Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products.
Average dividend payer and slightly overvalued.
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.
7 Day Return
1 Year Return
Return vs Industry: CPB exceeded the US Food industry which returned 10.1% over the past year.
Return vs Market: CPB exceeded the US Market which returned 20.1% over the past year.
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 StAn Intrinsic Calculation For Campbell Soup Company (NYSE:CPB) Suggests It's 42% Undervalued
2 weeks ago | Simply Wall StCampbell Soup Company (NYSE:CPB) Earns A Nice Return On Capital Employed
1 month ago | Simply Wall StIs Campbell Soup Company's (NYSE:CPB) High P/E Ratio A Problem For Investors?
Is Campbell Soup undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: CPB ($48.64) is trading below our estimate of fair value ($84.42)
Significantly Below Fair Value: CPB is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: CPB is poor value based on its PE Ratio (31.6x) compared to the Food industry average (25.5x).
PE vs Market: CPB is poor value based on its PE Ratio (31.6x) compared to the US market (18.3x).
Price to Earnings Growth Ratio
PEG Ratio: CPB is poor value based on its PEG Ratio (2.8x)
Price to Book Ratio
PB vs Industry: CPB is overvalued based on its PB Ratio (11.9x) compared to the US Food industry average (2x).
How is Campbell Soup forecast to perform in the next 1 to 3 years based on estimates from 14 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: CPB's forecast earnings growth (11.3% per year) is above the savings rate (1.7%).
Earnings vs Market: CPB's earnings (11.3% per year) are forecast to grow slower than the US market (14.3% per year).
High Growth Earnings: CPB's earnings are forecast to grow, but not significantly.
Revenue vs Market: CPB's revenue (0% per year) is forecast to grow slower than the US market (7.6% per year).
High Growth Revenue: CPB's revenue (0% per year) is forecast to grow slower than 20% 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 (20.9%)
How has Campbell Soup performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: CPB has a large one-off loss of $163.0M impacting its October 27 2019 financial results.
Growing Profit Margin: CPB's current net profit margins (5.7%) are lower than last year (9.5%).
Past Earnings Growth Analysis
Earnings Trend: CPB's earnings have declined by -9.3% per year over the past 5 years.
Accelerating Growth: CPB's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: CPB had negative earnings growth (-26.5%) over the past year, making it difficult to compare to the Food industry average (-6.2%).
Return on Equity
High ROE: Whilst CPB's Return on Equity (37.07%) is high, this metric is skewed due to their high level of debt.
Return on Assets
Return on Capital Employed
How is Campbell Soup's financial position?
Financial Position Analysis
Short Term Liabilities: CPB's short term assets ($2.1B) do not cover its short term liabilities ($3.4B).
Long Term Liabilities: CPB's short term assets ($2.1B) do not cover its long term liabilities ($8.4B).
Debt to Equity History and Analysis
Debt Level: CPB's debt to equity ratio (667.3%) is considered high.
Reducing Debt: CPB's debt to equity ratio has increased from 253% to 667.3% over the past 5 years.
Debt Coverage: CPB's debt is not well covered by operating cash flow (16.2%).
Interest Coverage: CPB's interest payments on its debt are well covered by EBIT (3.3x coverage).
Inventory Level: CPB has a high level of physical assets or inventory.
Debt Coverage by Assets: CPB's debt is not covered by short term assets (assets are 0.2x debt).
What is Campbell Soup's current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: CPB's dividend (2.88%) is higher than the bottom 25% of dividend payers in the US market (1.44%).
High Dividend: CPB's dividend (2.88%) is low compared to the top 25% of dividend payers in the US market (3.68%).
Stability and Growth of Payments
Stable Dividend: CPB's dividends per share have been stable in the past 10 years.
Growing Dividend: CPB's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its high payout ratio (91%), CPB's dividend payments are not well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: CPB's dividends in 3 years are forecast to be covered by earnings (55.5% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mark Clouse (51yo)
Mr. Mark A. Clouse has been President, Chief Executive Officer and Director of Campbell Soup Company since January 22, 2019 and has been its President of Campbell Snacks since February 1, 2020. He served a ...
CEO Compensation Analysis
Compensation vs Market: Mark's total compensation ($USD7.36M) is below average for companies of similar size in the US market ($USD10.82M).
Compensation vs Earnings: Insufficient data to compare Mark's compensation with company performance.
|Executive VP||4.6yrs||US$3.05m||0.028% $4.2m|
|Executive VP & CFO||0.4yrs||no data||0.023% $3.4m|
|Chief Technology & Information Officer and VP||2.3yrs||no data||no data|
|VP of Finance Strategy & Investor Relations||0yrs||no data||no data|
|Senior Vice President of Communications & Public Affairs||3.9yrs||no data||no data|
|Vice President of Corporate Development||8.8yrs||no data||no data|
|VP & Chief Marketing Officer||1.6yrs||no data||no data|
|Executive VP & Chief Human Resources Officer||1.5yrs||no data||0.0071% $1.0m|
|VP of Corporate Responsibility & Chief Sustainability Officer||0yrs||no data||no data|
Experienced Management: CPB's management team is not considered experienced ( 2 years average tenure), which suggests a new team.
|Independent Director||1.3yrs||US$268.67k||0.000090% $13.2k|
|Independent Director||31.1yrs||US$248.00k||14.89% $2.2b|
|Independent Director||30.1yrs||US$248.00k||17.66% $2.6b|
|Independent Chairman||0.9yrs||US$3.75m||0.017% $2.5m|
|Independent Director||2.9yrs||US$248.00k||0.0027% $403.5k|
|Independent Director||10.3yrs||US$270.50k||0.63% $92.3m|
|Independent Director||2.1yrs||US$255.50k||0.0014% $211.3k|
|Independent Director||2.3yrs||US$273.00k||0.00014% $20.5k|
|Independent Director||5.7yrs||US$255.50k||0.00048% $70.4k|
Experienced Board: CPB's board of directors are not considered experienced ( 2.6 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Campbell Soup Company's company bio, employee growth, exchange listings and data sources
- Name: Campbell Soup Company
- Ticker: CPB
- Exchange: NYSE
- Founded: 1869
- Industry: Packaged Foods and Meats
- Sector: Food, Beverage & Tobacco
- Market Cap: US$14.673b
- Shares outstanding: 301.66m
- Website: https://www.campbellsoupcompany.com
Number of Employees
- Campbell Soup Company
- 1 Campbell Place
- New Jersey
- United States
|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|
Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products. It 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 condensed and ready-to-serve soups; Swanson broth and stocks; Pacific Foods broth, soups, non-dairy beverages, and other simple meals; 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 segment also offers simple meals and shelf-stable beverages in Latin America. The Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products in the United States; 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 in the United States and Canada. The segment also engages in the chips business in Europe. The company sells its products through retail food chains, mass discounters, mass 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. Campbell Soup Company was founded in 1869 and is headquartered in Camden, New Jersey.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/02/15 23:34|
|End of Day Share Price||2020/02/14 00:00|
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.