The Campbell's Company

NasdaqGS:CPB Stock Report

Market Cap: US$13.7b

Campbell's Valuation

Is CPB undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of CPB when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: CPB ($46.6) is trading below our estimate of fair value ($98.16)

Significantly Below Fair Value: CPB is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for CPB?

Key metric: As CPB is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for CPB. This is calculated by dividing CPB's market cap by their current earnings.
What is CPB's PE Ratio?
PE Ratio24.5x
EarningsUS$567.00m
Market CapUS$13.69b

Price to Earnings Ratio vs Peers

How does CPB's PE Ratio compare to its peers?

The above table shows the PE ratio for CPB vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average21.3x
CAG Conagra Brands
26.5x15.5%US$13.1b
PPC Pilgrim's Pride
12.2x-11.8%US$11.9b
SJM J. M. Smucker
24.3x18.3%US$12.1b
HRL Hormel Foods
22.2x10.1%US$17.2b
CPB Campbell's
24.5x14.7%US$13.7b

Price-To-Earnings vs Peers: CPB is expensive based on its Price-To-Earnings Ratio (24.5x) compared to the peer average (21.3x).

Price to Earnings Ratio vs Industry

How does CPB's PE Ratio compare vs other companies in the US Food Industry?

5 CompaniesPrice / EarningsEstimated GrowthMarket Cap
GCEH Global Clean Energy Holdings
0.3xn/aUS$45.16m
SEED Origin Agritech
2.1xn/aUS$17.89m
FAMI Farmmi
1.7xn/aUS$2.75m
IDBH.F Industrias Bachoco. de
0.0002xn/aUS$59.94k
CPB 24.5xIndustry Avg. 20.0xNo. of Companies7PE01224364860+
5 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: CPB is expensive based on its Price-To-Earnings Ratio (24.5x) compared to the US Food industry average (19.9x).

Price to Earnings Ratio vs Fair Ratio

What is CPB's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

CPB PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio24.5x
Fair PE Ratio25.2x

Price-To-Earnings vs Fair Ratio: CPB is good value based on its Price-To-Earnings Ratio (24.5x) compared to the estimated Fair Price-To-Earnings Ratio (25.2x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst CPB forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$46.60
US$51.81
+11.2%
8.9%US$61.00US$44.00n/a20
Nov ’25US$46.33
US$52.06
+12.4%
8.4%US$61.00US$44.00n/a20
Oct ’25US$48.36
US$51.86
+7.2%
8.3%US$61.00US$43.00n/a20
Sep ’25US$49.72
US$49.63
-0.2%
8.9%US$61.00US$43.00n/a20
Aug ’25US$47.89
US$47.78
-0.2%
8.3%US$61.00US$42.00n/a20
Jul ’25US$45.27
US$47.68
+5.3%
8.2%US$61.00US$42.00n/a20
Jun ’25US$44.38
US$46.88
+5.6%
8.0%US$61.00US$42.00n/a21
May ’25US$45.53
US$46.41
+1.9%
8.2%US$61.00US$41.00n/a22
Apr ’25US$44.66
US$46.32
+3.7%
8.6%US$61.00US$41.00n/a22
Mar ’25US$42.87
US$46.51
+8.5%
9.9%US$61.00US$40.00n/a20
Feb ’25US$45.20
US$46.19
+2.2%
10.0%US$61.00US$40.00n/a21
Jan ’25US$43.23
US$46.00
+6.4%
9.5%US$61.00US$38.00n/a20
Dec ’24US$40.60
US$46.05
+13.4%
10.4%US$61.00US$38.00n/a20
Nov ’24US$40.67
US$46.30
+13.8%
10.1%US$61.00US$38.00US$46.3320
Oct ’24US$41.08
US$46.58
+13.4%
9.8%US$61.00US$41.00US$48.3619
Sep ’24US$40.89
US$47.22
+15.5%
10.0%US$61.00US$41.00US$49.7218
Aug ’24US$45.50
US$50.50
+11.0%
8.6%US$61.00US$42.00US$47.8919
Jul ’24US$45.71
US$50.87
+11.3%
6.9%US$58.00US$43.00US$45.2719
Jun ’24US$50.65
US$53.61
+5.8%
9.0%US$61.00US$41.00US$44.3818
May ’24US$54.63
US$53.44
-2.2%
8.9%US$61.00US$41.00US$45.5318
Apr ’24US$54.98
US$53.28
-3.1%
9.0%US$61.00US$41.00US$44.6618
Mar ’24US$51.91
US$52.79
+1.7%
8.9%US$61.00US$41.00US$42.8719
Feb ’24US$51.67
US$53.00
+2.6%
8.8%US$61.00US$41.00US$45.2019
Jan ’24US$56.75
US$52.53
-7.4%
9.3%US$61.00US$39.00US$43.2319
Dec ’23US$53.59
US$48.33
-9.8%
7.2%US$55.00US$39.00US$40.6018
Nov ’23US$52.57
US$48.35
-8.0%
7.4%US$55.00US$39.00US$40.6717

Analyst Forecast: Target price is less than 20% higher than the current share price.

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