Campbell Soup
Market Cap
US$14.4b
Last Updated
2020/10/22 00:19 UTC
Data Sources
Company Financials +
Executive Summary
Campbell Soup Company, together with its subsidiaries, engages in the manufacture and market food and beverage products. More Details
Rewards
Risk Analysis
Snowflake Analysis
Established dividend payer with proven track record.
Similar Companies
Share Price & News
How has Campbell Soup's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: CPB has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
-2.9%
CPB
-2.2%
US Food
-1.4%
US Market
1 Year Return
1.4%
CPB
8.8%
US Food
17.8%
US Market
Return vs Industry: CPB underperformed the US Food industry which returned 8.1% over the past year.
Return vs Market: CPB underperformed the US Market which returned 18.5% over the past year.
Shareholder returns
| CPB | Industry | Market | |
|---|---|---|---|
| 7 Day | -2.9% | -2.2% | -1.4% |
| 30 Day | 4.6% | 4.5% | 4.7% |
| 90 Day | -3.3% | 1.1% | 8.2% |
| 1 Year | 4.4%1.4% | 11.5%8.8% | 20.5%17.8% |
| 3 Year | 10.8%0.5% | 11.5%2.3% | 42.2%32.7% |
| 5 Year | 7.9%-6.7% | 15.5%-0.2% | 83.4%62.7% |
Price Volatility Vs. Market
How volatile is Campbell Soup's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Don't Ignore The Fact That This Insider Just Sold Some Shares In Campbell Soup Company (NYSE:CPB)3 weeks ago | Simply Wall St
Is Campbell Soup Company (NYSE:CPB) A Great Dividend Stock?1 month ago | Simply Wall St
Campbell Soup's (NYSE:CPB) Stock Price Has Reduced 10% In The Past Five YearsValuation
Is Campbell Soup undervalued compared to its fair value and its price relative to the market?
31.7%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: CPB ($47.75) is trading below our estimate of fair value ($69.87)
Significantly Below Fair Value: CPB is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: CPB is good value based on its PE Ratio (24.4x) compared to the US Food industry average (26.3x).
PE vs Market: CPB is poor value based on its PE Ratio (24.4x) compared to the US market (19x).
Price to Earnings Growth Ratio
PEG Ratio: CPB is poor value based on its PEG Ratio (2.6x)
Price to Book Ratio
PB vs Industry: CPB is overvalued based on its PB Ratio (5.6x) compared to the US Food industry average (2x).
Next Steps
Future Growth
How is Campbell Soup forecast to perform in the next 1 to 3 years based on estimates from 15 analysts?
9.3%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: CPB's forecast earnings growth (9.3% per year) is above the savings rate (2.2%).
Earnings vs Market: CPB's earnings (9.3% per year) are forecast to grow slower than the US market (22.2% per year).
High Growth Earnings: CPB's earnings are forecast to grow, but not significantly.
Revenue vs Market: CPB's revenue is expected to decline over the next 3 years (-0.1% per year).
High Growth Revenue: CPB's revenue is forecast to decline over the next 3 years (-0.1% per year).
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: CPB's Return on Equity is forecast to be high in 3 years time (34.5%)
Next Steps
Past Performance
How has Campbell Soup performed over the past 5 years?
-4.8%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: CPB has high quality earnings.
Growing Profit Margin: CPB's current net profit margins (6.8%) are higher than last year (5.8%).
Past Earnings Growth Analysis
Earnings Trend: CPB's earnings have declined by 4.8% per year over the past 5 years.
Accelerating Growth: CPB's earnings growth over the past year (25.1%) exceeds its 5-year average (-4.8% per year).
Earnings vs Industry: CPB earnings growth over the past year (25.1%) exceeded the Food industry -6.4%.
Return on Equity
High ROE: Whilst CPB's Return on Equity (23.04%) is high, this metric is skewed due to their high level of debt.
Next Steps
Financial Health
How is Campbell Soup's financial position?
Financial Position Analysis
Short Term Liabilities: CPB's short term assets ($2.4B) do not cover its short term liabilities ($3.1B).
Long Term Liabilities: CPB's short term assets ($2.4B) do not cover its long term liabilities ($6.7B).
Debt to Equity History and Analysis
Debt Level: CPB's debt to equity ratio (240.9%) is considered high.
Reducing Debt: CPB's debt to equity ratio has reduced from 296.1% to 240.9% over the past 5 years.
Debt Coverage: CPB's debt is well covered by operating cash flow (24.9%).
Interest Coverage: CPB's interest payments on its debt are well covered by EBIT (3.8x coverage).
Balance Sheet
Next Steps
Dividend
What is Campbell Soup current dividend yield, its reliability and sustainability?
2.93%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: CPB's dividend (2.93%) is higher than the bottom 25% of dividend payers in the US market (1.64%).
High Dividend: CPB's dividend (2.93%) is low compared to the top 25% of dividend payers in the US market (4.68%).
Stability and Growth of Payments
Stable Dividend: CPB's dividends per share have been stable in the past 10 years.
Growing Dividend: CPB's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (71.4%), CPB's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: CPB's dividends in 3 years are forecast to be well covered by earnings (47.8% payout ratio).
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Management
How experienced are the management team and are they aligned to shareholders interests?
2.3yrs
Average management tenure
CEO
Mark Clouse (52 yo)
1.75yrs
Tenure
US$12,439,822
Compensation
Mr. Mark A. Clouse has been the President, Chief Executive Officer and Director of Campbell Soup Company since January 22, 2019. Mr. Clouse served as the Chief Executive Officer of Pinnacle Foods Inc. from ...
CEO Compensation Analysis
Compensation vs Market: Mark's total compensation ($USD12.44M) is about average for companies of similar size in the US market ($USD11.20M).
Compensation vs Earnings: Mark's compensation has increased by more than 20% in the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.75yrs | US$12.44m | 0.056% $ 8.0m | |
| Executive VP & CFO | 1.08yrs | US$7.25m | 0.026% $ 3.8m | |
| Executive VP | 5.25yrs | US$4.81m | 0.036% $ 5.2m | |
| Executive VP and President of Meals & Beverages | 2.58yrs | US$3.82m | 0.0037% $ 538.4k | |
| Executive VP & President of Campbell Snacks | 0.58yr | US$3.26m | 0.019% $ 2.8m | |
| Chief Technology & Information Officer and VP | 3yrs | no data | no data | |
| Vice President of Investor Relations | 0.58yr | no data | no data | |
| Senior Vice President of Communications & Public Affairs | 4.58yrs | no data | no data | |
| Vice President of Corporate Development | 9.5yrs | no data | no data | |
| VP & Chief Marketing Officer | 2.25yrs | no data | no data | |
| Executive VP & Chief Human Resources Officer | 2.17yrs | no data | 0.012% $ 1.8m | |
| VP of Corporate Responsibility & Chief Sustainability Officer | no data | no data | no data |
2.3yrs
Average Tenure
51yo
Average Age
Experienced Management: CPB's management team is considered experienced (2.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.75yrs | US$12.44m | 0.056% $ 8.0m | |
| Independent Director | 1.92yrs | US$131.75k | 0.000090% $ 13.0k | |
| Independent Director | 31.75yrs | US$128.00k | 14.86% $ 2.1b | |
| Independent Director | 30.75yrs | US$128.00k | 17.63% $ 2.5b | |
| Independent Chairman | 1.58yrs | US$303.00k | 0.017% $ 2.5m | |
| Independent Director | 3.58yrs | US$131.75k | 0.0035% $ 502.3k | |
| Independent Director | 1.92yrs | US$128.00k | 0.000090% $ 13.0k | |
| Independent Director | 10.92yrs | US$139.25k | 0.50% $ 71.6m | |
| Independent Director | 1.42yrs | US$128.00k | 0.00059% $ 85.2k | |
| Independent Director | 2.75yrs | US$139.25k | 0.0014% $ 206.4k | |
| Independent Director | 2.92yrs | US$140.50k | 0.00014% $ 20.2k | |
| Independent Director | 6.33yrs | US$138.00k | 0.00047% $ 67.8k |
2.8yrs
Average Tenure
61yo
Average Age
Experienced Board: CPB's board of directors are not considered experienced ( 2.8 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: CPB insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Campbell Soup Company's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Campbell Soup Company
- Ticker: CPB
- Exchange: NYSE
- Founded: 1869
- Industry: Packaged Foods and Meats
- Sector: Food, Beverage & Tobacco
- Market Cap: US$14.433b
- Shares outstanding: 302.27m
- Website: https://www.campbellsoupcompany.com
Number of Employees
Location
- Campbell Soup Company
- 1 Campbell Place
- Camden
- New Jersey
- 08103-1799
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| CPB | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | Jan 1968 |
| 0HST | LSE (London Stock Exchange) | Yes | Common Stock | GB | USD | Jan 1968 |
| CSC | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Jan 1968 |
| CPB * | BMV (Bolsa Mexicana de Valores) | Yes | Common Stock | MX | MXN | Jan 1968 |
| C1PB34 | BOVESPA (Bolsa de Valores de Sao Paulo) | BDR EACH 1 REPR 1 SHS UNSPON | BR | BRL | Jan 2020 |
Biography
Campbell Soup Company, together with its subsidiaries, engages in the manufacture and market food and beverage products. It operates through Meals & Beverages and Snacks segments. The Meals & Beverages seg ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/10/22 00:19 |
| End of Day Share Price | 2020/10/21 00:00 |
| Earnings | 2020/08/02 |
| Annual Earnings | 2020/08/02 |
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.