COMPARE · Data as of August 24, 2026
CAG vs COCO
Verdict: Side-by-side breakdown using the Bull Rankings model. CAG scored 23.7, COCO scored 66.4 — COCO leads.
Compare another set
CAG
Conagra Brands, Inc.
23.7
$16.67 · $8.0B
fundamentals as of
Score gap
42.7
COCO leads
COCO
The Vita Coco Company, Inc.
66.4
$63.36 · $3.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCOCO+26.1%
- Strongest balance sheetCOCO0.04
- Highest qualityCOCO85 / 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
COCO
37
Qualityreturns · margins · balance sheet
85
14
Growthrevenue & earnings expansion
93
25
Valuevaluation vs sector peers
37
COCO is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CAG
COCO
$979mC+
FCF
$124mC
-2.9%D+
Rev
+26.1%A-
1.18C+
D/E
0.04A
0.7xA-
P/S
—
10.86D
PEG
2.29C
—
P/E
35.0xC
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
COCO
50% below
Price vs fair valuelower is cheaper
25% above
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~15%/yr
+88%
1-yr DCF upside
-32%
+99%
5-yr DCF upside
-20%
+115%
10-yr DCF upside
+1%
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
COCO
Why this score
- Durable high returns
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.
COCOThe Vita Coco Company, Inc.
Why now
Beverages - Non-Alcoholic · market cap $3.7b. Down 26% from 52-week high of $85.83 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 9 sell-side analysts publish a mean 1-yr target of $83.89 (implying +32% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 114% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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Where CAG and COCO diverge
On the headline score the gap is 42.7 points in favor of COCO. The widest single difference is Growth, where COCO leads by 78.9 points.
- GrowthCAG 14.1 · COCO 93.0COCO +78.9
- QualityCAG 37.0 · COCO 84.7COCO +47.7
- ValueCAG 25.4 · COCO 37.2COCO +11.8
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.