COMPARE · Data as of August 24, 2026
CAG vs HSY
Verdict: Side-by-side breakdown using the Bull Rankings model. CAG scored 23.7, HSY scored 66.2 — HSY leads.
Compare another set
CAG
Conagra Brands, Inc.
23.7
$16.67 · $8.0B
fundamentals as of
Score gap
42.5
HSY leads
HSY
The Hershey Company
66.2
$189.94 · $38.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthHSY+7.7%
- Strongest balance sheetCAG1.18
- Highest qualityHSY82 / 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
HSY
37
Qualityreturns · margins · balance sheet
82
14
Growthrevenue & earnings expansion
76
25
Valuevaluation vs sector peers
47
HSY is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
CAG
HSY
$979mC+
FCF
$2.2bB
-2.9%D+
Rev
+7.7%B
1.18C+
D/E
1.30C+
0.7xA-
P/S
—
10.86D
PEG
1.06B+
—
P/E
25.9xC+
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
HSY
50% below
Price vs fair valuelower is cheaper
13% below
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~7%/yr
+88%
1-yr DCF upside
-3%
+99%
5-yr DCF upside
+15%
+115%
10-yr DCF upside
+46%
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
HSY
No notable signals flagged.
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.
HSYThe Hershey Company
Why now
Confectioners · market cap $38.2b. Down 21% from 52-week high of $239.48 — deep drawdown territory. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $205.52 (implying +8% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 150% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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 HSY diverge
On the headline score the gap is 42.5 points in favor of HSY. The widest single difference is Growth, where HSY leads by 61.8 points.
- GrowthCAG 14.1 · HSY 75.9HSY +61.8
- QualityCAG 37.0 · HSY 81.7HSY +44.7
- ValueCAG 25.4 · HSY 46.9HSY +21.5
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.