TORVANTA
Consumer Staples · S&P 500 · data as of 2026-10-05

CPB stock analysis: Campbells

Campbells (CPB) is an S&P 500 company in Consumer Staples. It grades strongest on value and weakest on momentum.

The model's view of CPB · subscribers

Where CPB ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with CPB · updated 2026-10-05 · from prices and SEC filings

CPB price performance

CPB against the S&P 500, one year
-20%+0%+20%S&P 500 +18%CPB -33%2025-09-292026-10-05
Year to date-26.4%S&P 500 +14.5% · behind by 40.9 pts
1 year-35.8%S&P 500 +17.0% · behind by 52.8 pts
3 years-43.4%S&P 500 +89.3% · behind by 132.7 pts
5 years-44.1%S&P 500 +91.3% · behind by 135.4 pts

Total returns with dividends reinvested.

CPB factor grades

Each grade compares CPB with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

AValueP/E 9.5x (industry 16.9x)FCF yield 11.7% (industry 8.9%)
C+GrowthRevenue growth -3% (industry +2%)EPS growth +35% (industry +2%)
CProfitabilityOperating margin 11.3% (industry 10.0%)ROIC 19.1% (industry 10.6%)
FMomentum12-month change -36%From 52-wk high -36%

CPB in plain numbers

CPB key statistics

SectorConsumer Staples
Industryn/a
IndexS&P 500
Market value$5.8B
Revenue growth (y/y)-3%
Free-cash-flow yield11.7%
Dividend yield7.4%
Next earnings (expected)2026-12-08
Valuation measures
Market value$5.8B
Enterprise value$6.2B
P/E (trailing)9.5x
Forward P/E (Torvanta estimate)8.9x
PEG (Torvanta estimate)1.36
Price / sales0.6x
Price / book1.4x
EV / revenue0.6x
EV / EBITDA4.1x
Financial highlights
Revenue, last 12 months$9.9B
Net income, last 12 months$608.0M
EPS, last 12 months (GAAP)$2.03
Gross margin28.8%
Operating margin11.3%
Net margin6.1%
Return on equity15.4%
Return on invested capital19.1%
Cash$402.0M
Total debt$864.0M
Debt / equity0.21x
Free cash flow, last 12 months$671.0M
Interest cover3.4x
Current ratio0.87x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

CPB earnings trends

Revenue vs earnings
-$3.0M$690.8M$1.4B$2.1B$2.8BJul 2024 Revenue: $2.3BOct 2024 Revenue: $2.8BJan 2025 Revenue: $2.7BApr 2025 Revenue: $2.5BJul 2025 Revenue: $2.3BOct 2025 Revenue: $2.7BJan 2026 Revenue: $2.6BApr 2026 Revenue: $2.4BJul 2024 Net income: -$3.0MOct 2024 Net income: $218.0MJan 2025 Net income: $173.0MApr 2025 Net income: $66.0MJul 2025 Net income: $145.0MOct 2025 Net income: $194.0MJan 2026 Net income: $145.0MApr 2026 Net income: $124.0MJul 2024Oct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026Net margin: -0.1%Net margin: 7.9%Net margin: 6.4%Net margin: 2.7%Net margin: 6.2%Net margin: 7.2%Net margin: 5.7%Net margin: 5.2%-0%4%8%■ Revenue ■ Net income ━ Net margin
Earnings per share$-0.0$0.2$0.4$0.5$0.7Jul 2024 EPS (GAAP, diluted): $-0.0Oct 2024 EPS (GAAP, diluted): $0.7Jan 2025 EPS (GAAP, diluted): $0.6Apr 2025 EPS (GAAP, diluted): $0.2Jul 2025 EPS (GAAP, diluted): $0.5Oct 2025 EPS (GAAP, diluted): $0.7Jan 2026 EPS (GAAP, diluted): $0.5Apr 2026 EPS (GAAP, diluted): $0.4Jul 2024Oct 2024Jan 2025Apr 2025Jul 2025Oct 2025Jan 2026Apr 2026■ EPS (GAAP, diluted) Change from a year earlier: Oct 2025 -10% · Jan 2026 -17% · Apr 2026 +86%

From the company's 10-Q and 10-K filings with the SEC.

Campbells financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$8.5B$8.6B$9.4B$9.6B$10.3B
Net income$1.0B$757.0M$858.0M$567.0M$602.0M
EPS (GAAP)$3.29$2.51$2.85$1.88$2.01
Free cash flow$760.0M$939.0M$773.0M$668.0M$705.0M

CPB earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-06-08$0.41+86%-4%+2.1%
2026-03-11$0.48-17%-5%-10.6%
2025-12-09$0.65-10%-3%-6.8%
2025-09-03$0.49n/a+1%+2.4%
2025-06-02$0.22-50%+4%-0.5%
2025-03-05$0.58-15%+9%-0.6%

About Campbells

HeadquartersCamden, NJ
Industry (SEC code)Food And Kindred Products
Fiscal year endsAugust 3
Incorporated inNJ
Listed onNasdaq
FormerlyCAMPBELL SOUP CO

From the company's SEC registration record.

Companies similar to CPB

CompanyMarket valueP/ERevenue growthOperating margin12-month change
CPB Campbells$5.8B9.5x-3%11.3%-36%
LW Lamb Weston$6.2B21.4x+2%8.9%-27%compare
CAG Conagra$6.3Bn/a-3%-14.4%-26%compare
TAP Molson Coors$6.9Bn/a+4%-15.7%-18%compare
CLX Clorox$9.9B13.3x-4%n/a-30%
HRL Hormel$11.1B31.9x+1%4.7%-14%
BF.B Brown-Forman$12.1B16.9x-1%25.4%-3%

All Consumer Staples stock ratings

Frequently asked questions

Is CPB stock a buy?

Torvanta does not tell individuals what to buy. Its grades for CPB are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is CPB's P/E ratio?

CPB trades at about 9.5 times its last 12 months of GAAP earnings reported to the SEC, and about 8.9 times Torvanta's own estimate of the next 12 months.

When does CPB report earnings next?

Based on its filing history, Torvanta expects Campbells to report around 2026-12-08.

Does CPB pay a dividend?

Yes. Its dividend yield is about 7.4%, and it has raised its dividend 1 years in a row.

How has CPB performed against the S&P 500?

Over the past year CPB returned -35.8%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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