Conagra Brands, Inc. (CAG)vsThe Kraft Heinz Company (KHC)
CAG
Conagra Brands, Inc.
$14.09
+1.22%
CONSUMER DEFENSIVE · Cap: $6.91B
KHC
The Kraft Heinz Company
$23.90
+0.17%
CONSUMER DEFENSIVE · Cap: $28.29B
Smart Verdict
WallStSmart Research — data-driven comparison
The Kraft Heinz Company generates 121% more annual revenue ($24.90B vs $11.24B). KHC leads profitability with a -13.6% profit margin vs -17.0%. KHC appears more attractively valued with a PEG of 0.99. KHC earns a higher WallStSmart Score of 57/100 (C).
CAG
Hold45
out of 100
Grade: D+
KHC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.1%
Fair Value
$21.54
Current Price
$14.09
$7.45 discount
Margin of Safety
+13.9%
Fair Value
$29.01
Current Price
$23.90
$5.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -0.5% — below average capital efficiency
ROE of -9.4% — below average capital efficiency
Revenue declined 1.4%
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : CAG
The strongest argument for CAG centers on Price/Book.
Bull Case : KHC
The strongest argument for KHC centers on Price/Book, PEG Ratio. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : CAG
The primary concerns for CAG are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : KHC
The primary concerns for KHC are Return on Equity, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
KHC is growing revenue faster at -1.4% — sustainability is the question.
KHC generates stronger free cash flow (893M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KHC scores higher overall (57/100 vs 45/100). 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 →The Kraft Heinz Company
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
The Kraft Heinz Company (KHC), commonly known as Kraft Heinz, is an American food company formed by the merger of Kraft Foods and Heinz, co-headquartered in Chicago, Illinois, and Pittsburgh, Pennsylvania.
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