Hide

FocusBar

FeedbackFeedback
Subscribe to Premium Member
45.64 (1y: +41%)
Market Cap 14.38 B P/E(ttm) 23.40
Enterprise Value 18.4 B P/B 15.94
CPB- NYSE (USA)
Campbell Soup Co
  • Currently 4/5
Business Predictability Rank: 4-Star (On Watch)
Back Testing Results:
Average gain of all 4-Star stocks: 9.8% per year.
% of Stocks that are in still loss if held for 10yrs: 8%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$45.64
Switch to:

GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry		 vs
history
Cash to Debt 0.12
CPB's Cash to Debt is ranked lower than
85% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.13 vs. CPB: 0.12 )
CPB' s 10-Year Cash to Debt Range
Min: 0   Max: 0.2
Current: 0.12
0
0.2
Equity to Asset -0.247
CPB's Equity to Asset is ranked lower than
98% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.52 vs. CPB: -0.247 )
CPB' s 10-Year Equity to Asset Range
Min: -0.46   Max: -0.08
Current: -0.25
-0.46
-0.08
Interest Coverage 11.4
CPB's Interest Coverage is ranked higher than
52% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 9.20 vs. CPB: 11.4 )
CPB' s 10-Year Interest Coverage Range
Min: 6   Max: 13
Current: 11.4
6
13
F-Score: 3
Z-Score: 2.95
M-Score: -4.13
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry		 vs
history
Operating margin (%) 15.70
CPB's Operating margin (%) is ranked higher than
86% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 5.20 vs. CPB: 15.70 )
CPB' s 10-Year Operating margin (%) Range
Min: 13.9   Max: 20.7
Current: 15.7
13.9
20.7
Net-margin (%) 10
CPB's Net-margin (%) is ranked higher than
81% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 3.60 vs. CPB: 10 )
CPB' s 10-Year Net-margin (%) Range
Min: 8.6   Max: 14.6
Current: 10
8.6
14.6
ROE (%) 86.2
CPB's ROE (%) is ranked higher than
99% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 6.30 vs. CPB: 86.2 )
CPB' s 10-Year ROE (%) Range
Min: 43.3   Max: 521.2
Current: 86.2
43.3
521.2
ROA (%) 11.9
CPB's ROA (%) is ranked higher than
90% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 3.50 vs. CPB: 11.9 )
CPB' s 10-Year ROA (%) Range
Min: 9.2   Max: 18
Current: 11.9
9.2
18
ROC (Joel Greenblatt) (%) 53.20
CPB's ROC (Joel Greenblatt) (%) is ranked higher than
91% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 12.00 vs. CPB: 53.20 )
CPB' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 52.2   Max: 82.3
Current: 53.2
52.2
82.3
Revenue Growth (%) 3.3
CPB's Revenue Growth (%) is ranked higher than
63% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.00 vs. CPB: 3.3 )
CPB' s 10-Year Revenue Growth (%) Range
Min: 0.8   Max: 5.2
Current: 3.3
0.8
5.2
EBITDA Growth (%) 3.3
CPB's EBITDA Growth (%) is ranked higher than
74% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.00 vs. CPB: 3.3 )
CPB' s 10-Year EBITDA Growth (%) Range
Min: -2.4   Max: 6.2
Current: 3.3
-2.4
6.2
EPS Growth (%) 4
CPB's EPS Growth (%) is ranked higher than
76% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.00 vs. CPB: 4 )
CPB' s 10-Year EPS Growth (%) Range
Min: -5.9   Max: 15.7
Current: 4
-5.9
15.7
ยป CPB's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

CPB Guru Trades in Q2 2012

Jim Simons 1,084,500 sh (+153.45%)
Ray Dalio 70,484 sh (+36.9%)
Joel Greenblatt 28,654 sh (+6.83%)
Pioneer Investments 2,412,809 sh (+3.09%)
Manning & Napier Advisors, Inc 433,459 sh (+1.92%)
Mario Gabelli 808,468 sh (+0.15%)
Brian Rogers 5,932,900 sh (unchged)
Steven Cohen Sold Out
Tom Russo Sold Out
Jeremy Grantham 165,445 sh (-0.96%)
Arnold Van Den Berg 148,343 sh (-2.21%)
Paul Tudor Jones 9,200 sh (-11.54%)
John Hussman 614,000 sh (-41.91%)
Mark Hillman 6,392 sh (-57.3%)
» More
Q3 2012

