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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

$26.43
-0.11% vs día anterior

Capitalización

7.9B

Desviación

+10.19%

Y/Y Growth

0.2%

EBIT Margin

13.4%

ROIC

12%

PEG Ratio

N/A

ROE

26.7%

3Y EPS Growth

-2.7%

Dividend Yield

5.83%

Net Debt / EBITDA

3.5x

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
-1.1%
CAGR EV/FCF (2026):
-9.2%
CAGR Prom.:
9.1%
CAGR P/E:
12.1%
CAGR EV/EBITDA: 13.0%
CAGR EV/EBIT: 12.3%
Precio de compra para +15%:
$12.49

Múltiplos de Valoración

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

P/E
15x
(Fair: 3x)
EV/FCF
15x
EV/EBITDA
11x
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
14x
Fair P/E
3x
CAGR EV/FCF
Tu Múltiplo: 15x
-1.1%
-2.5%
-28.3%
CAGR P/E
Tu Múltiplo: 15x
12.1%
10.6%
-18.8%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

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

Media vs. Bitcoin
-299.82%
Media vs. Gold
-14.64%
Media vs. Bono USA 7-10y
-3.54%
Media vs. Bono USA 1-3y
-4.40%
Media vs. Bono USA 20+y
-2.40%
Media vs. Dow Jones
-15.69%
Media vs. S&P 500
-17.92%
Media vs. NASDAQ 100
-23.85%
Media vs. MSCI World
-15.55%
Media vs. Russell 2000
-12.42%
Media vs. STOXX Europe 600
-9.41%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
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
-4.62%3.95%-8.57%4.06%-8.68%0.23%-4.85%-0.04%-4.58%1.03%-5.65%2.32%-6.94%1.57%-6.19%1.88%-6.49%1.62%-6.24%4.62%-9.24%2.27%-6.89%
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%
Media-4.66%295.16%-299.82%9.97%-14.64%-1.12%-3.54%-0.27%-4.40%-2.26%-2.40%11.03%-15.69%13.26%-17.92%19.18%-23.85%10.89%-15.55%7.75%-12.42%4.75%-9.41%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
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 pagados durante los últimos 10 años.

Dividend Yield Actual
5.83%
Basado en 2026
Crecimiento Promedio
2.35%
CAGR últimos 10 años
Años Consecutivos
1
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2026
Actual
$1.54+4.05%
2025$1.48+0.00%
2024$1.48+0.00%
2023$1.48+1.37%
2022$1.46+4.29%
2021$1.40+0.00%
2020$1.40+0.00%
2019$1.40+0.00%
2018$1.40+12.00%
2017$1.25-
CAGR de Dividendos (2017 - 2026)
2.35%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2019
+53.19%
📉Worst Year
2025
-33.69%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

20%
2 of 10 years positive
Consistency ScorePoor
0%50%70%100%

CPB has shown variable performance with positive returns in only 20% of years.