Quick verdict: CHD vs DLTR in 2026

Overall, Church & Dwight (CHD) demonstrates a slight competitive edge over Dollar Tree (DLTR) in this stock comparison for 2026, securing wins in key profitability and intrinsic value metrics according to our scorecard. DLTR is the clear leader in revenue growth, showcasing stronger top-line momentum, while CHD maintains superior net and EBITDA margins, indicating more efficient operations. While analysts project higher upside for DLTR, CHD’s discounted cash flow analysis suggests a substantial undervaluation. Not investment advice.

CHD vs DLTR: key metrics side by side

Full side-by-side comparison of CHD and DLTR across valuation, profitability, growth and analyst sentiment. Data updated 2026-05-07.

CHD vs DLTR valuation comparison

When considering the CHD vs DLTR valuation, Dollar Tree (DLTR) generally appears more attractive based on traditional multiples. DLTR currently trades at a P/E ratio of 14.67x, significantly lower than Church & Dwight’s (CHD) P/E of 30.17x. This suggests that investors are paying less for each dollar of DLTR’s earnings compared to CHD. Similarly, DLTR’s price-to-book (P/B) ratio stands at 5.01x, slightly more favorable than CHD’s 5.28x, indicating a marginally cheaper valuation relative to its tangible assets.

However, a deeper dive into valuation through discounted cash flow (DCF) analysis presents a contrasting picture for the CHD vs DLTR valuation. CHD shows a substantial DCF upside of +51.9%, implying that its current stock price of $93.51 is well below its intrinsic value of $142.01. In stark contrast, DLTR’s DCF indicates a negative upside of -117.8%, suggesting its current price of $94.47 is significantly overvalued based on its projected future cash flows. This divergence highlights that while DLTR might appear cheaper on surface-level multiples, CHD could offer a more compelling deep value opportunity according to this intrinsic valuation method. Investors must weigh these conflicting signals carefully when assessing which stock is “cheaper.”

CHD vs DLTR growth comparison

In terms of top-line expansion, Dollar Tree (DLTR) clearly outpaces Church & Dwight (CHD), making it the stronger candidate for growth-focused investors. DLTR reported a robust year-over-year revenue growth of +10.4%, demonstrating strong market demand and operational expansion. This significant growth trajectory positions DLTR as a company with considerable momentum in its sector.

Conversely, Church & Dwight (CHD) exhibited a more modest revenue growth of +1.6%. While this indicates steady, albeit slower, expansion for its portfolio of consumer defensive brands, it pales in comparison to DLTR’s double-digit increase. Despite its slower revenue growth, CHD’s business model allows it to maintain significantly higher profit margins, suggesting efficiency in its operations even if its top-line isn’t expanding as rapidly. For investors prioritizing aggressive top-line momentum and market share gains, DLTR undeniably leads the CHD vs DLTR growth comparison.

CHD vs DLTR profitability

When analyzing CHD vs DLTR profitability, Church & Dwight (CHD) demonstrates superior efficiency in turning revenue into profit. CHD boasts a net margin of 11.81% and an EBITDA margin of 20.62%, indicating strong control over its cost structures and higher operational efficiency compared to its peer. These robust margins highlight CHD’s ability to retain a larger portion of its sales as profit, a hallmark of a well-managed consumer staples business.

Dollar Tree (DLTR), while a larger company by revenue, shows lower profitability margins with a net margin of 6.61% and an EBITDA margin of 11.18%. This difference is typical for discount retailers, which operate on thinner margins due to their pricing strategies. However, DLTR compensates partly with a higher free cash flow (FCF) yield of 7.52% compared to CHD’s 4.82%. This suggests that while CHD is more efficient at generating profit from sales, DLTR is more effective at converting its operations into free cash flow relative to its market capitalization, providing greater financial flexibility. Return on Equity (ROE) data was not available for either company, preventing a direct comparison on this specific metric.

Analyst ratings: CHD vs DLTR

The analyst community holds a generally positive view on both companies, but with differing levels of projected upside in this CHD vs DLTR comparison. For Church & Dwight (CHD), 34 analysts provide coverage, with 52.9% issuing a “Buy” rating. The consensus rating for CHD is “Buy,” and the average target price stands at $103.8, representing an +11.0% upside from its current price of $93.51. This suggests a moderately optimistic outlook on CHD’s near-term price performance.

Dollar Tree (DLTR), on the other hand, garners attention from a larger group of 47 analysts, with a slightly higher percentage of “Buy” ratings at 53.2%. Similar to CHD, the consensus for DLTR is also a “Buy.” However, analysts are significantly more bullish on DLTR’s potential upside, setting an average target price of $129, which implies a substantial +36.6% increase from its current price of $94.47. This higher projected upside indicates that analysts generally prefer DLTR for its greater anticipated stock appreciation potential over the next 12 months.

Should I buy CHD or DLTR stock in 2026?

For growth investors looking for a company with strong top-line momentum in 2026, Dollar Tree (DLTR) presents a more compelling case. With its robust revenue growth of +10.4% year-over-year, DLTR clearly demonstrates a faster expansion rate compared to Church & Dwight (CHD)’s +1.6%. This indicates that DLTR is effectively capturing market share and increasing its sales at a quicker pace, aligning with the objectives of investors prioritizing growth.

When considering the CHD vs DLTR fundamentals and valuation for value investors, the picture is more nuanced. DLTR appears more attractive based on traditional valuation multiples, with a P/E ratio of 14.67x and a P/B ratio of 5.01x, both lower than CHD’s 30.17x and 5.28x respectively. This suggests DLTR is cheaper on an earnings and asset basis. However, CHD offers a significant discounted cash flow (DCF) upside of +51.9%, indicating it might be deeply undervalued intrinsically, while DLTR’s DCF shows a negative -117.8%. Value investors focused on intrinsic value might find CHD more appealing, whereas those prioritizing lower traditional multiples might lean towards DLTR.

For investors seeking income through dividends, Church & Dwight (CHD) is the only option between the two, albeit with a very modest dividend yield of 0.01%. Dollar Tree (DLTR) does not currently offer a dividend, with a 0% yield. Therefore, if any form of dividend payment is a crucial factor in your investment decision, CHD would be the preferred choice. Ultimately, the decision of should I buy CHD or DLTR stock in 2026 depends on your individual investment goals, risk tolerance, and which financial metrics you prioritize. This is not investment advice.

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FAQ: CHD vs DLTR