CPB Guru Trades in Q3 2012

Steven Cohen 15,676 sh (New)
George Soros 75,000 sh (New)
Ken Fisher 175,290 sh (New)
Jim Simons 2,390,200 sh (+120.4%)
Paul Tudor Jones 16,900 sh (+83.7%)
Pioneer Investments 3,510,883 sh (+45.51%)
Ray Dalio 102,182 sh (+44.97%)
Mario Gabelli 875,538 sh (+8.3%)
Jeremy Grantham 172,943 sh (+4.53%)
Brian Rogers 5,932,900 sh (unchged)
Arnold Van Den Berg Sold Out
Joel Greenblatt 28,408 sh (-0.86%)
Mark Hillman 6,299 sh (-1.45%)
John Hussman 502,000 sh (-18.24%)
Manning & Napier Advisors, Inc 34,746 sh (-91.98%)
» More
Q4 2012

CPB Guru Trades in Q4 2012

Ken Fisher 231,537 sh (+32.09%)
Jim Simons 3,122,300 sh (+30.63%)
Ray Dalio 126,082 sh (+23.39%)
John Hussman 503,500 sh (+0.3%)
Brian Rogers 5,932,900 sh (unchged)
Jeremy Grantham 89,094 sh (unchged)
George Soros Sold Out
Mark Hillman 6,285 sh (-0.22%)
Manning & Napier Advisors, Inc 34,600 sh (-0.42%)
Mario Gabelli 833,738 sh (-4.77%)
Pioneer Investments 2,684,963 sh (-23.52%)
Steven Cohen 11,860 sh (-24.34%)
Paul Tudor Jones 10,100 sh (-40.24%)
Joel Greenblatt 5,829 sh (-79.48%)
» More
Q1 2013

CPB Guru Trades in Q1 2013

John Keeley 8,380 sh (New)
Ken Fisher 280,794 sh (+21.27%)
John Hussman 604,500 sh (+20.06%)
Manning & Napier Advisors, Inc 36,917 sh (+6.7%)
Paul Tudor Jones 10,400 sh (+2.97%)
Mario Gabelli 840,988 sh (+0.87%)
Brian Rogers 5,932,900 sh (unchged)
Mark Hillman Sold Out
Joel Greenblatt Sold Out
Steven Cohen Sold Out
Jeremy Grantham 77,328 sh (-13.21%)
Pioneer Investments 2,295,776 sh (-14.5%)
Jim Simons 2,643,600 sh (-15.33%)
Ray Dalio 20,082 sh (-84.07%)
» More
» Details

Insider Trades

Latest Guru Trades with CPB

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Hussman 2013-03-31 Add 20.06%0.17%$34.89 - $45.36 $ 45.6417%604500
Ray Dalio 2013-03-31 Reduce -84.07%0.04%$34.89 - $45.36 $ 45.6417%20082
John Keeley 2013-03-31 New Buy0.01%$34.89 - $45.36 $ 45.6417%8380
Joel Greenblatt 2013-03-31 Sold Out 0.01%$34.89 - $45.36 $ 45.6417%0
Joel Greenblatt 2012-12-31 Reduce -79.48%0.05%$34.56 - $36.95 $ 45.6428%5829
George Soros 2012-12-31 Sold Out 0.04%$34.56 - $36.95 $ 45.6428%0
Ray Dalio 2012-12-31 Add 23.39%0.01%$34.56 - $36.95 $ 45.6428%126082
Arnold Van Den Berg 2012-09-30 Sold Out 0.47%$32.47 - $35.35 $ 45.6435%0
George Soros 2012-09-30 New Buy0.04%$32.47 - $35.35 $ 45.6435%75000
Ray Dalio 2012-09-30 Add 44.97%0.01%$32.47 - $35.35 $ 45.6435%102182
John Hussman 2012-06-30 Reduce -41.91%0.29%$31.39 - $34.44 $ 45.6438%614000
Ray Dalio 2012-06-30 Add 36.9%0.01%$31.39 - $34.44 $ 45.6438%70484
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 23.40
CPB's P/E(ttm) is ranked lower than
52% of the 736 Companies
in the Global Packaged Foods industry.

