Conagra Brands (CAG)
Market Price (9/18/2025): $18.95 | Market Cap: $9.1 BilSector: Consumer Staples | Industry: Packaged Foods & Meats
Conagra Brands (CAG)
Market Price (9/18/2025): $18.95Market Cap: $9.1 BilSector: Consumer StaplesIndustry: Packaged Foods & Meats
Investment Highlights
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 20%, Dividend Yield is 7.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 16%, FCF Yield is 14% | Weak multi-year price returns2Y Excs Rtn is -74%, 3Y Excs Rtn is -98% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 89% |
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.6%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.3%, Rev Chg QQuarterly Revenue Change % is -4.3% | |
Low stock price volatilityVol 12M is 25% |
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 20%, Dividend Yield is 7.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 16%, FCF Yield is 14% |
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% |
Low stock price volatilityVol 12M is 25% |
Weak multi-year price returns2Y Excs Rtn is -74%, 3Y Excs Rtn is -98% |
Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 89% |
Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.6%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.3%, Rev Chg QQuarterly Revenue Change % is -4.3% |
Market Valuation
9/18/25 | 2024 | 2023 | 2022 | |
---|---|---|---|---|
Share Price CYE | $18.95 | $26.49 | $26.11 | $33.83 |
Market Cap CYE ($ Bil) | 9.1 | 12.7 | 12.5 | 16.2 |
Total Debt ($ Bil) | 8.1 | 8.1 | 8.4 | 9.4 |
Total Cash ($ Bil) | 0.1 | 0.1 | 0.1 | 0.1 |
Enterprise Value ($ Bil) | 17.1 | 20.8 | 20.9 | 25.6 |
Valuation Ratios | ||||
P/S TTM | 0.8 | 1.1 | 1.1 | 1.5 |
P/EBIT TTM | 5.8 | 8.4 | 13.1 | 14.1 |
P/E TTM | 7.9 | 11.5 | 39.5 | 27.1 |
Sector Ratios | ||||
P/S TTM (Sector) | 0.9 | 0.9 | 0.9 | 0.9 |
P/EBIT TTM (Sector) | 8.4 | 8.9 | 10.0 | 9.4 |
P/E TTM (Sector) | 12.6 | 12.1 | 14.0 | 11.6 |
9/18/25 | 2024 | |
---|---|---|
Share Price CYE | $18.95 | $26.49 |
Market Cap CYE ($ Bil) | 9.1 | 12.7 |
Total Debt ($ Bil) | 8.1 | 8.1 |
Total Cash ($ Bil) | 0.1 | 0.1 |
Enterprise Value ($ Bil) | 17.1 | 20.8 |
Valuation Ratios | ||
P/S TTM | 0.8 | 1.1 |
P/EBIT TTM | 5.8 | 8.4 |
P/E TTM | 7.9 | 11.5 |
Sector Ratios | ||
P/S TTM (Sector) | 0.9 | 0.9 |
P/EBIT TTM (Sector) | 8.4 | 8.9 |
P/E TTM (Sector) | 12.6 | 12.1 |
Business Description
Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company in North America. The company operates through Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice segments. The Grocery & Snacks segment primarily offers shelf stable food products in various retail channels in the United States.
Show more
Price Returns Compared
Expand for Detailed View2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
---|---|---|---|---|---|---|---|
Returns | |||||||
CAG Return | 9% | -3% | 18% | -23% | 1% | -29% | -29% |
Peers Return | 5% | 4% | 24% | -13% | -9% | -15% | -8% |
S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 12% | 104% |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: GIS, HRL, SJM, CPB, LW. See CAG Returns vs. Peers.
