Munger Mode rating: 2 out of 5 — Sell. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
We have known the Clorox name our whole lives. It sits in our own laundry rooms. And that is precisely why this report needs to be written with discipline rather than nostalgia, because the question is never "is this a famous brand?" The question is: is this a wonderful business? After going through the fiscal 2026 10-K, the fourth-quarter results reported August 3, 2026, and five years of company history, our honest answer is no — it is an average business that has had a very hard half-decade, now carrying a debt load that is large relative to its earning power, paying out nearly all its earnings as a dividend, run by a management team in transition, and facing categories where the consumer is actively trading down to private label. The stock is not expensive — about 18x forward earnings with a 4.7% yield, cheaper than it has traded in fifteen years.
Recent filings analysed: 10-K (2026-08-07), 8-K (2026-08-03), 8-K (2026-05-28), 8-K (2026-05-11).
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