Conagra Brands Inc vs Walt Disney Co — how do they compare? Conagra Brands Inc trades at $14.87 (market cap $7.14B), while Walt Disney Co trades at $103.28 (market cap $178.76B). The key difference: Walt Disney Co is far larger — about 25× Conagra Brands Inc's market cap, and Conagra Brands Inc pays the higher dividend (8.2%). Which is the better fit depends on your goals.
| CAG | DIS | |
|---|---|---|
Market Cap | $7.14B | $178.76B |
Sector | Consumer Staples | Media |
52-Week High | $20.02 | $118.86 |
52-Week Low | $12.58 | $92.40 |
Enterprise Value | $14.20B | $219.62B |
Dividend Yield | 8.2% | 1.45% |
Volume | — | 7,546,013 |
Signals from Pluang's Aura AI — not financial advice
Conagra Brands (CAG) trades at $14.78, down 2.18% today, with a bearish technical signal and neutral oscillators. The company reported a net income margin of -16.99% for 2026, with revenue declining to $11.3B, while 2025 showed stronger profitability. Recent corporate actions include a dividend cut to $0.18 and leadership changes under CEO John Brase, aiming to streamline operations and reduce debt.
The outlook is mixed: low valuation metrics (P/E 10.06, P/S 0.63) offer downside support, but weak growth and margin pressures pose risks. Analyst consensus is cautious with a $13.67 price target, and institutional sentiment is divided amid ongoing turnaround efforts. Key risks include consumer pushback on pricing and execution challenges under new management.
Disney (DIS) trades at $103.20, down 1.62% on the day, amid a bullish technical signal and strong fundamental performance. The stock has consistently beaten earnings expectations in recent quarters, with Q2 2026 EPS of $2.06 exceeding estimates by $0.20. Revenue growth has been steady, reaching $94.43 billion in 2025, while net income surged to $12.40 billion. Analyst sentiment remains positive with a consensus price target of $126.00, representing a 22% upside. Recent news highlights advertising opportunities with major events like the Super Bowl and ongoing FCC regulatory challenges.
The outlook for Disney is favorable, driven by earnings momentum, strategic investments in parks and streaming, and a dominant position in entertainment. Key risks include regulatory disputes with the FCC, box office underperformance of recent films, and economic sensitivity. With a P/E of 21.35 and robust cash flow, the stock offers value for long-term investors despite near-term volatility.
Trailing returns across standard periods
Conagra Brands is a packaged food company that operates predominantly in the United States (over 90% of revenue and profits). It has a significant presence in the freezer aisle, with brands such as Marie Callender's, Healthy Choice, Banquet, and Birds Eye. Other popular brands include Duncan Hines, Hunt's, Slim Jim, Vlasic, Orville Redenbacher's, Reddi-wip, Wish-Bone, and Chef Boyardee. While the majority of revenue is sold into the U.S. retail channel, 9% of fiscal 2022 sales were to the food-service channel, down from 11% in fiscal 2019 due to the pandemic.
Read more on CAG →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →