Campbell Soup Co. vs iShares Semiconductor ETF — how do they compare? Campbell Soup Co. trades at $19.21 (market cap $5.78B), while iShares Semiconductor ETF trades at $559.4 (market cap $48.19B). The key difference: iShares Semiconductor ETF is far larger — about 8.3× Campbell Soup Co.'s market cap, and Campbell Soup Co. pays a 5.16% dividend while iShares Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Campbell Soup Co. for 98 Days and iShares Semiconductor ETF for 46 Days on average.
| CPB | SOXX | |
|---|---|---|
Market Cap | $5.78B | $48.19B |
Volume | 11,705,427 | 10,257,578 |
Sector | Consumer Staples | Sector/Thematic |
52-Week High | $31.66 | $655.01 |
52-Week Low | $18.90 | $268.10 |
Typical Hold Time | 98 Days | 46 Days |
Enterprise Value | $12.83B | — |
Dividend Yield | 5.16% | — |
Signals from Pluang's Aura AI — not financial advice
Campbell's (CPB) trades at $19.37, up 2.49% with bearish technical signals and mixed fundamentals. The company reported a Q4 2026 earnings miss but beat expectations in Q1 and Q2 2026. Recent developments include a 36% dividend cut to $0.25, workforce reductions, and a $500 million cost savings program. Revenue grew to $10.25B in 2025, but net margins compressed to 4.14% amid margin pressure.
Outlook remains challenging with weak FY2027 guidance and declining profitability trends. The stock offers a 5% dividend yield post-cut, but execution risks on cost savings and competitive pressures in the packaged food sector create headwinds. Analyst consensus is cautious with 58.62% Hold ratings and a $19.73 price target near current levels.
SOXX trades at $563.28, down 3.37% on the day, with bullish technical signals from moving averages and a neutral oscillator reading. The ETF faces mixed sentiment with positive AI-driven earnings momentum countered by valuation concerns and Michael Burry's expanded short positions. Recent news highlights strong September performance driven by chip stock gains and AI infrastructure demand projections.
The semiconductor ETF's outlook hinges on sustained AI demand growth versus elevated valuations. BofA projects the global chip market to nearly double by 2030, providing fundamental support, but concentration risk and potential multiple compression present headwinds. Earnings growth remains the key catalyst for further upside from current levels.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →