Campbell's vs Post Holdings
Campbell's is the larger business, with $9.74bn of revenue in fiscal 2026 against $8.16bn for Post Holdings (1.2 times as much). Post Holdings grew faster (3.0% against -5.0%). Campbell's kept more of each dollar of sales as profit: a net margin of 4.1% against 4.1%. Campbell's carries less debt relative to equity (185.4% against 198.6%).
| Latest fiscal year | Campbell'sCPB, 2026 | Post HoldingsPOST, 2025 |
|---|---|---|
| Revenue | $9.74bn | $8.16bn |
| Revenue growth | -5.0% | 3.0% |
| Net income | $403m | $336m |
| Operating margin | 8.7% | 9.8% |
| Net margin | 4.1% | 4.1% |
| Return on equity | 10.4% | 8.6% |
| Free cash flow | $678m | $488m |
| Cash | $394m | $177m |
| Total debt | $7.14bn | $7.45bn |
| Debt to equity | 185.4% | 198.6% |
| Dividend per share | $1.56 | — |
| Dividend yield | 7.0% | — |
| Share buybacks | $26.0m | $709m |
| Employees | 13,500 | 13,180 |
| Market value | $6.71bn | $4.40bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 62 (Moderate) | 61 (Moderate) |
| Insider trades, 12 months | 1 buys, 2 sales | 1 buys, 8 sales |