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Procter & Gamble

PG Consumer Defensive Unknown Updated July 31, 2026
$144.51
52W $137.62 – $167.25
50/100
$336.46B
21.4
0.38
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+5.2%
-2.6%
2.00:1
Moderate

Is PG Bullish or Bearish?

Mixed. Innellis AI committee rates Procter & Gamble (PG) Watch with a composite score of 50/100 , 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 — +9.86 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 — -10.14 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. News Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 0.68 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 31.2% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 3.0% pays you to wait — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price-to-book of 6.3x prices in significant intangible value — Value
  • 3 consecutive earnings misses -- execution concerns — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Price trading below the lower Bollinger Band -- stretched to the downside — Technical
  • Current ratio of 0.68 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
50/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 74%
of 50 Consumer Defensive peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 31.2% shows genuine earnings power backing the valuation
− Price-to-book of 6.3x prices in significant intangible value
Growth Analyst neutral
48 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− 3 consecutive earnings misses -- execution concerns
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.68 is tight -- limited short-term liquidity cushion
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 bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
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 weakened from 53.7 to 50.1.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: stance neutral->bearish; score 52->35 (-18).
  • Technical Analyst: +1 bearish signal(s).

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

Technical Analysis

RSI (14)
35.9
Neutral
MACD Histogram
-0.555
Bearish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Hh Hl
Support
$140.74
Resistance
$152.04
Bollinger %B
0.08
Inside Bands
Price vs Moving Averages
EMA 9
$146.64 Below
EMA 21
$147.55 Below
EMA 50
$147.53 Below
EMA 200
$148.65 Below

Fundamental Analysis

Valuation
33
Growth
38
Profitability
1
Financial Health
47
Cash Flow
37
Valuation
P/E Ratio 21.4×
P/B Ratio 6.44×
PEG Ratio 20.43
Dividend Yield 0.03%
52W High $167.25
52W Low $137.62
Quality & Growth
ROE 29.5%
ROA 12.7%
Gross Margin 50.2%
Operating Margin 22.7%
Revenue Growth YoY
Debt / Equity 0.63
AI Fundamental Assessment
P/E ratio of 21.4 (inexpensive relative to a 15-40x range); Price-to-book of 6.4x; PEG ratio of 20.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.3%; Return on assets of 0.1%; Net margin of 0.2%; Gross margin of 0.5%; Current ratio of 0.68 (tight short-term liquidity); Debt-to-equity of 0.63; Free cash flow margin of 0.8% (thin cash generation); Free cash flow per share is positive (6.57); Most recent quarter missed estimates by 1.5%; 3 consecutive earnings misses; EPS growth accelerating (-15.4% -> -10.1% QoQ); Average YoY EPS growth of -3.4%; Analyst estimates falling over recent quarters
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Explore PG Further

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