A Business at a Glance
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CAMPBELL'S Co
CPB
$6.5B
Mkt Cap
$21.84
+2.01%
CAMPBELL'S Co (CPB) has a current P/E ratio of 11.8, compared to its historical median P/E of 16.2. The stock is currently considered Fair based on its historical valuation range.
CAMPBELL'S Co (CPB) has a 5-year average return on invested capital (ROIC) of 11.2%. This indicates solid capital allocation.
CAMPBELL'S Co (CPB) has a market capitalization of $6.5B. It is classified as a mid-cap stock.
Yes, CAMPBELL'S Co (CPB) pays a dividend with a trailing twelve-month yield of 7.05%. The company also returns capital through share buybacks, with a buyback yield of 0.95%.
Based on historical P/E analysis, CAMPBELL'S Co (CPB) appears fair. The current P/E of 11.8 is 27% below its historical median of 16.2. The estimated fair value CAGR (P/E method) is 0.9%.
CAMPBELL'S Co (CPB) operates in the Food And Kindred Products industry, within the Consumer Defensive sector.
CAMPBELL'S Co (CPB) reported annual revenue of $10.3 billion in its most recent fiscal year, based on SEC EDGAR filings.
The Campbell's Company is a manufacturer and marketer of branded food and beverage products with a heritage tracing back to 1869, organized as a New Jersey corporation with principal offices in Camden, New Jersey. The company operates through two reportable segments: Meals & Beverages, which includes soup, simple meals, and beverages products such as Campbell's soups, Swanson broth and canned poultry, Pacific Foods broths and non-dairy beverages, Prego and Rao's pasta sauces, Pace Mexican sauces, V8 juices, and SpaghettiOs, sold in retail and foodservice channels in the U.S. and Canada; and Snacks, which comprises Pepperidge Farm cookies and crackers, Goldfish crackers, Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, and Snack Factory pretzel crisps sold primarily through retail in the U.S., along with snacking and meals and beverages retail business in Latin America. The company distributes through its own sales force and third-party brokers in most markets, with the Snacks segment employing a direct-store-delivery model using independent contractor distributors; products are resold through retail food chains, mass discounters, club stores, convenience stores, dollar stores, and e-commerce. Campbell's maintains a portfolio of over 3,000 trademark registrations in over 150 countries, with principal brands including Campbell's, Rao's, Prego, Pace, V8, Pepperidge Farm, Goldfish, Snyder's of Hanover, and Kettle Brand serving as key competitive differentiators in a highly competitive industry where competition arises from numerous branded manufacturers and private label producers. The company's largest customer, Walmart and its affiliates, accounted for approximately 21% of consolidated net sales in 2025, with the five largest customers representing approximately 47% of total sales, and the company sources substantially all ingredients and packaging materials from North American suppliers while also purchasing finished products from domestic and international suppliers.
【Cost pressures and productivity focus】 Management anticipates significant cost pressures in fiscal 2027 driven primarily by tariff impacts and baseline inflation estimated at approximately $40 million, with the company planning to accelerate cost savings initiatives and pursue net price realization where necessary to offset these headwinds. The company expects to deploy elevated productivity and accelerate the previously announced $100 million SG&A reduction program to mitigate cost pressures, while also increasing marketing investments to support brand momentum and drive growth. Within Meals & Beverages, management expects continued strength in the at-home cooking consumer trend, particularly in cooking soups, Rao's, and Pacific Foods, with plans to support these areas through innovation and marketing support. In Snacks, the company anticipates stabilization of margins sequentially and expects Goldfish to return with exciting innovation focused on better-for-you positioning, though the segment continues to face competitive pressures and private label recovery dynamics that will require ongoing promotional support and strategic pricing actions.
No forward guidance provided.
