The Campbell's Company, together with its subsidiaries, engages in the manufacture and marketing of food and beverage products in the United States and internationally. It operates through Meals & Beverages, and Snacks segments.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (20 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $10.28 Implied EV: $10.12B |
What growth rate is the market pricing in at $21?
The market implies +13.0% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +8.5%, reflecting heavy growth investment.
Narrow moat with reinvestment efficiency as the key competitive advantage. Improving roic consistency would strengthen the moat.
"Market is pessimistic — investigate whether fears are temporary or structural"
Price far exceeds estimated intrinsic value — significant downside risk at current levels
