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CPB

Campbell Soup Company

Consumer Defensive · $6.0B market cap

Verdict

Share price

$19.62

close of Oct 3, 2026

Fair value

$43.91

Sticker Price

Payback Price

$17.57

buy price

Undervalued

CPB is Undervalued: at $19.62 it trades 55% below its fair value of $43.91. Its buy price (Payback Price) is $17.57, 10% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings have been shrinking, but the business still generates cash, so we value it on its cash flow instead of its earnings.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-1.2% a year✗
Equity per share growth8.8% a year✗
Sales growth1.3% a year✗
Free cash flow growth1.2% a year✗
Return on invested capital8.3%✗

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Superinvestors

3 of the investors we track hold CPB. In Q2 2026, 1 opened a position and 1 trimmed. Who we track

Hillman Capital Management

Hillman Capital Management · as of Q2 2026

$3.6M

161,043 shares

Bruce Berkowitz

Fairholme Capital · as of Q2 2026

$2.6M

116,500 shares

Jensen Investment Management

Jensen Investment Management · as of Q2 2026

$484K

21,735 shares

Moves in Q2 2026

New position: Bruce Berkowitz

Trimmed: Jensen Investment Management

Insider activity

Since Jun 29, 2026: no open-market purchases and 11 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

Averill Howard M

director · 2026-06-29

Award

1,977.4 shares

Hilado Maria Teresa

director · 2026-06-29

Award

1,963.82 shares

Hofstetter Sarah

director · 2026-06-29

Award

1,814.43 shares

Lautenbach Marc Bradley

director · 2026-06-29

Award

1,950.24 shares

Schmidt Kurt

director · 2026-06-29

Award

3,107.34 shares

Show all 11 other filings

McLoughlin Keith R

director · 2026-06-29

Award

3,715.78 shares

ARREDONDO FABIOLA R

director · 2026-06-29

Award

1,855 shares

Dorrance Bennett JR

director · 2026-06-29

Award

1,855 shares

Hill Grant

director · 2026-06-29

Award

3,107 shares

Malone Mary Alice Dorrance JR

director · 2026-06-29

Award

1,814 shares

vanBeuren Archbold D

director · 2026-06-29

Award

1,964 shares

About Campbell Soup Company

Campbell Soup Company (CPB) is a leading international producer and marketer of a wide variety of food and beverage products. The enterprise conducts its business through two main operational divisions: Meals & Beverages and Snacks. The Meals & Beverages segment serves both retail and food service industries throughout the United States and Canada. Its extensive product range includes classic Campbell's condensed…

Packaged Foods

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works