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q3 FY2026 Earnings Call, Q2 FY2026 Earnings Call, Q1 FY2026 Earnings Call, Q4 FY2025 Earnings Call
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 0 | 10.3B | 9.6B | 9.4B | 8.6B | 8.5B |
| Net Income | 0 | 602M | 567M | 858M | 757M | 1.0B |
| EPS | $0.00 | $2.01 | $1.89 | $2.85 | $2.51 | $3.29 |
| Free Cash Flow | 0 | 705M | 668M | 773M | 939M | 760M |
| ROIC | - | 8.4% | 7.9% | 12.8% | 11.2% | 15.7% |
| Gross Margin | - | 30.4% | 30.8% | 31.2% | 30.7% | 33.2% |
| Debt/Equity | 0.00 | 1.75 | 1.89 | 1.28 | 1.44 | 1.60 |
| Dividends/Share | $0.00 | $1.54 | $1.48 | $1.48 | $1.48 | $1.46 |
| Operating Income | 0 | 1.1B | 1.0B | 1.3B | 1.2B | 1.5B |
| Operating Margin | 0.0% | 11.0% | 10.4% | 14.0% | 13.6% | 18.2% |
| ROE | 0.0% | 15.6% | 15.2% | 24.5% | 23.4% | 35.1% |
| Shares Outstanding | 298M | 300M | 300M | 301M | 302M | 305M |
| Metric | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income Statement | |||||||||||||
| Revenue | 8.3B | 8.1B | 8.0B | 5.8B | 6.6B | 8.1B | 8.7B | 8.5B | 8.6B | 9.4B | 9.6B | 10.3B | 0 |
| Gross Margin | 35.1% | 34.4% | 34.9% | 41.8% | 35.9% | 33.2% | 34.5% | 33.2% | 30.7% | 31.2% | 30.8% | 30.4% | N/A |
| R&D | 121M | 117M | 124M | 93M | 91M | 91M | 93M | 84M | 87M | 92M | 102M | 100M | 100M |
| SG&A | 573M | 601M | 641M | 448M | 563M | 610M | 622M | 598M | 617M | 654M | 737M | 674M | 674M |
| EBIT | 1.2B | 1.1B | 960M | 1.4B | 1.0B | 979M | 1.1B | 1.5B | 1.2B | 1.3B | 1.0B | 1.1B | 0 |
| Op. Margin | 14.4% | 13.0% | 12.1% | 24.5% | 15.3% | 12.1% | 12.7% | 18.2% | 13.6% | 14.0% | 10.4% | 11.0% | 0.0% |
| Net Income | 818M | 666M | 563M | 887M | 261M | 211M | 1.6B | 1.0B | 757M | 858M | 567M | 602M | 0 |
| Net Margin | 9.9% | 8.2% | 7.1% | 15.2% | 3.9% | 2.6% | 18.7% | 11.8% | 8.8% | 9.2% | 5.9% | 5.9% | 0.0% |
| Non-Recurring | 55M | 108M | 137M | 202M | 595M | 392M | 984M | 10M | 5.0M | 3.0M | 167M | 175M | 175M |
| Returns on Capital | |||||||||||||
| ROIC | 11.6% | 11.4% | 11.2% | 19.8% | 10.7% | 7.2% | 10.3% | 15.7% | 11.2% | 12.8% | 7.9% | 8.4% | N/A |
| ROE | 50.7% | 48.2% | 36.9% | 56.1% | 17.4% | 17.1% | 88.8% | 35.1% | 23.4% | 24.5% | 15.2% | 15.6% | 0.0% |
| ROA | 10.1% | 8.2% | 7.2% | 11.4% | 2.3% | 1.5% | 12.8% | 8.3% | 6.4% | 7.2% | 4.2% | 4.0% | 0.0% |
| Cash Flow | |||||||||||||
| Op. Cash Flow | 899M | 1.2B | 1.5B | 1.3B | 1.3B | 1.4B | 1.4B | 1.0B | 1.2B | 1.1B | 1.2B | 1.1B | 0 |
| Free Cash Flow | 552M | 802M | 1.1B | 950M | 898M | 1.0B | 1.1B | 760M | 939M | 773M | 668M | 705M | 0 |
| Owner Earnings | 537M | 822M | 1.1B | 910M | 850M | 894M | 1.0B | 654M | 785M | 693M | 675M | 640M | -491M |
| CapEx | 347M | 380M | 341M | 338M | 407M | 384M | 299M | 275M | 242M | 370M | 517M | 426M | 0 |
| Maint. CapEx | 305M | 303M | 308M | 318M | 394M | 446M | 328M | 317M | 337M | 387M | 411M | 434M | 434M |
| Growth CapEx | 42M | 77M | 33M | 20M | 13M | 0 | 0 | 0 | 0 | 0 | 106M | 0 | 0 |
| D&A | 305M | 303M | 308M | 318M | 394M | 446M | 328M | 317M | 337M | 387M | 411M | 434M | 434M |
| CapEx/OCF | 38.6% | 32.1% | 22.9% | 26.2% | 31.2% | 27.5% | 21.4% | 26.6% | 20.5% | 32.4% | 43.6% | 37.7% | 0.0% |
