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Consumer Defensive Sector Report

Household & Personal Products Industry Report

Market Cap: $819.0B
Stocks: 19
Median P/E: 22.6x
Median ROIC: 9.8%

Data sourced from SEC EDGAR filings. Report refreshed weekly.

Part of the Consumer Defensive sector.

Performance Dashboard

PeriodSector (MCW)Sector (Median)
1 Day-0.2%-0.7%
1 Week-2.7%-1.7%
1 Month
3 Months
6 Months
YTD+0.6%+0.3%
1 Year+0.7%-16.5%
3 Years+23.0%-31.2%
5 Years+28.8%-25.1%

Today's Breadth: 4 advancing · 14 declining · 0 flat

Valuation Summary

MetricMedianP25P75vs 5Y Avg
P/E22.6x9.3x31.0x-18%
P/B2.6x0.7x5.5x-54%
P/S2.5x0.6x3.9x
P/FCF19.0x15.2x30.1x
EV/EBITDA15.8x11.3x18.4x
EV/EBIT21.6x20.5x23.3x
Earnings Yield
3.9%
FCF Yield
4.4%
Below Fair Value
50% of stocks

Profitability Profile

Margins

MetricMedian5Y AvgP25P75
Gross Margin59.1%58.0%45.9%68.9%
Operating Margin14.0%3.5%17.3%
Net Margin10.1%10.2%-1.4%12.1%
FCF Margin11.6%2.6%15.9%

Returns on Capital

MetricMedian5Y AvgP25P75
ROE15.2%-4.9%22.0%
ROA6.9%-1.9%10.3%
ROIC9.8%11.2%2.4%23.8%

Growth Metrics

Metric1Y3Y CAGR5Y CAGR
Revenue+1.5%+2.8%+4.5%
EPS+2.3%+5.6%0.0%
Free Cash Flow+1.8%+1.2%-0.4%

All values represent sector median growth rates.

Balance Sheet Health

Debt / Equity
0.7x
Net Debt / EBITDA
2.4x
Interest Coverage
6.1x
Current Ratio
1.3x

Altman Z-Score

Safe (>3): 7 (37%)
Gray (1.8–3): 4 (21%)
Distress (<1.8): 8 (42%)

Piotroski F-Score

Strong (7–9): 4 (21%)
Moderate (4–6): 12 (63%)
Weak (0–3): 3 (16%)

Top Companies

Symbol#Mkt CapP/EEV/EBITDAROICNet MgnRev Gr.Div YldYTDQual.
PG1$352.3B24.1x18.0x19.4%18.9%+0.3%2.6%+0.7%4/9
UL2$127.3B19.9x43.3%10.5%+1.4%3.4%-0.3%5/9
BATS-L3$96.2B12.4x10.1x9.3%30.3%+2.2%5.6%4/9
ECL4$78.5B36.5x24.5x13.8%12.9%+2.2%1.0%-1.2%4/9
CL5$68.1B30.1x18.0x38.9%10.5%+1.4%2.6%+2.3%5/9
KVUE6$33.4B22.4x13.7x9.8%9.7%-2.1%4.8%+2.2%4/9
EL7$26.8B747.7x-4.4%-7.9%-8.2%2.2%+5.5%3/9
CHD8$23.2B28.2x19.0x16.6%11.9%+1.6%1.4%-1.9%3/9
ELF9$3.8B33.8x18.5x12.1%8.5%+28.3%-4.2%6/9
IPAR10$3.1B28.2%11.3%+2.5%-1.4%6/9
COTY11$2.0B11.3x3.3%-6.5%-3.7%0.3%-4.5%3/9
OLPX12$1.9B1.5%-2.2%+0.1%0.0%3/9
SCL13$1.2B22.8x8.4x3.6%2.0%+7.0%3.3%+0.0%2/9
EPC14$1.1B36.9x11.5x3.6%1.1%-1.3%3.1%+0.6%1/9
WALD15$120M-32.9%-84.4%-0.7%+6.8%1/9
AXIL16$111M47.4x51.3%12.1%+16.9%+16.9%4/9
SLSN17$62M-39.5%-7.0%+26.6%+10.3%1/9
UG18$30M12.6x120.8%26.7%+11.9%6.8%+2.8%6/9
CSCIF19$5M-89.5%-159.7%-15.8%1/9

Industry Composition

IndustryStocksMarket Cap%
Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics5$582.4B71.1%
Perfumes, Cosmetics & Other Toilet Preparations13$140.4B17.1%
Tobacco1$96.2B11.7%

Quality Distribution

0
1
2
3
4
5
6
7
8
9

Quality Score (0-9)

High Quality (7+)
0%
Median Piotroski F
5/9
Profitable Years
9 of 10

Dividends & Shareholder Returns

Paying Dividends
63%
Median Div Yield
2.9%
Median Buyback Yield
0.7%
Shareholder Yield
2.8%
Payout Ratio
68.8%
Div Growth (3Y)
3.7%
Div Growth (5Y)
4.2%

Strengths & Weaknesses

Strengths

  • +[Profitability]High pricing power with a median gross margin of 59.1%, reflecting differentiated products or strong brand moats.
  • +[Valuation]Attractive valuations: current median P/E of 22.6x is 17.6% below the 5-year average, presenting potential value opportunity.

Weaknesses

  • [Breadth]Narrow weakness: only 22.2% of stocks advanced today, suggesting widespread selling pressure.
  • [Financial Health]42.1% of companies fall in the Altman Z-Score distress zone (<1.8), indicating elevated bankruptcy risk within the sector.
  • [Quality]Only 0.0% of companies score 7+ on the quality checklist, reflecting structural challenges in achieving consistent returns across the sector.

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