CAG

Conagra Brands, Inc.

Consumer DefensivePackaged FoodsNASDAQ

$15.38

-$0.18 (-1.18%)today

Conviction

4/ 10

Fair Value$19

Upside+23.54%

Signal9.42

Market Cap$7.5B

52W Range$15.04–$27.68

Next EarningsApr 1

Conviction History

Conviction Changes

No conviction changes recorded

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$40.61

Current Price$15.62

Upside / Down+160.0%

P(Undervalued)100.0%

P(20%+ Up)100.0%

P(15%+ Down)0.0%

Fair Value Distribution — percentile bands

100.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

-9.0%/yr

±1.2% · revenue growth to justify current price

FCF-Based Reverse DCF

-3.5%/yr

±2.5% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Bull Case

Queued for analysis

Eagle will generate this view by the next trading session (~6h).

Bear Case

Queued for analysis

Eagle will generate this view by the next trading session (~6h).

Research Feed

sec_10qMar 4

Conviction: unchanged

Q2 FY2026 10-Q: Massive Impairments Signal Structural Issues; Consumer Weakness Deepening

CAG Q2 reveals structural deterioration masked by prior optimism. Massive impairments (M) in Refrigerated & Frozen and core brands (Birds Eye) indicate fair value is below book and zero margin for saf...