| Capital Allocation | |||||||||||||
| Dividends Paid | 391M | 394M | 390M | 420M | 426M | 423M | 426M | 439M | 451M | 447M | 445M | 459M | 0 |
| Dividend Yield | 4.3% | 4.0% | 3.1% | 3.3% | 4.3% | 4.7% | 3.6% | 3.7% | 3.9% | 3.3% | 3.7% | 4.1% | N/A |
| Share Buybacks | 76M | 244M | 143M | 437M | 86M | 0 | 0 | 36M | 167M | 142M | 67M | 62M | 62M |
| Buyback Yield | 0.8% | 2.3% | 1.1% | 3.8% | 0.9% | N/A | N/A | 0.3% | 1.3% | 1.3% | 0.5% | 0.7% | 1.0% |
| Stock-Based Comp | 57M | 57M | 64M | 60M | 61M | 58M | 61M | 64M | 59M | 63M | 99M | 57M | 57M |
| Debt Repayment | 208M | 100M | 0 | 490M | 63M | 702M | 499M | 921M | 0 | 566M | 100M | 1.6B | 1.6B |
| Balance Sheet | |||||||||||||
| Net Debt | 5.3B | 5.1B | 4.2B | 3.3B | 10.1B | 8.4B | 5.1B | 5.0B | 4.7B | 4.5B | 7.1B | 6.7B | 0 |
| Cash & Equiv. | 232M | 253M | 296M | 37M | 49M | 31M | 859M | 69M | 109M | 189M | 108M | 132M | N/A |
| Long-Term Debt | 2.2B | 2.5B | 2.3B | 2.5B | 8.6B | 7.1B | 5.0B | 5.0B | 4.0B | 4.5B | 5.8B | 6.1B | 6.1B |
| Debt/Equity | 3.58 | 4.07 | 3.12 | 2.06 | 7.42 | 7.67 | 2.31 | 1.60 | 1.44 | 1.28 | 1.89 | 1.75 | 0.00 |
| Interest Coverage | 9.8 | 9.8 | 8.3 | 12.4 | 5.5 | 2.8 | 3.2 | 7.4 | 6.2 | 7.0 | 4.0 | 3.3 | 3.3 |
| Equity | 1.6B | 1.4B | 1.5B | 1.6B | 1.4B | 1.1B | 2.6B | 3.2B | 3.3B | 3.7B | 3.8B | 3.9B | 0 |
| Total Assets | 8.1B | 8.1B | 7.8B | 7.7B | 14.5B | 13.1B | 12.4B | 11.7B | 11.9B | 12.1B | 15.2B | 14.9B | 0 |
| Total Liabilities | 6.5B | 6.7B | 6.3B | 6.1B | 13.2B | 12.0B | 9.8B | 8.6B | 8.6B | 8.4B | 11.4B | 11.0B | 11.0B |
| Intangibles | 1.2B | 1.2B | 1.2B | 1.1B | 3.7B | 3.4B | 3.4B | 3.2B | 3.2B | 3.1B | 4.7B | 4.4B | 4.3B |
| Retained Earnings | 2.2B | 1.8B | 1.9B | 2.4B | 2.2B | 2.0B | 3.2B | 3.7B | 4.0B | 4.5B | 4.6B | 4.7B | 4.7B |
| Working Capital | -889M | -713M | -647M | -495M | -1.3B | -1.4B | -690M | -119M | -923M | -161M | -1.4B | -674M | -674M |
| Current Assets | 2.1B | 2.1B | 1.9B | 1.9B | 2.3B | 2.0B | 2.4B | 1.7B | 2.0B | 2.1B | 2.2B | 2.2B | 2.2B |
| Current Liabilities | 3.0B | 2.8B | 2.6B | 2.4B | 3.6B | 3.4B | 3.1B | 1.8B | 2.9B | 2.2B | 3.6B | 2.9B | 2.9B |
| Per Share Data | |||||||||||||
| EPS | 2.59 | 2.13 | 1.81 | 2.89 | 0.86 | 0.70 | 5.36 | 3.29 | 2.51 | 2.85 | 1.89 | 2.01 | 0.00 |
| Owner EPS | 1.70 | 2.63 | 3.60 | 2.96 | 2.80 | 2.97 | 3.32 | 2.15 | 2.60 | 2.30 | 2.25 | 2.14 | -1.65 |
| Book Value | 5.11 | 4.42 | 4.90 | 5.33 | 4.49 | 3.66 | 8.44 | 10.35 | 11.04 | 12.16 | 12.65 | 13.03 | 0.00 |
| Cash Flow/Share | 2.85 | 3.78 | 4.79 | 4.20 | 4.30 | 4.64 | 4.60 | 3.40 | 3.92 | 3.80 | 3.95 | 3.78 | 1.46 |
| Dividends/Share | 1.25 | 1.25 | 1.25 | 1.40 | 1.40 | 1.40 | 1.40 | 1.46 | 1.48 | 1.48 | 1.48 | 1.54 | 0.00 |
| Shares Out. | 315.8M | 312.7M | 311.0M | 306.9M | 303.5M | 301.4M | 303.7M | 304.6M | 301.6M | 301.1M | 300.0M | 299.5M | 298.2M |
| Valuation | |||||||||||||
| P/E Ratio | 11.8 | 15.7 | 23.9 | 12.9 | 35.1 | 47.1 | 7.9 | 10.5 | 17.4 | 13.2 | 24.4 | 15.1 | N/A |
| P/FCF | 17.5 | 13.1 | 11.7 | 12.0 | 10.2 | 9.8 | 11.7 | 13.9 | 14.0 | 14.6 | 20.7 | 12.9 | N/A |
| EV/EBIT | 12.5 | 14.8 | 18.4 | 11.0 | 19.0 | 20.2 | 16.7 | 10.0 | 16.0 | 12.0 | 22.2 | 14.6 | N/A |
