Conagra Brands, Inc. (CAG)vsThe J. M. Smucker Company (SJM)
CAG
Conagra Brands, Inc.
$14.09
+1.22%
CONSUMER DEFENSIVE · Cap: $6.91B
SJM
The J. M. Smucker Company
$126.26
+0.64%
CONSUMER DEFENSIVE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Conagra Brands, Inc. generates 23% more annual revenue ($11.24B vs $9.16B). SJM leads profitability with a 2.5% profit margin vs -17.0%. SJM appears more attractively valued with a PEG of 1.68. SJM earns a higher WallStSmart Score of 51/100 (C-).
CAG
Hold45
out of 100
Grade: D+
SJM
Buy51
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
+13.8%
Fair Value
$128.91
Current Price
$126.26
$2.65 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -0.5% — below average capital efficiency
Expensive relative to growth rate
ROE of 4.0% — below average capital efficiency
2.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CAG
The strongest argument for CAG centers on Price/Book.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : CAG
The primary concerns for CAG are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Return on Equity, Profit Margin. A P/E of 59.5x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
CAG profiles as a turnaround stock while SJM is a value play — different risk/reward profiles.
SJM is growing revenue faster at 5.0% — sustainability is the question.
SJM generates stronger free cash flow (337M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SJM scores higher overall (51/100 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 J. M. Smucker Company
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
The J. M. Smucker Company, also known as Smucker and Smucker's, is an American manufacturer of jam, peanut butter, jelly, fruit syrups, beverages, shortening, ice cream toppings, and other products in North America. Smucker's headquarters are located in Orrville, Ohio.
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