Campbell Soup Company (NYSE:CPB)

Campbell Soup Company CPB

Consumer Defensive - Packaged Foods - NYSE - US

Watchlist

$ 43.15

-2.92 %

$ 12.8 B

Market Cap

22.83

P/E

1. INTRINSIC VALUE

Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada. This segment provides Campbell's condensed and ready-to-serve soups; Swanson broth and stocks; Pacific Foods broth, soups, and non-dairy beverages; Prego pasta sauces; Pace Mexican sauces; Campbell's gravies, pasta, beans, and dinner sauces; Swanson canned poultry; Plum baby food and snacks; V8 juices and beverages; and Campbell's tomato juice. The Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products; Milano cookies and Goldfish crackers; and Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory Pretzel Crisps, Pop Secret popcorn, Emerald nuts, and other snacking products.[ Read More ]

The intrinsic value of one CPB stock under the base case scenario is HIDDEN Compared to the current market price of 43.1 USD, Campbell Soup Company is HIDDEN

CPB Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart CPB

FINANCIALS

Annual
Quarterly

9.64 B REVENUE

Growth Rates

1Year 2.98%

3Years 4.37%

5Years 3.52%

7Years 2.90%

10Years 1.54%

1.46 B OPERATING INCOME

Growth Rates

1Year 11.59%

3Years 3.17%

5Years 20.93%

7Years -1.58%

10Years 1.58%

567 M NET INCOME

Growth Rates

1Year -33.92%

3Years -17.29%

5Years 21.86%

7Years -6.19%

10Years -3.47%

1.18 B OPERATING CASH FLOW

Growth Rates

1Year 3.67%

3Years 4.61%

5Years -3.25%

7Years -1.22%

10Years 2.80%

-3.13 B INVESTING CASH FLOW

Growth Rates

1Year -820.00%

3Years -170.52%

5Years -84.61%

7Years -35.76%

10Years -37.03%

1.86 B FINANCING CASH FLOW

Growth Rates

1Year 357.68%

3Years 46.06%

5Years 25.96%

7Years 22.10%

10Years 14.91%

2.29 B REVENUE

Growth Rates

1Year 2.98%

3Years 4.37%

5Years 3.52%

7Years 2.90%

10Years 1.54%

77 M OPERATING INCOME

Growth Rates

1Year 11.59%

3Years 3.17%

5Years 20.93%

7Years -1.58%

10Years 1.58%

-3 M NET INCOME

Growth Rates

1Year -33.92%

3Years -17.29%

5Years 21.86%

7Years -6.19%

10Years -3.47%

288 M OPERATING CASH FLOW

Growth Rates

1Year 3.67%

3Years 4.61%

5Years -3.25%

7Years -1.22%

10Years 2.80%

-141 M INVESTING CASH FLOW

Growth Rates

1Year -820.00%

3Years -170.52%

5Years -84.61%

7Years -35.76%

10Years -37.03%

-145 M FINANCING CASH FLOW

Growth Rates

1Year 357.68%

3Years 46.06%

5Years 25.96%

7Years 22.10%

10Years 14.91%

Balance Sheet Decomposition Campbell Soup Company

15.2 B ASSETS
11.4 B LIABILITIES

Current Assets	2.19 B
Cash & Short-Term Investments	108 M
Receivables	630 M
Other Current Assets	1.45 B
Non-Current Assets	13 B
Long-Term Investments	0
PP&E	3.03 B
Other Non-Current Assets	10 B

Current Liabilities	3.58 B
Accounts Payable	1.31 B
Short-Term Debt	1.51 B
Other Current Liabilities	752 M
Non-Current Liabilities	7.86 B
Long-Term Debt	6.03 B
Other Non-Current Liabilities	1.83 B

EFFICIENCY

Earnings Waterfall Campbell Soup Company

Revenue	9.64 B
Cost Of Revenue	6.66 B
Gross Profit	2.97 B
Operating Expenses	1.97 B
Operating Income	1.46 B
Other Expenses	897 M
Net Income	567 M

