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CAG

BEARISH
$14.17 Live
Conagra Brands, Inc. · NYSE
Target $16.22 (+14.5%)
$14.04 52W Range $24.8

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 25, 2026
Market cap
$6.78B
P/E
N/A
ROE
-0.5%
Profit margin
-0.4%
Debt/Equity
0.9
Dividend yield
9.88%

AI Analysis

AI-powered fundamental assessment

Confidence
90%
Conagra Brands (CAG) exhibits severe fundamental weakness, highlighted by a Piotroski F-Score of 2/9, indicating poor financial health. While the stock appears cheap on a Price-to-Book (0.83) and Forward P/E (8.34) basis, these metrics are offset by negative profit margins, negative ROE, and a critical liquidity shortage evidenced by a Quick Ratio of 0.25. The technical trend is completely bearish (0/100), and the stock is trading near its 52-week low following a multi-year decline. Despite a high dividend yield, the underlying deterioration in operational efficiency and growth makes the current valuation a potential value trap.

Key Strengths

Low Price-to-Book ratio (0.83) suggesting asset undervaluation
Low Forward P/E (8.34) relative to broader market
High dividend yield of 9.88% providing immediate income
Positive operating margin (10.57%) despite net losses
Consistent history of meeting or beating earnings estimates in previous years

Key Risks

Critical liquidity risk with a Quick Ratio of 0.25
Negative Profit Margin (-0.39%) and negative ROE (-0.51%)
Negative revenue growth (-1.90% YoY) indicating shrinking market share or demand
Severe technical breakdown with a 0/100 trend score and -38.9% 1Y return
High PEG ratio (10.86) indicating the stock is overvalued relative to its growth rate
AI Fair Value Estimate
Based on comprehensive analysis
$15.2
+7.3% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
31
Weak
Value
45
Future
20
Past
15
Health
20
Dividend
55
AI Verdict
High Risk / Value Trap
Key drivers: Piotroski F-Score of 2/9, Quick Ratio of 0.25, Negative ROE, Persistent negative price momentum
Confidence
90%
Value
45/100

Trades at a discount to book value, but growth does not justify the forward multiple.

Positives
  • P/B < 1.0
  • P/S < 1.0
Watchpoints
  • Extremely high PEG ratio (10.86)
Future
20/100

Revenue contraction and poor growth metrics suggest a lack of catalysts.

Positives
  • Analyst target price ($16.22) is slightly above current price
Watchpoints
  • Negative YoY revenue growth
  • Declining EPS trends in recent quarters
Past
15/100

Consistent long-term value destruction for shareholders.

Positives
No standout positives identified.
Watchpoints
  • 5-year change of -51.7%
  • 1-year change of -38.9%
Health
20/100

Severe liquidity constraints and failing deterministic health scores.

Positives
  • Debt/Equity (0.90) is below sector average (1.39)
Watchpoints
  • Piotroski F-Score 2/9
  • Quick Ratio 0.25
  • Current Ratio < 1.0
Dividend
55/100

Attractive yield but high risk of cut given negative profit margins.

Positives
  • Very high yield (9.88%)
Watchpoints
  • High payout ratio (79.10%)
  • Negative net profit threatens sustainability

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$14.17
Analyst Target
$16.22
Upside/Downside
+14.5%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for CAG and closest competitors.

Updated 2026-04-24
CAG
Conagra Brands, Inc.
Primary
5Y
-51.7%
3Y
-56.2%
1Y
-38.9%
6M
-19.4%
1M
-7.5%
1W
-4.6%
SFM
Sprouts Farmers Market, Inc.
Peer
5Y
+176.1%
3Y
+121.8%
1Y
-53.7%
6M
-33.7%
1M
-12.1%
1W
-3.9%
OLL
Ollie's Bargain Outlet Holdings, Inc.
Peer
5Y
-0.5%
3Y
+57.4%
1Y
-16.8%
6M
-24.5%
1M
-10.7%
1W
-2.1%
PSM
PriceSmart, Inc.
Peer
5Y
+98.9%
3Y
+121.2%
1Y
+74.5%
6M
+33.4%
1M
+14.4%
1W
+3.0%
AKO
Embotelladora Andina S.A.
Peer
5Y
+198.5%
3Y
+156.0%
1Y
+67.2%
6M
+38.1%
1M
+12.6%
1W
+2.4%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
8.34
PEG Ratio
10.86
P/B Ratio
0.83
P/S Ratio
0.61
EV/Revenue
1.26
EV/EBITDA
8.13
Market Cap
$6.78B

