Análisis Argos
CAG
CAGBarata · ojo al riesgo
Conagra Brands, Inc. · Consumer Defensive
US$ 14.33
precio al 2026-07-04
Valor justo Argos*
US$ 29–32
vs. su valor justo
55% por debajo
Score Argos
62/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 20% al año — menos de lo que viene demostrando (3.9%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 232% el último año.
Reparte dividendo sostenible (9.77%).
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR4/6FUTURO1/6PASADO2/6SALUD2/6DIVIDENDO5/6
El Iris de calidad
VALOR4/6FUTURO1/6PASADO2/6SALUD2/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoIngresos estancados o cayendo
PasadoHistorial aceptable
SaludBalance razonable
DividendoDevuelve capital al accionista
Score Argos62de 100Barata · ojo al riesgo
Ingresos4%
US$ 11.6 B
Margen operativo66%
11.8%
Flujo de caja libre20%
US$ 1.3 B
Deuda neta
US$ 8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 6.9B
P/E5.9x
EV/EBITDA8.5x
FCF yield19%
ROIC8%
Margen operativo11.8%
Crecim. ingresos-3.6%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

prnewswire.com · 24 jun
Conagra Brands Kicks Off Summer with Exciting New Introductions
Top Frozen Brands Lead the Way with Dozens of New Meals and Side Dishes CHICAGO, June 24, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG), one of North America's leading branded food companies, is introducing an extensive lineup of new food arriving on shelves this month. These introductions across the company's portfolio of frozen foods and grocery staples deliver on consumers desire for taste, convenience and value.
prnewswire.com · 23 jun
Honeywell Aerospace Set to Join S&P 500 & S&P 100; Others to Join S&P MidCap 400 and S&P SmallCap 600
NEW YORK, June 23, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600:  Honeywell Aerospace Inc. (NASD: HONA) will be added to the S&P 500 & 100 on Monday, June 29. Honeywell Aerospace will replace Conagra Brands Inc. (NYSE: CAG) in the S&P 500, and Conagra Brands will replace Grid Dynamics Holdings Inc.(NASD: GDYN) in the S&P SmallCap 600 effective prior to the opening of trading on Tuesday, June 30.
seekingalpha.com · 23 jun
Conagra Brands: Built For Uncertain Times
Conagra Brands remains undervalued, trading at an 8x forward P/E, a 47% discount to peers. I maintain my bullish rating, viewing CAG as a defensive, dividend-paying stock despite recent price weakness and inconsistent earnings. Recent earnings disappointed with declines in both top and bottom lines, reflecting ongoing operational challenges.
seekingalpha.com · 21 jun
Conagra Brands: The Market Is Pricing In More Fear Than The Fundamentals Justify
Conagra Brands trades near its 52-week low with a compelling ~10.6% forward yield, reflecting deeply discounted valuation. Despite a weak EPS trajectory and rising leverage, operational recovery in the Frozen and Snacks segments is genuine, defending volume share at scale. Free cash flow remains sufficient to cover the dividend through FY2026, providing headroom despite current strain.
seekingalpha.com · 20 jun
Conagra Brands: Mirror, Mirror On The Wall, Who's Going To Cut The Dividend After All?
Conagra Brands (CAG) remains a strong sell as fundamentals deteriorate, with a 63% five-year stock-price decline and a 10% dividend yield signaling distress. CAG faces persistent sales declines, eroding free cash flow, and high net debt—now at 9x FCF—making its current dividend unsustainable. I expect a dividend cut is imminent, likely catalyzed by the new CEO and upcoming July 2026 earnings, as high debt maturities loom.
prnewswire.com · 9 jun
Conagra Brands to Release Fiscal 2026 Fourth Quarter and Full Year Earnings on July 15, 2026
CHICAGO, June 9, 2026 /PRNewswire/ -- Conagra Brands, Inc. (NYSE: CAG) will release its fiscal 2026 fourth quarter and full year results on Wednesday, July 15, 2026. A press release and supplemental materials, including pre-recorded remarks, will be issued that morning prior to a 30-minute live question-and-answer session with the investment community at 9:30 a.m.
247wallst.com · 3 jun
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Boyd Gaming, Chipotle Mexican Grill, Conagra, Dollar General, MGM Resorts International, Omnicom Group, Yum! Brands, and More
Mid-Day Stocks: Stocks are trading lower on Wednesday, as oil and yields move higher. Once again, it was "Welcome back, my friends to the show that never ends." On cue, the never-say-die stock market shook off early worries and all the major indices closed higher on Tuesday. Like the proverbial broken record, the S&P 500... Here Are Wednesday's Top Wall Street Analyst Research Calls: Boyd Gaming, Chipotle Mexican Grill, Conagra, Dollar General, MGM Resorts International, Omnicom Group, Yum! Brands, and More
feeds.benzinga.com · 3 jun
Wall Street's Most Accurate Analysts Give Their Take On 3 Consumer Staples Stocks Delivering High-Dividend Yields
Investors turn to dividend-yielding stocks in turbulent markets. Benzinga offers latest analyst ratings and news for high-yielding energy stocks.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.