The Campbell's Company (CPB)

NASDAQ: CPB · USD

$20.6

-0.10 (-0.5%)· Recorded snapshot

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StockMarketAgent Research · Analyzed 2026-10-21

Our latest published analysis: CPB rated Strong Buy

The Campbell's Company's published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$26.8 / share

Potential value

$48.4 / share

Upside to FV

+34.9%

from $20.6

Moat

7/10

Narrow

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$5.9B
Revenue (ttm)	9.7B
Net income (ttm)	398M
EPS (ttm)	$1.31
Shares out	298.2M
P/E (trailing)	15.7x
P/E (forward)	11.9x
Dividend	$1.00 (4.86%)
Volume	2,859,994
Beta	0.04

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 9.7B
Net income (ttm): 398M
EPS (ttm): $1.31
P/E (trailing): 15.7x
P/E (forward): 11.9x
Market cap: $5.9B

Item	P1	P2	P3	P4	P5	Trend
Period	2022-07-31	2023-07-30	2024-07-28	2025-08-03	2026-08-02	Trend
Revenue	$8.56B	$9.36B	$9.64B	$10.25B	$9.74B	+3.3%
Gross profit	$2.63B	$2.92B	$2.97B	$3.12B	$2.74B	+1.1%
Operating income	$1.16B	$1.31B	$1.00B	$1.12B	$852.0M	-7.5%
Net income	$757.0M	$858.0M	$567.0M	$602.0M	$403.0M	-14.6%
EPS (diluted)	$2.51	$2.85	$1.89	$2.01	$1.31	-15.0%
EBITDA	$1.50B	$1.70B	$1.42B	$1.58B	$1.27B	-4.0%
R&D	$87.0M	$92.0M	$102.0M	$100.0M	$99.0M	+3.3%
SG&A	$617.0M	$654.0M	$737.0M	$674.0M	$646.0M	+1.2%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AAPL	Apple Inc.	5T	39.4x	10.8x	101.6%	+6.1%	+28.5%	売り
ABNB	Airbnb, Inc.	97.8B	37.5x	7.4x	16.8%	+24.4%	+28.5%	売り
ADBE	Adobe Inc.	97.1B	13.9x	3.7x	57.2%	+11.5%	-30.7%	強い買い
ADM	Archer-Daniels-Midland Company	37.3B	21.2x	0.5x	5.0%	+1.8%	+28.5%	縮小
BF.B	Brown-Forman Corporation Class B	12.7B	17.9x	3.3x	14.3%	+1.6%	+0.4%	買い
CAG	Conagra Brands, Inc.	6.6B	—	0.6x	9.2%	+0.2%	-18.9%	強い買い

Base and Bull scenarios

Bull20%

Price target

$48.35

+143.5% from spot

In the Bull case, premium brands including Rao's and Pepperidge Farm expand market share while snacking volumes rebound faster than guided. Accelerated realization of the $500M enterprise efficiency program expands operating margins past 12.50%, allowing rapid balance sheet deleveraging and driving valuation toward the upper fair value boundary of $48.35.

Snacks organic net sales growth accelerates to positive low-single digits
Operating margin exceeds pre-inflation peak levels by FY2030
Rapid debt paydown accelerates multiple expansion

Base55%

Price target

$26.80

+34.9% from spot

The modal expected path reflects stabilization of core Meals & Beverages net sales near $5.9B, progressive volume recovery in Snacks following guided Q1 FY2027 headwinds, and steady realization of the $350M incremental cost savings program. Operating margin normalizes from 8.74% toward double-digit profitability by FY2031, driving sustainable cash flow and debt reduction.

FY2027 adjusted EPS delivers within initial management guidance
Operating margin steadily recovers toward historical double-digit levels by FY2031
Annual capital expenditures remain disciplined in line with historical run-rates

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($26.80). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	1.5%	1.8%	2.0%	2.3%	2.5%
5.2%	$29.1	$30.0	$31.0	$32.3	$33.9
5.7%	$27.2	$27.9	$28.6	$29.5	$30.5
6.2%	$25.8	$26.2	$26.8	$27.4	$28.2
6.7%	$24.6	$24.9	$25.4	$25.9	$26.4
7.2%	$23.5	$23.9	$24.2	$24.6	$25.0

