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Consumer Defensive - Packaged Foods - NYSE - US
$ 26.7
-2.73 %
$ 12.7 B
Market Cap
26.18
P/E
1. INTRINSIC VALUE

Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company in North America. 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 in the United States. The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels in the United States. 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 in the United States.[ Read More ]

The intrinsic value of one CAG stock under the base case scenario is HIDDEN Compared to the current market price of 26.7 USD, Conagra Brands, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart CAG

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FINANCIALS
12.1 B REVENUE
-1.84%
853 M OPERATING INCOME
-22.44%
347 M NET INCOME
-49.18%
2.02 B OPERATING CASH FLOW
102.49%
-375 M INVESTING CASH FLOW
-5.66%
-1.66 B FINANCING CASH FLOW
-162.30%
2.79 B REVENUE
-3.82%
402 M OPERATING INCOME
-9.28%
467 M NET INCOME
182.30%
269 M OPERATING CASH FLOW
-44.54%
-286 M INVESTING CASH FLOW
-260.58%
70.1 M FINANCING CASH FLOW
117.25%
Balance Sheet Decomposition Conagra Brands, Inc.
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Current Assets 3.15 B
Cash & Short-Term Investments 77.7 M
Receivables 872 M
Other Current Assets 2.2 B
Non-Current Assets 17.7 B
Long-Term Investments 932 M
PP&E 3.07 B
Other Non-Current Assets 13.7 B
Current Liabilities 3.24 B
Accounts Payable 1.49 B
Short-Term Debt 1.05 B
Other Current Liabilities 700 M
Non-Current Liabilities 9.11 B
Long-Term Debt 7.41 B
Other Non-Current Liabilities 1.7 B
EFFICIENCY
Earnings Waterfall Conagra Brands, Inc.
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Revenue 12.1 B
Cost Of Revenue 8.7 B
Gross Profit 3.36 B
Operating Expenses 1.46 B
Operating Income 853 M
Other Expenses 506 M
Net Income 347 M
RATIOS
27.84% GROSS MARGIN
27.84%
7.08% OPERATING MARGIN
7.08%
2.88% NET MARGIN
2.88%
4.11% ROE
4.11%
1.66% ROA
1.66%
2.92% ROIC
2.92%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Conagra Brands, Inc.
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Net Income 347 M
Depreciation & Amortization 401 M
Capital Expenditures -388 M
Stock-Based Compensation 30.8 M
Change in Working Capital 131 M
Others 1.08 B
Free Cash Flow 1.63 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Conagra Brands, Inc.
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Wall Street analysts predict an average 1-year price target for CAG of $31.9 , with forecasts ranging from a low of $29 to a high of $36 .
CAG Lowest Price Target Wall Street Target
29 USD 8.61%
CAG Average Price Target Wall Street Target
31.9 USD 19.56%
CAG Highest Price Target Wall Street Target
36 USD 34.83%
4. DIVIDEND ANALYSIS
1.13% DIVIDEND YIELD
0.35 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Conagra Brands, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
1.68 M USD 2
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
3 months ago
Aug 13, 2024
Sell 1.21 M USD
McGough Thomas M
EVP & COO
- 40000
30.29 USD
5 months ago
May 23, 2024
Sell 469 K USD
Brock Charisse
EVP, Chief HR Officer
- 15444
30.37 USD
1 year ago
Oct 09, 2023
Bought 252 K USD
LENNY RICHARD H
Director
+ 9238
27.31 USD
1 year ago
Aug 02, 2023
Sell 2.5 M USD
McGough Thomas M
EVP & Co-COO
- 75522
33.07 USD
1 year ago
Apr 14, 2023
Sell 261 K USD
Brock Charisse
EVP, Chief HR Officer
- 7036
37.04 USD
1 year ago
Apr 06, 2023
Sell 1.74 M USD
McGough Thomas M
EVP & Co-COO
- 45000
38.658 USD
1 year ago
Jan 06, 2023
Sell 2.04 M USD
Wise Robert G
SVP, Corporate Controller
- 50000
40.9 USD
2 years ago
Oct 18, 2022
Sell 221 K USD
Bartell Carey
EVP, GC and Corp. Secretary
- 6408
34.5 USD
2 years ago
Aug 17, 2022
Sell 758 K USD
McGough Thomas M
EVP & Co-COO
- 21405
35.4 USD
2 years ago
Jul 25, 2022
Bought 1.02 M USD
CHIRICO EMANUEL
director:
+ 30000
34.06 USD
2 years ago
Apr 21, 2022
Sell 939 K USD
McGough Thomas M
EVP & Co-COO
- 25400
36.95 USD
