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CAG vs SJM
Which Stock Would AI Choose? Conagra Brands (CAG) vs. The J.M. Smucker Company (SJM) Stock Comparison
Key Takeaways
- CAG and SJM are both established packaged-food companies in the consumer staples sector, with differing recent momentum and valuation profiles.
- SJM has delivered stronger year-to-date performance, with returns exceeding 26% compared to near-flat or modestly negative results for CAG.
- CAG recently reported fiscal Q4 results with sales growth but issued cautious guidance for fiscal 2027 organic sales and reduced its dividend.
- SJM is scheduled to report fiscal Q1 2027 earnings on August 26, 2026, following solid prior-quarter results and sustained price appreciation.
- Both stocks trade in a defensive sector that typically offers relative stability, though CAG faces greater near-term margin and sales pressures while SJM shows more consistent trend strength.
- Market sentiment favors SJM on relative performance metrics, while CAG offers a lower share price and potential value characteristics amid recent volatility.
Introduction
Conagra Brands (CAG) and The J.M. Smucker Company (SJM) represent two established players in the packaged-foods segment of the consumer staples sector. Investors and traders often compare these names when seeking defensive exposure with varying degrees of growth, dividend yields, and operational resilience. This analysis examines recent price behavior, earnings trends, and positioning to help market participants evaluate relative opportunities in the current environment. The comparison is particularly relevant for those focused on sector rotation, income strategies, or AI-driven trend assessment within large-cap staples equities.
CAG Overview and Recent Performance
Conagra Brands produces and markets branded and private-label food products across frozen, refrigerated, and shelf-stable categories. In recent market activity, CAG shares have shown modest recovery following earlier weakness, with the stock closing near $16.43 on August 21, 2026. Year-to-date returns remain near flat at approximately 0.36%, lagging broader benchmarks. The company’s fiscal fourth-quarter results, ended May 31, 2026, featured reported net sales growth of 3.6% but approximately flat organic sales, alongside an adjusted operating margin of 11.7%. Management provided cautious fiscal 2027 guidance that included expectations for organic sales declines, prompting a dividend reduction to an annualized $0.70 per share. These developments have shaped a mixed sentiment profile, with short-term momentum improving while longer-term performance remains challenged.
SJM Overview and Recent Performance
The J.M. Smucker Company markets iconic brands in coffee, pet food, and consumer foods. SJM shares have demonstrated stronger resilience, closing at approximately $124.32 on August 21, 2026, and posting year-to-date returns above 26%. Fiscal fourth-quarter results for the period ended April 30, 2026, showed net sales growth of 6% and adjusted earnings-per-share gains of 20%. The company maintains a schedule to report fiscal first-quarter 2027 results on August 26, 2026. Recent price action reflects sustained investor interest, with one-month gains exceeding 5% amid broader market volatility. Overall positioning benefits from consistent sales expansion and favorable relative performance versus peers in the staples group.
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Head-to-Head Comparison
Conagra Brands and The J.M. Smucker Company operate similar business models centered on branded packaged foods yet differ in portfolio composition and recent execution. SJM benefits from exposure to higher-growth categories such as pet food and coffee, supporting steadier sales momentum, while CAG contends with greater pressure in core frozen and shelf-stable segments. On relative performance, SJM has outperformed significantly on a year-to-date and trailing-twelve-month basis, reflecting stronger trend consistency. Risk factors include commodity cost volatility and shifting consumer preferences for both firms; however, CAG carries additional near-term uncertainty from its revised guidance and dividend adjustment. Sector exposure remains defensive for each, though market sentiment currently tilts toward SJM due to superior price appreciation and upcoming earnings visibility. Trade-offs center on CAG’s lower share price and potential value entry versus SJM’s demonstrated stability and growth profile.
