CL
COLGATE PALMOLIVE COEvidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
Mixed (+0.1 of a possible +2; was +0.1 before debate) · confidence high.
Revenue for the single fiscal quarters was $ 5,110,000,000 in Q2 2025 (fiscal quarter ended 2025-06-30), $ 5,131,000,000 in Q3 2025 (fiscal quarter ended 2025-09-30), $ 5,324,000,000 in Q1 2026 (fiscal quarter ended 2026-03-31) and $ 5,361,000,000 in Q2 2026 (fiscal quarter ended 2026-06-30). Gross profit and implied gross margin moved from $ 3,069,000,000 ( 60.0% ) in Q2 2025 to $ 3,049,000,000 ( 59.4% ) in Q3 2025, then to $ 3,226,000,000 ( 60.6% ) in Q1 2026 and $ 3,296,000,000 ( 61.5% ) in Q2 2026, indicating gross-margin expansion since Q3 2025.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue for the single fiscal quarters was: $5,110,000,000 in Q2 2025 (2025-04-01 to 2025-06-30, 3mo), $5,131,000,000 in Q3 2025 (2025-07-01 to 2025-09-30, 3mo), $5,324,000,000 in Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $5,361,000,000 in Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0000021665-25-000041Gross profit and implied gross margin moved from $3,069,000,000 (60.0% of revenue) in Q2 2025 to $3,049,000,000 (59.4%) in Q3 2025, then to $3,226,000,000 (60.6%) in Q1 2026 and $3,296,000,000 (61.5%) in Q2 2026, indicating gross margin expansion since Q3 2025.
XBRL companyfacts · 0000021665-25-000041Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, COLGATE PALMOLIVE CO appears as a holding in the ETF with symbol IVV.
ETF constituents · market dataThe recorded weight of COLGATE PALMOLIVE CO in that IVV holding is 0.11% of the fund.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A dividend-comparison story titled "2 Dividend Kings, 1 Clear Winner: P&G vs. Colgate" appeared on finance.yahoo.com on 2026-09-02.
News · finance.yahoo.com · 2026-09-02A similar dividend-comparison piece with the same headline ran on 247wallst.com on 2026-09-02 and referenced recent dividend payments for Procter & Gamble and Colgate-Palmolive, including $0.53 per share paid by Colgate on August 14, 2026.
News · 247wallst.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Free cash flow (TTM) is $2,212,000,000.
Valuation inputs · SEC XBRL + stored EOD closeFree cash flow per share (TTM) is $2.7588 based on the reported share count.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence jointly supports a constructive read because revenue remained broadly stable and edged higher from Q2 2025 ($5.11B) to Q2 2026 ($5.36B) while gross margins expanded since Q3 2025 (from 59.4% to 61.5% in Q2 2026), indicating improved unit economics. Cash and cash equivalents rose across the sampled balance dates and reported shares outstanding declined, which mechanically supports higher FCF and EPS per share metrics; this aligns with the reported TTM free cash flow ($2.212B) and FCF per share ($2.7588) as well as TTM EPS of $3.48 and TTM EBITDA of $4.739B. Together these items show stronger margin performance, rising liquidity, and share-count discipline that bolster per-share cash-flow and earnings metrics. In rebuttal to the bear points about operating income and net income softness, operating income showed a partial recovery in Q2 2026 after the Q1 2026 trough, and net income/diluted EPS also recovered partially in Q2 2026 versus Q1 2026, which mitigates the severity of the interim decline. Regarding leverage concerns, long-term debt has fluctuated, but the simultaneous increase in cash and robust FCF suggests improved capacity to service or manage liabilities; this contextualizes debt movements rather than treating them as unilaterally negative.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.39
21 surviving claims rest on 9 distinct sources; the heaviest analyst carries 33% of them, and 100% of what the desk raised survived the debate.
The evidence set rests on 21 surviving, mostly consistent claims drawn from nine distinct sources; a single analyst contributes about one-third of those claims and the desk’s internal challenges did not overturn any items. That concentration and unanimous survival mean the read is informative but somewhat fragile — weight the conclusions lower than if claims were spread across more independent analysts and if some had failed internal scrutiny.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.1 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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Insider buys, 90 days
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The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.