COMPARE · Reviewed July 29, 2026
CL vs TPB
Verdict: Side-by-side breakdown using the Bull Rankings model. CL scored 40.2, TPB scored 61.2 — TPB leads.
Compare another set
CL
Colgate-Palmolive Co
40.2
$91.20 · $73.6B
Score gap
21.0
TPB leads
TPB
Turning Point Brands Inc
61.2
$76.32 · $1.5B
The model, pillar by pillar (0–100 each)
CL
stronger →← stronger
TPB
90
Qualityreturns · margins · balance sheet
57
46
Growthrevenue & earnings expansion
78
15
Valuevaluation vs sector peers
52
TPB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CL
TPB
$3.8bB
FCF
$1mC-
+4.3%C+
Rev
+30.0%A-
—
D/E
0.79B
35.6xC
P/E
27.4xC+
8.38D
PEG
0.91B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CL
TPB
29% above
Price vs fair valuelower is cheaper
4836% above
~10%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
-24%
1-yr DCF upside
-98%
-22%
5-yr DCF upside
-98%
-21%
10-yr DCF upside
-97%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CL
Why this score
- Durable high returns
TPB
Why this score
- Raising its dividend
- Diluting shareholders
The companies
CLColgate-Palmolive Co
Why now
Consumer products · market cap $73.6b. 8% off the 52-week high of $99.33.
Moat
ROE 475% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $73.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
TPBTurning Point Brands Inc
Why now
Tobacco · market cap $1.5b. Down 48% from 52-week high of $146.90 — deep drawdown territory. Revenue growing +30% — in hypergrowth territory. PEG 0.91 — paying under fair value for the growth rate.
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 48% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.