Análisis Argos
CPB
CPBBarata · ojo al riesgo
Campbell Soup Company · Consumer Defensive
US$ 22.81
precio al 2026-07-28
Valor justo Argos*
US$ 35–38
vs. su valor justo
41% por debajo
Score Argos
53/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 10.8% al año — menos de lo que viene demostrando (3.2%). 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 (6.84%).
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 Argos53de 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$ 6.8B
P/E11.3x
EV/EBITDA7.8x
FCF yield10.4%
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

fool.com · 10 jul
Meet the 7%-Yielding Stock That's Down 20%. Here's Why Investors Should Take a Closer Look.
Campbell's is cutting costs and innovating to improve its overall business.
seekingalpha.com · 9 jul
Campbell's: Better Days Are Worth Waiting For
The Campbell's Company remains a Buy, offering a compelling valuation and a sustainable ~7% dividend yield despite persistent macro headwinds. CPB's cost-saving initiatives, portfolio rebalancing, and focus on Snacks position it for margin recovery and potential long-term re-rating as consumer conditions improve. Risks include intensifying private label competition, consumer weakness, and ongoing margin pressure, but CPB's strong balance sheet and investment-grade focus provide resilience.
zacks.com · 8 jul
Campbell (CPB) Up 3.5% Since Last Earnings Report: Can It Continue?
Campbell (CPB) reported earnings 30 days ago. What's next for the stock?
fool.com · 4 jul
2 High-Yield Dividend Stocks Just Got Kicked Out of the S&P 500. Is Either a Buy Now?
S&P 500 removals often trigger indiscriminate index-fund selling, creating temporary price pressure that patient dividend investors may exploit for value. Campbell's offers a rare 7% yield, supported by decades of dividend payments and Rao's brand expansion despite slower dividend growth.
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.
247wallst.com · 22 jun
Live Nasdaq Composite: Markets Turn South as Tech Stocks Stumble in Sudden Reversal
Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks - and Amazon didn't make the cut. Grab the names FREE today. Amazon 2 minutes ago Live Amazon (NASDAQ: AMZN) shares are under pressure Monday, shedding nearly 5%, even as Prime Day projections paint an upbeat picture for... Live Nasdaq Composite: Markets Turn South as Tech Stocks Stumble in Sudden Reversal
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.

* 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.