Análisis Argos
CPB
CPBBarata · ojo al riesgo
Campbell Soup Company · Consumer Defensive
US$ 23.32
precio al 2026-07-04
Valor justo Argos*
US$ 35–39
vs. su valor justo
40% por debajo
Score Argos
52/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 10.6% al año — menos de lo que viene demostrando (2.5%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 6% el último año.
Reparte dividendo sostenible (6.69%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR4/6FUTURO1/6PASADO4/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO1/6PASADO4/6SALUD1/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos estancados o cayendo
PasadoFundamentales sólidos y sostenidos
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos52de 100Barata · ojo al riesgo
Ingresos6%
US$ 10.3 B
Margen operativo4%
13.2%
Flujo de caja libre4%
US$ 0.7 B
Deuda neta
US$ 7.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 7.0B
P/E11.6x
EV/EBITDA7.9x
FCF yield10.1%
ROIC9.3%
Margen operativo13.2%
Crecim. ingresos+6.4%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

gurufocus.com · 23 jun
The Campbell's Company Named One of America's 50 Most Community-Minded Companies
The Campbell's Company (NASDAQ: CPB) has been named a 2026 honoree of The Civic 50Â, Points of Light's annual recognition of the 50 most community-minded compa
businesswire.com · 23 jun
The Campbell's Company Named One of America's 50 Most Community-Minded Companies
CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) has been named a 2026 honoree of The Civic 50®, Points of Light's annual recognition of the 50 most community-minded companies in the United States. Now in its 14th year, The Civic 50 is the nation's leading corporate social impact recognition program, honoring companies that demonstrate excellence in employee volunteering, community investment and social impact strategy. Companies are evaluated through a comprehensive survey th.
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seekingalpha.com · 20 jun
The Campbell's Company -  Sell: Structural Problems Are Serious
The deterioration in Campbell's gross and operating margins has been ongoing for an extended time period and seems to be accelerating. Q3, 2026 reported results met expectations with a sales match and an earnings beat of $0.02. However, future quarters will be challenging. An examination of standard metrics measuring Fixed Asset usage reveals inefficiencies that are structural in nature and are inferior to most peer group members.
businesswire.com · 17 jun
James Campbell Company Expands Portfolio with Acquisition of Multifamily Property, The Element, in West O‘ahu
KAPOLEI, Hawai‘i--(BUSINESS WIRE)--James Campbell Company expands its portfolio with the acquisition of a multifamily property called The Element in West O‘ahu.
businesswire.com · 17 jun
Campbell's Announces Leadership Transitions in Transformation Office and Communications
CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) (Campbell's) — Campbell's today announced two leadership transitions within its Operating Committee as Dan Poland, Executive Vice President and Chief Enterprise Transformation Officer, and Anthony Sanzio, Executive Vice President and Chief Communications Officer, plan to retire at the end of Campbell's fiscal year. Melissa Nippert will succeed Poland as Senior Vice President and Chief Transformation Officer, and Beth Jolly will.
zacks.com · 17 jun
How Is Campbell's Capitalizing on Shifting Consumer Preferences?
CPB is using innovation and partnerships to adapt to changing consumer preferences and expand its Meals & Beverages portfolio.
gurufocus.com · 16 jun
Campbell's® Partners with Banza® to Introduce Its First-Ever Gluten Free Condensed Chicken Noodle Soup
Campbell's and [url="]Banza[/url], the #1 better-for-you pasta brand in the U.S., today announced the launch of a new gluten free condensed soup option. The ne

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.