NYSE · CLX
The Clorox Company
Consumer Defensive · Household & Personal Products
$88.77▼ 0.95% ($0.85)at close
Pre-market$89.69▲ 1.04%8:27 AM ET
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 28.02% over the last year. Revenue declined 5.41% over the trailing twelve months. Operating margin moved from 16.57% to 24.73%. Free cash flow declined 46.78% over the trailing twelve months.
What the market seems to be pricing
The market is reacting to weaker business momentum more than just compressing the valuation multiple. Even if the shares already screen cheap on P/FCF, investors are still discounting lower future earnings power.
What would invalidate this read
Operating margin stands at 24.73%. Revenue declined 5.41% — this read reverses if that trend stabilizes. Free cash flow fell 46.78% — a return toward positive territory would undermine the deterioration thesis. If margins and cash flow stabilize while the stock stays depressed, the gap shifts from fundamental damage toward pure multiple compression.
Performance
Return analysis
Company profile
The Clorox Company is a global manufacturer and marketer of both consumer and professional products, operating through four distinct segments: Health and Wellness, Household, Lifestyle, and International.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
3
Buy
20
Hold
6
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 3, 2026
Q4 FY26 · EPS est $1.11 · Revenue est $1.88B
View
Dividends
$4.97/shareQuarterlyDividend Aristocrat · 42yrStretchedCLX pays a dividend with a 5.6% dividend yield, 42 consecutive years of growth, growing at 2.05% annually, covered 0.7× by free cash flow.
Dividend Yield
5.6%
Annual Div / Share
$4.97
5yr CAGR
+2.05%
Doubles every ~34.1yr
Payout Ratio
102.56%
Stretched
Dividend Growth Rate
3yr CAGR
+1.59%
5yr CAGR
+2.05%
10yr CAGR
+4.8%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$5/mo
In 5 yrs
$5/mo
In 10 yrs
$6/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$56/yr $5/mo | $62/yr+11% $5/mo | $69/yr+23% $6/mo |
Yield-on-cost grows from 5.6% → 6.86% over 10yr
Analysis
Dividend Strengths
Dividend Aristocrat
CLX has raised its dividend for 42 consecutive years — qualifying as a Dividend Aristocrat, demonstrating long-term commitment to shareholder income.
Risks to Watch
High payout ratio
With 102.56% of earnings paid as dividends, there is limited retained earnings for reinvestment — and a dividend cut becomes more likely if earnings decline.
Dividend exceeds free cash flow
Free cash flow covers only 0.67× the dividend. The company is paying out more than it generates in cash, which is unsustainable without borrowing or asset sales.