Conagra Brands Inc vs Macy's Inc — how do they compare? Conagra Brands Inc trades at $14.15 (market cap $6.77B), while Macy's Inc trades at $23.15 (market cap $6.11B). The key difference: Conagra Brands Inc and Macy's Inc are close in size by market cap, and Conagra Brands Inc pays the higher dividend (9.89%). Which is the better fit depends on your goals.
| CAG | M | |
|---|---|---|
Market Cap | $6.77B | $6.11B |
Sector | Consumer Staples | Consumer Cyclical |
52-Week High | $20.02 | $25.96 |
52-Week Low | $12.58 | $11.90 |
Enterprise Value | $14.05B | $9.92B |
Dividend Yield | 9.89% | 3.3% |
Signals from Pluang's Aura AI — not financial advice
Conagra Brands (CAG) trades at $14.33, up 3.62% today, with a bullish technical signal from moving averages. The stock shows mixed earnings performance, missing Q2 2025 and Q1 2026 estimates but beating Q3 2025. Valuation ratios appear attractive with P/E of 10.06 and P/B of 0.84, though net income margin is negative at -0.39%. Recent news highlights upcoming Q4 earnings and dividend sustainability concerns under new leadership.
CAG presents a high-yield opportunity with a 10% dividend, but faces risks from potential dividend cuts, high debt, and revenue pressures. Analyst consensus is cautious with a $13.70 price target below current levels. Investors should weigh the defensive staple positioning against fundamental headwinds and earnings volatility for balanced risk-reward assessment.
Macy's (M) trades at $22.78, up 0.62% on the day, with a neutral technical signal. The stock shows attractive valuation metrics, including a P/E of 9.41 and P/S of 0.28, alongside improving cash flow and a recent earnings beat streak. The 'Bold New Chapter' strategy is driving operational improvements, with Berkshire Hathaway's new stake in Q1 2026 signaling institutional confidence.
The outlook is cautiously optimistic, supported by low valuation and strategic initiatives, but risks include margin pressure from retail sector headwinds and execution challenges in the turnaround plan. Analyst consensus is mixed, with a $24.83 price target suggesting modest upside potential from current levels.
Trailing returns across standard periods
Latest headlines on both assets
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 →Founded in 1858 and based in New York City, Macy's operates 570 stores under the Macy's nameplate, 58 stores under the Bloomingdale's nameplate, and 160 freestanding Bluemercury specialty beauty stores (as of the end of fiscal-year 2021). Macy's also operates e-commerce sites and licenses two Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances comprised 59% of Macy's 2021 sales.
Read more on M →