Over the past 150-plus years, Campbell's has evolved into a leading domestic packaged food manufacturer, with a portfolio that extends beyond its iconic red-and-white labeled canned soup. In fiscal 2026 (July year-end), meals and beverages accounted for 61% of its revenue, while snacks accounted for 39%.
It is a $5.73B consumer staples company. Revenue shrank 5.0% over the last year, it keeps 4¢ of every dollar of sales as profit, and its net debt equals ~10.4 years of free cash flow. It trades at 14.4× earnings.
- Website
- thecampbellscompany.com
- Location
- Camden, NJ
- Employees
- 13 700
- Sector
- Consumer Defensive
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong valuation and quality; Growth, Profitability and Health lag behind.
Valuation95
- P/E vs own history0th pct · 25/25
- FCF yield11.8% · 25/25
- P/S0.6x · 25/25
- EV/EBITDA14.0x · 20/25
Growth26
- Revenue CAGR3.3% · 6/25
- Net income CAGR-14.6% · 0/25
- EPS CAGR ~5Y-16.4% · 0/25
- Fwd implied growth22.5% · 20/25
Profitability35
- ROIC5.9% · 5/25
- ROE10.1% · 12/25
- Net margin4.1% · 6/25
- Operating margin8.7% · 12/25
Health24
- Altman Z1.47 · 3/25
- Current ratio0.82 · 6/25
- Interest coverage2.6x · 10/25
- Net cash / debtD/A 45% · 5/25
Quality85
- Piotroski F5/9 · 15/25
- Beneish M-2.45 · 20/25
- FCF conversion110% · 25/25
- Margin stabilityσ 3.5% · 25/25
Moat56
- ROIC >12% years4/11 yrs · 6/25
- Median gross margin32.4% · 13/25
- FCF-positive years11/11 yrs · 25/25
- Worst-year net marginworst 2.6% · 12/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- FY2025FinancialRevenue crossed $10B$10.3B for the year
- 2023AcquisitionIt was announced that Campbell's had acquired the Louisville, Colorado-headquartered food…
- FY2020FinancialBest year on record$1.63B net income
- 2017AcquisitionCampbell's completed the acquisition of Pacific Foods of Oregon, LLC for $700 million and…
- FY2016FinancialProfitable every year on record11 consecutive profitable years in our data
- FY2016FinancialRevenue already above $1B$7.96B in first reported year
- FY2016FinancialPositive free cash flow every year since11-year streak
- 2015AcquisitionCampbell Soup acquired salsa maker Garden Fresh Gourmet for $231 million as it looked to expand into…
- 2013AcquisitionCampbell acquired the Danish multinational baked goods company Kelsen Group for an undisclosed amount
- 2008MilestoneCampbell's Soup was rebranded as Batchelors Condensed Soup in the UK and Erin in Ireland when the…
- 2006AcquisitionAlbans, Hertfordshire, bought the Campbell Soup Company in the UK and Ireland for £450 million ($830 million) in…
- 1938AcquisitionAfter the program's adaptation of The War of the Worlds became a sensation for allegedly starting a mass panic due…
- 1896MilestoneCampbell reorganized into "Joseph Campbell & Co." in 1896
- 1894MilestoneCampbell retired and Arthur Dorrance became the company president
- 1876MilestoneAnderson left the partnership and the company became the "Joseph A
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
No standout strengths in the available data.
Watch-outs
- Revenue shrinking 5.0% year over year
- Altman Z-Score 1.47 — elevated financial-distress risk
- Net debt would take ~10.5 years of free cash flow to repay
- Net debt equals ~10.4 years of free cash flow
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago-5.0% YoY
- Profitable — makes more than it spends$403M TTM
- Profit growing — earnings are higher than last year-22.5% YoY
- Generates cash — cash left after running and investing$678M TTM
- Debt under control — could handle its obligations~10.4y of cash flow to repay
- Established company — not a micro-cap — lower blow-up risk$5.73B market cap
- Not printing shares — share count not ballooning — you keep your slice-1.6% shares over ~5y
- Proven track record — years of profitability behind it11/11 profitable years
- Financially stable — balance sheet not near distressAltman Z 1.5 — distress
- Pays a dividend — returns cash to shareholdersyield 8.20%
- Valuation not extreme — price not wildly above earningsP/E 14.4
Peer comparisonThe Campbell's Company vs 6 largest consumer defensive peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| CPB this company | $5.7B | 14.4 | -5.0% | 4.1% | Strained |
| WMT Walmart Inc. | $882.9B | 40.8 | +6.2% | 3.0% | Strained |
| COST Costco Wholesale Corp | $419.2B | 45.5 | +10.1% | 3.0% | Mixed |
| KO Coca-Cola Company | $379.3B | 26.5 | +6.5% | 28.6% | Mixed |
| PG Procter & Gamble Company | $351.2B | 21.9 | +3.3% | 18.4% | Solid |
| PM Philip Morris International Inc. | $313.6B | 28.8 | +8.9% | 25.6% | Strained |
| PEP PepsiCo, Inc. | $171.8B | 16.5 | +6.4% | 11.1% | Strained |
Head-to-head: CPB vs WMT · CPB vs COST · CPB vs KO
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2016–FY2026. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/CPB
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Deeper analysis of CPB on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $19.21 · market cap $5.73B.