The Campbell's Company (C1PB34) fair value: what the stock is really worth
As of Oct 2, 2026: fair value of The Campbell's Company BRL 113, price BRL 103, upside +9.7%, quality 58 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
Watch The Campbell's Company for free, get notified when fair value or trend changes. Plus fair value for all 35,000+ stocks, 14 days of Pro free, no card.Watch for freePro now: $1 first month
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 29, 2026.
How to read this chart
60‑month range R$97.55 – R$268.74 · fair‑value band R$54.70 – R$191.80 · the R$102.60 price screens below the R$112.53 fair value. Dashed = 300-day average. As of Sep 29, 2026.
Follow The Campbell's in your weekly email
Every Wednesday you see whether The Campbell's is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. It operates through Meals & Beverages, and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada.
Show more
The Campbell's Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. It operates through Meals & Beverages, and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada. This segment provides Campbell's condensed and ready-to-serve soups; Swanson broth and stocks; Pacific Foods broth, soups, and non-dairy beverages; Prego pasta sauces; Pace Mexican sauces; Campbell's gravies, pasta, beans, and dinner sauces; Swanson canned poultry; V8 juices and beverages; Campbell's tomato juice; Rao's pasta sauces, dry pasta, frozen entrées, frozen pizza, and soups; and Michael Angelo's frozen entrées and pasta sauces, as well as snacking products in foodservice in Canada. Its Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products, that includes Goldfish crackers, Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory pretzel crisps, and other snacking products. This segment is also involved in the snacking, and meals and beverage retail business in Latin America. It sells its products through retail food chains, mass discounters and merchandisers, club stores, convenience and dollar stores, e-commerce and other retail, commercial, and non-commercial establishments, and independent contractor distributors. The company was formerly known as Campbell Soup Company and changed its name to The Campbell's Company in November 2024. The Campbell's Company was founded in 1869 and is headquartered in Camden, New Jersey.
Stock analysis
The Campbell's Company (C1PB34) currently trades at R$102.60, while our model-based Fair Value estimate is R$112.53, so the stock looks roughly fairly valued today (gap 8.8%).
Show more
Valuation
Bull case: the Growth Earnings group reads highest at a median of R$192.30 per share, and 20 of the 26 models we run sit above the R$102.60 price.
Bear case: the Asset-Based group reads lowest at R$45.78, and 6 of the 26 models stay below the price. Evidence for this calculation is high.
Scenario range: R$54.70 (bear) to R$191.80 (bull), the price of R$102.60 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 58/100 (solid quality), in the Consumer Defensive sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
The Campbell's Company reported revenue of $10.3B in FY2025 versus $8.6B in FY2022, a compound +6.2%/yr. Reported net income was $602M in FY2025, compounding −7.4%/yr from FY2022.
Key figures
Market cap R$36.4B (≈ $7.0B) · P/E ratio 9.7 · P/S ratio 0.57 · EPS (TTM) R$10.57 · Dividend yield 1.5% · Net margin 5.9% · Return on equity 15.4% · Return on assets (EBIT) 8.7%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 51 out of 100 (low confidence).
What moves the price
The share trades about 42% below its 52-week high and 5% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Defensive peers we cover trades at 9% fair-value upside, at 10%, C1PB34 screens cheaper than that median.
Fair Value models
Bear R$54.70Fair Value R$112.53Bull R$191.80
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 12 months old). Earnings retained since then (R$9.01 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.72/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+6.4%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+6.2%
’22
’23
’24
’25
What shareholders gained per year (last 3 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 3 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
−7.8%
Earnings growth per share plus dividend.
Earnings per share, growth per year−9.3%
Dividend (yield on the price)1.5%
Profit margin 2022 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.14% → 11%
Growth Forecast
A lot of optimism in the price
The price assumes more growth than the company has delivered so far and more than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+14.3%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
−1.7%
Yearly sales growth analysts expect, extended to five years.
After inflation (figures in USD, USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +11.6% a year for the price and −4.0% for the forecasts.
Price, fair value, quality and upside side by side.
