Campbell's
CPB · Packaged Foods & Meats
$20.73
2.5%Post
POST · Packaged Foods & Meats
$80.56
1.8%The short version
- Campbell's is the larger business, with $9.7B of revenue in fiscal 2026 against $8.2B for Post.
- Post grew revenue faster (3.0%, against −5.0%).
- Post kept more of each dollar of sales as operating profit (9.8% operating margin, against 8.7% operating margin).
- Campbell's turned more of its sales into free cash flow (7.0% FCF margin, against 6.0% FCF margin).
- Investors pay more for each dollar of Campbell's’s earnings: a P/E of 15.8x against 14.7x for Post.
| Latest fiscal year | CPB · FY26 | POST · FY25 |
|---|---|---|
| Size | ||
| Market cap | $6.2B | $4.1B |
| Revenue | $9.7B | $8.2B |
| Free cash flow | $678M | $488M |
| Net income | $403M | $336M |
| Growth | ||
| Revenue growth | −5.0% | 3.0% |
| 5-year growth | 2.8% | 11.6% |
| Share count change | 0.0% | −6.0% |
| Profitability | ||
| Gross margin | 28.1% | 28.7% |
| Operating margin | 8.7% | 9.8% |
| Net margin | 4.1% | 4.1% |
| FCF margin | 7.0% | 6.0% |
| Return on capital | 6.2% | 5.7% |
| Return on equity | 10.4% | 8.6% |
| Balance sheet | ||
| Net debt | $6.7B | $7.3B |
| Net debt / EBITDA | 5.3x | 5.5x |
| Dividends and buybacks | $496M | $709M |
| Valuation & quality | ||
| P/E | 15.8x | 14.7x |
| Piotroski F-score | 5 | 4 |
FY17
CPB $5.8B
POST $5.2B
FY18
CPB $6.6B
POST $6.3B
FY19
CPB $8.1B
POST $5.7B
FY20
CPB $8.7B
POST $4.7B
FY21
CPB $8.5B
POST $5.0B
FY22
CPB $8.6B
POST $5.9B
FY23
CPB $9.4B
POST $7.0B
FY24
CPB $9.6B
POST $7.9B
FY25
CPB $10.3B
POST $8.2B
FY26
CPB $9.7B
POST —
CPB
POST
FY17
CPB 24.5%
POST 9.9%
FY18
CPB 15.3%
POST 9.2%
FY19
CPB 12.1%
POST 13.8%
FY20
CPB 12.7%
POST 11.4%
FY21
CPB 18.2%
POST 9.8%
FY22
CPB 13.6%
POST 7.1%
FY23
CPB 14.0%
POST 8.6%
FY24
CPB 10.4%
POST 10.0%
FY25
CPB 11.0%
POST 9.8%
FY26
CPB 8.7%
POST —
CPB
POST
FY17
CPB $950M
POST $196M
FY18
CPB $898M
POST $494M
FY19
CPB $1.0B
POST $414M
FY20
CPB $1.1B
POST $393M
FY21
CPB $760M
POST $397M
FY22
CPB $939M
POST $127M
FY23
CPB $773M
POST $447M
FY24
CPB $668M
POST $502M
FY25
CPB $705M
POST $488M
FY26
CPB $678M
POST —
CPB
POST
FY17
CPB 19.8%
POST 4.5%
FY18
CPB 11.0%
POST 6.4%
FY19
CPB 7.3%
POST 8.5%
FY20
CPB 9.8%
POST 4.8%
FY21
CPB 14.5%
POST 4.1%
FY22
CPB 11.2%
POST 4.4%
FY23
CPB 12.3%
POST 4.9%
FY24
CPB 7.9%
POST 6.2%
FY25
CPB 7.9%
POST 5.7%
FY26
CPB 6.2%
POST —
CPB
POST
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.