2 years ago
Apr 19, 2022
Sell 2.61 M USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 72480
36.02 USD
2 years ago
Apr 08, 2022
Sell 404 K USD
Serrao Darren
EVP & Co-COO
- 11700
34.49 USD
2 years ago
Jan 20, 2022
Sell 1.47 M USD
McGough Thomas M
EVP & Co-COO
- 40802
35.96 USD
2 years ago
Jan 10, 2022
Sell 1.74 M USD
McGough Thomas M
EVP & Co-COO
- 49800
35 USD
3 years ago
Jul 27, 2021
Sell 1.16 M USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 33803
34.2 USD
3 years ago
Jul 21, 2021
Sell 217 K USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 6210
34.96 USD
3 years ago
Jul 15, 2021
Bought 341 K USD
LENNY RICHARD H
Director
+ 10000
34.14 USD
3 years ago
May 06, 2021
Sell 106 M USD
JANA PARTNERS LLC
Director
- 2811853
37.6 USD
3 years ago
May 03, 2021
Sell 413 K USD
BROWN THOMAS K
Director
- 11000
37.54 USD
3 years ago
Apr 16, 2021
Sell 1.88 M USD
McGough Thomas M
EVP & Co-COO
- 50000
37.51 USD
3 years ago
Mar 19, 2021
Sell 488 K USD
McGough Thomas M
EVP & Co-COO
- 13010
37.53 USD
3 years ago
Mar 19, 2021
Sell 1.71 M USD
McGough Thomas M
EVP & Co-COO
- 45660
37.55 USD
3 years ago
Mar 16, 2021
Sell 488 K USD
McGough Thomas M
EVP & Co-COO
- 13010
37.5 USD
3 years ago
Mar 16, 2021
Sell 913 K USD
McGough Thomas M
EVP & Co-COO
- 24340
37.5 USD
3 years ago
Mar 08, 2021
Sell 358 K USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 9931
36 USD
3 years ago
Jan 08, 2021
Bought 337 K USD
LENNY RICHARD H
Director
+ 10000
33.6952 USD
3 years ago
Jan 04, 2021
Sell 323 K USD
GREGOR JOIE A
Director
- 8900
36.31 USD
4 years ago
Jul 29, 2020
Sell 1.54 M USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 41165
37.52 USD
4 years ago
Jul 31, 2020
Sell 1.27 M USD
Biegger David
EVP,Chief Supply Chain Officer
- 33634
37.659 USD
4 years ago
Jul 22, 2020
Sell 241 K USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 6629
36.29 USD
4 years ago
Jul 10, 2020
Sell 1.03 M USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 28567
36 USD
4 years ago
Jul 02, 2020
Sell 488 K USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 13545
36.01 USD
4 years ago
Jul 07, 2020
Sell 351 K USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 9760
36 USD
4 years ago
Jul 01, 2020
Sell 4 M USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 111062
36.003 USD
4 years ago
Jul 02, 2020
Sell 653 K USD
Wise Robert G
SVP, Corporate Controller
- 18417
35.475 USD
4 years ago
Jul 01, 2020
Sell 352 K USD
GREGOR JOIE A
Director
- 9900
35.605 USD
4 years ago
Jun 01, 2020
Sell 2.82 M USD
McGough Thomas M
President, Operating Segments
- 80615
35 USD
4 years ago
Apr 27, 2020
Sell 9.49 M USD
JANA PARTNERS LLC
Director
- 274341
34.6 USD
4 years ago
Apr 28, 2020
Sell 20.9 M USD
JANA PARTNERS LLC
Director
- 599689
34.84 USD
4 years ago
Apr 29, 2020
Sell 194 K USD
JANA PARTNERS LLC
Director
- 5619
34.48 USD
4 years ago
Apr 09, 2020
Sell 238 K USD
BROWN THOMAS K
Director
- 7336
32.44 USD
4 years ago
Jan 07, 2020
Sell 13.7 M USD
JANA PARTNERS LLC
Director
- 420926
32.56 USD
4 years ago
Jan 08, 2020
Sell 27.5 M USD
JANA PARTNERS LLC
Director
- 858141
31.99 USD
4 years ago
Jan 09, 2020
Sell 42.8 M USD
JANA PARTNERS LLC
Director
- 1327273
32.21 USD
4 years ago
Jan 02, 2020
Bought 491 K USD
OMTVEDT CRAIG P
Director
+ 14450
34 USD
4 years ago
Dec 31, 2019
Bought 868 K USD
OMTVEDT CRAIG P
Director
+ 25550
33.98 USD
5 years ago
Sep 26, 2019
Sell 809 K USD
McGough Thomas M
EVP and Co-COO
- 26099
31 USD
5 years ago
Sep 13, 2019
Sell 764 K USD
Batcheler Colleen
EVP Gen Counsel & Corp Secty
- 25458
30 USD
5 years ago
Aug 07, 2019
Sell 550 K USD
LENNY RICHARD H
Director
- 20153
27.2722 USD
5 years ago
Jul 26, 2019
Sell 70.9 K USD
MARSHALL RUTH ANN
Director
- 2436
29.1132 USD
5 years ago
Jul 16, 2019
Sell 70 K USD
MARSHALL RUTH ANN
Director
- 2500
28 USD
5 years ago
Jul 17, 2019
Sell 72.5 K USD
MARSHALL RUTH ANN
Director
- 2500
29 USD
5 years ago
Jul 08, 2019
Sell 85.4 K USD
MARSHALL RUTH ANN
Director
- 3000
28.4527 USD
5 years ago
Jul 01, 2019
