Mulya.ai
Ticker
CAG
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?4.7%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?-0.042
Beta (levered) ?-0.065
Terminal OM% ?10.6%
Segment conc. ?42% dominant
Terminal growth ?4.1%
Bond rating ?A- · 1.45%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

CAG · Conagra Brands, Inc.

$14.052026-07-21
Sector: Consumer Defensive; Industry: Packaged Foods; Sub-Industry: Packaged Foods & Meats

Intrinsic Value Range Comparison · Mulya.ai

Bull
$9
-36.5% vs market
Base · active
$11
-22.4% vs market
Bear
$10
-30.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bull $9
Bear $10
Base $11
Median $14
Market $14
Market Price $14
Mulya.ai Base $11
Analysts Median $14
Mulya.ai IV range ($10 · $9)
Analysts Range ($12 · $16)
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−$336MM$1.2B2.2%8.4%$17.9B$2.71
2023.Q3$11.5B3.1%11.7%24.7%$1.0B−$606MM$407MM4.5%5.6%$18.1B$1.85
2024.Q3$12.3B6.4%8.8%22.7%$832MM−$47MM$784MM4.5%4.6%$17.8B$1.43
2025.Q3$12.1B-1.8%7.1%0.0%$1.1B−$122MM$953MM7.1%6.2%$16.9B$0.72
2026.Q3$11.2B-7.2%12.3%45.0%$755MM$544MM$1.3B4.7%4.8%$14.7B$-0.094.9
italics below = DCF projection · 10yr Rev CAGR: 1.6%
2027.Q3$11.2B+-0.2%11.7%42.5%$751MM$0MM$751MM5.0%$715MM5.1%$14.7B$1.579.0
2028.Q3$11.2B+0.2%11.7%40.0%$785MM−$37MM$749MM5.4%$676MM5.3%$14.7B$1.648.6
2029.Q3$11.3B+0.6%11.7%37.5%$823MM−$101MM$722MM5.7%$617MM5.6%$14.8B$1.728.2
2030.Q3$11.3B+0.8%11.7%35.0%$863MM−$124MM$738MM6.1%$595MM5.8%$14.9B$1.807.8
2031.Q3$11.4B+0.8%11.7%32.5%$903MM−$145MM$758MM6.5%$574MM6.0%$15.1B$1.897.4
Term. Yr+$13.7B4.1%10.6%20.0%$1.2B−$554MM$608MM8.6%$7.1B8.6%
Active scenario IV: $11 (-22.4% vs market)