| Price/Book | 6.0 | 7.6 | 8.8 | 7.0 | 6.7 | 9.0 | 5.0 | 3.3 | 4.0 | 3.1 | 3.6 | 2.3 | N/A |
| Price/Sales | 1.1 | 1.2 | 1.6 | 1.6 | 1.5 | 1.1 | 1.4 | 1.4 | 1.3 | 1.4 | 1.2 | 1.1 | N/A |
| FCF Yield | 5.7% | 7.7% | 8.5% | 8.3% | 9.8% | 10.2% | 8.6% | 7.2% | 7.1% | 6.8% | 4.8% | 7.8% | N/A |
| Market Cap | 9.6B | 10.5B | 13.5B | 11.4B | 9.2B | 9.9B | 12.8B | 10.5B | 13.2B | 11.3B | 13.8B | 9.1B | 6.5B |
| Avg. Price | 29.03 | 31.71 | 40.97 | 41.15 | 32.60 | 29.67 | 38.76 | 38.89 | 38.22 | 44.47 | 39.56 | 37.01 | 21.84 |
| Year-End Price | 30.50 | 33.48 | 43.29 | 37.25 | 30.18 | 33.00 | 42.22 | 34.56 | 43.74 | 37.52 | 46.12 | 30.25 | 21.84 |
CAMPBELL'S Co passes 3 of 9 quality checks, indicating weak fundamentals.
CAMPBELL'S Co trades at 11.8x trailing earnings, compared to its 15-year median P/E of 16.2x, suggesting it is currently Fair relative to its historical range. On a free-cash-flow basis, the stock trades at 9.4x vs a median of 12.4x. The company's 5-year average ROIC is 11.2% with a gross margin of 31.3%. Total shareholder yield (dividends + buybacks) is 8.0%. At current prices, the estimated annualized return to fair value is -6.3%.
CAMPBELL'S Co (CPB) has a net profit margin of 5.9%. This is a modest margin.
CAMPBELL'S Co (CPB) generated $705 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
CAMPBELL'S Co (CPB) has a debt-to-equity ratio of 1.75. This indicates higher leverage, which may increase financial risk.
CAMPBELL'S Co (CPB) reported earnings per share (EPS) of $2.01 in its most recent fiscal year.
CAMPBELL'S Co (CPB) has a return on equity (ROE) of 15.6%. This indicates the company generates strong returns for shareholders.
CAMPBELL'S Co (CPB) has a 5-year average gross margin of 31.3%. This indicates decent pricing power.
The Ledger Terminal provides 18 years of financial data for CAMPBELL'S Co (CPB), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
CAMPBELL'S Co (CPB) has a book value per share of $13.03, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management anticipates significant cost pressures in fiscal 2027 driven primarily by tariff impacts and baseline inflation estimated at approximately $40 million, with the company planning to accelerate cost savings initiatives and pursue net price realization where necessary to offset these headwinds. The company expects to deploy elevated productivity and accelerate the previously announced $100 million SG&A reduction program to mitigate cost pressures, while also increasing marketing investments to support brand momentum and drive growth. Within Meals & Beverages, management expects continued strength in the at-home cooking consumer trend, particularly in cooking soups, Rao's, and Pacific Foods, with plans to support these areas through innovation and marketing support. In Snacks, the company anticipates stabilization of margins sequentially and expects Goldfish to return with exciting innovation focused on better-for-you positioning, though the segment continues to face competitive pressures and private label recovery dynamics that will require ongoing promotional support and strategic pricing actions.
No recent press releases.