Conagra Brands, Inc (CAG) Fair Value & Analysis
Consumer Defensive · US · Market cap $6.7B
Conagra Brands, Inc
CAG · US
Fair value as of: Jul 16, 2026
From 9 valuation models · updated 24 days ago
Fair value updated Jul 16, 2026, revised from $23.64 to $11.85 (−49.9%) since Jul 15, 2026. Share price +9.7% over the past month.
A solid business, but screening 22% overvalued on our models.
What matters now
- The model range is unusually wide ($5.26 to $19.83). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (50/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $12.58 – $33.56 · fair‑value band $5.26 – $19.83 · the $15.11 price screens above the $11.85 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Conagra Brands, Inc (CAG) currently trades at $15.11, while our model-based Fair Value estimate is $11.85, implying the stock looks roughly 21.6% overvalued today. The Quality Score stands at 50/100 (solid quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Conagra Brands, Inc generated revenue of $11.2B at a net margin of -0.4%. Revenue declined 1.9% year over year. It earns a return on equity of -0.5%. Net debt stands at $7.1B. Fundamentals as of Jul 16, 2026
Our scenario range runs from $5.26 (bear case) to $19.83 (bull case); at $15.11, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 27% below its 52-week high and 18% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at -22%, CAG screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 9 models by family
Widest divergence: Multiples ($14.02) versus Asset-Based ($8.90). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 44 · Market factors (momentum, volatility) 44
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Conagra Brands, Inc reported revenue of $11.3B in FY2026 versus $11.5B in FY2022, a compound −0.6%/yr. Reported net income was −$1.9B in FY2026.
CAG screens 22% overvalued. Compare with Nestlé India Limited →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Conagra Brands Canada Introduces Marigold, Bringing Chef-Inspired Indian Flavours to Canadian Homes
- The Surprising Reason Why Conagra Brands Is Up Since Cutting Its Dividend in Half
- Is Conagra Stock Worth Buying as Low Valuation Meets Weak Growth?
- Can Conagra's Fiscal 2027 Pricing Plan Ease Margin Pressure Ahead?
Peer Group
Packaged Foods · 653 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Packaged Foods median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 78/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nestlé India Limited NESTLEIND | ₹1,427 | ₹362.37 | -75% |
| Britannia Industries Limited BRITANNIA | ₹5,413 | ₹1,870 | -65% |
| Tata Consumer Products Limited TATACONSUM | ₹1,089 | ₹327.27 | -70% |
| PT Indofood CBP Sukses Makmur Tbk ICBP | 6,650 IDR | 15,757 IDR | +137% |
| Samyang Foods Co 003230 | 1,139,000 KRW | 1,010,543 KRW | -11% |
| Patanjali Foods Limited PATANJALI | ₹413.80 | ₹157.04 | -62% |
| Vietnam Dairy Products Joint Stock Company VNM | 58,500 VND | 68,259 VND | +17% |
| PT Mayora Indah Tbk, MYOR | 1,750 IDR | 2,699 IDR | +54% |
| PT Cisarua Mountain Dairy Tbk CMRY | 4,490 IDR | 4,355 IDR | -3% |
| Nongshim Co 004370 | 348,500 KRW | 530,619 KRW | +52% |
Compare Conagra Brands, Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Defensive stocks →
Frequently asked questions
Is Conagra Brands, Inc (CAG) overvalued or undervalued?
What is the fair value of CAG?
What is the quality score of CAG?
What is the revenue of Conagra Brands, Inc (CAG)?
What is the net profit margin of CAG?
Does Conagra Brands, Inc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Conagra Brands, Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.