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PG vs. CL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PG vs. CL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Procter & Gamble Company (PG) and Colgate-Palmolive Company (CL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PG achieves a 6.47% return, which is significantly lower than CL's 14.64% return. Over the past 10 years, PG has outperformed CL with an annualized return of 9.05%, while CL has yielded a comparatively lower 4.69% annualized return.


PG

1D
-0.12%
1M
4.87%
YTD
6.47%
6M
5.63%
1Y
-2.75%
3Y*
2.82%
5Y*
5.28%
10Y*
9.05%

CL

1D
-1.21%
1M
-1.06%
YTD
14.64%
6M
15.60%
1Y
4.51%
3Y*
7.29%
5Y*
4.46%
10Y*
4.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PG vs. CL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PG
The Procter & Gamble Company
6.47%-12.26%17.25%-0.86%-5.05%20.52%14.15%39.70%3.57%12.69%
CL
Colgate-Palmolive Company
14.64%-10.98%16.57%3.78%-5.44%2.08%27.17%18.60%-19.19%17.88%

Correlation

The correlation between PG and CL is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.71

Correlation (3Y)
Calculated over the trailing 3-year period

0.71

Correlation (5Y)
Calculated over the trailing 5-year period

0.74

Correlation (10Y)
Calculated over the trailing 10-year period

0.73

Correlation (All Time)
Calculated using the full available price history since Jan 3, 1977

0.50

Over the past year, PG and CL have become more correlated (0.71) than their long-term average of 0.50, meaning their price movements have been converging.

Fundamentals

Market Cap

PG:

$363.39B

CL:

$72.04B

EPS

PG:

$5.23

CL:

$2.58

PE Ratio

PG:

28.77

CL:

34.69

PEG Ratio

PG:

7.04

CL:

8.96

PS Ratio

PG:

4.22

CL:

3.48

PB Ratio

PG:

6.73

CL:

496.83

Total Revenue (TTM)

PG:

$86.72B

CL:

$20.80B

Gross Profit (TTM)

PG:

$43.64B

CL:

$12.49B

EBITDA (TTM)

PG:

$22.63B

CL:

$3.92B

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Return for Risk

PG vs. CL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PG
PG Risk / Return Rank: 3535
Overall Rank
PG Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
PG Sortino Ratio Rank: 3131
Sortino Ratio Rank
PG Omega Ratio Rank: 3030
Omega Ratio Rank
PG Calmar Ratio Rank: 3838
Calmar Ratio Rank
PG Martin Ratio Rank: 3838
Martin Ratio Rank

CL
CL Risk / Return Rank: 4545
Overall Rank
CL Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
CL Sortino Ratio Rank: 4242
Sortino Ratio Rank
CL Omega Ratio Rank: 4040
Omega Ratio Rank
CL Calmar Ratio Rank: 4848
Calmar Ratio Rank
CL Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PG vs. CL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Procter & Gamble Company (PG) and Colgate-Palmolive Company (CL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PGCLDifference
Sharpe ratioReturn per unit of total volatility

-0.30

Sortino ratioReturn per unit of downside risk

-0.46

Omega ratioGain probability vs. loss probability

1.00

1.05

-0.05

Calmar ratioReturn relative to maximum drawdown

-0.14

0.22

-0.35

Martin ratioReturn relative to average drawdown

-0.25

0.36

-0.60

PG vs. CL - Sharpe Ratio Comparison

The current PG Sharpe Ratio is -0.11, which is lower than the CL Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of PG and CL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PG vs. CL - Drawdown Comparison

The maximum PG drawdown since its inception was -54.25%, smaller than the maximum CL drawdown of -58.91%. Use the drawdown chart below to compare losses from any high point for PG and CL.


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Drawdown Indicators


PGCLDifference

Max Drawdown

Largest peak-to-trough decline

-54.25%

-58.91%

+4.66%

Max Drawdown (1Y)

Largest decline over 1 year

-15.52%

-18.64%

+3.12%

Max Drawdown (3Y)

Largest decline over 3 years

-21.15%

-29.05%

+7.90%

Max Drawdown (5Y)

Largest decline over 5 years

-23.77%

-29.05%

+5.28%

Max Drawdown (10Y)

Largest decline over 10 years

-23.77%

-29.05%

+5.28%

Current Drawdown

Current decline from peak

-12.84%

-14.28%

+1.44%

Average Drawdown

Average peak-to-trough decline

-12.16%

-11.24%

-0.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.43%

11.36%

-2.93%

Volatility

PG vs. CL - Volatility Comparison

The current volatility for The Procter & Gamble Company (PG) is 7.10%, while Colgate-Palmolive Company (CL) has a volatility of 8.14%. This indicates that PG experiences smaller price fluctuations and is considered to be less risky than CL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PGCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.10%

8.14%

-1.04%

Volatility (6M)

Calculated over the trailing 6-month period

14.97%

17.24%

-2.27%

Volatility (1Y)

Calculated over the trailing 1-year period

18.72%

21.58%

-2.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.82%

18.80%

-0.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.06%

19.76%

-0.70%

Dividends

PG vs. CL - Dividend Comparison

PG's dividend yield for the trailing twelve months is around 2.83%, more than CL's 2.34% yield.


PositionTTM20252024202320222021202020192018201720162015
CL
Colgate-Palmolive Company
2.34%2.61%2.18%2.40%2.36%2.10%2.05%2.48%2.79%2.11%2.37%2.25%
PG
The Procter & Gamble Company
2.83%2.91%2.36%2.55%2.38%2.08%2.24%2.37%3.09%2.98%3.18%3.31%

Financials

PG vs. CL - Financials Comparison

This section allows you to compare key financial metrics between The Procter & Gamble Company and Colgate-Palmolive Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20.00B20222023202420252026
21.24B
5.32B
(PG) Total Revenue
(CL) Total Revenue
Values in USD except per share items

PG vs. CL - Profitability Comparison

The chart below illustrates the profitability comparison between The Procter & Gamble Company and Colgate-Palmolive Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

45.0%50.0%55.0%60.0%20222023202420252026
49.5%
60.6%
Portfolio components
PG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a gross profit of 10.51B and revenue of 21.24B. Therefore, the gross margin over that period was 49.5%.

CL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a gross profit of 3.23B and revenue of 5.32B. Therefore, the gross margin over that period was 60.6%.

PG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported an operating income of 4.58B and revenue of 21.24B, resulting in an operating margin of 21.6%.

CL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported an operating income of 1.16B and revenue of 5.32B, resulting in an operating margin of 21.7%.

PG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Procter & Gamble Company reported a net income of 18.50M and revenue of 21.24B, resulting in a net margin of 0.1%.

CL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a net income of 646.00M and revenue of 5.32B, resulting in a net margin of 12.1%.


Frequently Asked Questions


PG and CL have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CL has higher volatility (8.14%) compared to PG (7.10%). In terms of maximum drawdown, PG dropped -54.25% vs CL's -58.91%.

CL currently has the higher Sharpe Ratio (0.19 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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