Professional
Added to YB: 2026-06-08
Pitch date: 2026-06-04
CAG [bullish]
Conagra Brands, Inc.
+2.36%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company primarily in the United States.
Market Cap
$6.2B
Pitch Price
$12.71
Price Target
N/A
Dividend
10.76%
EV/EBITDA
6.96
P/E
-131.20
EV/Sales
1.21
Sector
Food Products
Category
value
NCP is adding to food stocks - Conagra Brands, Inc.
CAG (added to position): Largest US frozen food co, ~15% FCF yield, ~half decade-median multiple. New CEO suggests 11% dividend likely cut (~50%); but cut more than priced in—shares could rise (à la Flower Foods). Two directors bought ~$200k. M&A target on small scale. Frozen growing fast.
Read full article (1 min)