The Campbell's Company (CPB) vs The Marzetti Company (MZTI)

The Campbell's Company and The Marzetti Company are both Packaged Foods companies. The Campbell's Company is the larger, with a market value of $5.9B against $2.8B — 2.1× the size. The Marzetti Company trades at the lower P/E: 14.4× against 14.5×. The Marzetti Company grew revenue faster over the last twelve months: 1.08% against −4.96%. The Marzetti Company has the higher net margin (9.91% vs 4.04%) and the higher return on invested capital (12.2% vs 5.54%). Both pay a dividend; The Campbell's Company yields more (3.48% vs 1.89%). Across the 23 metrics below, The Marzetti Company leads on 15 and The Campbell's Company on 8.

Valuation

Metric CPB MZTI Packaged Foods median
P/E 14.46 14.41 12.69
P/S 0.59 1.43 0.61
P/B 1.50 2.61 1.47
Price to free cash flow 7.90 12.15 8.50
EV/EBITDA 7.55 9.43 8.20
EV/Sales 1.18 1.52 0.85
Earnings yield 6.92% 6.94% 0.00%
Free cash flow yield 12.66% 8.23% 6.05%

Profitability

Metric CPB MZTI Packaged Foods median
Gross margin 28.14% 24.73% 27.54%
Operating margin 8.74% 12.37% 0.00%
Net margin 4.04% 9.91% 0.00%
Free cash flow margin 7.50% 11.73% 2.56%
Return on equity 10.16% 18.64% 0.00%
Return on assets 2.58% 13.28% 0.00%
Return on invested capital 5.54% 12.16% 0.00%

Growth

Metric CPB MZTI Packaged Foods median
Revenue growth (TTM) (4.96%) 1.08% 5.69%
EPS growth (last fiscal year) (34.83%) 14.99% —
Revenue growth, 5-year CAGR 2.83% 5.64% 3.81%
Net income growth, 5-year CAGR (17.03%) 6.13% 0.00%

Health

Metric CPB MZTI Packaged Foods median
Debt to equity 1.60 0.19 0.26
Current ratio 0.82 1.56 1.64
Net debt to EBITDA 4.55 0.56 0.87

Dividend

Metric CPB MZTI Packaged Foods median
Dividend yield 3.48% 1.89% 3.21%
Payout ratio 0.52 0.83 0.00

Size

Metric CPB MZTI Packaged Foods median
Market cap 5.90b 2.76b 245.45m

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