Morningstar

Campbell Soup Co CPB

Morningstar Rating
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Stock XNAS Rating as of
$49.42 −0.07 (0.14%)
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As of Delayed Price Closed

Company Report

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Wide-Moat Campbell Prudently Focused on Opportunities to Heat Up Sales and Profits Longer Term

Erin Lash

Wide-moat Campbell has orchestrated significant changes since CEO Mark Clouse took the helm in January 2019. For one, the portfolio mix has shifted quite dramatically, such that its core soup lineup now accounts for only around one quarter of total sales (down from more than 40% in fiscal 2017) while snacks make up around 50% (up from less than 30%). In addition, the firm has worked to drive efficiencies across its supply chain and manufacturing network to fuel spending behind its brands and capabilities to solidify its competitive edge. These efforts have manifested in 3% average annual organic sales growth over the past five years against mid- to high-teens adjusted operating margins.

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Price vs Fair Value

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CPB is trading at a 82% premium.
Price
$49.42
Fair Value
$71.00
Uncertainty
Medium
1-Star Price
$35.50
5-Star Price
$91.30
Economic Moat
Wtst
Capital Allocation
Yxtfhgrz

Bulls Say, Bears Say

Bulls

Removing excess costs should afford Campbell the fuel to reinvest in its brands, about one dozen of which generate more than $100 million in sales each year.

Bears

Another step up in labor, logistics, packaging, and raw material costs could stifle Campbell's ability to drive more in the way of margin gains.

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News

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Trading Information

Previous Close Price
$49.49
Day Range
$49.24–49.74
52-Week Range
$37.94–52.81
Bid/Ask
$49.42 / $49.79
Market Cap
$14.73 Bil
Volume/Avg
2.1 Mil / 2.5 Mil

Key Statistics

Price/Earnings (Normalized)
15.99
Price/Sales
1.54
Dividend Yield (Trailing)
2.99%
Dividend Yield (Forward)
2.99%
Total Yield
3.44%

Company Profile

Over the past 150-plus years, Campbell Soup has evolved into a leading packaged food manufacturer in North America, with a portfolio that extends beyond its iconic red-and-white labeled canned soup. In fiscal 2023, snacks accounted for half of its revenue (50%), followed by soup (29%), other simple meals (13%), and beverages (8%). Outside its namesake, its brands include Pepperidge Farm, Goldfish, Snyder’s of Hanover, Swanson, Pacific Foods, Prego, Pace, V8, and recently acquired Rao’s (which closed in March 2024). Nearly 90% of its revenue results from the US and the remainder from Canada and Latin America.
Sector
Consumer Defensive
Industry
Packaged Foods
Stock Style Box
Mid Value
Total Number of Employees
14,400
Website
https://www.campbellsoupcompany.com

Competitors

Valuation

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Metric
CPB
GIS
UL
Price/Earnings (Normalized)
 15.9916.4422.35
Price/Book Value
 3.894.437.48
Price/Sales
 1.542.142.56
Price/Cash Flow
 11.2813.29—
Price/Earnings
CPB
GIS
UL

Financial Strength

Metric
CPB
GIS
UL
Quick Ratio
 0.210.320.56
Current Ratio
 0.610.660.77
Interest Coverage
 4.027.01—
Quick Ratio
CPB
GIS
UL

Profitability

Metric
CPB
GIS
UL
Return on Assets (Normalized)
 6.91%8.23%—
Return on Equity (Normalized)
 24.38%27.02%—
Return on Invested Capital (Normalized)
 11.56%13.13%—
Return on Assets
CPB
GIS
UL

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