Added to YB: 2026-06-18
Pitch date: 2026-06-15
CPB [neutral]
The Campbell's Company
-3.13%
current return
Author Info
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Company Info
The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally.
Market Cap
$6.5B
Pitch Price
$22.50
Price Target
33.00 (+51%)
Dividend
7.16%
EV/EBITDA
6.15
P/E
10.67
EV/Sales
1.35
Sector
Food Products
Category
turnaround
Quick Value - Campbell's (CPB)
CPB (watchlist): Beaten-down packaged foods co, shares -50% to $23, ~11.5x FY27 EPS ($2.00) & 7% yield. High 4x leverage from Snyder's/Rao's M&A, only ~$200m FCF post-dividend for paydown. Poor capital allocator (flat EPS 2016-25). Upside $33 (+44%), downside $16. Dividend cut likely. Not cheap enough yet.
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