Packaged Foods: JBS N.V. owns the largest revenue base; Once Upon A Farm, PBC has the fastest current growth.
The industry itself · before any single company
How has Packaged Foods moved against S&P 500?
The line below covers 5.2 years. Over the most recent two of them this industry is 55% behind S&P 500. Earnings across its companies fell 12% on average over the last four reported quarters.
TURNING · ahead 1w~Price down, no fundamental support17 of 39 companies ahead of S&P 500 by 5% or more over three months3 are 20% or more behind over a year while earnings grew 20% or more
Packaged Foods, equal-weighted, based at 200S&P 500, same base, same starttrailing 12-month earnings per share risingfalling
Strength anatomyMixedHow much of the industry is participating, how recently, and whether the movers score well.
Together17 of 39 stocks moving
Fresh9 crossed in the last 4 weeks
Backed by scoresmovers score +5 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large4/8+2
Mid6/14+4
Small7/17+1
Participation is spreading downward — the mid and small companies added more this month than the large ones did.
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 39 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
Sector relative strength · before individual stocks
Is Packaged Foods outperforming S&P 500?
Packaged Foods has underperformed S&P 500 by 19.5% over the last 52 weeks. Over 13 weeks the gap is a lead of 6.2%. 11 of 28 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Westrock Coffee Company is the strongest against the sector itself at +38.3%.
+6.2%Sector vs S&P 500 · 13 weeks
-19.5%Sector vs S&P 500 · 52 weeks
11/28Stocks leading S&P 500
12/28Stocks leading sector
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
Packaged Foods has underperformed S&P 500 by 19.5% over 52 weeks and 6.2% over 13 weeks. 11 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 12 of 28 beat the sector itself. JBS N.V. leads with revenue of $88,267 million, based on 26 of 30 comparable companies through Mar 2026.
Is the Packaged Foods sector outperforming S&P 500?
Packaged Foods has underperformed S&P 500 by 19.5% over 52 weeks and 6.2% over 13 weeks. 11 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 12 of 28 beat the sector itself.
Which Packaged Foods company is largest by revenue?
JBS N.V. leads with revenue of $88,267 million, based on 26 of 30 comparable companies through Mar 2026.
Which Packaged Foods company is growing fastest?
Once Upon A Farm, PBC has the fastest current revenue growth at 48.6%, across 25 of 30 comparable companies.
Which Packaged Foods company has the strongest 4-Factor Sector Score?
Central Garden & Pet Company ranks first at 64.1/100 with 82% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Packaged Foods company reports the most CAPEX?
JBS N.V. reports the largest latest CAPEX at $566 million, with 30 of 30 companies comparable.
Which Packaged Foods company has the least gross debt?
Once Upon A Farm, PBC has the lowest comparable gross debt at $0 million. JBS N.V. has the highest at $23,147 million.
Which Packaged Foods company has the lowest comparable PEG?
JBS N.V. has the lowest comparable Guarded PEG at 0.16, among 16 of 30 companies that pass the metric’s comparability rules.
How much history does this Packaged Foods comparison include?
The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Companies
30
complete canonical membership
Combined market value
$203.2B
The Kraft Heinz Company
Revenue growing
18/25
positive TTM year-on-year growth
Beating S&P 500
11/28
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
Central Garden & Pet Company has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 82% evidence confidence.
JBS N.V. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
John B. Sanfilippo & Son, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.
Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -17.8% and the one-year return is -29.4%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.
Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
16.7/35Growth & earnings
Revenue — · PAT — · OPM change —
9% evidence
10.0/25Capital efficiency
ROCE 0.4% · debt/equity —
34% evidence
8.8/20Valuation
P/E 28.1× · PEG —
15% evidence
10.0/20Relative strength
RS sector — · RS bench — · 1Y —
0% evidence
01 · compare level, then change
Revenue Scale & Growth Durability
JBS N.V. has the highest Revenue among the 30 Packaged Foods companies compared here, at $88,267 million. The Kraft Heinz Company is next at $24,990 million. Once Upon A Farm, PBC has the highest Revenue growth at 48.6%, so level and change sit with different companies. 26 of 30 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: JBS N.V. is the scale leader at $88,267 million, 253.2% ahead of The Kraft Heinz Company. Once Upon A Farm, PBC's growth is 48.6% from a $263 million base, with 9 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderJBS N.V. · $88,267 million
Gap253.2% versus #2 · The Kraft Heinz Company
Persistence8/8 recent comparable periods
Coverage26/30 companies · 533 observations
Investor read: JBS N.V. is the scale benchmark; Once Upon A Farm, PBC is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: JBS N.V.'s growth falls below Once Upon A Farm, PBC's for two consecutive comparable reports while operating margin also compresses.
Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1JBS N.V. JBS$88.3B
2The Kraft Heinz Company KHC$25.0B
3Pilgrim's Pride Corporation PPC$18.6B
4General Mills, Inc. GIS$18.4B
5Smithfield Foods, Inc. SFD$15.6B
Revenue growthfastest growers
1Once Upon A Farm, PBC OFRM49%
2Westrock Coffee Company WEST47%
3Mama's Creations, Inc. MAMA47%
4Freshpet, Inc. FRPT12%
5JBS N.V. JBS12%
Revenue · company comparison
26/30 level · 25/30 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
The J. M. Smucker Company has the highest OPM among the 30 Packaged Foods companies compared here, at 19.6%. The Kraft Heinz Company is next at 18.9%. The same company also holds the highest Margin change, at +47.5 percentage points. 29 of 30 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: The J. M. Smucker Company leads both opm at 19.6% and margin change at +47.5 percentage points.
