Campbell’s Co (CPB)vsKellanova (K)
CPB
Campbell’s Co
$21.00
+0.29%
CONSUMER DEFENSIVE · Cap: $6.52B
K
Kellanova
$83.44
0.00%
CONSUMER DEFENSIVE · Cap: $29.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Kellanova generates 30% more annual revenue ($12.67B vs $9.74B). CPB leads profitability with a 4.1% profit margin vs 0.1%. CPB appears more attractively valued with a PEG of 0.56. CPB earns a higher WallStSmart Score of 65/100 (C+).
CPB
Buy65
out of 100
Grade: C+
K
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.3%
Fair Value
$40.89
Current Price
$21.00
$19.89 discount
Intrinsic value data unavailable for K.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 86.4% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Revenue declined 7.9%
0.0% revenue growth
ROE of 0.3% — below average capital efficiency
0.1% margin — thin
Operating margin of 0.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CPB
The strongest argument for CPB centers on EPS Growth, PEG Ratio, P/E Ratio. PEG of 0.56 suggests the stock is reasonably priced for its growth.
Bull Case : K
K has a balanced fundamental profile.
Bear Case : CPB
The primary concerns for CPB are Profit Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.85 is elevated, increasing financial risk. Thin 4.1% margins leave little buffer for downturns.
Bear Case : K
The primary concerns for K are Revenue Growth, Return on Equity, Profit Margin. Thin 0.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
K carries more volatility with a beta of 0.25 — expect wider price swings.
K is growing revenue faster at 0.0% — sustainability is the question.
K generates stronger free cash flow (359M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CPB scores higher overall (65/100 vs 50/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Campbell’s Co
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Campbell Soup Company, doing business as Campbell's, is an American processed food and snack company.
Visit Website →Kellanova
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
The Kellogg Company, doing business as Kellogg's, is an American multinational food manufacturing company headquartered in Battle Creek, Michigan, United States.
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