Reckitt Benckiser
Note: This is a daily stock update and the information stands true as of 22/10/25, 09:00 CET.
Company Update:
The stock had a strong run of late, and the massive undervaluation that prevailed is now over. Stock now trades on a PE of 16.9x for 2025 and 16.0x for 2026. As the momentum is supportive, our expert expects that the share price will continue to rise. Yet the potential upside is now more limited in our expert's opinion.
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Company Update:
Q3 2025 sales of £3.61bn were up by 7% on a cc basis (vs consensus slightly below 6%), with core Reckitt (+6.7%) and Mead Johnson Nutrition (+22%) outperforming expectations and offsetting the weak showing in Essential home (-4.9%).
Emerging markets grew 15.5% while developed markets' growth was more muted (North America +1.3% and Europe at +0.8%).
FY2025 outlook is maintained with LFL revenue growth of 3–4%, with Core Reckitt anticipated to grow by more than 4%.
We will upgrade our FY25 estimates to reflect the strong Q3 showing, which positions the firm well on track to achieve the higher end of its outlook.
Expert Opinion: The stock had a strong run of late, and the massive undervaluation that prevailed is now over. Stock now trades on a PE of 16.9x for 2025 and 16.0x for 2026. As the momentum is supportive, our expert expects that the share price will continue to rise. Yet the potential upside is now more limited in our expert's opinion.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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