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Colgate-Palmolive

CL Consumer Defensive Unknown Updated July 31, 2026
$91.30
52W $74.55 – $99.33
47/100
$73.06B
35.9
0.32
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+3.1%
-0.6%
5.40:1
Contested

Is CL Bullish or Bearish?

Mixed. Innellis AI committee rates Colgate-Palmolive (CL) Watch with a composite score of 47/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +13.11 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -6.89 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Growth Analyst remains cautious — eps declining -27.0% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 475.1% shows genuine earnings power backing the valuation — Value
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 35.0 is moderate-to-rich — Value
  • Price-to-book of 1179.5x prices in significant intangible value — Value
  • Debt-to-equity of 147.93 adds balance-sheet risk to the value case — Value
  • EPS declining -27.0% YoY despite any revenue growth — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
47/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 90%
of 50 Consumer Defensive peers
Value Analyst neutral
45 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 475.1% shows genuine earnings power backing the valuation
− P/E of 35.0 is moderate-to-rich
Growth Analyst bearish
32 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -27.0% YoY despite any revenue growth
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 147.93) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
55 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 48.6 to 46.9.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: score 60->55 (-4).
  • Portfolio Manager: +2 bearish signal(s).
  • Value Analyst: +1 bearish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
45.9
Neutral
MACD Histogram
-0.141
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$90.78
Resistance
$94.16
Bollinger %B
0.33
Inside Bands
Price vs Moving Averages
EMA 9
$91.88 Below
EMA 21
$91.81 Below
EMA 50
$90.85 Above
EMA 200
$88.09 Above

Fundamental Analysis

Valuation
39
Growth
61
Profitability
25
Financial Health
9
Cash Flow
37
Valuation
P/E Ratio 35.9×
P/B Ratio 311.40×
PEG Ratio -1.24
Dividend Yield 0.02%
52W High $99.33
52W Low $74.55
Quality & Growth
ROE 3948.1%
ROA 13.1%
Gross Margin 60.4%
Operating Margin 20.6%
Revenue Growth YoY
Debt / Equity 33.29
AI Fundamental Assessment
P/E ratio of 35.9 (rich relative to a 15-40x range); Price-to-book of 311.4x; PEG ratio of -1.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 39.5%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.6%; Current ratio of 1.03 (tight short-term liquidity); Debt-to-equity of 33.29; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (4.79); Most recent quarter beat estimates by 1.5%; EPS growth roughly steady (+2.1% -> +2.1% QoQ); Average YoY EPS growth of 7.6%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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