Free, no sign-up
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Packaged Foods · 633 stocks
Beats the industry median on 11/14 measures
Overall it ranks above its industry peers.
Valuation
Quality Score58 · Above median
Fair Value upside+5.3% · Above median
Profitability
Return on equity (TTM)15.4% · Top 25%
Return on assets5.4% · Above median
Net margin (TTM)6.1% · Above median
Operating margin (TTM)13.1% · Top 25%
Growth and dividend
Revenue growth−4.4% · Bottom 25%
Dividend yield (TTM)1.5% · Below median
Balance sheet
Debt / equity1.55× · Highest 25%
Valuation Multiplesvs Packaged Foods median · lower = cheaper
P/E (TTM)9.7× · Cheapest 25%
P/B1.79× · book value is mostly goodwill ⓘGoodwill and other intangible assets are larger than the equity. The book value mainly reflects prices paid for past acquisitions, so we do not rank this P/B against the peer group.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "The Campbell's Company Fair Value". https://www.fairvalue-calculator.com/stock/C1PB34
Frequently asked questions
Is The Campbell's Company (C1PB34) overvalued or undervalued?
As of Sep 29, 2026, our model estimates a fair value of R$112.53 versus a price of R$102.60, about +10% upside (fairly valued).
What is the fair value of C1PB34?
Our model-based fair value for The Campbell's Company is R$112.53 (as of Sep 29, 2026), built from audited fundamentals. The current price: R$102.60.
What is the quality score of C1PB34?
The Campbell's Company has a Quality Score of 58/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for The Campbell's Company (C1PB34)?
Our model-based price target is the fair value of R$112.53 (as of Sep 29, 2026) from 26 valuation models. Cautious scenario R$54.70, optimistic scenario R$191.80. It is a calculation from audited fundamentals, not an analyst target.
What is the The Campbell's Company stock forecast for 2026?
Our models put fair value at R$112.53, about +10% upside versus a price of R$102.60 (fairly valued). Cautious scenario R$54.70, optimistic scenario R$191.80. The calculation is refreshed regularly with new filings.
What is the revenue of The Campbell's Company (C1PB34)?
The Campbell's Company reported trailing-twelve-month revenue of about $9.9B (latest available figure, as of Sep 29, 2026).
Does The Campbell's Company pay a dividend?
The Campbell's Company currently shows a dividend yield of about 1.52% relative to its recent price (as of Sep 29, 2026).
What growth is priced into The Campbell's Company (C1PB34)?
For today's price to be fair in a discounted-cash-flow model, The Campbell's Company would have to grow free cash flow by +14.3 % per year for five years (discount rate 12.7 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 3 years revenue grew +6.2 % per year. As of Sep 29, 2026.
What discount rate (WACC) does the fair value of C1PB34 use?
Our models discount The Campbell's Company at 12.7 %: a base by market capitalisation (mid), country premium for Brazil. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For The Campbell's Company that is +14.3 % per year a year over ten years, using the same discount rate (12.7 %) and the same formula as our fair value.
How much growth has The Campbell's Company (C1PB34) delivered so far?
Over the past 3 years revenue at The Campbell's Company grew +6.2 % a year. The price currently implies +14.3 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of The Campbell's Company (C1PB34) growing?
The median revenue growth in the sector is +1.2 % a year. That is the yardstick for the growth priced into The Campbell's Company (+14.3 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of The Campbell's Company (C1PB34)?
The free-cash-flow yield on the price is 12.04 %: that much free cash flow The Campbell's Company produces per unit of market value. When it exceeds the discount rate of our models (12.7 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of The Campbell's Company (C1PB34)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For The Campbell's Company it is R$112.53 per share (as of Sep 29, 2026), against a price of R$102.60. It is the blended result of 26 valuation models (cash flow, earnings, asset, dividend).
Is The Campbell's Company stock overvalued or undervalued in 2026?
As of Sep 29, 2026, C1PB34 trades below its calculated fair value: price R$102.60, fair value R$112.53, a gap of about +10% (fairly valued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of C1PB34?
