Pilgrim's Pride vs Conagra Brands

This page compares Pilgrim's Pride and Conagra Brands, outlining their business models, financial performance, and market context in clear, accessible terms. It presents neutral information to help readers understand each company's role in the sector and the factors shaping its operations. Educational content, not financial advice.

This page compares Pilgrim's Pride and Conagra Brands, outlining their business models, financial performance, and market context in clear, accessible terms. It presents neutral information to help re...

About The Companies

Pilgrim's Pride (PPC)

Pilgrim's Pride Corporation (PPC) is one of the largest poultry producers in the United States, with integrated operations spanning breeding, processing, and branded and private-label product lines. The company benefits from scale and distribution links into retail and foodservice channels, and is majority-owned by global meat group JBS. Key drivers for investors include protein demand, commodity feed costs (notably corn and soybean meal), and pricing power with customers. Pilgrim's Pride can be cyclical: margins and earnings are sensitive to feed costs, avian disease outbreaks, labour and transport disruptions, and regulatory shifts. Its roughly $9bn market capitalisation places it in the mid-cap space where operational execution and cost control matter. This summary is educational, not personal financial advice: values can rise or fall, and past performance does not guarantee future returns. Consider how exposure to commodity cycles and industry-specific risks fits your own objectives before making decisions.

Conagra Brands (CAG)

ConAgra Foods, Inc. (ticker: CAG) is a US-based packaged-foods company that produces and markets a broad portfolio of branded and private-label products across frozen, refrigerated and shelf-stable categories. Known for well-established consumer brands, the business generates revenue through retail grocery, foodservice and international channels. Key investor considerations include steady cash flows from everyday consumer demand, sensitivity to commodity and input costs, and the importance of category management and marketing to support brand pricing power. ConAgra has pursued portfolio optimisation and cost savings while navigating retail consolidation and changing shopper habits. Currency, supply-chain dynamics and inflation can affect margins and growth. For long-term investors, valuation, dividend policy and the company’s ability to sustain margins through cost cycles are central. This summary is for general educational purposes only and is not personal financial advice; suitability depends on an investor’s circumstances and goals.

Comparison Snapshot

Key Financial Metrics

PPC

Metric

CAG

$9.43B

Market Cap

$8.42B

11.87%

Potential Profit

13.31%

Hold

Analyst Rating

Hold

Which Baskets Do They Appear In?

U.S. Agribusiness: Could Trade Tensions Boost Profits?

Recent U.S. threats to restrict cooking oil imports from China have caused shares of agribusiness leaders Bunge and ADM to soar. This theme focuses on U.S. companies poised to gain market share and pricing power as trade tensions create a more favorable domestic production environment.

Published: October 16, 2025

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Which Baskets Do They Appear In?

U.S. Agribusiness: Could Trade Tensions Boost Profits?

Recent U.S. threats to restrict cooking oil imports from China have caused shares of agribusiness leaders Bunge and ADM to soar. This theme focuses on U.S. companies poised to gain market share and pricing power as trade tensions create a more favorable domestic production environment.

Published: October 16, 2025

Explore Basket

Investment Analysis

Pilgrim's Pride

PPC

Pros

Pilgrim's Pride reported revenues of $4.8 billion in the recent quarter, meeting analyst expectations, showing steady sales performance.
The company posted a statutory profit of $1.44 per share, modestly exceeding analyst estimates, indicating operational efficiency.
Pilgrim’s Pride has a relatively low beta of 0.47, suggesting lower stock price volatility compared to the broader market.

Considerations

Analysts forecast a 16% decline in statutory earnings per share to $4.35 in 2026, signaling potential profit margin pressures.
The stock has a high dividend yield of 22.16%, which may raise concerns about sustainability and potential dividend cuts.
Pilgrim’s Pride’s forward price-to-earnings ratio is 8.43, which could indicate limited valuation upside relative to risk.

Conagra Brands

CAG

Pros

Conagra’s focus on premiumisation of its product portfolio is driving price per unit increases, potentially improving profit margins.
The company operates within a diversified packaged foods sector, giving it broad market exposure and resilience.
Conagra’s valuation is currently regarded as fairly valued suggesting a balanced risk/reward profile for investors.

Considerations

Conagra’s share price has experienced significant volatility, with a 38.6% decline over the past year, reflecting market uncertainty.
The company has a medium uncertainty rating from analysts, indicating moderate risks related to earnings consistency or strategy execution.
Despite premiumisation efforts, Conagra faces strong competition from large, well-established peers, which could pressure market share.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

U.S. Agribusiness: Could Trade Tensions Boost Profits?

Which Baskets Do They Appear In?

U.S. Agribusiness: Could Trade Tensions Boost Profits?