Tickeron AI Verdict
Based on observable trend consistency, relative price momentum, and positioning ahead of near-term catalysts, Tickeron’s AI models currently assign a higher probabilistic preference to SJM. The stock’s sustained outperformance, supportive earnings history, and scheduled quarterly update provide measurable advantages in recent data patterns. CAG shows potential for stabilization following its earnings adjustments, yet exhibits comparatively weaker trend metrics. This assessment reflects statistical positioning rather than certainty and remains subject to evolving market inputs.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAG is a StrongBuy and SJM is a Hold.
| CAG | SJM | CAG / SJM | |
| Capitalization | 7.01B | 12.9B | 54% |
| EBITDA | -1.04B | 1.34B | -78% |
| Gain YTD | -10.816 | 27.666 | -39% |
| P/E Ratio | 10.12 | 56.61 | 18% |
| Revenue | 11.3B | 9.16B | 123% |
| Total Cash | 218M | 43.2M | 505% |
| Total Debt | 7.27B | 6.9B | 105% |
CAG | SJM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 64 | 88 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 5 Undervalued | 29 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 86 | |
SMR RATING 1..100 | 96 | 85 | |
PRICE GROWTH RATING 1..100 | 57 | 34 | |
P/E GROWTH RATING 1..100 | 97 | 50 | |
SEASONALITY SCORE 1..100 | 50 | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CAG's Valuation (5) in the Food Major Diversified industry is in the same range as SJM (29) in the Food Specialty Or Candy industry. This means that CAG’s stock grew similarly to SJM’s over the last 12 months.
SJM's Profit vs Risk Rating (86) in the Food Specialty Or Candy industry is in the same range as CAG (100) in the Food Major Diversified industry. This means that SJM’s stock grew similarly to CAG’s over the last 12 months.
SJM's SMR Rating (85) in the Food Specialty Or Candy industry is in the same range as CAG (96) in the Food Major Diversified industry. This means that SJM’s stock grew similarly to CAG’s over the last 12 months.
SJM's Price Growth Rating (34) in the Food Specialty Or Candy industry is in the same range as CAG (57) in the Food Major Diversified industry. This means that SJM’s stock grew similarly to CAG’s over the last 12 months.
SJM's P/E Growth Rating (50) in the Food Specialty Or Candy industry is somewhat better than the same rating for CAG (97) in the Food Major Diversified industry. This means that SJM’s stock grew somewhat faster than CAG’s over the last 12 months.
| CAG | SJM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 46% | 2 days ago 56% |
| Stochastic ODDS (%) | 2 days ago 48% | 2 days ago 62% |
| Momentum ODDS (%) | 2 days ago 58% | 2 days ago 46% |
| MACD ODDS (%) | 2 days ago 63% | 2 days ago 48% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 52% |
| TrendMonth ODDS (%) | 2 days ago 64% | 2 days ago 56% |
| Advances ODDS (%) | 11 days ago 50% | 11 days ago 53% |
| Declines ODDS (%) | 2 days ago 61% | 3 days ago 51% |
| BollingerBands ODDS (%) | 2 days ago 51% | 2 days ago 61% |
| Aroon ODDS (%) | 2 days ago 51% | 2 days ago 56% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CAG’s FA Score shows that 1 FA rating(s) are green while SJM’s FA Score has 1 green FA rating(s).
- CAG’s FA Score: 1 green, 4 red.
- SJM’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CAG’s TA Score shows that 5 TA indicator(s) are bullish while SJM’s TA Score has 3 bullish TA indicator(s).
- CAG’s TA Score: 5 bullish, 4 bearish.
- SJM’s TA Score: 3 bullish, 5 bearish.
Price Growth
CAG (@Food: Major Diversified) experienced а -5.68% price change this week, while SJM (@Food: Major Diversified) price change was -3.92% for the same time period.
The average weekly price growth across all stocks in the @Food: Major Diversified industry was -2.77%. For the same industry, the average monthly price growth was -8.08%, and the average quarterly price growth was -11.01%.
Reported Earning Dates
CAG is expected to report earnings on Oct 01, 2026.
SJM is expected to report earnings on Dec 01, 2026.
Industries' Descriptions
@Food: Major Diversified (-2.77% weekly)Companies in this industry usually make a diverse range of agricultural and/or processed food. Some prominent names in this segment are Mondelez International, which makes chocolates, biscuits, cookies etc. The Kraft Heinz Company specializes in ketchups, sauces, fruit drink pouches and many more. General Mills, Inc. sells flour and cereal. Kellogg is famous for its snacks and breakfast cereal. And so on down the line. As more and more consumers are looking for healthier options in food in recent years, several legacy food companies have responded by revamping brands to include organic and no-added-sugar versions, and/or acquiring healthy food firms, and even streamlining operations.
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SJM and
Correlation & Price change
A.I.dvisor indicates that over the last year, SJM has been loosely correlated with GIS. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if SJM jumps, then GIS could also see price increases.