COMPARE · Data as of August 24, 2026
CAG vs CCU
Verdict: Side-by-side breakdown using the Bull Rankings model. CAG scored 23.7, CCU scored 58.7 — CCU leads.
Compare another set
CAG
Conagra Brands, Inc.
23.7
$16.67 · $8.0B
fundamentals as of
Score gap
35.0
CCU leads
CCU
Compañía Cervecerías Unidas S.A.
58.7
$12.66 · $2.3B
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCCU+13.2%
- Strongest balance sheetCCU0.82
- Highest qualityCCU66 / 100
- Largest discount to fair valueCAG-50%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CAG
stronger →← stronger
CCU
37
Qualityreturns · margins · balance sheet
66
14
Growthrevenue & earnings expansion
84
25
Valuevaluation vs sector peers
50
CCU is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CAG
CCU
$979mC+
FCF
$150mC
-2.9%D+
Rev
+13.2%B+
1.18C+
D/E
0.82B
0.7xA-
P/S
—
10.86D
PEG
1.73C+
—
P/E
20.4xB
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CAG
CCU
50% below
Price vs fair valuelower is cheaper
23% below
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
+88%
1-yr DCF upside
+7%
+99%
5-yr DCF upside
+30%
+115%
10-yr DCF upside
+70%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CAG
Why this score
- Cut its dividend
CCU
Why this score
- Durable high returns
- Cut its dividend
- Foreign reporter (CLP)
The companies
CAGConagra Brands, Inc.
Why now
Packaged Foods · market cap $8.0b. 18% off the 52-week high of $20.32. 16 sell-side analysts publish a mean 1-yr target of $14.38 (implying -14% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -17.0%) — path to GAAP profitability is the core thesis risk. Dividend payout 79% of earnings on a 7.5% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE -30% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
CCUCompañía Cervecerías Unidas S.A.
Why now
Beverages - Brewers · market cap $2.3b. 18% off the 52-week high of $15.36. Revenue growing +13%, comfortably above the S&P median. 6 sell-side analysts rate this a Hold with a mean 1-yr target of $11.64 (implying -8% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where CAG and CCU diverge
On the headline score the gap is 35.0 points in favor of CCU. The widest single difference is Growth, where CCU leads by 70.1 points.
- GrowthCAG 14.1 · CCU 84.2CCU +70.1
- QualityCAG 37.0 · CCU 65.6CCU +28.6
- ValueCAG 25.4 · CCU 50.3CCU +24.9
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.