Procter & Gamble (PG) Buy, Sell or Hold

Procter & Gamble (PG)

150.33

-0.05 (0.03%)

as of Jun 18, 2026, 11:39:10 pm Market Open.

135 watching

DON'T BUY

Staples are expensive. PG trades at 22x vs. the market's 18x. The USD is creeping up while 55% of PG's business is done overseas. He didn't love their quarter because EPS is down 4%, though organic sales were up 5%. There's margin pressure here. Staples are a tough space now.

BUY

They were hurt by the strong dollar last year, but now that is weak. To compensate, they increased product prices, but their raw costs have declined. Prices remain up though. He expects a strong report from PG next Thursday.

HOLD

Yes, you could sit out the recession in this one. Nothing too bad will happen to you, but nothing fantastic either. His preference is JNJ. JNJ has a lot more going for it, not only in consumer products but also in medical products, which will have much higher growth.

SELL

Price matters. He sold P&G on valuation slowing topline growth and weaker free cash flow. Most of their sales are overseas and the stronger USD will impact profits. Some consumers are shifting to lower-priced items, too.

BUY

They delivered an amazing quarter today, but the market didn't care. They excelled despite higher costs. He's steamed! They have brand power even in a recession, have a strong R&D department and have sophisticated targeting advertising.

BUY

He bought it today. Why? The prices of the plastic and cardboard/paper of their products is going down, so overall raw costs will decline. This will still offset the revenues lost to the strong US dollar (vs. P&G's overseas sales in foreign currencies).

BUY

Best among consumer packaged goods companies. It's been hobbled by raw cost inflation, but those have now peaked and their price increases continue to stick. So, earnings will be fabulous. This is the perfect time in the business cycle when you need a stock like this that's slow and steady.

DON'T BUY

Staples are up YTD, but struggled in the past month. P&G's organic sales are slowing, 10% last quarter, 7% this, and guiding 3-5%. Shutdowns in China, high USD and reduced operations in Russia are reasons. 50% of sales are overseas so the strong dollar is headwind.

PARTIAL BUY

They report Friday. The street views this as a play on the weak USD, but the dollar is insanely strong now. Buy after the dollar peaks.

BUY

Their report today was panned by shareholders, because raw costs have jumped in the last quarter. But P&G has some of the finest brands in the world, so they were able to pass on price increases to customers. P&G is the classic stock for today: they make things that are profitable and trades at a reasonable valuation.

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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK

(A Top Pick Mar 25/21, Up 16.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PG has triggered its stop at $155. To remain disciplined, we recommend covering the position at this time.

HOLD

Recently outperforming. Current cost-reduction initiative, and he wonders what happens after that. 25x forward earnings for 6% growth. It's OK, but consumer staples names don't excite him, as we're mid-cycle. For defensive, try COST or healthcare. Not bad dividend at 2.2%.

DON'T BUY

Walmart vs. Procter & Gamble A difficult comparison. One is a consumer products company and the other is a pure retailer. 56% of Walmart's business is groceries, while P&G deals personal care products. Both are less growthy than in their early days. WM is trading around 22x PE and PG around 27x, both too high for him, based on their fundamentals and growth. Pass on both. Both produce a fair bit of cash. P&F pays a healthy dividend yield which attracts income investors. But there's a disconnect between valuations and growth prospects.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Mar 25/21, Up 23.5%)Stockchase Research Editor: Michael O'Reilluy Our PAST TOP PICK with PG is progressing well. We now recommend trailing up the stop (from $139) to $155.

BUY

Russia fomenting a war with Ukraine will likely see oil prices explode higher, based on historic precedent. Industries and stocks that will rise if a war happens (and nobody wants one outside Russia) are oil, consumer staples, drug companies like Procter & Gamble or JNJ. Also defence stocks like Raytheon which reports tomorrow or Lockheed are buys.

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