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E11.9

P25 n/aP50 n/aP75 n/a

Trailing P/E15.2

P25 n/aP50 n/aP75 n/a

ROE10

P25 n/aP50 n/aP75 n/a

ROIC8.3

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All CPB indicators

Market & fundamental data

Available fields

279

Groups with data

Currency

USD

Showing 279 of 279 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0000016732
Company name	The Campbell's Company
Country	United States
Country code	US
CUSIP number	134429109
Earnings date	2026-12-08
Earnings time	bmo
Employees	13,500
Employees change	-200
Employees growth	-1.46%
Enterprise value	$13.2B
Exchange	NASDAQ
Financial currency	USD
Financial report date	2026-08-02
First seen	2026-05-09
Fiscal year end	August
Founded	1869
Industry	Packaged Foods
Is primary listing	Yes
Is SPAC	No
ISIN number	US1344291091
Last 10-K release date	2026-09-24
Last earnings date	2026-09-03
Last refreshed	2026-10-28
Last stock split date	1997-03-18
Last stock split type	Forward
Market cap	$6.1B
Market cap category	Mid-Cap
Next earnings date	2026-12-08
Options	Yes
Price	$20.59
Price currency	USD
Sector	Consumer Staples
SIC code	2000
Stock price date	2026-10-28
Symbol	CPB
U.S. state	New Jersey
Website	https://www.thecampbellscompany.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	9.49x
Average P/E ratio (10Y)	23.04x
Average P/E ratio (3Y)	18.34x
Average P/E ratio (5Y)	17.87x
Earnings yield	6.38%
EV/Earnings	33.14x
EV/EBIT	10.93x
EV/EBITDA	8.14x
EV/FCF	19.45x
EV/Sales	1.35x
FCF / EV yield	5.14%
FCF yield	11.05%
Forward EV/Sales	1.4x
Forward P/E	12.14x
Forward P/S	0.65x
Graham number	19.53894
Graham upside	-4.99%
Industry forward P/E	12.46x
Industry P/E	70.3x
Lynch fair value	$6.57
Lynch upside	-68.07%
P/(FCF - SBC) ratio	9.86x
P/(OCF - SBC) ratio	6.24x
P/B ratio	1.6x
P/E ratio	15.67x
P/FCF ratio	9.05x
P/OCF ratio	5.9x
P/S ratio	0.63x
Price/EBITDA ratio	3.79x
Sector forward P/E	21.3x
Sector P/E	28.26x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	12.39%
EBITDA margin	16.63%
Effective tax rate	23.44%
FCF margin	6.96%
Gross margin	28.54%
Operating margin	12.39%
Pretax margin	5.43%
Profit margin	4.14%
Profit per employee	$29,481
Profitable years	35
Revenue per employee	$721,778
ROA	4.94%
ROA (5Y)	6.22%
ROCE	9.8%
ROE	10.05%
ROE (5Y)	17.75%
ROIC	8.33%
ROIC (5Y)	10.58%
SBC / revenue	0.57%
Tax / revenue	1.27%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	-34.66%
EPS growth 10Y	-3.16%
EPS growth 3Y	-22.76%
EPS growth 5Y	-16.73%
EPS growth years	0
FCF growth	-3.83%
FCF growth (Q)	5.43%
FCF growth (QoQ)	368.97%
FCF growth 3Y	-4.28%
FCF growth 5Y	-2.26%
Gross profit growth	-11.74%
Gross profit growth (Q)	-16.57%
Gross profit growth 3Y	-1.78%
Gross profit growth 5Y	-0.24%
Net income growth	-33.06%
Net income growth 3Y	-22.59%
Net income growth 5Y	-16.86%
Net income growth years	0
OCF growth	-8.13%
OCF growth (Q)	-22.78%
OCF growth (QoQ)	102.02%
OCF growth 10Y	-3.55%
OCF growth 3Y	-3.13%
OCF growth 5Y	0.08%
Operating income growth	-18.11%
Operating income growth (Q)	-27.81%
Operating income growth 3Y	-4.89%
Operating income growth 5Y	-5.59%
Revenue growth	-4.96%
Revenue growth (Q)	-7.93%
Revenue growth (QoQ)	-9.68%
Revenue growth 10Y	2.04%
Revenue growth 3Y	1.36%
Revenue growth 5Y	2.83%
Revenue growth years	0

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-361M
Depreciation and amortization	$413M
EBIT	$1.2B
EBITDA	$1.6B
EPS	$1.31
FCF per share	$2.27
Financing cash flow	$-419M
Free cash flow	$678M
Free cash flow minus SBC	$622M
Gross profit	$2.8B
Income taxes	$124M
Investing cash flow	$-357M
Net borrowing	$95M
Net cash flow	$262M
Net income	$398M
Operating cash flow minus SBC	$983M
Operating income	$1.2B
Revenue	$9.7B
Stock-based compensation	$56M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	1.66
Book value per share	$12.92
Debt / EBITDA	3.63
Debt / equity	1.79
Debt / FCF	10.99
Goodwill	$5.3B
Interest coverage	3.65
Long-term assets	$12.9B
Long-term liabilities	$8.2B
Net cash (debt)	$-7.1B
Net cash / market cap	-115.05%
Net debt / EBITDA	4.36
Net debt / equity	1.7
Net debt / FCF	10.41
Piotroski F-Score	5
Property, plant and equipment	$3.2B
Shareholders' equity	$4.2B
Tangible book value	$-5.7B
Tangible book value per share	$-19.02
Total assets	$15.6B
Total cash	$394M
Total debt	$7.5B
Total liabilities	$11.5B
WACC	3.89%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.64
Current assets	$2.7B
Current liabilities	$3.3B
Current ratio	0.82
Inventory turnover	4.59
Net working capital	$73M
Quick ratio	0.29
Working capital	$-616M
Working capital turnover	-15.11

