CAG vs SJM vs UL Stock Comparison

Conagra Brands, J M Smucker and Unilever Prices as of Oct 23, 2026 Peers: Industry group
CAG Conagra Brands Inc.
$14.86 +0.5% 1M -19.5% 1Y
Market cap
$6.98B
P/E
–
Revenue (TTM)
$11.24B
Div. yield
–
Packaged Foods Consumer Staples
2 wins
SJM J M SMUCKER Co
$130.04 +6.3% 1M +26.8% 1Y
Market cap
$13.74B
P/E
59.8x
Revenue (TTM)
$9.16B
Div. yield
0.03%
Packaged Foods Consumer Staples
5 wins
UL Unilever Plc
$66.22 +6.5% 1M -5.5% 1Y
Market cap
$143.34B
P/E
–
Revenue (TTM)
$64.28B
Div. yield
–
Packaged Foods Consumer Staples
3 wins

Head to Head

10 decided of 12

J M Smucker leads on 5 of the 12 questions below (J M Smucker 5, Unilever 3, Conagra Brands 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCAGSJMULLeader
Larger companyMarket capitalisation $6.98B $13.74B $143.34B UL
Cheaper on earningsLower P/E, profitable companies only -3.7x 59.8x — –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 9.9x 11.5x 19.3x CAG
Faster revenue growthRevenue growth, trailing twelve months -1.8% +5.1% -2.6% SJM
More profitableNet margin, trailing twelve months -17.0% 2.5% — SJM
Better return on capitalReturn on invested capital -12.3% 3.6% — SJM
Less leveragedLower net debt / EBITDA 3.9x 4.9x — CAG
Higher dividend yieldTrailing dividend yield 0.00% 0.03% 0.00% –
Better 1-year returnPrice return, last 12 months -19.5% +26.8% -5.5% SJM
Better 5-year returnAnnualised price return, 5 years -14.9%/yr +1.1%/yr +1.9%/yr UL
Less volatileAnnualised volatility, 1 year 31.9% 28.7% 24.9% UL
Higher overall scoreMean of the five percentile scores vs peers 48/100 57/100 19/100 SJM

Percentile Scorecard

CAGSJMUL

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCAGSJMUL
Valuation 77 #11 of 45 57 #20 of 45 0 #45 of 45
Growth 5 #40 of 42 93 #4 of 42 –
Profitability 39 #25 of 40 80 #9 of 40 –
Financial Health 37 #30 of 47 28 #34 of 47 41 #28 of 47
Shareholder Returns 83 #6 of 31 27 #23 of 31 17 #26 of 31
Overall 48 57 19
  • CAG ranked among 48 companies in Branded Foods
  • SJM ranked among 48 companies in Branded Foods
  • UL ranked among 48 companies in Branded Foods

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCAGSJMULSPY
1 month +0.5%+6.3%+6.5% -1.0%
3 months +0.5%+9.9%+8.6% +2.9%
6 months +4.9%+35.4%+13.9% +6.4%
Year to date -14.2%+33.0%+1.3% +11.4%
1 year -19.5%+26.8%-5.5% +13.1%
3 years -45.1%+15.6%+21.3% +79.4%
3 years, per year -18.1%+4.9%+6.6% +21.5%
5 years -55.4%+5.7%+9.6% +67.7%
5 years, per year -14.9%+1.1%+1.9% +10.9%
10 years -60.2%+0.0%+38.4% +255.2%
10 years, per year -8.8%+0.0%+3.3% +13.5%

Risk

MeasureCAGSJMULSPY
Volatility, 1Y 31.9%28.7%24.9% 12.7%
Downside volatility, 1Y 31.8%25.1%24.3% 12.7%
Beta vs S&P 500, 1Y -0.30-0.280.03 1.00
Return / volatility, 1Y -0.610.93-0.22 1.03
Max drawdown, 5Y -69.3%-44.9%-26.2% -25.4%
From 52-week high -25.8%-2.5%-11.2% -2.5%
52-week high $20.02$133.40$74.59 $779.14
52-week low $12.58$89.53$55.05 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCAGSJMUL
P/E now vs peer median -3.7xmedian 20.7x 60.5xmedian 20.7x —median 20.7x
P/S now vs peer median 0.6xmedian 0.7x 1.5xmedian 0.7x 2.2xmedian 0.7x
EV/EBITDA now vs peer median 7.7xmedian 12.4x 15.0xmedian 12.4x —median 12.4x
P/FCF now vs peer median 6.1xmedian 14.0x 8.7xmedian 14.0x —median 14.0x
P/B now vs peer median 1.1xmedian 1.5x 2.4xmedian 1.5x 7.8xmedian 1.5x
PEG now vs peer median 0.07median 0.42 0.30median 0.42 —median 0.42

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCAGSJMUL
Revenue $11.24B $9.16B $64.28B
Gross profit $2.68B $3.54B –
Operating income -$1.71B $826.20M –
Net income -$1.91B $229.50M –
Free cash flow $1.15B $1.59B –
EPS (diluted) $-3.97 $2.14 –
Cash & equivalents $371.60M $43.20M $5.40B
Total debt $7.76B $6.74B $112.81B
Shares (diluted) 480.00M 107.10M 2.20B
Enterprise value $6.28B $13.52B $94.79B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCAGSJMUL
P/E -3.7x 60.5x –
P/FCF 6.1x 8.7x –
P/Operating cash flow 5.6x 7.3x –
P/S 0.6x 1.5x 2.2x
P/B 1.1x 2.4x 7.8x
P/Tangible book 1.5x 110.4x -92.6x
EV/EBITDA 7.7x 15.0x –
EV/EBIT -8.5x 24.9x –
EV/Revenue 1.3x 2.2x 2.5x
EV/FCF 12.6x 13.0x –
EV/Operating cash flow 11.3x 10.8x –
PEG (3Y EPS CAGR) 0.07 0.30 –

