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DCF valuation

What is CAMPBELL'S Co worth?

With the base-case assumptions below, a discounted cash flow model on CAMPBELL'S Co's reported free cash flow gives $17.78 per share. The share price was $19.37 on September 25, 2026, 9% above that value.

Inputs from the filings

Free cash flow, fiscal 2026
$678M
Average free cash flow, last 5 years
$752.6M
Cash
$394M
balance sheet of August 2, 2026
Debt
$6.16B
balance sheet of August 2, 2026
Diluted shares, fiscal 2026
300,000,000
Revenue growth per year, last 5 years
2.8%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear-2.0%-0.0%2.0%10.0%$3.73-81%
Base3.0%3.0%2.5%9.0%$17.78-8%
Bull8.0%5.5%3.0%8.0%$44.03+127%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$27.71$30.71$34.39$38.97$44.88
8.0%$20.32$22.27$24.57$27.34$30.71
9.0%$14.92$16.25$17.78$19.58$21.70
10.0%$10.79$11.73$12.81$14.03$15.45
11.0%$7.53$8.23$9.00$9.88$10.87

Where the presets come from

Base: years 1 to 5 grow at CAMPBELL'S Co's revenue growth rate over the last 5 fiscal years (2.8% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

CAMPBELL'S Co company page