NYSE:PG

Procter & Gamble (PG)

149.31
-2.10 (1.39%)
as of Jul 6, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 6, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Procter & Gamble (PG) is currently facing a challenging economic landscape, with experts indicating that consumer products are experiencing difficulties. The company has been described as a defensive stock due to its strong brand portfolio and consistent dividend payments near 3%. Despite a decline in stock performance, with a noted drop of 14.4% over the past year, some analysts believe it is an opportune time to invest, albeit gradually, given its quality and dividend aristocrat status. However, there are concerns about low earnings growth, rising input costs, and a persistently cautious consumer sentiment. While PG maintains strong margins, its revenue growth has been slow, prompting mixed sentiments regarding its immediate future, especially as it approaches an earnings report amidst a weak economy.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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BUY
PG vs. UL Canadians can't ignore the Chinese and Indian markets. They do have political risk, but they will be delivering meaningful prosperity, so ignore that at your peril. PG had a very tough time after the global financial crisis. Still a great company and continues to do well, has outperformed UL. UL is going through changes, and these could lead to outperformance over PG. If you want safe and steady bond proxies, these are the types of companies you want to be thinking about.
BUY
They report Tuesday. Shares have been rallying since reporting organic growth that their peers lack. That said, he prefers JNJ.
DON'T BUY

PG vs. JNJ JNJ valuation of 16-17x earnings is cheaper than PG. JNJ has 3 areas: medical devices, healthcare, pharma. PG is just consumer products, trading at 23x earnings. More opportunity in JNJ, with a caveat on the talc lawsuits. JNJ's medical device side should do well post-Covid. Dividends similar in the 2.5% range.

PARTIAL BUY
A solid buy that you buy over time, a piece at a time, and reinvest the dividends.
DON'T BUY
They report Tuesday. They face tough comps vs. the stay-at-home numbers, and too much competition to pass higher costs to consumers.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly PG is a global leader in consumer staples with brands recognized in over 180 countries. Recent earnings showed a 200% increase in EPS and is expected to grow over 9% over the next five years -- a real steady Eddy. It pays a nice dividend, backed by a 57% payout ratio. We would buy this with a stop loss at $100, looking to achieve $152 -- upside potential over 14%. Yield 2.38% (Analysts’ price target is $151.44)
COMMENT
Reports Wednesday. For once, their numbers will be boosted by a strong US dollar, not pressured by a weak one. They move a ton of merchandise overseas.
BUY
There's a bull market in hygiene, given Covid. The PG CFO expects such clean habits to continue after the pandemic--hygiene won't go away. Consumer habits die hard.
HOLD
This sector has held up reasonably well during this downturn along with utilities. She would continue to hold it and likes the dividend it pays.
COMMENT

He owns Unilever for their global exposure. P&G beat earnings but their revenues were down. It's trading like a growth stock even though it isn't. They have been coming out with new products. There is progress in grooming products but their baby care has been struggling. He also doesn't like their compliance and ethics. They reward 10% of their float to their executives and not helping employees. They are also make polluting products like Pampers and Swiffers.

SELL
The stock, but also the PE has taken off after doing nothing for years. Good observation of the PE as well as stock price. PG are getting rid of their shaving business, which is a debacle with a huge write-down. Exit this, because what you expected to happen to this stock has already happened.
DON'T BUY

They keep innovating unlike peers like Kraft. Doesn't know the valuation, but it's a fine company. This will do well. But he'd rather buy Google, Facebook or Apple for more growth. PG will barely grow.

PARTIAL SELL
They had a huge run in the last 18 months but it lagged the group for 4-5 years prior to that. It was because their products we selling to the higher end market. He is always in favour of re-weighting a stock when it has had a run-up.
COMMENT
You're paying a rich price now. It's had a straight run-up since early-2018, but has been sideways for the last quarter. It may do well for the next 18 months, but likely not as well as the past 18 months.
DON'T BUY
One of the headwinds is the trend toward generic products. Consumers aren't as interested in name brands. Only 3-5% growth of revenues and earnings. For a 25x multiple company, that's just not good enough. Investors have pushed the price up to extreme valuations for what the fundamentals support.
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