RATIOS

30.83% GROSS MARGIN

Averages

1Year 30.83%

3Years 30.90%

5Years 32.07%

7Years 32.29%

10Years 33.44%

15.19% OPERATING MARGIN

Averages

1Year 15.19%

3Years 14.39%

5Years 14.87%

7Years 13.46%

10Years 14.37%

5.88% NET MARGIN

Averages

1Year 5.88%

3Years 7.97%

5Years 8.51%

7Years 7.34%

10Years 7.82%

14.94% ROE

Averages

1Year 14.94%

3Years 20.36%

5Years 23.18%

7Years 25.41%

10Years 31.87%

3.72% ROA

Averages

1Year 3.72%

3Years 5.73%

5Years 6.11%

7Years 5.13%

10Years 6.31%

10.05% ROIC

Averages

1Year 10.05%

3Years 11.12%

5Years 11.50%

7Years 10.26%

10Years 12.33%

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis Campbell Soup Company

Net Income	567 M
Depreciation & Amortization	411 M
Capital Expenditures	-517 M
Stock-Based Compensation	99 M
Change in Working Capital	-129 M
Others	288 M
Free Cash Flow	668 M

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets Campbell Soup Company

Wall Street analysts predict an average 1-year price target for CPB of $49.4 , with forecasts ranging from a low of $42 to a high of $59 .

CPB Lowest Price Target Wall Street Target

42 USD -2.67%

CPB Average Price Target Wall Street Target

49.4 USD 14.48%

CPB Highest Price Target Wall Street Target

59 USD 36.73%

4. DIVIDEND ANALYSIS

1.08% DIVIDEND YIELD

0.37 USD DIVIDEND PER SHARE

5. COMPETITION

General Mills, Inc. manufactures and markets branded consumer foods worldwide. The company operates in five segments: North America Retail; Convenience Stores & Foodservice; Europe & Australia; Asia & Latin America; and Pet.

117 USD

GIS

Undervalued 84.52%

Hormel Foods Corporation develops, processes, and distributes various meat, nuts, and food products to retail, foodservice, deli, and commercial customers in the United States and internationally.

43.6 USD

HRL

Undervalued 49.30%

Kellanova, together with its subsidiaries, manufactures and markets snacks and convenience foods in North America, Europe, Latin America, the Asia Pacific, the Middle East, Australia, and Africa.

53.3 USD

Overvalued 33.83%

Lamb Weston Holdings, Inc. produces, distributes, and markets value-added frozen potato products worldwide. It operates through four segments: Global, Foodservice, Retail, and Other.

58.8 USD

Overvalued 22.14%

The Kraft Heinz Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States, Canada, the United Kingdom, and internationally.

65.8 USD

KHC

Undervalued 111.16%

Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company in North America. The company operates in four segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice.

41.7 USD

CAG

Undervalued 56.09%

McCormick & Company, Incorporated manufactures, markets, and distributes spices, seasoning mixes, condiments, and other flavorful products to the food industry. It operates in two segments, Consumer and Flavor Solutions.

