Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

<ul>
<li>Colgate-Palmolive (<span class="ticker-hover-wrapper">NYSE:<a href="https://www.smartkarma.com/search?q=CL" target="_blank" rel="noopener">CL</a></span>) is hardly a business for risk-seeking and short-term oriented investors.</li>
<li>While the management has given us a <a href="https://seekingalpha.com/article/4502402-colgate-palmolive-a-masterclass-in-long-term-value-creation?source=all_articles_title" target="_blank" rel="noopener">master class in long-term value creation</a>, the share price is also unlikely to make anyone rich quickly.</li>
<li>On<span class="paywall-full-content"> the contrary, CL is an investment akin for anyone looking for steady value accumulation, superior risk-adjusted returns and a wide moat.</span>
</li>
</ul>


Colgate-Palmolive (NYSE:CL) is hardly a business for risk-seeking and short-term oriented investors.
While the management has given us a master class in long-term value creation, the share price is also unlikely to make anyone rich quickly.
On the contrary, CL is an investment akin for anyone looking for steady value accumulation, superior risk-adjusted returns and a wide moat.



Colgate-Palmolive: What Recent Results Mean For Long-Term Holders

<ul>
<li>Reckitt Benckiser has been one of the worst performers in the large cap household &amp; personal products space.</li>
<li>Past mistakes in strategic capital allocation are still lingering over the business, while debt levels will likely require more divestments.</li>
<li>The business, however, is in a good position to regain shareholders' trust and its leading position in the industry.</li>
</ul>


Reckitt Benckiser has been one of the worst performers in the large cap household &amp; personal products space.
Past mistakes in strategic capital allocation are still lingering over the business, while debt levels will likely require more divestments.
The business, however, is in a good position to regain shareholders' trust and its leading position in the industry.


Reckitt Benckiser - Still Paying For Past Mistakes

<ul>
<li>Over the past few years Procter &amp; Gamble has been outperforming its peers in the Home &amp; Personal Care space.</li>
<li>Sustainable improvements in profitability appear to be the main reason for this dynamic.</li>
<li>In the coming years, however, P&amp;G would more likely trail sector returns, rather than outperforming them.</li>
</ul>


Over the past few years Procter &amp; Gamble has been outperforming its peers in the Home &amp; Personal Care space.
Sustainable improvements in profitability appear to be the main reason for this dynamic.
In the coming years, however, P&amp;G would more likely trail sector returns, rather than outperforming them.


Procter & Gamble - Set Your Expectations Right

<ul><li>Gross profitability is one of the most important financial metrics of the business and is indicative of its portfolio brand strength.</li><li>Contrary to the popular belief that the company has limited pricing power, premiumization has been key for addressing the risk of rising costs.</li><li>At the moment Colgate appears to be trading at attractive levels relative to its business fundamentals.</li></ul>

Gross profitability is one of the most important financial metrics of the business and is indicative of its portfolio brand strength.Contrary to the popular belief that the company has limited pricing power, premiumization has been key for addressing the risk of rising costs.At the moment Colgate appears to be trading at attractive levels relative to its business fundamentals.

Colgate-Palmolive Could Once Again Outperform Its Peers

United States

Colgate-Palmolive Company is a consumer products company that markets its products throughout the world.  The Company's products include toothpaste, toothbrushes, shampoos, deodorants, bar and liquid soaps, dishwashing liquid, and laundry products, as well as pet nutrition products for cats and dogs.

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Colgate Palmolive Co (CL US)

Colgate-Palmolive: What Recent Results Mean For Long-Term Holders

While the management has given us a master class in long-term value creation, the share price is also unlikely to make anyone rich quickly.

Vladimir Dimitrov, CFA

Reckitt Benckiser - Still Paying For Past Mistakes

Reckitt Benckiser has been one of the worst performers in the large cap household & personal products space. Past mistakes in strategic...

Vladimir Dimitrov, CFA

Procter & Gamble - Set Your Expectations Right

Over the past few years Procter & Gamble has been outperforming its peers in the Home & Personal Care space. Sustainable improvements in...

Vladimir Dimitrov, CFA

Colgate-Palmolive Could Once Again Outperform Its Peers

Gross profitability is one of the most important financial metrics of the business and is indicative of its portfolio brand strength. Contrary to...

Vladimir Dimitrov, CFA

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52-week Range

Market Cap (USDm)

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