Campbell Soup CPB
  • Currently 1/5
Business Predictability Rank: 1-Star

Back Testing Results:

Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Performances of real portfolio
Top Ranked Predictable Companies & What is Predictability Rank?

$32.58     0.01(0.03%) 3:59PM EST
Fair Value Votes:$25.5 (2 votes; Min: $24; Max: $27)My Vote: $


Key Statistics
Please read: New Key Statistics Module, Z-Score and F-Score
Market Cap $M10,570Revenue $M7,693 Net Margin (%)9.8 Z-Score  4.7
Enterprise Value $M12,256EPS $2.5 Operating Margin %15.6 F-Score  5
P/E:(before NRI)13.6 Cash Flow Per Share $3.5 Pre-tax Margin (%)14.5Higher ROA y-yN
Price/Book8.9 10-y EBITDA Growth Rate %3.2Quick Ratio0.6Cash flow > EarningsY
Price/Sales1.4 5-y EBITDA Growth Rate %6.1Current Ratio0.9Lower Leverage y-yN
Price/Cash Flow9.6 y-y EBITDA Growth Rate %1.3ROA % (ttm)11.8 Higher Current Ratio y-yY
Dividend Yield %3.5 Insider Buy (3m)0 ROE % (ttm)70.7 Less Shares Outstanding y-yY
Payout Ratio %47.0Shares Outstanding M316ROI % (ttm)23.2 Gross Margin Increase y-yN
Guru Trades with CPB
Exclude other managers Click to exclude managers not in the List of Gurus.
GuruDate (?) Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current SharesHistory
Mark Hillman 2012-03-31 Reduce -67.08%0.67%$31.44 - $33.71 $ 32.568%14971History
Brian Rogers 2012-03-31 Add 47.11%0.28%$31.44 - $33.71 $ 32.568%5932900History
Joel Greenblatt 2012-03-31 Add 196.88%0.05%$31.44 - $33.71 $ 32.568%26823History
Ray Dalio 2012-03-31 New Buy0.03%$31.44 - $33.71 $ 32.568%51484History
Arnold Van Den Berg 2012-03-31 Reduce -5.27%0.03%$31.44 - $33.71 $ 32.568%151698History
Tom Gayner 2011-12-31 Sold Out 0.14%$31.25 - $34.09 $ 32.56-2%0History
Joel Greenblatt 2011-12-31 Reduce -54.13%0.06%$31.25 - $34.09 $ 32.56-2%9035History
Brian Rogers 2011-12-31 Add 11.01%0.06%$31.25 - $34.09 $ 32.56-2%4032900History
Mason Hawkins 2011-09-30 Sold Out 2.4886%$29.77 - $34.59 $ 32.561%0History
Arnold Van Den Berg 2011-09-30 Add 397.74%0.42%$29.77 - $34.59 $ 32.561%169680History
Joel Greenblatt 2011-09-30 New Buy0.1%$29.77 - $34.59 $ 32.561%19697History
Number of guru portfolios checked: 76. The trades of Premium Gurus are not included unless they are in your Personalized List.

*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Premium More recent guru trades are included for Premium Members only!!
Guru Holdings with CPB
Exclude other managers Click to exclude managers not in the List of Gurus.
Guru Portfolio Date* Change from Last Holdings Current Shares % of Shares Outstanding % of Total Assets Managed NEW!
Holding History
Ray Dalio 2012-03-31New Buy514840.02%0.03%History
Joel Greenblatt 2012-03-31+196.88%268230.01%0.08%History
Brian Rogers 2012-03-31+47.11%59329001.87%0.88%History
Mario Gabelli 2012-03-31+7.46%8072680.26%0.2%History
John Hussman 2012-03-31+0.19%10570000.33%0.69%History
Arnold Van Den Berg 2012-03-31-5.27%1516980.05%0.47%History
Mark Hillman 2012-03-31-67.08%149710%0.43%History
Insider Trades with CPB
Exclude other managers Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change(%) Shares Owned
After This		 Details
WHITE DAVID RSenior Vice President 2012-05-22Sell5243$32.69-0.3495202view
WEBER CHARLOTTE CDirector 2012-05-09Sell228984$34-4.1813164224view
WEBER CHARLOTTE CDirector 2012-04-27Sell97300$34.01-4.213393208view
WEBER CHARLOTTE CDirector 2012-03-30Sell46000$34.01-4.213518224view
Britt Irene ChangSenior Vice President 2012-02-24Sell2625$33.73-3.41115786view
WEBER CHARLOTTE CDirector 2012-02-24Sell52255$34-4.1813564224view
CARPENTER EDMUND MDirector 2011-12-08Sell11494$32.79-0.6426601view
PERRIN CHARLES RDirector 2011-11-29Sell5453$31.971.9110472view
WHITE DAVID RSenior Vice President 2011-11-29Sell10507$321.81102630view
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Business Description
Campbell Soup Company, together with its consolidated subsidiaries, is a global manufacturer and marketer of high quality, branded convenience food products. The company operates in three business segments: Soup and Sauces, Biscuits and Confectionery, and Away From Home.
Company Website
SEC Reports
Industry: Food Producers » Food Products
Compare:THS, RAH, MKC, OFI
Personalized Check List







Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capible and shareholder friendly?
Catalyst for stock price to appreciate?
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Notes on CPB
Summary of Fair Value Votes within 12 monthes
$25.5 (2 votes; Min: $24; Max: $27)  
My Vote: $

My notes about CPB:


Notes from other users:

Discounted Cashflow Calculation
Calculation Formula Update Here

Enter Symbol:
 
Earnings Per Share: $
  
Default value for Earning per Share is the TTM GAAP earning. Use the information at left side to adjust.

Growth Rate
In the Next
Years: %
  
The number of years in the growth stage, and the average annual growth rate. The default value for the growth rate is the average growth rate of the past 10 years. If this growth rate is high than 20% a year, it is set to 20%.
Business Predictability  
Years of Terminal Growth:
  
The number of years for terminal value calculation. The value after this is considered zero. Default is 10.
Terminal Growth Rate: %
  
After the growth stage, it is more reasonable to set the terminal growth rate at the inflation rate. The terminal growth rate must be smaller than the discount rate to make the calculation converge.
Discount Rate:
%
  
A reasonable discount rate assumption should be at least the long term average return of the stock market, which is about 11%, because investors can always invest passively in an index fund and get an average return. Some investors use their expected rate of return, which is also reasonable. A typical discount rate can be anywhere between 10% - 20%.
Book Value:
 $
  
Default Book Value is the tangible book value, which may underestimate or overestimate the real value
+ Growth Value:
  
  
Cumulative earnings during the growth stage discounted to current using the discount rate.
+ Terminal Value:
  
  
Cumulative earnings during the terminal stage discounted to current using the discount rate.
= Fair Value:
  
  
Intrinsic Value = Book Value + Future Earnings at Growth Stage + Terminal Value.
 
Margin Of Safety:
 
CPB on Twitter
User Portfolios that Have CPB
  • teichman82: voted the fair value for $24 - May 19, 2012
  • batbeer2: voted the fair value for $45 - Aug 16, 2010
  • chiang: voted the fair value for $25 - Sep 10, 2008
  • nextvillage: voted the fair value for $28.35 - Jul 10, 2008
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