The Campbell's Company

NasdaqGS:CPB Stock Report

Market Cap: US$12.5b

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 ($42.03) is trading below our estimate of fair value ($99.62)

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 Ratio22.7x
EarningsUS$551.00m
Market CapUS$12.48b

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 Average20.6x
SJM J. M. Smucker
22.5x20.3%US$11.7b
CAG Conagra Brands
26.8x16.5%US$13.2b
PPC Pilgrim's Pride
11.4x-11.8%US$10.8b
HRL Hormel Foods
21.5x7.6%US$17.2b
CPB Campbell's
22.7x14.4%US$12.5b

Price-To-Earnings vs Peers: CPB is expensive based on its Price-To-Earnings Ratio (22.7x) compared to the peer average (20.6x).


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
0.5xn/aUS$70.26m
SEED Origin Agritech
1.6xn/aUS$13.27m
IDBH.F Industrias Bachoco. de
0.02xn/aUS$9.65m
FAMI Farmmi
2.1xn/aUS$3.10m
CPB 22.7xIndustry Avg. 20.1xNo. of Companies8PE01224364860+
5 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: CPB is expensive based on its Price-To-Earnings Ratio (22.7x) 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 Ratio22.7x
Fair PE Ratio24.8x

Price-To-Earnings vs Fair Ratio: CPB is good value based on its Price-To-Earnings Ratio (22.7x) compared to the estimated Fair Price-To-Earnings Ratio (24.8x).


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$42.03
US$49.11
+16.8%
11.9%US$63.00US$41.00n/a20
Dec ’25US$46.20
US$51.81
+12.1%
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$38.00US$41.8820
Dec ’24US$40.60
US$46.05
+13.4%
10.4%US$61.00US$38.00US$46.2020
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

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


Discover undervalued companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 08:20
End of Day Share Price 2025/01/02 00:00
Earnings2024/10/27
Annual Earnings2024/07/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

The Campbell's Company is covered by 35 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christopher GrajaArgus Research Company
Ishan MajumdarBaptista Research
Andrew LazarBarclays