Campbell Soup Co. vs Lennar Corporation — how do they compare? Campbell Soup Co. trades at $19.38 (market cap $5.64B), while Lennar Corporation trades at $77.7 (market cap $18.10B). The key difference: Lennar Corporation is far larger — about 3.2× Campbell Soup Co.'s market cap, and Campbell Soup Co. pays the higher dividend (5.29%). Which is the better fit depends on your goals — on Pluang, investors hold Campbell Soup Co. for 98 Days and Lennar Corporation for 67 Days on average.
| CPB | LEN | |
|---|---|---|
Market Cap | $5.64B | $18.10B |
Volume | 8,200,811 | 5,229,157 |
Sector | Consumer Staples | Consumer Cyclical |
52-Week High | $31.66 | $133.13 |
52-Week Low | $18.90 | $74.44 |
Typical Hold Time | 98 Days | 67 Days |
Enterprise Value | $12.70B | $22.52B |
Dividend Yield | 5.29% | 2.63% |
Signals from Pluang's Aura AI — not financial advice
Campbell's stock trades at $19.37, up 1.95% on the day, with a bearish technical outlook and mixed fundamentals. Recent Q4 2026 earnings missed expectations, while the company implemented a 36% dividend cut and announced a $500 million cost-savings plan. Valuation metrics appear reasonable with P/E of 14.44 and P/S of 0.58, but profit margins have declined from 9.16% in 2023 to 4.13% projected for 2026.
The outlook remains challenging with declining profitability and bearish analyst sentiment, though current valuation may offer value for patient investors. Key risks include ongoing margin pressure, competitive threats, and execution of the turnaround plan. With only 6.9% of analysts rating it Buy, the stock faces significant headwinds despite trading near consensus price target of $19.67.
Lennar (LEN) trades at $77.60, showing modest daily gains amid bearish technical signals. The stock faces fundamental pressure with declining revenue and net income margins, though valuation metrics appear attractive with P/E of 14.42 and P/B below 1. Recent Q3 2026 earnings missed expectations, while Berkshire Hathaway's accumulating stake provides institutional support. Cash flow trends show operational challenges with negative net cash flow in 2025.
Investment outlook balances value opportunity against housing sector headwinds. The stock's below-book valuation and Berkshire's backing offer potential upside, but declining profitability and elevated mortgage rates pose significant risks. Analyst consensus leans cautiously optimistic with 46% buy ratings, though technical indicators suggest near-term bearish pressure.
Trailing returns across standard periods
Latest headlines on both assets
With a history that dates back around 150 years, Campbell Soup is now a leading manufacturer and marketer of branded convenience food products, most notably soup. The firm's product assortment includes well-known brands like Campbell's, Pace, Prego, Swanson, V8, and Pepperidge Farm. Following the sale of its international snacking operations, which wrapped in calendar 2019, the firm derives nearly all of its sales from its home turf. Campbell has made a handful of acquisitions to reshape its product mix the past few years, including the tie-up with Snyder's-Lance (completed in March 2018), which enhances its exposure to the faster-growing on-trend snack food aisle, complementing its Pepperidge Farm lineup.
Read more on CPB →Lennar is the second-largest public homebuilder in the United States. The company's homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar's financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily construction and has invested in numerous housing-related technology startups.
Read more on LEN →