Reckitt Benckiser: Cheap Again Amid Macro Concerns

Mark Dockray
2.24K Followers

Summary

  • Reckitt Benckiser remains a 'Buy' despite near-term macro uncertainty from the Iran War and weak consumer sentiment.
  • RBGLY's core business has been doing fine, with solid growth in emerging markets offsetting lackluster performance in Europe.
  • At a trailing price-to-earnings ratio of 14.5, RBGLY trades at a significant discount to U.S. peers despite strong profitability and reasonable leverage.
  • With a 4.2% dividend yield, mid-single-digit organic growth, and the impact of buybacks, RBGLY has the drivers to clear a reasonable hurdle rate for today's buyer.
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Precisely what impact the Iran War will have on British consumer staples giant Reckitt Benckiser (RBGLY)(RBGPF) remains to be seen. One thing's for sure: weak consumer sentiment was already a pressing issue before the start of hostilities last month, and

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About RBGLY Stock

SymbolLast Price% Chg
RBGLY
12.82-4.26%
Post12.82
Chart
Combination chart with 2 data series.
The chart has 1 X axis displaying Time. Data ranges from 2025-10-22 00:00:00 to 2026-04-22 00:00:00.
The chart has 1 Y axis displaying values. Data ranges from 12.82 to 17.78.
End of interactive chart.
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Related Stocks

SymbolLast Price% Chg
RBGPF
67.19-5.01%
RBGLY
12.82-4.26%
Post:12.82
Chart
Line chart with 2 lines.
The chart has 1 X axis displaying Time. Data ranges from 2026-04-15 11:20:00 to 2026-04-22 16:00:00.
The chart has 1 Y axis displaying values. Data ranges from -10.21 to 2.78.
End of interactive chart.
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Reference ID: 4156d650-3eec-11f1-beb1-1964b3fb10c2
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