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CL

COLGATE PALMOLIVE CO

Materials • CIK: 0000021665

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Market Cap
$64.87B
P/E (TTM)
22.3x
Rev Growth (TTM)
-0.0%
Net Margin (TTM)
14.5%
FCF Yield (TTM)
5.3%
FCF Margin (TTM)
17.1%

LATEST EARNINGS

Q4 2025
14 days ago
View source
Revenue
Net Income
EPS
  • Full year net sales and organic sales increased 1.4%, driven by strength in oral care and pet nutrition.
  • Base Business EPS increased 3% for the full year and 4% in Q4.
  • Net sales increased 5.8% in Q4, with organic sales up 2.2%.
  • Record net cash provided by operations of $4,198 million for the full year.

Cash Flow Health

Free Cash Flow8/8 positive
TTM$3.4B
Q3 '25
$1.1B+43%
Q2 '25
$776M+63%
FCF Margin
TTM17.1%
Q3 '2521.6%+42%
Sector: 4.7%Top 10%
OCF Margin20.0%
OCF/NI1.38x
CapEx Coverage7.0x
FCF Yield5.3%
FCF Growth (2Y)+14%
Cash Conversion Cycle
44 days
DSO: 31+DIO: 95DPO: 81

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder YieldTTM
TTM4.5%
Div Yield2.6%
+
Buyback (TTM)1.9%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)2.6%
FCF Payout Ratio48.6%
Free Cash Flow (TTM)$3.4B
Stock Repurchases (TTM)$1.3B
Capital Return / FCF89.3%
Est. Dividends Paid (TTM)$1.7B
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
35.5%
Stable
+0.1% YoY+5.6%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
16.4%
8Q: 16.5%
Asset Turnover
1.19x
8Q: 1.21x
Leverage (1+D/E)
9.54x
D/E: 8.54x
DuPont: 187.1%35.5% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
4.50x
8Q:4.49x
+7.5%
Invested Cap Turn
2.16x
8Q:2.04x
+35.3%
CapEx Intensity
6.1%
8Q:5.5%
CapEx/Depreciation
0.94x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$20.1B
$5.1B0.4%
$5.1B4.1%
$4.9B0.7%
$4.9B1.7%
$5.0B0.5%
$5.1B0.1%
$5.1B2.3%
$5.0B
Operating Income
$4.3B
$1.1B1.9%
$1.1B0.4%
$1.1B1.2%
$1.1B0.2%
$1.1B2.5%
$1.1B4.3%
$1.0B2.3%
$1.1B
Net Income
$2.9B
$735.0M1.1%
$743.0M7.7%
$690.0M6.6%
$739.0M0.3%
$737.0M0.8%
$731.0M7.0%
$683.0M4.9%
$718.0M
Operating Cash Flow
$4.0B
$1.3B42.6%
$884.0M47.3%
$600.0M52.7%
$1.3B8.7%
$1.2B17.9%
$990.0M45.4%
$681.0M40.1%
$1.1B
Free Cash Flow
$3.4B
$1.1B42.5%
$776.0M63.0%
$476.0M56.1%
$1.1B5.0%
$1.0B18.3%
$873.0M57.3%
$555.0M40.9%
$939.0M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
22.3x
Volatile
8Q: 104.2x-723%
Valuation Lenses
Earnings
22.3x
vs sector
Cash Flow
36.7x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
0.6P/E per %ROIC
ROIC: 35.5%
Shareholder Returns
Dividend
2.6%
Buyback
1.9%
Total Yield
4.5%
Market Cap$64.87B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
96/100
Exceptional

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 10%
6.0%
8Q:
Return on Invested Capital (ROIC)Top 25%
35.5%
8Q:
+5.6%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 16.4%
Asset Turnover: 1.19x

Earnings Quality

Cash Conversion

1.38x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin60.1%

Capital Efficiency

Invested Capital Turnover2.16x

Working Capital

Cash Conversion Cycle44 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
57/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
-0.0%
OpInc Growth YoY
-0.6%
EPS Growth YoY
2.3%
FCF 3Y CAGR
14.0%

Growth Quality Analysis

Efficient Growth: Free cash flow growing faster than revenue

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
60.1%
Operating
21.3%
Above Avg in sector
Net
14.5%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+2.7 pts
FCF: 17.1% | Net: 14.5%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Leveraged
Net Debt / EBITDA
Net Debt: $6.03B
Interest Coverage
Leverage Metrics
Debt-to-Equity
8.54x
Balance sheet risk & solvency analysis