Sell 81 K USD
MARSHALL RUTH ANN
Director
- 3000
27 USD
5 years ago
Jun 28, 2019
Bought 668 K USD
OMTVEDT CRAIG P
Director
+ 25000
26.73 USD
5 years ago
Apr 26, 2019
Sell 208 K USD
MARSHALL RUTH ANN
Director
- 6717
31 USD
5 years ago
Apr 16, 2019
Bought 48.1 K USD
Arora Anil
Director
+ 1600
30.06 USD
5 years ago
Apr 16, 2019
Bought 300 K USD
GREGOR JOIE A
Director
+ 10000
29.9865 USD
5 years ago
Apr 16, 2019
Sell 604 K USD
BUTLER STEPHEN G
Director
- 20153
29.97 USD
6 years ago
Oct 12, 2018
Bought 100 K USD
MARBERGER DAVID S
EVP and CFO
+ 2836
35.25 USD
6 years ago
Oct 12, 2018
Bought 500 K USD
Connolly Sean
President and CEO
+ 14184
35.25 USD
6 years ago
Oct 12, 2018
Bought 250 K USD
BROWN THOMAS K
Director
+ 7092
35.25 USD
7. News
Conagra Brands Named to Military Times' 2024 Best for Vets: Employers List CHICAGO , Nov. 14, 2024 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) today announced that it has been recognized on the 2024 Best for Vets: Employers list by Military Times. This recognition comes as the company continues to demonstrate its dedication to supporting veterans and active-duty service members, as well as their families, through strategic partnerships and internal initiatives. prnewswire.com - 2 days ago
Buy 7 November Barron's Better Bet DiviDogs Of 23 & Watch 3 More To Be 'Safer' Long-term bond yields continue to rise. But investors looking for income can still find plenty of attractive opportunities with dividend-paying stocks that have healthy yields. “23 stocks pay huge dividends. They should be a better bet than treasuries.” —Barron's Weekly. In an interview with Barron's, Steven Wieting, strategist at Citi Wealth, stated a growing dividend is a shareholder benefit and a hallmark of strong balance-sheets. “Nobody can fake a dividend,” he-said. seekingalpha.com - 1 week ago
Stubborn Inflation Still Hurting Baby Boomers: 5 High-Yield Dividend Stocks Will Help 24/7 Wall St. Insights While much lower than June of 2022, inflation continues to hammer consumers. 247wallst.com - 2 weeks ago
Conagra Brands Celebrates Employee Innovations Through Its Sustainable Development Awards Awards focus on Climate Change, Packaging, Responsible Sourcing, Water Reduction and Waste Reduction CHICAGO , Nov. 1, 2024 /PRNewswire/ -- Conagra Brands (NYSE: CAG) announced today the winners of its Sustainable Development Awards, a program designed to recognize and celebrate the outstanding achievements and contributions of its dedicated employees. The awards are focused on sustainability initiatives across five strategic categories: Climate Change, Packaging, Responsible Sourcing, Water Reduction and Waste Reduction. prnewswire.com - 2 weeks ago
A Preview Of Earnings Nike's earnings reveal ongoing struggles with lower sales volumes, particularly in China, despite higher average selling prices, highlighting potential consumer softness even before recent stimulus efforts. Conagra's shift from 'price over volume' is becoming problematic, as both price and volume declines suggest broader challenges for consumer goods companies navigating a less forgiving market environment. Constellation Brands outshined peers by leveraging competitor setbacks, achieving higher volumes and better pricing while reinvesting improved margins into marketing to strengthen brand positioning. seekingalpha.com - 1 month ago
Stock Market Is More Expensive Than 1929: 4 Safe High-Yield Stocks to Buy Now 24/7 Wall St. Insights The long stock market rally could be close to running out of steam. 247wallst.com - 1 month ago
Conagra's EPS Miss Opens the Door for a Buy-the-Dip Opportunity Conagra Inc. NYSE: CAG shares were punished by 10% after reporting its fiscal first quarter of 2025 earnings missing both top and bottom-line consensus estimates. While the company had warned earlier that fiscal year 2025 would be a transition year, investors were still surprised by the underperformance as the company hadn't missed consensus guidance since Q3 2020. marketbeat.com - 1 month ago
