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Added to YB: 2026-01-05

Pitch date: 2026-01-03

CL [bullish]

Colgate-Palmolive Company

+20.3%

current return

Author Info

No bio for this author

Company Info

Colgate-Palmolive Company, together with its subsidiaries, manufactures and sells consumer products in the United States and internationally.

Market Cap

$72.9B

Pitch Price

$75.54

Price Target

N/A

Dividend

2.32%

EV/EBITDA

15.40

P/E

36.09

EV/Sales

3.78

Sector

Household Products

Category

special_situation

Show full summary:
The two clearest ways to play the reopening of the Venezuelan consumer - #1

CL: Colgate initiate long as Venezuela reopens; took largest S&P 500 writedown in mid-2010s hyperinflation, once derived ~7% of sales/EPS there. Resuming ops = 6-7% pop to rev/earnings (~4yrs of avg 1.5% growth). Dominant LatAm brand. Stock slumped, mid 10yr range, undemanding valuation.

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