Edgewell Personal Care Company

Edgewell Personal Care Company

EPC·NYSE

$18.53

+4.0%
Consumer DefensiveHousehold & Personal Products

Edgewell Personal Care Company, together with its subsidiaries, manufactures and markets personal care products worldwide. It operates through three segments: Wet shave, Sun and Skin care, and Feminine care. The Wet Shave segment provides razor systems, such as razor handles and refillable blades, and disposable shave products for men and women under the Schick, Wilkinson Sword, Edge, Skintimate, Shave Guard, and Personna brands. The Sun and Skin Care segment provides general protection, sport, kids, baby, tanning and after sun products under the Banana Boat and Hawaiian Tropic brands, as well as antibacterial hand wipes, alcohol sanitizing wipes, and hand sanitizer gels under the Wet Ones brand; and skin care products for men under the Bulldog and Jack Black brands, and skin care and grooming products under the Cremo brand. The Feminine Care segment provides tampons under the Playtex Gentle Glide 360°, Playtex Sport, Playtex and o.b. brands; and markets pads and liners under the Stayfree and Carefree brands. The company was formerly known as Energizer Holdings, Inc. and changed its name to Edgewell Personal Care Company in June 2015. Edgewell Personal Care Company was founded in 1772 and is headquartered in Shelton, Connecticut.

At a Glance

Live Snapshot
Market Cap$853.89M
EPS0.5300
P/E Ratio34.96
Earnings Date08/04/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

High confidence

Valuation multiple is elevated (P/E 35.0).

Valuation inputs: P/E 35.0, earnings yield +2.9%, momentum +4.0%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +1.6%, ROIC +3.0%).

Profitability stack: net margin +1.1%, ROE +1.6%, ROIC +3.0%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +58.7%, momentum +4.0%, net margin +1.1%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

epc

Edgewell Personal Care Company Market vs Earnings Trajectory

EPC · NYSE
Current Price
$18.53
EPS (TTM)
$-1.69

Performance Analysis

EPS Growth

-225.5%

Declining earnings warrant investigation into business challenges and competitive position.

Price-EPS Relationship

Aligned

Both price and earnings are declining together, reflecting deteriorating business fundamentals.

Stock Price Change

-29.6%

Over the 1Y period, stock price has decreased by 29.6%.

P/E Ratio (TTM)

35.0x

Elevated P/E indicates investors expect strong future growth.

Edgewell Personal Care Company

Edgewell Personal Care Company Fair Value Envelope

EPC · NYSE

Our analysis suggests that EPC has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $18.53, this represents a potential HIDDEN relative to our calculated worth for Edgewell Personal Care Company.

Intrinsic Value
Current Price: $18.53
3Y-72.0%
5Y-58.0%
10Y-82.0%
3Y+2.0%
5Y+14.0%
10Y-6.0%
3Y-74.0%
5Y-62.0%
10Y-86.0%
3Y+16.0%
5Y-49.0%
10Y-33.0%
3Y-9.0%
5Y-78.0%
10Y-61.0%
3Y+1.0%
5Y+6.0%
10Y-21.0%
Edgewell Personal Care Company

Edgewell Personal Care Company Profit Bridge

EPC · NYSE
Revenue2.22B
Cost of Goods Sold (1.30B)
Gross Profit924.90M
Operating Expenses (828.30M)
Operating Income96.60M
Interest Expense (73.20M)
Other Income/Expense-73.00M
Pretax Income23.60M
Income Tax (-1.80M)
Net Income25.40M
Net Income
25.40M

Profitability Analysis

Gross Margin

41.6%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

4.3%

Minimal operating profit suggests high operating costs or pricing challenges. Scalability is concerning.

Net Profit Margin

1.1%

Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.

Effective Tax Rate

-7.6%

Below-average tax rate suggests effective tax planning, favorable jurisdictions, or tax credits.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

41.60%
Gross Profit Margin
-2%
3Y+3.0%
5Y-8.0%
10Y-15.0%
4.34%
Operating Profit Margin
-51%
3Y-48.0%
5Y-52.0%
10Y-70.0%
1.14%
Net Profit Margin
-74%
3Y-75.0%
5Y-67.0%
10Y-85.0%
1.64%
Return on Equity
-74%
3Y-76.0%
5Y-65.0%
10Y-83.0%
0.68%
Return on Assets
-74%
3Y-75.0%
5Y-65.0%
10Y-82.0%
2.99%
Return on Invested Capital
-41%
3Y-35.0%
5Y-33.0%
10Y-54.0%
EPC

Edgewell Personal Care Company Cash Conversion Engine

EPC · NYSE
Net Income25.40M
Depreciation & Amortization88.80M
Stock-Based Compensation24.50M
Change in Working Capital-25.80M
Others27.20M
Capital Expenditures-77.00M
Free Cash Flow41.40M

Cash Flow Quality Analysis

FCF Conversion Rate

163.0%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

65.0%

Very high capital intensity consumes most operating cash flow. Limited flexibility for dividends or debt reduction.

FCF Growth Trend

-76.3%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$25.80M

Significant working capital drain. Growth may be consuming cash through inventory buildup or receivables extension—monitor closely.

Cash Flow Quality Insight

Capital-intensive growth: Heavy reinvestment limits current cash available but may drive future returns. Assess whether CapEx supports compelling growth opportunities with adequate ROI.

epc

Edgewell Personal Care Company Funding & Solvency Profile

EPC · NYSE
Cash & Cash Equivalents299.70M
Net Receivables185.40M
Inventory450.10M
Other Current Assets174.30M
Total Current Assets1 B
Property, Plant & Equipment289.50M
Goodwill & Intangible Assets1.95B
Long-Term Investments0.00
Other Non-Current Assets186.20M
Total Non-Current Assets476 M
Total Assets
3.53B

Financial Health Analysis

Current Ratio

1.81x

Strong liquidity. The company has adequate resources to meet short-term liabilities.

Debt-to-Equity Ratio

1.44x

Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.

Working Capital

496 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

31% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

epc

Edgewell Personal Care Company Street Expectations Map

EPC · NYSE

Wall Street analysts project that EPC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 23.50, with estimates ranging from a low of 21.00 to a high of 26.00.

Lowest Target
21.00
13.33%
Consensus Target
23.50
26.82%
Highest Target
26.00
40.31%

The consensus 1-year price target stands at 23.50, with estimates ranging from a low of 21.00 to a high of 26.00.

Analyst Consensus Analysis

Upside Potential

+26.8%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

21.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

epc

Edgewell Personal Care Company Insider Positioning

EPC · NYSE

During the last 12 months, insiders have sold $6K worth of EPC shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

333

5.73K

Net Activity

-6K

-$6K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
DJM

Dunham John M

Officer: Chief Accounting Officer

333 shares1 transactions

$6K

2
SD

Sullivan Daniel

Officer: Chief Operating Officer

0 shares1 transactions

$0

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

0.72%
Dividend Yield
-23%
3Y+104.0%
5Y+83.0%
10Y-
 

epc Dividend History

EPC
10Y CAGR 7%
Latest $0.15
Annual $0.6
Stable dividend payments
Last Period: +0%