Conagra Brands, Inc. (CAG)vsMcCormick & Company Incorporated (MKC)
CAG
Conagra Brands, Inc.
$13.01
+2.60%
CONSUMER DEFENSIVE · Cap: $6.57B
MKC
McCormick & Company Incorporated
$47.24
+1.33%
CONSUMER DEFENSIVE · Cap: $13.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Conagra Brands, Inc. generates 57% more annual revenue ($11.18B vs $7.11B). MKC leads profitability with a 23.1% profit margin vs -0.4%. MKC appears more attractively valued with a PEG of 1.88. MKC earns a higher WallStSmart Score of 80/100 (A-).
CAG
Buy54
out of 100
Grade: C-
MKC
Exceptional Buy80
out of 100
Grade: A-
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
+25.2%
Fair Value
$94.33
Current Price
$47.24
$47.09 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 39.0% YoY
Attractively priced relative to earnings
Earnings expanding 528.0% YoY
Every $100 of equity generates 24 in profit
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
16.7% revenue growth
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
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CAG
The strongest argument for CAG centers on Price/Book, EPS Growth.
Bull Case : MKC
The strongest argument for MKC centers on P/E Ratio, EPS Growth, Return on Equity. Profitability is solid with margins at 23.1% and operating margin at 14.3%. Revenue growth of 16.7% demonstrates continued momentum.
Bear Case : CAG
The primary concerns for CAG are Altman Z-Score, PEG Ratio, Return on Equity.
Bear Case : MKC
The primary concerns for MKC are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
CAG profiles as a turnaround stock while MKC is a growth play — different risk/reward profiles.
MKC carries more volatility with a beta of 0.64 — expect wider price swings.
MKC is growing revenue faster at 16.7% — sustainability is the question.
CAG generates stronger free cash flow (469M), providing more financial flexibility.
Bottom Line
MKC scores higher overall (80/100 vs 54/100), backed by strong 23.1% margins and 16.7% revenue growth. Both earn "Exceptional Buy" and "Buy" 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 →McCormick & Company Incorporated
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
McCormick & Company is an American multinational food company that manufactures, markets, and distributes spices, seasoning mixes, condiments, and other flavoring products to retail outlets, food manufacturers, and foodservice businesses.
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