Mulya.ai
Ticker
CAG
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?4.8%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.033
Beta (levered) ?0.049
Terminal OM% ?10.6%
Segment conc. ?42% dominant
Terminal growth ?4.1%
Bond rating ?A · 1.20%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

CAG · Conagra Brands, Inc.

$15.722026-05-17
Sector: Consumer Defensive; Industry: Packaged Foods; Sub-Industry: Packaged Foods & Meats

Intrinsic Value Range Comparison · Mulya.ai

Bull
$0
-15665.1% vs market
Base · active
$10
-34.3% vs market
Bear
$10
-38.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bull $-2447
Bear $10
Base $10
Market $16
Median $18
Market Price $16
Mulya.ai Base $10
Analysts Median $18
Mulya.ai IV range ($10 · $-2447)
Analysts Range ($15 · $22)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2022.Q3$11.2B15.9%15.3%$1.5B−$259MM$1.2B2.2%8.4%$17.9B$2.71
2023.Q3$11.5B3.1%11.7%24.7%$1.0B−$396MM$617MM4.1%5.6%$18.1B$1.85
2024.Q3$12.3B6.4%8.8%22.7%$832MM−$333MM$499MM4.1%4.6%$17.8B$1.43
2025.Q3$12.1B-1.8%7.1%0.0%$1.1B−$188MM$887MM8.7%6.2%$16.9B$0.72
2026.Q3$11.2B-7.2%12.3%45.0%$755MM−$8MM$747MM3.7%4.8%$14.7B$-0.095.5
italics below = DCF projection · 10yr Rev CAGR: 2.2%
2027.Q3$11.2B+-0.1%11.7%42.5%$752MM$0MM$751MM5.1%$715MM5.1%$14.7B$1.5710.0
2028.Q3$11.2B+0.5%11.7%40.0%$788MM−$73MM$715MM5.5%$645MM5.4%$14.7B$1.649.6
2029.Q3$11.4B+1.4%11.7%37.5%$832MM−$216MM$615MM5.8%$525MM5.6%$15.0B$1.749.0
2030.Q3$11.6B+1.7%11.7%35.0%$880MM−$292MM$588MM6.2%$472MM5.8%$15.2B$1.848.5
2031.Q3$11.8B+2.1%11.7%32.5%$934MM−$375MM$558MM6.5%$420MM6.0%$15.6B$1.958.1
Term. Yr+$14.5B4.1%10.6%20.0%$1.2B−$587MM$644MM8.6%$7.5B8.6%
Active scenario IV: $10 (-34.3% vs market)