64.6 USD

MKC

Overvalued 12.61%

6. Ownership

Insider Ownership Campbell Soup Company

Summary
Transactions

Sold

0-3 MONTHS

650 K USD 1

3-6 MONTHS

0 USD 0

6-9 MONTHS

10.9 K USD 1

9-12 MONTHS

133 K USD 1

Bought

0 USD 0

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

Date	Value	Insider	Amount	Avg Price
1 month ago Oct 01, 2024	Sell 650 K USD	Polomski Stanley Senior VP and Controller	- 13440	48.34 USD
7 months ago Apr 04, 2024	Sell 10.9 K USD	Sanzio Anthony Executive Vice President	- 250	43.75 USD
11 months ago Dec 12, 2023	Sell 133 K USD	Sanzio Anthony Executive Vice President	- 3000	44.31 USD
1 year ago Sep 14, 2023	Sell 347 K USD	Polomski Stanley Senior VP and Controller	- 8000	43.3459 USD
1 year ago Dec 21, 2022	Sell 2.12 M USD	Ciongoli Adam G. Executive Vice President	- 37354	56.86 USD
1 year ago Dec 08, 2022	Sell 2.5 M USD	Ciongoli Adam G. Executive Vice President	- 44232	56.46 USD
1 year ago Dec 08, 2022	Sell 101 K USD	Sanzio Anthony Executive Vice President	- 1800	56.1 USD
2 years ago Oct 03, 2022	Sell 170 K USD	Sanzio Anthony Executive Vice President	- 3600	47.35 USD
2 years ago Sep 02, 2022	Sell 916 K USD	Ciongoli Adam G. Executive Vice President	- 18321	50.0006 USD
2 years ago Aug 09, 2022	Sell 896 K USD	Ciongoli Adam G. Executive Vice President	- 17924	50.01 USD
2 years ago Jul 13, 2022	Sell 1.6 M USD	Ciongoli Adam G. Executive Vice President	- 32194	49.75 USD
2 years ago Jun 27, 2022	Sell 498 K USD	Polomski Stanley Senior VP and Controller	- 10335	48.2 USD
2 years ago Jun 23, 2022	Sell 616 K USD	Slavtcheff Craig Executive Vice President	- 13110	47 USD
3 years ago Mar 17, 2021	Sell 342 K USD	Slavtcheff Craig Executive Vice President	- 7000	48.879 USD
4 years ago Oct 08, 2020	Sell 292 K USD	Polomski Stanley Vice President and Controller	- 6075	48.07 USD
4 years ago Mar 05, 2020	Sell 5.26 M USD	Ciongoli Adam G. Senior Vice President	- 98334	53.54 USD
5 years ago Sep 30, 2019	Sell 759 K USD	Ciongoli Adam G. Senior Vice President	- 16096	47.16 USD
5 years ago Jun 28, 2019	Sell 120 K USD	Furbee Robert Senior Vice President	- 3000	40.1222 USD
5 years ago Jun 28, 2019	Sell 120 K USD	Furbee Robert Senior Vice President	- 3000	40.0877 USD
5 years ago Jun 20, 2019	Sell 141 K USD	LARRIMORE RANDALL W Director	- 3400	41.3614 USD
5 years ago Jun 17, 2019	Sell 399 K USD	Polomski Stanley Vice President and Controller	- 9732	41.007 USD
5 years ago Jun 17, 2019	Sell 399 K USD	Polomski Stanley Vice President and Controller	- 9732	41.007 USD
6 years ago Oct 02, 2018	Bought 200 K USD	Mignini Luca Senior Vice President	+ 5494	36.41 USD
6 years ago Jun 06, 2018	Bought 66.4 K USD	Hilado Maria Teresa Director	+ 2000	33.2156 USD
6 years ago Feb 21, 2018	Bought 200 K USD	Mignini Luca Senior Vice President	+ 4400	45.5344 USD
6 years ago Dec 27, 2017	Sell 109 K USD	LARRIMORE RANDALL W Director	- 2242	48.69 USD
6 years ago Dec 21, 2017	Sell 210 K USD	Barroso Carlos Senior Vice President	- 4300	48.86 USD
6 years ago Dec 20, 2017	Sell 313 K USD	Carolan Edward Senior Vice President	- 6500	48.15 USD

7. News

100 November Sustainable Dividend Dogs: 50 'Safer' And 2 Ideal Buys Calvert Research and Management ranked the 100 most sustainable companies based on over 230 ESG indicators, including workplace diversity and greenhouse-gas emissions. Eight of 78 dividend-paying sustainable companies offer dividends exceeding their share prices, signalling potential buy opportunities for investors. Analysts estimate net gains of 17.47% to 69.69% for the top ten sustainable companies by November 2025, based on target prices and dividends. seekingalpha.com - 2 days ago

Campbell's Appoints Daniel L. Poland Chief Enterprise Transformation Officer CAMDEN, N.J.--(BUSINESS WIRE)--Campbell Soup Company (NASDAQ:CPB) (Campbell's) today announced the appointment of Daniel L. Poland to the newly created role of Executive Vice President and Chief Enterprise Transformation Officer, effective immediately. Poland will continue to report to President and Chief Executive Officer Mark Clouse and remain a member of Campbell's Operating Committee. Poland will lead a new Enterprise Transformation Office to accelerate business performance, elevate capabil. businesswire.com - 2 days ago

Campbell Soup Rao's Brand Growth Strong And US Sales Trend Improving, Analyst Upgrades Stock Piper Sandler analyst Michael S. Lavery upgraded Campbell Soup Company CPB to Overweight from Neutral, raising the price forecast from $47 to $56. benzinga.com - 2 days ago

Campbell upgraded to Overweight at Piper Sandler on improving volumes, valuation Piper Sandler upgraded Campbell to Overweight from Neutral with a price target of $56, up from $47. The firm is citing better long-term growth expectations with the company's Rao's brand, as well as its improving U.S. retail sales and volume trends, the analyst tells investors in a research note. The stock's 15% pull-back since mid-September also presents a good buying opportunity as Piper views Campbell as "one of the better-positioned large-cap food names". https://thefly.com - 3 days ago

Campbell upgraded to Overweight from Neutral at Piper Sandler Piper Sandler upgraded Campbell to Overweight from Neutral with a price target of $56, up from $47. https://thefly.com - 3 days ago

