Mulya.ai
Ticker
CPB
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?4.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.010
Beta (levered) ?0.018
Terminal OM% ?10.9%
Segment conc. ?43% dominant
Terminal growth ?4.1%
Bond rating ?A- · 1.45%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

CPB · Campbell Soup Company

$22.732026-07-21
Sector: Consumer Defensive; Industry: Packaged Foods; Sub-Industry: Packaged Foods & Meats

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-619114.5% vs market
Base · active
$27
+17.9% vs market
Bear
$27
+17.8% vs market
Mulya.ai vs Analyst IV Comparison?
Bull $-140702
Median $20
Market $23
Bear $27
Base $27
Market Price $23
Mulya.ai Base $27
Analysts Median $20
Mulya.ai IV range ($27 · $-140702)
Analysts Range ($17 · $28)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q3$9.4B14.0%25.2%$981MM−$2.8B−$1.9B4.8%8.9%$11.0B$2.87
2025.Q2$9.6B3.0%12.7%26.3%$903MM−$2.7B−$1.8B4.6%8.3%$10.8B$1.90
2025.Q3$9.6B0.0%12.7%25.1%$918MM$62MM$980MM5.1%8.6%$10.6B$1.90
2026.Q2$10.3B6.4%13.2%23.0%$1.0B$186MM$1.2B4.3%9.9%$10.5B$2.01
2026.Q3$9.9B-3.2%11.5%23.2%$877MM$40MM$917MM4.9%8.3%$10.6B$2.035.9
italics below = DCF projection · 10yr Rev CAGR: 1.7%
2027.Q3$9.7B+-2.0%13.2%22.9%$989MM$0MM$989MM5.2%$940MM9.3%$10.6B$3.316.9
2028.Q3$9.7B+0.2%13.5%22.6%$1.0B−$23MM$999MM5.5%$899MM9.6%$10.7B$3.426.6
2029.Q3$9.8B+0.7%14.2%22.3%$1.1B−$79MM$1.0B5.9%$852MM10.1%$10.7B$3.626.3
2030.Q3$9.9B+1.2%13.8%21.9%$1.1B−$136MM$932MM6.2%$746MM9.9%$10.9B$3.576.4
2031.Q3$10.1B+1.7%13.8%21.6%$1.1B−$198MM$893MM6.6%$671MM9.9%$11.1B$3.656.2
Term. Yr+$12.3B4.1%10.9%20.0%$1.1B−$335MM$735MM8.6%$8.5B13.1%
Active scenario IV: $27 (+17.9% vs market)