Enterprise value
$15.5B
Profitability
ROE
163.8%
FCF yield
3.78%
ROIC
8.6%
Health and risk
Debt / equity
61.33
Dividend yield
5.86%
Beta
0.57

Price

-25.4% · 1Y

Ask anything about CLX

Answered from Clorox Company (The) Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 18.4x18.4xhigh 52.6x
ROEbetter than 100% of peers
low -3%164%high 164%
Div yieldbetter than 100% of peers
low 0.5%5.9%high 5.9%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
CLX Clorox Company (The) Common Stock$86.40$6728% above18.4x163.8%6441
MARICO.NS Marico Limited₹766.50--52.6x-8557
8113.T Unicharm Corporation¥1019.50--27.3x8.3%6364
PUIG.MC Puig Brands SA€19.14€1617% above18.7x15.6%7261
4911.T Shiseido Company, Limited¥3709.00----3.1%5266
GODREJCP.NS Godrej Consumer Products Limited₹856.35₹313173% above45.8x15.1%7548
DABUR.NS Dabur India Limited₹363.00--32.7x-8551

Sector report card

Where CLX ranks against its sector peers on each metric.

Computing percentiles…
  • PR Newswire•Oct 12, 2026
    Clorox Announces November 2 Webcast of First-Quarter Fiscal Year 2027 Results
  • PR Newswire•Oct 7, 2026
    Calnex and VIAVI expand partnership to deliver end-to-end network and application performance validation for next-generation networks.
  • PR Newswire•Oct 7, 2026
    Calnex and VIAVI expand partnership to deliver end-to-end network and application performance validation for next-generation networks.
7 more press releases · full archive on Investor+.INVESTOR
40 filings
October 2026
Oct 7
ProxyProxy statementPeriod 2026-11-18
View on SEC →
Oct 7
Form 4Insider transactionPeriod 2026-10-05
View on SEC →
Oct 7
Form 4Insider transactionPeriod 2026-10-05
View on SEC →
37 more filings + AI summaries on Investor+.INVESTOR