CHD vs SPB
Church & Dwight vs Spectrum Brands Holdings, Inc. — AI-powered side-by-side comparison
CHD
Church & Dwight
60
Buy
VS
SPB
Spectrum Brands Holdings, Inc.
67
Buy
| Metric | CHD | SPB |
|---|
| AI Score |
60
|
67
|
| Price |
$101.31
|
$88.33
|
| P/E Ratio |
32.94×
|
26.40×
|
| ROE |
18.4%
|
5.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.6%
|
39.8%
|
| Debt / Equity |
0.56×
|
0.06×
|
| Dividend Yield |
1.2%
|
2.1%
|
| RSI (14) |
64.8
|
46.9
|
| Beta |
0.471
|
0.646
|
| Expected Upside |
+0.2%
|
—
|
AI Committee View
Current Innellis committee reasoning for CHD versus SPB.
SPB leads by 7 points.
SPB scores 67/100 (Buy) versus CHD at 60/100 (Buy).
CHD Committee View
60% agreement
5 analysts
Positive signals support the current rating — price structure making higher highs and higher lows. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 17.8% shows genuine earnings power backing the valuation — Value
- EPS growing 46.6% YoY — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 32.9 is moderate-to-rich — Value
- Price-to-book of 5.0x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
SPB Committee View
100% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.30) -- balance sheet can absorb a shock. The main limiting factor is sector concentration is already high (hhi 2500.67). The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 0.7x is a discount to asset value — Value
- EPS growing 150.6% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Revenue declining -3.8% YoY -- this is not a growth story right now — Growth
- MACD histogram negative -- bearish momentum — Technical