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Dividend growth	-8.97%
Dividend growth (10Y)	1%
Dividend growth (3Y)	-1.37%
Dividend growth (5Y)	-0.82%
Dividend growth years	1
Dividend payment date	2026-11-02
Dividend payment years	56
Dividend payout frequency	Quarterly
Dividend per share	$1.00
Dividend yield	4.86%
Ex-dividend date	2026-10-01
FCF payout ratio	62.46%
Last dividend	$0.25
Payout ratio	108.12%
Shareholder yield	4.87%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	-61.42%
10Y return CAGR	-5.78%
10Y total return	-44.84%
150-day SMA	$21.39
15Y price change	-39.08%
15Y return CAGR	0.02%
15Y total return	0.31%
1D price change	-0.46%
1M price change	5.58%
1M total return	6.92%
1W price change	2.97%
1W total return	2.97%
1Y price change	-34.85%
1Y return CAGR	-30.7%
1Y total return	-30.69%
20-day SMA	$19.71
200-day SMA	$22.50
20Y price change	-43.96%
20Y return CAGR	0.33%
20Y total return	6.8%
3M price change	-8.58%
3M total return	-7.42%
3Y price change	-49.43%
3Y return CAGR	-16.56%
3Y total return	-41.92%
50-day SMA	$20.99
50-day SMA vs 200-day SMA	50under200
52-week high	$32.04
52-week high date	2025-11-21
52-week low	$18.60
52-week low date	2026-10-07
5Y price change	-48.76%
5Y return CAGR	-8.93%
5Y total return	-37.34%
6M price change	-0.49%
6M total return	2.49%
All-time high	$67.89
All-time high date	2016-07-06
All-time low	$1.39
All-time low date	1974-10-07
Average true range (ATR)	$0.65
Average volume	7.3M
Beta (1Y)	-0.29
Beta (2Y)	0.12
Beta (5Y)	0.04
Change from 52-week high	-35.75%
Change from 52-week low	10.67%
Change from all-time high	-69.88%
Change from all-time low	1,370.17%
Change from open	0.41%
Day's gap	-0.87%
Dollar volume	$58.9M
High price	$20.63
Low price	$20.36
Monthly RSI	27.57
Open price	$20.50
Position in 52-week range	83.33%
Premarket change	-0.97%
Premarket close	$20.68
Premarket price	$20.48
Premarket volume	5.2K
Previous close	$20.68
Price vs 150-day SMA	-4.4%
Price vs 20-day SMA	3.74%
Price vs 200-day SMA	-9.12%
Price vs 50-day SMA	-2.55%
Relative volume	0.39
RSI	52.42
Sharpe ratio	-1.06
Sharpe ratio (3Y)	-0.63
Sharpe ratio (5Y)	-0.41
Sortino ratio	-1.26
Sortino ratio (3Y)	-0.67
Sortino ratio (5Y)	-0.36
Volume	2.9M
Weekly RSI	41.29
YTD price change	-26.62%
YTD total return	-21.93%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	193.7M
Float percentage	64.93%
Shares change (QoQ)	1.67%
Shares held by insiders	16.3%
Shares held by institutions	61.74%
Shares outstanding	298.2M
Short % of float	20.14%
Short % of shares	13.07%
Short ratio	4 days

Deeper analysis on CPB

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this CPB report

What is the latest published CPB stock rating?

The Campbell's Company is shown with Strong Buy in the latest published report, analyzed 2026-10-21. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full CPB analysis?

The full latest published report, analyzed 2026-10-21, lives at /stocks/CPB/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for CPB?

The latest published report analyzed 2026-10-21 gives CPB a fair value of USD 27 and a potential value of USD 48. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the CPB page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-21). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

Strong BuyCPB · Fair value $26.8+34.9%

Read full analysis →

The Campbell's Company (CPB)

Our latest published analysis: CPB rated Strong Buy

Price

Financial snapshot

Fair-value bridge

Latest news · CPB

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All CPB indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on CPB

Frequently asked questions

レーティング履歴

Category	Score	Reading
Valuation	8.5
Management	6.5
Balance Sheet	1.5
Profitability	5.0
Revenue Growth	2.5
Risk Assessment	5.5
Competitive Moat	7.0
Earnings Quality	9.0
Capital Efficiency	5.5