[3] 2025 data is for the year up to 9/17/2025 (YTD)
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Conagra Brands
Financials
Median | |
---|---|
Name | |
Mkt Price | 41.05 |
Mkt Cap | 10.5 |
Rev LTM | 10,919 |
Op Inc LTM | 1,333 |
FCF LTM | 698 |
FCF 3Y Avg | 764 |
CFO LTM | 1,093 |
CFO 3Y Avg | 1,157 |
Growth & Margins
Median | |
---|---|
Name | |
Rev Chg LTM | 0.2% |
Rev Chg 3Y Avg | 1.9% |
Rev Chg Q | 1.7% |
QoQ Delta Rev Chg LTM | 0.4% |
Op Mgn LTM | 12.7% |
Op Mgn 3Y Avg | 14.5% |
QoQ Delta Op Mgn LTM | -0.2% |
CFO/Rev LTM | 12.6% |
CFO/Rev 3Y Avg | 13.2% |
FCF/Rev LTM | 7.4% |
FCF/Rev 3Y Avg | 7.8% |
Valuation
Median | |
---|---|
Name | |
Mkt Cap | 10.5 |
P/S | 1.2 |
P/EBIT | 9.1 |
P/E | 15.0 |
P/CFO | 9.1 |
Total Yield | 9.1% |
Dividend Yield | 4.3% |
FCF Yield 3Y Avg | 5.9% |
D/E | 0.6 |
Net D/E | 0.6 |
Returns
Median | |
---|---|
Name | |
1M Rtn | -0.4% |
3M Rtn | -1.3% |
6M Rtn | -14.2% |
12M Rtn | -25.7% |
3Y Rtn | -25.9% |
1M Excs Rtn | -2.8% |
3M Excs Rtn | -11.7% |
6M Excs Rtn | -32.3% |
12M Excs Rtn | -42.3% |
3Y Excs Rtn | -88.1% |
Comparison Analyses
Earnings Returns History
Expand for MoreForward Returns | |||
---|---|---|---|
Earnings Date | 1D Returns | 5D Returns | 21D Returns |
7/10/2025 | -4.4% | -6.6% | -3.8% |
4/3/2025 | 1.5% | -2.6% | -8.2% |
12/19/2024 | -2.0% | 0.7% | -7.5% |
10/2/2024 | -8.1% | -10.8% | -10.1% |
7/11/2024 | -1.5% | 4.5% | 6.4% |
4/4/2024 | 5.4% | 5.3% | 7.4% |
1/4/2024 | -1.9% | -0.2% | 1.8% |
10/5/2023 | -2.0% | 3.1% | 5.6% |
... | |||
SUMMARY STATS | |||
# Positive | 11 | 12 | 12 |
# Negative | 12 | 11 | 11 |
Median Positive | 2.3% | 4.7% | 6.0% |
Median Negative | -2.9% | -2.6% | -4.8% |
Max Positive | 15.9% | 16.0% | 21.9% |
Max Negative | -8.1% | -10.8% | -10.1% |
SEC Filings
Expand for MoreReport Date | Filing Date | Filing |
---|---|---|
5312025 | 7102025 | 10-K 5/25/2025 |
2282025 | 4032025 | 10-Q 2/23/2025 |
11302024 | 12192024 | 10-Q 11/24/2024 |
8312024 | 10022024 | 10-Q 8/25/2024 |
5312024 | 7112024 | 10-K 5/26/2024 |
2292024 | 4042024 | 10-Q 2/25/2024 |
11302023 | 1042024 | 10-Q 11/26/2023 |
8312023 | 10052023 | 10-Q 8/27/2023 |
5312023 | 7132023 | 10-K 5/28/2023 |
2282023 | 4052023 | 10-Q 2/26/2023 |
11302022 | 1052023 | 10-Q 11/27/2022 |
8312022 | 10062022 | 10-Q 8/28/2022 |
5312022 | 7212022 | 10-K 5/29/2022 |
2282022 | 4072022 | 10-Q 2/27/2022 |
11302021 | 1062022 | 10-Q 11/28/2021 |
8312021 | 10072021 | 10-Q 8/29/2021 |
External Quote Links
Y Finance | Barrons |
TradingView | Morningstar |
SeekingAlpha | ValueLine |
Motley Fool | Robinhood |
CNBC | Etrade |
MarketWatch | Unusual Whales |
YCharts | Perplexity Finance |
FinViz |