Growth

14 metrics
MetricCAGSJMUL
Revenue growth (1Y) -1.8% 5.1% -2.6%
Revenue CAGR (3Y) -2.9% 2.7% 147.1%
Gross profit growth (1Y) -7.9% 15.6% –
Gross profit CAGR (3Y) -7.4% 6.8% –
Operating income growth (1Y) -230.3% 184.5% –
Operating income CAGR (3Y) -39.7% 43.2% –
Net income growth (1Y) -324.3% 115.7% –
Net income CAGR (3Y) -55.6% 147.2% –
EPS growth (1Y) -324.1% 131.3% –
EPS CAGR (3Y) -55.5% 200.5% –
Operating cash flow growth (1Y) -17.3% 86.0% –
Operating cash flow CAGR (3Y) 2.8% 9.6% –
Free cash flow growth (1Y) -17.4% 136.2% –
Free cash flow CAGR (3Y) 13.2% 20.3% –

Profitability

14 metrics
MetricCAGSJMUL
Gross margin 23.8% 38.7% –
EBITDA margin 16.8% 15.0% –
Operating margin -15.2% 9.0% –
Pretax margin -16.7% 4.6% –
Net margin -17.0% 2.5% –
FCF margin 10.3% 17.3% –
Operating cash flow margin 11.4% 20.9% –
Return on equity -29.9% 4.1% –
Return on assets -10.9% 1.4% –
Return on invested capital -12.3% 3.6% –
Return on capital employed -11.8% 5.9% –
Asset turnover 0.6x 0.6x 0.8x
Cash conversion (OCF / net income) -0.7x 8.3x –
Stock comp / revenue 0.5% 0.3% –

Financial Health

11 metrics
MetricCAGSJMUL
Debt / assets 43.8% 41.6% 31.2%
Debt / equity 1.2x 1.2x 1.5x
Net debt / EBITDA 3.9x 4.9x –
Debt / FCF 6.7x 4.2x –
Liabilities / assets 63.8% 64.5% 79.0%
Equity / assets 36.2% 35.5% 21.0%
Interest coverage – – –
Current ratio 1.1x 0.9x 0.7x
Quick ratio 0.3x 0.3x 0.7x
Cash ratio 0.1x 0.0x 0.4x
Altman Z-score 1.05 1.52 –

Shareholder Returns

7 metrics
MetricCAGSJMUL
Dividend yield 8.2% 3.4% 3.2%
Net buyback yield 0.8% 0.0% –
Shareholder yield 9.0% 3.4% 3.2%
Payout ratio (earnings) – 203.5% –
Payout ratio (FCF) – 29.4% –
Dividend growth (1Y) – 2.1% –
Dividend CAGR (3Y) – 2.8% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCAGSJMUL
Forward P/E 9.9xFY2026 11.5xFY2026 19.3xFY2026
EPS, next fiscal year $1.50FY2026 $11.33FY2026 $3.44FY2026
EPS growth, next FY -12.8%FY2026 +23.8%FY2026 -6.0%FY2026
EPS growth, the year after -2.7% -8.3% +8.1%
Revenue, next fiscal year $10.36BFY2026 $9.52BFY2026 $55.09BFY2026
Revenue growth, next FY -8.2%FY2026 +5.2%FY2026 -8.2%FY2026
Revenue growth, the year after +1.9% -2.7% +7.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCAGSJMUL
Held by institutions 88.4% 43.8% 11.8%
Institutions holding 785 887 1,190
Change in shares held, QoQ +3.9% -2.8% +7.2%
Institutions buying 486 493 576
Institutions selling 207 260 440
Buyers to sellers 2.35 1.90 1.31

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CAGSJMUL
CAG 1.00 0.56 0.44
SJM 0.56 1.00 0.38
UL 0.44 0.38 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CAG, SJM and UL?

Unilever (UL) is the largest by market capitalisation: Conagra Brands (CAG) $6.98B, J M Smucker (SJM) $13.74B, Unilever (UL) $143.34B.

Which company is growing faster?

J M Smucker (SJM) grew revenue fastest over the trailing twelve months: Conagra Brands (CAG) -1.8%, J M Smucker (SJM) +5.1%, Unilever (UL) -2.6%.

Which company is more profitable?

J M Smucker (SJM) has the highest net margin (Conagra Brands (CAG) -17.0%, J M Smucker (SJM) 2.5%). On return on invested capital, J M Smucker (SJM) leads (Conagra Brands (CAG) -12.3%, J M Smucker (SJM) 3.6%).

Which stock has performed better?

Over the past year J M Smucker (SJM) returned the most: Conagra Brands (CAG) -19.5%, J M Smucker (SJM) +26.8%, Unilever (UL) -5.5%. Over five years, Unilever (UL) compounded fastest (Conagra Brands (CAG) -14.9%/yr, J M Smucker (SJM) +1.1%/yr, Unilever (UL) +1.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Conagra Brands (CAG) 0.00%, J M Smucker (SJM) 0.03%, Unilever (UL) 0.00%. Conagra Brands (CAG) and Unilever (UL) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Unilever (UL) has been the steadiest (Conagra Brands (CAG) 31.9%, J M Smucker (SJM) 28.7%, Unilever (UL) 24.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CAG, SJM and UL?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, J M Smucker (SJM) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.