Campbell’s Co (CPB)vsKellanova (K)
CPB
Campbell’s Co
$20.81
-0.48%
CONSUMER DEFENSIVE · Cap: $6.20B
K
Kellanova
$83.44
0.00%
CONSUMER DEFENSIVE · Cap: $29.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Kellanova generates 26% more annual revenue ($12.67B vs $10.04B). K leads profitability with a 10.1% profit margin vs 5.5%. CPB appears more attractively valued with a PEG of 0.55. CPB earns a higher WallStSmart Score of 57/100 (C).
CPB
Buy57
out of 100
Grade: C
K
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-134.4%
Fair Value
$12.51
Current Price
$20.81
$8.30 premium
Margin of Safety
-235.2%
Fair Value
$24.89
Current Price
$83.44
$58.55 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 32 in profit
Areas to Watch
Distress zone — elevated risk
5.5% margin — thin
Revenue declined 4.5%
Earnings declined 17.2%
0.8% revenue growth
Expensive relative to growth rate
Earnings declined 16.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CPB
The strongest argument for CPB centers on P/E Ratio, PEG Ratio, Price/Book. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bull Case : K
The strongest argument for K centers on Return on Equity.
Bear Case : CPB
The primary concerns for CPB are Altman Z-Score, Profit Margin, Revenue Growth.
Bear Case : K
The primary concerns for K are Revenue Growth, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
K carries more volatility with a beta of 0.25 — expect wider price swings.
K is growing revenue faster at 0.8% — sustainability is the question.
CPB generates stronger free cash flow (389M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CPB scores higher overall (57/100 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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