Campbell to Divest Its noosa Yogurt Brand to Focus on Core Business CPB announces the sale of the noosa yogurt brand to focus on core brands, aiding growth in fiscal 2025. zacks.com - 3 days ago

Campbell's to Sell noosa Business to Lakeview Farms CAMDEN, N.J.--(BUSINESS WIRE)--Campbell Soup Company (NASDAQ:CPB) (Campbell's) today announced an agreement to sell the noosa yoghurt business to Lakeview Farms, LLC, a manufacturer of fresh dips, desserts and specialty products. Terms of the transaction were not disclosed. Campbell's purchased noosa as part of the Sovos Brands, Inc. acquisition in March 2024. At that time, Campbell's shared its intention to evaluate strategic alternatives for the brand, as the yogurt category is not core to Ca. businesswire.com - 4 days ago

3 Dividend Stocks for November 2024 The dividend prospects of a US firm, a UK firm, and a Canadian company. youtube.com - 6 days ago

Why Campbell Soup (CPB) is a Top Growth Stock for the Long-Term Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. zacks.com - 2 weeks ago

Here's Why Campbell Soup (CPB) is a Strong Value Stock Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. zacks.com - 2 weeks ago

Campbell's and Partners Receive $3.4 Million USDA Grant to Support Sustainable Tomato-Growing Practices in California CAMDEN, N.J.--(BUSINESS WIRE)--Campbell Soup Company (NASDAQ:CPB) (Campbell's) today announced that it was awarded $3.4 million in funding through the U.S. Department of Agriculture (USDA)'s Regional Conservation Partnership Program (RCPP) to support California processing tomatoes. Under the project, Campbell's will partner with the Natural Resources Conservation Service (NRCS), American Farmland Trust and several Resource Conservation Districts to increase the adoption of sustainable agricultu. businesswire.com - 2 weeks ago

Campbell's® Third Annual State of the Sides Report: Celebrating the Shared Love of Side Dishes Across America Sides Enthusiasts Can Now Enjoy the Scents of their Favorite Holiday Side Dishes Year-Round with Limited-Edition Candle Collection CAMDEN, N.J. , Oct. 28, 2024 /PRNewswire/ -- Campbell's® officially kicked off Sides Season™ with the launch of the 2024 State of the Sides Report. prnewswire.com - 2 weeks ago

8. Profile Summary

Campbell Soup Company CPB

COUNTRY US

INDUSTRY Packaged Foods

MARKET CAP $ 12.8 B

Dividend Yield 1.08%

Description Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada. This segment provides Campbell's condensed and ready-to-serve soups; Swanson broth and stocks; Pacific Foods broth, soups, and non-dairy beverages; Prego pasta sauces; Pace Mexican sauces; Campbell's gravies, pasta, beans, and dinner sauces; Swanson canned poultry; Plum baby food and snacks; V8 juices and beverages; and Campbell's tomato juice. The Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products; Milano cookies and Goldfish crackers; and Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory Pretzel Crisps, Pop Secret popcorn, Emerald nuts, and other snacking products. This segment is also involved in the retail business in Latin America. It sells its products through retail food chains, mass discounters and merchandisers, club stores, convenience stores, drug stores, and dollar stores, as well as e-commerce and other retail, commercial, and non-commercial establishments, and independent contractor distributors. The company was founded in 1869 and is headquartered in Camden, New Jersey.

Contact 1 Campbell Place, Camden, NJ, 08103-1799 https://www.campbellsoupcompany.com

IPO Date Dec. 13, 1954

Employees 14400

Officers Mr. Mick J. Beekhuizen Executive Vice President and President of Meals & Beverages Mr. Anthony J. Sanzio Executive Vice President & Chief Communications Officer Mr. Daniel L. Poland Executive Vice President & Chief Supply Chain Officer Ms. Julia Anderson Senior Vice President & Chief Technology and Information Officer Mr. Christopher D. Foley Executive Vice President and President of Snacks Mr. Mark A. Clouse President, Chief Executive Officer & Director Ms. Carrie L. Anderson Executive Vice President & Chief Financial Officer Ms. Diane Johnson May Executive Vice President & Chief People and Culture Officer Mr. Charles A. Brawley III Executive Vice President, General Counsel & Corporate Secretary Ms. Rebecca Gardy Senior Vice President & Chief Investor Relations Officer

Price Chart CPB

Campbell Soup Company CPB

Premium Plan

Unlimited Plan