Comparing "apples to apples" with these three companies is challenging. Investors want to see earnings per share (EPS), revenue growth, and healthy margins. So let's see a one-year chart of each, starting with PG.
Well, PG is experiencing a tough time in the diluted, quarterly and year-over-year EPS growth department. Its trailing 12-month (TTM) revenue per share is looking up though. Now let's peak at the CL chart.
So if I were to put my money to work at the moment in the consumer goods sector I'm beginning to lean towards UN. With the price per share below $39 it offers a dividend yield-to-price of 3.64% and a current PE ratio of around 18. When it comes to revenue the company has a potent plan in place. Unilever has publicly stated this summer, "Our ambition is to double the size of our business, whilst reducing our overall environmental footprint (including sourcing, consumer use and disposal) and increasing our positive social impact." That fits well with my environmentally sensitive conscience. Unilever announced on Aug. 12 that it signed an agreement for the sale of its Wish-Bone and Western dressings brands to Pinnacle Foods (PF) for a total cash consideration of about $580 million, subject to regulatory approval. Kees Kruythoff, president of Unilever North America, said: "Wish-Bone is an iconic brand and the number-one Italian dressings brand in the U.S. We believe that the potential of both the Wish-Bone and Western brands can now be more fully realized with Pinnacle Foods." My conclusion is that obviously these three superstars of the consumer goods sector are in "mark-down mode" and it's possible all three may test the June 24 lows when PG touched $75.63. That same day CL bottomed at $55.47 and UN cratered at $37.55. Personally, those would be my buy targets. At the time of publication the author had no position in any of the stocks mentioned. Follow @m8a2r1 This article was written by an independent contributor, separate from TheStreet's regular news coverage.
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV