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Conagra Brands, Inc. Stock Price

NYSE:CAG Community·US$6.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 87 Fair Values set on narratives written by author

CAG Share Price Performance

US$12.85
-8.76 (-40.54%)
US$14.59
Fair Value
US$12.85
-8.76 (-40.54%)
12.0% undervalued intrinsic discount
US$14.59
Fair Value
Price US$12.85
AnalystConsensusTarget US$14.59
AnalystHighTarget US$20.52
AnalystLowTarget US$14.00

CAG Community Narratives

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Fair Value US$14.59 12.0% undervalued intrinsic discount

Stable Supply Chains And Productivity Will Deliver Future Success

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Fair Value US$20.52 37.4% undervalued intrinsic discount

Urban Lifestyles And Wellness Trends Will Redefine Ready Meals

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Fair Value US$14 8.2% undervalued intrinsic discount

Changing Consumer Habits Will Weaken Frozen And Packaged Sales

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US$14.59
12.0% undervalued intrinsic discount
Profit Margin
7.35%
Future PE
10.39x
Price in 2029
US$18.01
US$14
8.2% undervalued intrinsic discount
Profit Margin
9.92%
Future PE
7.48x
Price in 2029
US$17.27

Trending Discussion

Updated Narratives

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CAG: Inflation Pressures And Dividend Risk Will Test Future Margin Discipline

Fair Value: US$14.59 12.0% undervalued intrinsic discount
36 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CAG: Cash Generation And Guidance Reaffirmation Will Support Future Re Rating

Fair Value: US$20.52 37.4% undervalued intrinsic discount
5 users have set this as their fair value
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CAG: Higher Leverage And Tight Dividends Will Shape Cautious Future Returns

Fair Value: US$14 8.2% undervalued intrinsic discount
5 users have set this as their fair value
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Snowflake Analysis

Undervalued average dividend payer.

2 Risks
3 Rewards

Conagra Brands, Inc. Key Details

US$11.2b

Revenue

US$8.5b

Cost of Revenue

US$2.7b

Gross Profit

US$2.8b

Other Expenses

-US$43.3m

Earnings

Last Reported Earnings
Feb 22, 2026
Next Reporting Earnings
Jul 15, 2026
-0.091
24.28%
-0.39%
89.8%
View Full Analysis

About CAG

Founded
1919
Employees
18300
CEO
John Brase
WebsiteView website
www.conagrabrands.com

Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company primarily in the United States. The company operates in four segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks segment primarily offers shelf stable food products through various retail channels. The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels. The International segment offers food products in various temperature states through retail and foodservice channels outside of the United States. The Foodservice segment offers branded and customized food products, including meals, entrees, sauces, and various custom-manufactured culinary products packaged for restaurants and other foodservice establishments. The company sells its products under the Birds Eye, Marie Callender's, Duncan Hines, Healthy Choice, Slim Jim, Reddi-wip, Angie's, BOOMCHICKAPOP brands. Conagra Brands, Inc. was incorporated in 1919 and is headquartered in Chicago, Illinois.

Recent CAG News & Updates

Seeking Alpha Jun 20

Conagra Brands: Mirror, Mirror On The Wall, Who's Going To Cut The Dividend After All?

Summary Conagra Brands (CAG) remains a strong sell as fundamentals deteriorate, with a 63% five-year stock-price decline and a 10% dividend yield signaling distress. CAG faces persistent sales declines, eroding free cash flow, and high net debt—now at 9x FCF—making its current dividend unsustainable. I expect a dividend cut is imminent, likely catalyzed by the new CEO and upcoming July 2026 earnings, as high debt maturities loom. Despite a superficially low valuation, CAG's lack of growth, pressured margins, and high leverage outweigh any perceived defensive appeal. Read the full article on Seeking Alpha
Narrative Update Jun 17

CAG: Inflation Pressures And Dividend Risk Will Test Future Margin Discipline

Conagra Brands' analyst price target has been reduced by about $0.82 to roughly $14.59, as analysts factor in higher cost inflation, pressure on FY27 outlooks, and concerns around the dividend and broader packaged food headwinds. Analyst Commentary Recent research on Conagra Brands points to a mixed setup, with most analysts trimming price targets and reassessing expectations for profitability, dividend sustainability, and long term growth as cost pressures and changing consumer trends weigh on packaged foods.

Recent updates

No updates