Conagra Brands Arrives at 2024 NACS Show with Powerhouse Lineup of Snacks Sweet, spicy, and salty new innovation from industry-leading brands to be unveiled CHICAGO , Oct. 8, 2024 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), one of North America's leading branded food companies, is ready for the neon lights of Las Vegas and the 2024 National Association of Convenience Stores (NACS) Show. Featuring a $3.2 billion 1  snacks portfolio, Conagra's offerings are a sure bet, with industry-leading meat snacks, sunflower seeds and bagged salty snacks. prnewswire.com - 1 month ago
Top 3 Risk Off Stocks That May Explode This Month The most oversold stocks in the consumer staples sector presents an opportunity to buy into undervalued companies. benzinga.com - 1 month ago
Swiss Miss and Hotel Tango Distillery Collaborate to Create First Cocoa-infused Toasted Marshmallow Bourbon Swiss Miss 'Shmallow, perfect for festive drinks, is available for a limited time this fall CHICAGO , Oct. 3, 2024 /PRNewswire/ -- Swiss Miss®, a brand of Conagra Brands, Inc. (NYSE: CAG), has partnered with Hotel Tango Distillery, the producer of the first-ever and current category-leading marshmallow flavored whiskey, to introduce Swiss Miss 'Shmallow, the perfect whiskey for your winter festivities. The toasted marshmallow and cocoa-infused bourbon combines the flavor of Swiss Miss hot cocoa with the artistry of a well-crafted bourbon, making it the ideal spirit to enjoy at your next holiday gathering or as a gift for your favorite bourbon aficionado. prnewswire.com - 1 month ago
Market Navigator: Playing Conagra to the downside Mike Khouw, OpenInterest.Pro chief strategist, joins 'Power Lunch' to discuss how to play Conagra to the downside. youtube.com - 1 month ago
Conagra Brands (CAG) Stock Drops After Disappointing Earnings Report Shares of Conagra Brands (CAG, Financial) experienced a significant decline today, with the stock price falling to $30, representing an 8.31% decrease. The drop came after the company reported its fiscal Q1 2025 earnings, which fell short of Wall Street expectations in both organic revenue and EPS. gurufocus.com - 1 month ago
8. Profile Summary

Conagra Brands, Inc. CAG

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COUNTRY US
INDUSTRY Packaged Foods
MARKET CAP $ 12.7 B
Dividend Yield 1.13%
Description Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company in North America. 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 in the United States. The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels in the United States. 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 in the United States. The company sells its products under the Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, Slim Jim, Angie's BOOMCHICKAPOP, Duke's, Earth Balance, Gardein, and Frontera brands. The company was formerly known as ConAgra Foods, Inc. and changed its name to Conagra Brands, Inc. in November 2016. Conagra Brands, Inc. was founded in 1861 and is headquartered in Chicago, Illinois.
Contact 222 West Merchandise Mart Plaza, Chicago, IL, 60654 https://www.conagrabrands.com
IPO Date March 17, 1980
Employees 18500
Officers Ms. Tracy Schaefer Senior Vice President & Chief Information Officer Ms. Charisse Brock Executive Vice President & Chief Human Resources Officer Mr. Jonathan J. Harris Executive Vice President and Chief Communications & Networking Officer Ms. Melissa Napier Senior Vice President of Investor Relation Mr. Thomas M. McGough Chief Operating Officer & Executive Vice President Mr. Sean M. Connolly President, Chief Executive Officer & Director Mr. Alexandre O. Eboli Executive Vice President & Chief Supply Chain Officer Mr. Derek De La Mater Executive Vice President & Chief Customer Officer Ms. Carey L. Bartell Executive Vice President, General Counsel & Corporate Secretary Mr. James Patrick Kinnerk President of Conagra International & Foodservice