Conagra Brands, Inc. (CAG)vsHormel Foods Corporation (HRL)
CAG
Conagra Brands, Inc.
$13.01
+2.60%
CONSUMER DEFENSIVE · Cap: $6.57B
HRL
Hormel Foods Corporation
$23.62
+1.42%
CONSUMER DEFENSIVE · Cap: $13.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Hormel Foods Corporation generates 9% more annual revenue ($12.22B vs $11.18B). HRL leads profitability with a 3.8% profit margin vs -0.4%. HRL appears more attractively valued with a PEG of 1.85. CAG earns a higher WallStSmart Score of 54/100 (C-).
CAG
Buy54
out of 100
Grade: C-
HRL
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.6%
Fair Value
$21.90
Current Price
$13.01
$8.89 discount
Margin of Safety
+48.1%
Fair Value
$46.15
Current Price
$23.62
$22.53 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 39.0% YoY
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Expensive relative to growth rate
ROE of -0.5% — below average capital efficiency
Revenue declined 1.9%
Expensive relative to growth rate
Moderate valuation
ROE of 5.9% — below average capital efficiency
3.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CAG
The strongest argument for CAG centers on Price/Book, EPS Growth.
Bull Case : HRL
The strongest argument for HRL centers on Price/Book.
Bear Case : CAG
The primary concerns for CAG are Altman Z-Score, PEG Ratio, Return on Equity.
Bear Case : HRL
The primary concerns for HRL are PEG Ratio, P/E Ratio, Return on Equity. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CAG profiles as a turnaround stock while HRL is a value play — different risk/reward profiles.
HRL carries more volatility with a beta of 0.34 — expect wider price swings.
CAG is growing revenue faster at -1.9% — sustainability is the question.
CAG generates stronger free cash flow (469M), providing more financial flexibility.
Bottom Line
CAG scores higher overall (54/100 vs 49/100). HRL offers better value entry with a 48.1% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Conagra Brands, Inc.
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Conagra Brands, Inc. (formerly ConAgra Foods) is an American consumer packaged goods holding company headquartered in Chicago, Illinois. Conagra makes and sells products under various brand names that are available in supermarkets, restaurants, and food service establishments.
Visit Website →Hormel Foods Corporation
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Hormel Foods Corporation is an American company founded in 1891 in Austin, Minnesota, by George A. Hormel as George A. Hormel & Company. Originally focusing on the packaging and selling of ham, Spam, sausage and other pork, chicken, beef and lamb products to consumers; by the 1980s, Hormel began offering a wider range of packaged and refrigerated foods.
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