No. The price is what the market pays today (R$102.60); the fair value is what the company's own numbers justify (R$112.53). For The Campbell's Company the two are R$9.93 per share apart. That gap is exactly why we show both numbers side by side.
How much is The Campbell's Company worth?
The market values The Campbell's Company at about R$36.4B (market capitalisation, as of Sep 29, 2026). Per share that is R$102.60; our models calculate a fair value of R$112.53 per share.
What do the bullish and bearish scenarios say about C1PB34?
Our models span a range for The Campbell's Company: cautious scenario R$54.70, base R$112.53, optimistic R$191.80 per share (as of Sep 29, 2026, price R$102.60). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of C1PB34?
The Campbell's Company trades at a price-to-earnings ratio of 9.7 (as of Sep 29, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of R$112.53 is built from several models across several years. Other multiples: PEG 0.8, P/B 1.8, P/S 0.7, EV/EBITDA 7.6.
What is the PEG ratio of C1PB34?
The PEG ratio of The Campbell's Company is 0.78 (P/E divided by earnings growth, as of Sep 29, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of The Campbell's Company (C1PB34)?
Balance-sheet figures for The Campbell's Company (as of Sep 29, 2026): return on equity 15.4%, debt of 1.55 per unit of equity. They feed the Quality Score of 58/100, which measures business quality independently of the share price.
How far is C1PB34 from its 52-week high?
The Campbell's Company trades at R$102.60, about 42% below its 52-week high of R$175.81 and 5% above the low of R$97.55 (as of Oct 2, 2026). Distance from the high says nothing about value: that is what the fair value of R$112.53 is for.
Which stocks are comparable to The Campbell's Company?
From the same area (Consumer Defensive) we also value Nestlé S.A, Danone S.A, Foshan Haitian Flavouring and Food Company, The Kraft Heinz Company, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is The Campbell's Company stock attractive at the current price?
The data as of Sep 29, 2026: price R$102.60, calculated fair value R$112.53 (+10%), Quality Score 58/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of C1PB34 calculated?
We run The Campbell's Company through 26 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of R$112.53, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 14.5 % above its aggregate fair value. The Campbell's Company currently trades 9 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of The Campbell's Company (C1PB34)?
The closing price on Oct 2, 2026 was R$102.60. Our model-based fair value is R$112.53, about +10% upside (fairly valued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with The Campbell's Company right now?
The model range is unusually wide (R$54.70 to R$191.80). The outcome hinges heavily on assumptions, so read the point estimate with caution. The price sits close to our fair value, market and models broadly agree here, little valuation tension.
Key figures of The Campbell's Company
How large is the market capitalisation of The Campbell's Company (C1PB34)?
The market capitalisation of The Campbell's Company is R$36.4B (≈ $7.0B). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of The Campbell's Company (C1PB34)?
The price-to-sales ratio of The Campbell's Company is 0.57 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of The Campbell's Company (C1PB34)?
Earnings per share at The Campbell's Company are R$10.57 (price ÷ EPS = P/E 9.7). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of The Campbell's Company (C1PB34)?
The dividend yield of The Campbell's Company is 1.5% (payout 14.8%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of The Campbell's Company (C1PB34)?
The net margin of The Campbell's Company is 5.9% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of The Campbell's Company (C1PB34)?
The return on equity (ROE) of The Campbell's Company is 15.4% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of The Campbell's Company (C1PB34)?
On an EBIT basis the return on assets of The Campbell's Company is 8.7% (avg 4y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of The Campbell's Company (C1PB34)?
The operating margin of The Campbell's Company is 13.1% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at The Campbell's Company (C1PB34)?
Revenue at The Campbell's Company is growing −4.4% versus a year earlier (3y avg +6.2%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at The Campbell's Company (C1PB34)?
Earnings per share at The Campbell's Company are growing +86.4% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does The Campbell's Company (C1PB34) carry?
The net debt of The Campbell's Company is $6.7B (fiscal year 2025, ≈ 9.4 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
Free · no account needed
Watch The Campbell's Company in the live analysis
One click puts The Campbell's Company on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.
