NYSE:PG

Procter & Gamble (PG)

145.10
-1.44 (0.98%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 12 opinions in the last 12 months.

Procter & Gamble (PG) has faced significant challenges in the consumer staples sector recently, with reports indicating a drop of 14.4% over the past year. Despite this downturn, PG is recognized for its strong brand portfolio and stable dividend yield of approximately 3%, which appeals to investors seeking safer options amidst economic uncertainties. The company is currently under pressure from rising input costs and a fluctuating economy, which could limit future earnings growth. While some experts express caution, suggesting a defensive stance and gradual investment due to potential further declines, others see the stock as undervalued at a price-to-earnings ratio of around 20x. The overall sentiment highlights a mix of optimism for PG's long-term stability and concern over the near-term performance amid challenging consumer conditions.

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Consensus
Cautious
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Valuation
Undervalued
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BUY
A great stable company. More attractive today than it was in the spring. Trades at about 15X earnings and has a very solid dividend.
COMMENT
(Market Call Minute.) Consumer staples and probably one of the most diversified and defensive names. Decent but a better name would be Kimberly-Clark (KMB-N), which has a cheaper PE multiple.
SELL
(Market Call Minute) Too high a multiple for the earnings that are there.
BUY
US consumer products but have significant exposure outside of the US. Focusing now on expanding the non--US side of the business, which makes a lot of sense. Well run company. Core kind of holding.
BUY
Perfect company. So many household word brands. Long history in the US. Recession resistant. Won't be a whiz-bang but also won't bite you. 3.3% yield. Be aware that on dividends outside Canada, you pay a lot more tax.
COMMENT
The premier consumer brand company in the world. In an economic downturn, when incomes are crimped, consumers tend to buy more private-label or trade down to a lower priced brand. Has missed profit numbers. If you are a long-term investor you can take advantage of this but there is no rush. Dividend of 3.2%.
SELL
Staying away from consumer products space, as he wants higher beta more aggressive names right now. This quarter some of their higher end products did not getting traction as the numbers came in a little bit light. There are other opportunities he would prefer.
COMMENT
Extremely well run company. Prefers Nestle (NSRGY-US) because of better margins. (See Past Picks.)
BUY
A great stock. In terms of a long-term holding, there very few better than this one. The challenge they face has always been on the commodity side and market share. Ad spending has come down very dramatically and will help their bottom line going forward. Great dividend. Long-term hold. 3.5% yield.
PAST TOP PICK
(A Top Pick March 12/08. Down 28.6%.) Non-discretionary but have increasingly moved into more discretionary products such as makeup. Higher margins but have suffered with consumer confidence. Great franchise and the company will do well and would be a Buyer at these prices.
HOLD
(Market Call Minute.) A fantastic company. Unfortunately given the commodity outlook and currency it is just a Hold.
BUY
He looks at it as positive. Management is efficient, one of the better ones to be involved in.
COMMENT
When the US$ got weak, earnings increased. That has now been reversed. Spinning off its Folgers operation at a 14% premium. He is tendering his holdings.
COMMENT
Very solid company. Spinning off Folgers coffee and are offering shareholders an option. To your advantage to accept.
TOP PICK
A defensive holding. Well known brands. Consistent earnings. Good exposure to the fast growing Asia economies. Trading at about 17X earnings with very consistent and transparent outlook.
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