Profitability

Profit margins and return metrics

Profit Margin -0.39%
Operating Margin 10.57%
Gross Margin 24.27%
ROE -0.51%
ROA 4.2%

Growth

Revenue and earnings growth rates

Revenue Growth -1.9%
Earnings Growth +39.0%
Q/Q Revenue Growth -1.87%
Q/Q Earnings Growth +37.7%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.9
Moderate
Current Ratio
0.9
Weak
Quick Ratio
0.25
Poor
Cash/Share
$0.12

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q1 2026

Revenue
$2.8B
Gross Margin
23.6%
Op. Margin
10.0%
Net Margin
7.2%
Total Assets
$19.2B
Liabilities
$11.0B
Equity
$8.2B
Debt/Equity
1.35x
Operating CF
$0.6B
CapEx
$-0.1B
Free Cash Flow
$0.5B
FCF Yield
83%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-09
$N/A
2026-04-01
$0.39
-2.6% surprise
2025-12-19
$0.45
+3.2% surprise
2025-10-01
$0.39
+17.4% surprise

Consumer Defensive Sector Comparison

Comparing CAG against 146 companies in the Consumer Defensive sector (8 bullish, 52 neutral, 86 bearish)
Return on Equity (ROE)
-0.51%
This Stock
vs
-14.23%
Sector Avg
-96.4% (Below Avg)
Profit Margin
-0.39%
This Stock
vs
-8.48%
Sector Avg
-95.4% (Weaker)
Debt to Equity
0.9
This Stock
vs
2.03
Sector Avg
-55.8% (Less Debt)
Revenue Growth
-1.9%
This Stock
vs
128.59%
Sector Avg
-101.5% (Slower)
Current Ratio
0.9
This Stock
vs
2.44
Sector Avg
-63.0% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MULLIGAN JOHN J
Director
Buy
2026-04-14
17,500 shares · $250,402
MARSHALL RUTH ANN
Director
Stock Award
2026-03-02
1,629 shares · $31,250
SATRIANO PIETRO
Director
Stock Award
2026-03-02
3,228 shares
MULLIGAN JOHN J
Director
Stock Award
2026-03-02
3,228 shares
MARSHALL RUTH ANN
Director
Stock Award
2025-12-01
1,768 shares · $31,250
NAPIER MELISSA C
Officer
Sell
2025-11-04
13,011 shares · $223,659
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-13

Conagra Brands, Inc. likely reported its quarterly financial results in this 8-K filing.

10-Q
10-Q
2026-04-01

CAG filed its 10-Q on April 1, 2026, which includes sections for financial information and risk factors. The provided excerpt is limited to the table of contents and does not contain specific financial highlights or detailed risk descriptions.

8-K
8-K
2026-04-01

Conagra Brands, Inc. (CAG) reported a material corporate event or financial update in its 8-K filing.

8-K
8-K
2026-02-18

Conagra Brands, Inc. likely reported its quarterly financial results in this 8-K filing.

8-K
8-K
2026-02-17

Conagra Brands, Inc. (CAG) filed an 8-K on February 17, 2026, likely to announce its quarterly financial results.

10-Q
10-Q
2025-12-19

CAG submitted its quarterly 10-Q filing on December 19, 2025. Due to the limited content provided, specific financial highlights and detailed risk factors are not available for analysis.

8-K
8-K
2025-12-19
8-K
8-K
2025-10-06
10-Q
10-Q
2025-10-01

CAG filed its 10-Q on October 1, 2025, which includes disclosures regarding risk factors and unregistered sales of equity securities. Specific financial highlights and detailed risk descriptions were not provided in the available excerpt.

8-K
8-K
2025-10-01
8-K/A
8-K/A
2025-09-23
8-K
8-K
2025-09-22
8-K
8-K
2025-09-19
DEF 14A
DEF 14A
2025-08-06
8-K
8-K
2025-07-22
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
HOLD
17 analysts
Morgan Stanley
2026-04-23
Maintains
Equal-Weight Equal-Weight
Stifel
2026-04-21
Maintains
Hold Hold
BTIG
2026-04-14
init
Neutral
BNP Paribas
2026-04-09
down
Outperform Neutral
UBS
2026-04-02
Maintains
Neutral Neutral
BNP Paribas
2026-04-02
Maintains
Outperform Outperform
Goldman Sachs
2026-04-02
Maintains
Sell Sell
Morgan Stanley
2026-04-02
Maintains
Equal-Weight Equal-Weight
RBC Capital
2026-04-02
Maintains
Sector Perform Sector Perform
Barclays
2026-04-02
Maintains
Overweight Overweight

Past News Coverage

Recent headlines mentioning CAG from our newsroom.

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