CLX vs REYN: Which Is the Better Buy in 2026?
Last updated September 2026
Short answer
CLX is the larger of the two ($11.48B market cap): the incumbent the market prices for continued execution (15.10x forward earnings, beta 0.54). REYN is the smaller challenger ($4.78B), priced similarly on forward earnings (13.51x): more room to run, but more to prove. The real question is which set of drivers you believe, and whether owning one (or both) leaves you over-concentrated.
CLX vs REYN: the tie-breaker metrics
Same yardstick, side by side (as of September 2026). Valuation lined up like this is most meaningful for two names in the same corner of the market, which these are. Figures are approximate; verify before investing.
| Metric | CLX | REYN | What it tells you |
|---|---|---|---|
| Market cap | $11.48B | $4.78B | Size. The larger name is the incumbent; the smaller has more room to grow and more to prove. |
| Forward P/E | 15.10 | 13.51 | Valuation on next year's expected earnings, the same yardstick for both. Lower is cheaper for that growth; higher means the market is paying up. |
| Trailing P/E | 19.74 | 13.91 | Valuation on the last 12 months. A big drop from trailing to forward means the market expects earnings to jump, so more growth is already in the price. |
| Beta | 0.54 | 0.54 | Volatility vs the market. Above 1 swings harder than the index; below 1 is steadier. Higher beta means bigger drawdowns to hold through. |
| Price vs 52-week range | 23% of range | 33% of range | Where today's price sits between the 52-week low and high. Near the high is momentum with less margin of safety; near the low is out of favor or a discount, depending on why. |
| Price / book | 127.65 | 2.07 | How much you pay over book value. Very high can signal an asset-light, high-return business or a rich price. |
Before you buy: how CLX and REYN affect your concentration
The metrics above tell you which is the marginally better business. The bigger risk for most people is not picking the slightly worse stock, it is over-concentrating. CLX and REYN share themes, so owning both, or adding either to what you already hold, can quietly push a large share of your portfolio into one bet.
This is the part a generic comparison page cannot answer, because it depends on what you own. Connect your brokerage and Walnut shows your real, combined CLX and REYN exposure, flags overlap with your existing positions, and tells you if adding one would tip you past a concentration you are comfortable with, read-only by default, with your login staying at your broker. Walnut is not an investment adviser.
What does The Clorox Company (CLX) do?
The Clorox Company is a US consumer-staples business that sells everyday household and personal-care products through four segments: Health and Wellness (Clorox cleaning and disinfecting, professional products, plus vitamins and supplements), Household (Glad bags and wraps, Kingsford charcoal, Fresh Step and Scoop Away cat litter), Lifestyle (Hidden Valley dressings, Brita water filtration, Burt's Bees natural personal care), and International. Because these are low-cost, repeat-purchase staples, demand is relatively stable across economic cycles, which is why Clorox has long been treated as a defensive holding and a dividend aristocrat with decades of consecutive annual increases.
What does Reynolds Consumer Products (REYN) do?
Reynolds Consumer Products Inc. makes and sells household staples used in cooking, cleanup, food storage, and entertaining. Its products reach roughly 95% of U.S. homes through iconic brands including Reynolds Wrap aluminum foil, Reynolds Kitchens parchment and plastic wrap, Hefty trash and storage bags, and Hefty disposable plates, cups, and cutlery. The company reports in four segments: Reynolds Cooking and Baking, Hefty Waste and Storage, Hefty Tableware, and Presto Products (a leading private-label supplier). Because it sells low-priced, frequently-repurchased consumables, demand is relatively defensive, but the categories are mature and heavily contested by both branded competitors and retailer private-label programs.
CLX vs REYN: how do they differ?
Both fit overlapping themes, but they are not interchangeable. The useful comparison is which set of drivers and risks you want exposure to.
- CLX drivers: Defensive staple with durable brands; ERP transition moving from cost to benefit.
- REYN drivers: Defensive, everyday-staple demand; Margin recovery and productivity.
Which fits which kind of investor
A faster-growing, richer-valued name usually swings harder, so it suits a longer horizon and a higher tolerance for volatility; a steadier, more cash-generative business suits a more conservative or income-minded investor. The honest test is which set of risks you could hold through a drawdown: The near-term risk is execution: the ERP transition already caused lost market share and a guided net-sales decline, and any further disruption or slow recovery of shelf presence would delay the rebound. For REYN, the dominant risk is input-cost volatility: aluminum for foil and resin for bags and tableware are large costs that can compress margins quickly when prices rise, and tariffs on aluminum add further uncertainty.
CLX or REYN: which should you pick?
Growth-minded investors who believe the theme has years to run tend to accept the richer multiple for more upside; value-minded investors lean toward the cheaper forward earnings and steadier profile. Pick CLX if you believe its drivers more; REYN if you believe its. Many investors hold both, but since they share themes, that is a concentrated bet, not diversification. Decide deliberately and check overlap. For the full detail, see the CLX and REYN guides.
CLX vs REYN: the full fundamentals
CLX. All figures here are qualitative and tied to the asOf date; Clorox reports on a fiscal year ending in June, and recent results are distorted by ERP-transition shipment timing, so headline growth and EPS comparisons can mislead without adjusting for that. Confirm live revenue, adjusted EPS, margin, dividend yield, and valuation multiples with a current source before acting. Nothing here is a price target or a recommendation.
REYN. Figures are approximate and tied to the asOf date; verify live numbers before acting. Reynolds trades at a low-to-mid single-digit price-to-sales multiple and a forward P/E in the mid-teens, valuation that reflects the market pricing it as a slow-growing income staple rather than a growth name. Analysts largely rate it Hold, with an average 12-month target near $26 (range roughly $22 to $30), a modest premium to the mid-2026 price.
Headline figures (approximate, Jul 2026): CLX shows business model Consumer staples: household cleaning, food, water filtration, natural personal care, cat litter, grilling; sold through four segments, revenue scale Multi-billion-dollar annual net sales; fiscal 2026 guided to a meaningful decline as ERP pull-forward shipments reverse (verify latest figures live), earnings trend Adjusted EPS was boosted in fiscal 2025 by transition-related shipments; that benefit reverses in fiscal 2026, so reported comparisons are noisy (check current results), margins Gross-margin rebuilding via cost savings and pricing is a core management focus; qualitative, confirm the latest trend; REYN shows revenue (ttm) ~$3.7 billion (Q1 2026 was ~$877 million, up ~7% year over year), net income (q1 2026) ~$59 million from continuing operations, diluted eps (q1 2026) ~$0.28 (adjusted EPS up more than 20% year over year), fy2026 guidance (adjusted ebitda) ~$660 million to ~$675 million; EPS ~$1.57 to ~$1.63.
The bottom line: CLX vs REYN
CLX and REYN are related but distinct: same themes, different businesses and risks. Neither wins in the abstract; the right pick is whichever thesis you actually believe, sized so you are not over-concentrated in one theme. Walnut can show your combined CLX and REYN exposure against your real portfolio. It is not an investment adviser.
Wondering how CLX or REYN fits the portfolio you already own? Walnut is an AI investing app that connects your brokerage read-only and answers questions like that about your actual holdings: overlap, concentration, and how each position tracks the S&P 500. Compare the best AI portfolio analyzers or see the best AI investing apps in 2026.
Investing in The Clorox Company with AI
Connect the broker you already use and ask Walnut's AI how CLX fits what you actually hold: whether you own it already through a fund, what it would do to your concentration, and how it has tracked the S&P 500. Read-only by default, and you approve anything before it reaches your broker.
FAQ
What is the difference between CLX and REYN?
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The Clorox Company is a US consumer-staples business that sells everyday household and personal-care products through four segments: Health and Wellness (Clorox cleaning and disinfecting, professional products, plus vitamins and supplements), Household (Glad bags and wraps, Kingsford charcoal, Fresh Step and Scoop Away cat litter), Lifestyle (Hidden Valley dressings, Brita water filtration, Burt's Bees natural personal care), and International. Reynolds Consumer Products Inc. They show up together because they share investment themes, but they are different businesses, so the better fit depends on which thesis you are expressing.
Is CLX or REYN the better stock?
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Neither is universally better. CLX is the larger incumbent; REYN is the smaller challenger and looks cheaper on forward earnings. Walnut is informational, not investment advice. Compare what each does, the tie-breaker metrics above, and the risks, then decide which fits your thesis and what you already own.
Which is cheaper, CLX or REYN?
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On forward P/E (as of September 2026), CLX trades at 15.10x and REYN at 13.51x, so REYN is the cheaper of the two on next year's expected earnings. A lower multiple is not automatically the better buy: a richer valuation can be justified by faster growth, and a lower one can reflect real risk. Weigh the multiple against how fast each business is compounding.
Should you own both CLX and REYN?
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Because they share themes, owning both concentrates you in that theme. That can be intentional (a focused bet) or accidental (less diversification than it looks). Walnut can show your combined exposure across both, and whether adding either over-concentrates you, before you buy.
What are the risks of CLX vs REYN?
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CLX: The near-term risk is execution: the ERP transition already caused lost market share and a guided net-sales decline, and any further disruption or slow recovery of shelf presence would delay the rebound. Clorox competes against much larger, better-resourced rivals (P&G, Church & Dwight, Colgate-Palmolive, Kimberly-Clark, Reckitt) plus private-label and value brands that can pressure pricing and volume when consumers trade down. Input-cost inflation (resins, commodities, freight) and currency swings in the International segment can compress margins. As a mature staple, growth is modest, so a premium valuation leaves little room for missteps. Category-specific shocks, such as demand normalizing after pandemic-era cleaning spikes, can weigh on volumes. Finally, the dividend, while long-growing, depends on cash flow recovering as one-time transition benefits reverse. REYN: The dominant risk is input-cost volatility: aluminum for foil and resin for bags and tableware are large costs that can compress margins quickly when prices rise, and tariffs on aluminum add further uncertainty. Category growth is slow and the products are mature, so the company relies on pricing and mix rather than volume expansion, leaving little room for missteps. Private-label and branded competition (Glad from Clorox, Ziploc and Saran from S.C. Johnson) constantly pressures share and pricing, especially when shoppers trade down. A controlling owner holds the majority of shares, which limits public-float liquidity and minority shareholder influence. The company also carries debt from its 2020 separation, so higher rates or a margin squeeze can weigh on the balance sheet and the dividend.
Walnut is informational, not investment advice. This page is descriptive and not a recommendation to buy or sell CLX or REYN; figures are approximate and dated (as of September 2026). Verify current data before investing.