Nama Insights

Campbell's (CPB)

Consumer Defensive · Packaged Foods · NASDAQ

Campbell's (CPB) is a Consumer Defensive company in the Packaged Foods industry. It has a market capitalization of $6.90B, a trailing price-to-earnings ratio of 10.7 and a free-cash-flow yield of 9.8%. Over the most recent reported fiscal year, revenue declined 5.0% and free cash flow per share fell 3.8%. Nama's AI scorecard rates it Sell, 4.0 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Sell · 4.0/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Trailing · -37.1% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-60.0%
How far the last close sits under the highest price of the past five years.
Market cap$6.90B
Trailing P/E10.7
Price / book1.8
Price / sales0.7
FCF yield9.8%
Dividend yield4.3%
Gross margin28.1%
Operating margin10.8%
Net margin4.1%
Revenue growth (YoY)-5.0%
Revenue growth (3-yr annual)+1.4%
EPS growth (YoY)-27.2%
FCF/share growth (YoY)-3.8%
Beta0.0
ExchangeNASDAQ
SectorConsumer Defensive
IndustryPackaged Foods

CPB earnings

Next report: Dec 9, 2026 (Q1 2027, EPS estimate $0.41). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q4 2026 Sep 3, 2026 $0.39 $0.39 +0.0% $2.14B
Q3 2026 Jun 8, 2026 $0.50 $0.48 +4.2% $2.37B
Q2 2026 Mar 11, 2026 $0.51 $0.57 -10.5% $2.56B
Q1 2026 Dec 9, 2025 $0.77 $0.73 +5.5% $2.68B

CPB analyst price target

Median target $19.00 from 17 analysts, ranging $16.00 – $41.50.

Packaged Foods peers

TickerCompanyMarket capP/E
KHC Kraft Heinz $29.13B 10.5
GIS General Mills $18.99B 10.3
SJM J. M. Smucker $13.95B 12.4
JBS JBS $13.36B 1.5
MKC McCormick $13.02B 15.2
HRL Hormel Foods $12.08B 15.3
MICC Magnum Ice Cream $11.74B —
DAR Darling Ingredients $7.92B 8.7
Explore live CPB data on Nama Insights →

Recent Congressional trades

Campbell's trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jun 8, 2026
Gilbert Cisneros House Buy $50,001 - $100,000 Jan 12, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Jan 12, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Dec 15, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Rob Bresnahan House Buy $1,001 - $15,000 Mar 27, 2025

CPB FAQ

Is CPB a buy?
Nama's AI scorecard currently rates Campbell's Sell (4.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is CPB's P/E ratio?
Campbell's trades at a trailing price-to-earnings ratio of 10.7.
When does CPB report earnings?
Campbell's's next scheduled report is on Dec 9, 2026. Analysts expect EPS of $0.41.
What is the CPB price target?
The median analyst price target from 17 analysts is $19.00, with a range of $16.00 – $41.50.
Is CPB Shariah compliant?
Nama's AAOIFI-style screen reads Campbell's as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does CPB pay a dividend?
Yes — Campbell's's dividend yield is 4.3%.