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Campbell's Co (CPB)

Food Products
Consumo Básico
defensivo

The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. 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 Campbell’s condensed and ready-to-serve soups; Swanson broth and stocks; Pacific Foods broth, soups, and non-dairy beverages; Prego pasta sauces; Pace Mexican sauces; Campbell’s gravies, pasta, beans, and dinner sauces; Swanson canned poultry; V8 juices and beverages; Campbell’s tomato juice; Rao's pasta sauces, dry pasta, frozen entrées, frozen pizza, and soups; and Michael Angelo's frozen entrées and pasta sauces, as well as snacking products in foodservice in Canada. Its Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products, that includes Goldfish crackers, Snyder’s of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory pretzel crisps, and other snacking products. This segment is also involved in the snacking, and meals and beverage retail business in Latin America. It sells its products through retail food chains, mass discounters and merchandisers, club stores, convenience and dollar stores, e-commerce and other retail, commercial, and non-commercial establishments, and independent contractor distributors. The company was formerly known as Campbell Soup Company and changed its name to The Campbell's Company in November 2024. The Campbell's Company was founded in 1869 and is headquartered in Camden, New Jersey.

Precio Actual

$20.64
+0.02% vs día anterior

Capitalización

6.1B

Desviación

-13.95%

Crec. Y/Y

0.2%

Margen EBIT

13.4%

ROIC

12%

PEG Ratio

N/A

ROE

26.7%

Crec. EPS 3A

-2.7%

Yield Div.

7.46%

Net Debt / EBITDA

3.5x

Último Análisis

11/2025
Fecha en la que se realizó la última valoración profunda de esta acción.

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
4.7%
CAGR EV/FCF 2026:
16.2%
CAGR Prom.:
16.3%
CAGR P/E:
19.7%
CAGR EV/EBITDA: 20.7%
CAGR EV/EBIT: 19.9%
Precio de compra para +15%:
$12.49

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

PER
15x
(Fair P/E: 3x)
EV/FCF
15x
CAGR EV/EBITDA
11x
CAGR EV/EBIT
14x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
11x
Fair P/E
3x
CAGR EV/FCF
Tu Múltiplo: 15x
4.7%
-1.6%
-24.1%
CAGR P/E
Tu Múltiplo: 15x
19.7%
12.5%
-13.2%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Reverse DCF

Crec. Implícito del Mercado-18.1%
Tu CAGR EV/FCF4.7%
-18.1%4.7%
Margen de Seguridad: +22.8pp

Rentabilidad mínima que exiges a tu inversión. Refleja el coste de oportunidad y el riesgo.

Múltiplo EV/FCF al que se valorará la empresa al final del periodo de proyección.

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-300.56%
Media vs. Gold
-17.25%
Media vs. Bono USA 7-10y
-5.60%
Media vs. Bono USA 1-3y
-6.50%
Media vs. Bono USA 20+y
-4.40%
Media vs. Dow Jones
-17.77%
Media vs. S&P 500
-20.35%
Media vs. NASDAQ 100
-26.49%
Media vs. MSCI World
-17.99%
Media vs. Russell 2000
-15.20%
Media vs. STOXX Europe 600
-11.57%
statistics.year
Rendimiento CPB
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2026
YTD en Vivo
-25.98%-10.01%-15.97%8.78%-34.76%-0.54%-25.44%-0.35%-25.63%-0.37%-25.62%1.75%-27.74%4.47%-30.45%6.89%-32.87%4.70%-30.68%11.11%-37.10%2.43%-28.42%
2025
-33.69%110.77%-144.46%26.96%-60.65%-3.73%-29.96%0.05%-33.74%-11.17%-22.52%12.80%-46.49%24.01%-57.70%30.78%-64.47%17.88%-51.57%10.80%-44.49%5.50%-39.19%
2024
-6.39%153.66%-160.05%11.76%-18.15%-0.15%-6.25%0.98%-7.38%-2.54%-3.85%13.74%-20.13%24.73%-31.12%44.52%-50.91%21.92%-28.32%15.78%-22.18%11.67%-18.07%
2023
-23.08%-65.23%+42.15%0.78%-23.86%-15.93%-7.15%-5.00%-18.08%-31.00%+7.93%-9.40%-13.68%-19.95%-3.13%-33.89%+10.82%-19.70%-3.38%-22.50%-0.58%-13.29%-9.79%
2022
29.74%60.33%-30.59%-6.24%+35.98%-4.15%+33.89%-0.98%+30.73%-5.94%+35.68%20.23%+9.51%28.79%+0.95%23.20%+6.54%21.22%+8.52%15.39%+14.36%21.66%+8.08%
2021
-10.45%301.93%-312.37%23.90%-34.35%8.33%-18.77%2.02%-12.47%15.12%-25.57%6.02%-16.47%15.29%-25.74%41.75%-52.20%12.94%-23.39%18.48%-28.93%-4.64%-5.81%
2020
-0.29%88.85%-89.14%17.78%-18.07%5.55%-5.84%1.20%-1.48%10.91%-11.20%21.91%-22.20%28.34%-28.63%34.60%-34.89%25.23%-25.52%23.05%-23.34%23.42%-23.70%
2019
53.19%-71.79%+124.98%-3.12%+56.31%-0.97%+54.16%-0.24%+53.43%-3.17%+56.36%-6.03%+59.22%-7.01%+60.20%-5.30%+58.50%-11.16%+64.36%-13.00%+66.19%-13.42%+66.61%
2018
-30.39%1,184.56%-1,214.95%11.93%-42.32%0.76%-31.15%-0.63%-29.76%6.03%-36.42%24.33%-54.72%18.42%-48.80%27.16%-57.54%19.45%-49.84%12.45%-42.84%7.16%-37.55%
2017
-20.66%1,184.56%-1,205.22%11.93%-32.59%-1.15%-19.51%-0.02%-20.64%-1.91%-18.75%24.33%-44.99%18.42%-39.08%27.16%-47.82%19.45%-40.12%12.45%-33.11%7.16%-27.82%
common.average-6.80%293.76%-300.56%10.45%-17.25%-1.20%-5.60%-0.30%-6.50%-2.40%-4.40%10.97%-17.77%13.55%-20.35%19.69%-26.49%11.19%-17.99%8.40%-15.20%4.77%-11.57%
Rendimiento anual de cada inversión. La línea discontinua marca el benchmark. 0% (punto de equilibrio).

Historial de Valoración

Registro de los cambios en los parámetros de valoración a lo largo del tiempo.

Fecha de Valoración
Crec. Y/Y
Margen EBIT
Deuda/Pat.
PER
EV/FCF
CAGR EV/EBITDA
CAGR EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
11/8/20250.2%13.4%3.5x15x(3x)15x11x14x$23.99$24.12$24.51$24.82$25.12
10/8/20250.5%13.4%3.5x15x(10x)15x11x14x$23.74$24.22$24.81$25.21$25.62

Historial de Dividendos

Evolución de los dividendos por acción y métricas de crecimiento.

Yield Actual
746.12%
Crecimiento (5A)
234.5%
Años Consecutivos
1