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CL · NYSE · STOCK

Colgate-Palmolive (CL) Stock Analysis

Consumer Defensive Updated August 25, 2026
$92.51
52W $74.55 – $99.33
51/100
$74.06B
36.4
0.33
AI Committee Verdict
Watch
51/100
Conviction: Contested · 50% agreement · 6 analysts
+1.8%
-1.9%
0.95:1
Contested

Is CL Bullish or Bearish?

Mixed. Innellis AI committee rates Colgate-Palmolive (CL) Watch with a composite score of 51/100 , based on 6 analysts with 50% agreement. Last updated August 25, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +9.36 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -10.64 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.40 across 22 articles, 14d). Growth Analyst remains cautious — eps declining -28.9% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 631.1% shows genuine earnings power backing the valuation — Value
  • News sentiment is positive (+0.40 across 22 articles, 14d) — News
Bear Case
  • P/E of 36.5 is moderate-to-rich — Value
  • Price-to-book of 1179.5x prices in significant intangible value — Value
  • Debt-to-equity of 147.93 adds balance-sheet risk to the value case — Value
  • EPS declining -28.9% YoY despite any revenue growth — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 147.93) amplifies downside in a stress scenario — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 25, 2026
Overall Committee Score
51/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 91%
of 72 Consumer Defensive peers
Value Analyst neutral
45 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 631.1% shows genuine earnings power backing the valuation
− P/E of 36.5 is moderate-to-rich
Growth Analyst bearish
30 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -28.9% YoY despite any revenue growth
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst neutral
45 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− High leverage (debt-to-equity 147.93) amplifies downside in a stress scenario
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
70 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 22 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
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Investment Thesis Evolution

Committee score moved marginally from 50.6 to 50.6.

Comparing 2026-08-24 to 2026-08-25 (1 day apart).

Technical Analysis

RSI (14)
56.4
Neutral
MACD Histogram
-0.124
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$90.78
Resistance
$94.16
Bollinger %B
0.61
Inside Bands
Price vs Moving Averages
EMA 9
$91.49 Above
EMA 21
$91.71 Above
EMA 50
$91.30 Above
EMA 200
$88.65 Above

Fundamental Analysis

Valuation
38
Growth
61
Profitability
87
Financial Health
9
Cash Flow
70
Valuation
P/E Ratio 36.4×
P/B Ratio 312.38×
PEG Ratio -1.25
Dividend Yield 2.27%
52W High $99.33
52W Low $74.55
Quality & Growth
ROE
ROA 1305.6%
Gross Margin 6042.5%
Operating Margin 2065.0%
Revenue Growth YoY
Debt / Equity 33.29
AI Fundamental Assessment
P/E ratio of 36.4 (rich relative to a 15-40x range); Price-to-book of 312.4x; PEG ratio of -1.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 3948.1%; Return on assets of 13.1%; Net margin of 9.7%; Gross margin of 60.4%; Current ratio of 1.03 (tight short-term liquidity); Debt-to-equity of 33.29; Free cash flow per share is positive (4.84); Most recent quarter beat estimates by 1.5%; EPS growth roughly steady (+2.1% -> +2.1% QoQ); Average YoY EPS growth of 7.6%; Analyst estimates rising over recent quarters
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