( Industry Median: 18.50 vs. CPB: 23.40 )
CPB' s 10-Year P/E(ttm) Range
Min: 8.77   Max: 24.43
Current: 23.4
8.77
24.43
P/B 15.94
CPB's P/B is ranked lower than
99% of the 854 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.30 vs. CPB: 15.94 )
CPB' s 10-Year P/B Range
Min: 6.46   Max: 2417
Current: 15.94
6.46
2417
P/S 1.59
CPB's P/S is ranked lower than
74% of the 873 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.80 vs. CPB: 1.59 )
CPB' s 10-Year P/S Range
Min: 1.02   Max: 2.49
Current: 1.59
1.02
2.49
PFCF 33.56
CPB's PFCF is ranked lower than
68% of the 559 Companies
in the Global Packaged Foods industry.

( Industry Median: 17.80 vs. CPB: 33.56 )
CPB' s 10-Year PFCF Range
Min: 10.98   Max: 45.65
Current: 33.56
10.98
45.65
EV-to-EBIT 13.7
CPB's EV-to-EBIT is ranked lower than
56% of the 707 Companies
in the Global Packaged Foods industry.

( Industry Median: 14.31 vs. CPB: 13.7 )
CPB' s 10-Year EV-to-EBIT Range
Min: 5.6   Max: 15.9
Current: 13.7
5.6
15.9
PEG 3.77
CPB's PEG is ranked lower than
68% of the 304 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.76 vs. CPB: 3.77 )
CPB' s 10-Year PEG Range
Min: 2.03   Max: 64.97
Current: 3.77
2.03
64.97
Shiller P/E 17
CPB's Shiller P/E is ranked lower than
100% of the Companies
in the Global Packaged Foods industry.

( Industry Median: vs. CPB: 17 )
CPB' s 10-Year Shiller P/E Range
Min: 11.46   Max: 24.59
Current: 17
11.46
24.59

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 1.27
CPB's Dividend Yield is ranked higher than
50% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.29 vs. CPB: 1.27 )
CPB' s 10-Year Dividend Yield Range
Min: 0.61   Max: 3.9
Current: 1.27
0.61
3.9
Dividend Payout 0.6
CPB's Dividend Payout is ranked higher than
52% of the 487 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.39 vs. CPB: 0.6 )
CPB' s 10-Year Dividend Payout Range
Min: 0.29   Max: 0.58
Current: 0.6
0.29
0.58
Dividend growth (3y) 3.8
CPB's Dividend growth (3y) is ranked higher than
87% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.00 vs. CPB: 3.8 )
CPB' s 10-Year Dividend growth (3y) Range
Min: -8.5   Max: 8.6
Current: 3.8
-8.5
8.6
Yield on cost (5-Year) 1.83
CPB's Yield on cost (5-Year) is ranked higher than
62% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.22 vs. CPB: 1.83 )
CPB' s 10-Year Yield on cost (5-Year) Range
Min: 1.72   Max: 5.5
Current: 1.83
1.72
5.5
Share Buyback Rate 2.8
CPB's Share Buyback Rate is ranked higher than
97% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.00 vs. CPB: 2.8 )
CPB' s 10-Year Share Buyback Rate Range
Min: 3.6   Max: -0.2
Current: 2.8

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 19
CPB's Price/Net Current Asset Value is ranked lower than
73% of the 766 Companies
in the Global Packaged Foods industry.

( Industry Median: 7.50 vs. CPB: 19 )
CPB' s 10-Year Price/Net Current Asset Value Range
Min: 13.8   Max: 21.1
Current: 19
13.8
21.1
Price/DCF (Projected) 2
CPB's Price/DCF (Projected) is ranked lower than
57% of the 236 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.60 vs. CPB: 2 )
CPB' s 10-Year Price/DCF (Projected) Range
Min: 1.4   Max: 2.1
Current: 2
1.4
2.1
Price/Median PS Value 1.1
CPB's Price/Median PS Value is ranked lower than
53% of the 817 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.10 vs. CPB: 1.1 )
CPB' s 10-Year Price/Median PS Value Range
Min: 0.8   Max: 1.3
Current: 1.1
0.8
1.3
Price/Peter Lynch Fair Value 3.3
CPB's Price/Peter Lynch Fair Value is ranked lower than
178% of the 138 Companies
in the Global Packaged Foods industry.

