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Clorox

CLX Consumer Defensive Unknown Updated July 31, 2026
$95.53
52W $84.70 – $128.90
46/100
$11.55B
15.5
0.53
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+5.4%
-11.3%
0.48:1
Moderate

Is CLX Bullish or Bearish?

Mixed. Innellis AI committee rates Clorox (CLX) Watch with a composite score of 46/100 , based on 7 analysts with 71% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +14.07 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 — -5.93 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 sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.

Bull & Bear Case

Bull Case
  • ROE of 453.7% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 5.1% pays you to wait — Value
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price-to-book of 46.1x prices in significant intangible value — Value
  • Debt-to-equity of 7.86 adds balance-sheet risk to the value case — Value
  • Revenue declining -3.7% YoY -- this is not a growth story right now — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • High leverage (debt-to-equity 7.86) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.84 is tight -- limited short-term liquidity cushion — Risk
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
46/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 94%
of 50 Consumer Defensive peers
Value Analyst neutral
50 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 453.7% shows genuine earnings power backing the valuation
− Price-to-book of 46.1x prices in significant intangible value
Growth Analyst bearish
25 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -3.7% YoY -- this is not a growth story right now
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish 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 7.86) 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
53 / 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 46.7 to 45.9.

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

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

Technical Analysis

RSI (14)
44.4
Neutral
MACD Histogram
0.043
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$84.76
Resistance
$100.70
Bollinger %B
0.39
Inside Bands
Price vs Moving Averages
EMA 9
$96.91 Below
EMA 21
$96.45 Below
EMA 50
$96.42 Below
EMA 200
$105.32 Below

Fundamental Analysis

Valuation
91
Growth
59
Profitability
4
Financial Health
52
Cash Flow
37
Valuation
P/E Ratio 15.5×
P/B Ratio
PEG Ratio 1.52
Dividend Yield 0.05%
52W High $128.90
52W Low $84.70
Quality & Growth
ROE 252.3%
ROA 14.6%
Gross Margin 43.9%
Operating Margin 15.7%
Revenue Growth YoY
Debt / Equity
AI Fundamental Assessment
P/E ratio of 15.5 (inexpensive relative to a 15-40x range); Price-to-book of -173.0x; PEG ratio of 1.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 2.5%; Return on assets of 0.1%; Net margin of 0.1%; Gross margin of 0.4%; Current ratio of 0.84 (tight short-term liquidity); Debt-to-equity of -66.96; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (3.13); Most recent quarter beat estimates by 4.7%; EPS growth decelerating (+63.5% -> +18.0% QoQ); Analyst estimates rising over recent quarters
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Explore CLX Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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