( Industry Median: 1.20 vs. CPB: 3.3 )
CPB' s 10-Year Price/Peter Lynch Fair Value Range
Min: 2.2   Max: 2.4
Current: 3.3
2.2
2.4
Earnings Yield (Greenblatt) 7.30
CPB's Earnings Yield (Greenblatt) is ranked higher than
55% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 5.40 vs. CPB: 7.30 )
CPB' s 10-Year Earnings Yield (Greenblatt) Range
Min: 6.3   Max: 18
Current: 7.3
6.3
18
Forward Rate of Return (Yacktman) 14.73
CPB's Forward Rate of Return (Yacktman) is ranked higher than
84% of the 874 Companies
in the Global Packaged Foods industry.

( Industry Median: 0.00 vs. CPB: 14.73 )
CPB' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 3.9   Max: 12
Current: 14.73
3.9
12

Business Description

Campbell Soup Company was incorporated as a business corporation under the laws of New Jersey on November 23, 1922. The Company together with its consolidated subsidiaries, is a global manufacturer and marketer of high-quality, branded convenience food products. In fiscal 2009, the company continued its focus on delivering long-term total shareowner returns by executing against the following seven key strategies: Expanding the company's icon brands within simple meals, baked snacks and healthy beverages; Driving consumer satisfaction by offering value and focusing on wellness, quality and convenience; Making the company's products more broadly available in existing and new markets; Strengthening the company's business through outside partnerships and acquisitions; Increasing margins by improving price realization and company-wide productivity; Improving overall organizational excellence, diversity, engagement and innovation; and Advancing a powerful commitment to sustainability and corporate social responsibility. The company's operations are organized and reported in the following segments: U.S. Soup, Sauces and Beverages; Baking and Snacking; International Soup, Sauces and Beverages; and North America Foodservice. The U.S. Soup, Sauces and Beverages segment includes the following retail businesses: Campbell's condensed and ready-to-serve soups; Swanson broth, stocks and canned poultry; Prego pasta sauce; Pace Mexican sauce; Campbell's canned pasta, gravies, and beans; V8 juice and juice drinks; Campbell's tomato juice; and Wolfgang Puck soups, stocks and broths. The Baking and Snacking segment includes the following businesses: Pepperidge Farm cookies, crackers, bakery and frozen products in U.S. retail; Arnott's biscuits in Australia and Asia Pacific; and Arnott's salty snacks in Australia. The International Soup, Sauces and Beverages segment includes the soup, sauce and beverage businesses outside of the United States, including Europe, Latin America, the Asia Pacific region, as well as the emerging markets of Russia and China, and the retail business in Canada. The North America Foodservice segment includes the company's Away From Home operations, which represent the distribution of products such as soup, specialty entrees, beverage products, other prepared foods and Pepperidge Farm products through various food service channels in the United States and Canada. The ingredients required for the manufacture of the company's food products are purchased from different suppliers. While all such ingredients are available from numerous independent suppliers, raw materials are subject to fluctuations in price attributable to a number of factors, including changes in crop size, cattle cycles, product scarcity, demand for raw materials and energy costs, government-sponsored agricultural programs, import and export requirements and weather conditions during the growing and harvesting seasons. In most of the company's markets, sales act
Company Website
SEC Reports
Industry: Packaged Foods
Compare:NSRGY, UL, UN, DANOY, GIS
Traded in other countries:CSC.Germany
ยป More Articles for CPB

Headlines

Articles On GuruFocus.com
Many of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now? Apr 25 2013 
The Best Top Consumer Staple: Mondelez and More Mar 19 2013 
My 4 Favorites From The Processed and Packaged Goods Industry Mar 16 2013 
Early Movers for Friday Feb. 15, 2013 Feb 15 2013 
Guru Stocks at 52-Week Highs: CMCSA, DE, CPB, and BAX Jan 28 2013 
Flowers Foods Inc. (FLO) Dividend Stock Analysis Nov 02 2012 
Mario Gabelli : Where to put your money Aug 18 2012 
Mason Hawkins' Southeastern Discusses Abbott Labs May 23 2012 
Tom Gayner Interview from Berkshire Hathaway Annual Meeting May 19 2012 
The Best Dividends on April 4, 2012 Apr 03 2012 

More From Our Partners
P&G Brings Back Lafley as CEO - Analyst Blog May 24 2013 - ZACKS

Personalized Checklist





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 capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names
Free 7-day Trial