LeaderThe J. M. Smucker Company · 19.6%
Gap3.7% versus #2 · The Kraft Heinz Company
Persistence3/8 recent comparable periods
Coverage29/30 companies · 529 observations
Investor read: The J. M. Smucker Company sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1The J. M. Smucker Company SJM20%
2The Kraft Heinz Company KHC19%
3Darling Ingredients Inc. DAR15%
4McCormick & Company, Incorporated MKC14%
5Central Garden & Pet Company CENT13%
Margin changefastest expanders
1The J. M. Smucker Company SJM+47.5 pp
2Darling Ingredients Inc. DAR+9.5 pp
3Westrock Coffee Company WEST+7.1 pp
4Freshpet, Inc. FRPT+5.9 pp
5Seneca Foods Corporation SENEA+5.4 pp
Operating margin · company comparison
29/30 level · 29/30 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
JBS N.V. has the highest Net profit among the 30 Packaged Foods companies compared here, at $1,915 million. Smithfield Foods, Inc. is next at $1,022 million. Seneca Foods Corporation has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.
What the numbers say: JBS N.V. leads with $1,915 million of TTM profit, 87.4% above Smithfield Foods, Inc.. Seneca Foods Corporation shows ≥100% on the scoring scale (173.8% uncapped) growth from a $115 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderJBS N.V. · $1,915 million
Gap87.4% versus #2 · Smithfield Foods, Inc.
Persistence4/8 recent comparable periods
Coverage26/30 companies · 537 observations
Investor read: JBS N.V. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1JBS N.V. JBS$1.9B
2Smithfield Foods, Inc. SFD$1.0B
3Pilgrim's Pride Corporation PPC$888M
4McCormick & Company, Incorporated MKC$710M
5Ingredion Incorporated INGR$681M
Profit growthfastest growers
1Seneca Foods Corporation SENEA100%
2Mama's Creations, Inc. MAMA50%
3Central Garden & Pet Company CENT38%
4The Campbell's Company CPB34%
5John B. Sanfilippo & Son, Inc. JBSS21%
Net profit · company comparison
26/30 level · 21/30 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
JBS N.V. has the highest CAPEX among the 30 Packaged Foods companies compared here, at $566 million. The Kraft Heinz Company is next at $240 million. Freshpet, Inc. has the highest CAPEX intensity at 9.4%, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: JBS N.V. reports $566 million of CAPEX; Freshpet, Inc. has the highest covered intensity at 9.4%. Coverage is only 30 of 30 companies and 532 reported observations, so this is partial evidence—not a complete sector rank.
LeaderJBS N.V. · $566 million
Gap135.8% versus #2 · The Kraft Heinz Company
Persistence8/8 recent comparable periods
Coverage30/30 companies · 532 observations
Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.
This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.
CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1JBS N.V. JBS$566M
2The Kraft Heinz Company KHC$240M
3Pilgrim's Pride Corporation PPC$235M
4The Magnum Ice Cream Company N.V. MICC · older report$207M
5General Mills, Inc. GIS$184M
CAPEX intensityhighest reinvestment intensity
1Freshpet, Inc. FRPT9.4%
2John B. Sanfilippo & Son, Inc. JBSS7.8%
3Lamb Weston Holdings, Inc. LW6.5%
4Darling Ingredients Inc. DAR6.1%
5Ingredion Incorporated INGR6.1%
Capital expenditure · company comparison
30/30 level · 30/30 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.
Full annual capacity base, operating cash flow, CAPEX and free cash flow history
Capacity base · net fixed assets + CWIP · fiscal-year history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Once Upon A Farm, PBC has the lowest Gross debt among the 30 Packaged Foods companies compared here, at $0 million. Mama's Creations, Inc. is next at $14 million. The Marzetti Company has the lowest Net debt at $181 million net cash, so level and change sit with different companies.
What the numbers say: The Marzetti Company has the clearest covered balance-sheet capacity with $181 million net cash and gross debt of $37 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.
LeaderOnce Upon A Farm, PBC · $0 million
Gap100% versus #2 · Mama's Creations, Inc.
Persistence2/8 recent comparable periods
Coverage29/30 companies · 534 observations
Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.
This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.
Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1Once Upon A Farm, PBC OFRM$0M
2Mama's Creations, Inc. MAMA$14M
3The Marzetti Company MZTI$37M
4Freshpet, Inc. FRPT$96M
5John B. Sanfilippo & Son, Inc. JBSS$98M
Net debtlowest net debt
1The Marzetti Company MZTI$-181M
2Once Upon A Farm, PBC OFRM$-100M
3Mama's Creations, Inc. MAMA$-10M
4John B. Sanfilippo & Son, Inc. JBSS$97M
5J&J Snack Foods Corp. JJSF$133M
Debt and balance-sheet capacity · company comparison
29/30 level · 29/30 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
BellRing Brands, Inc. has the highest ROCE among the 30 Packaged Foods companies compared here, at 9.2%. Herbalife Ltd. is next at 8.1%. Once Upon A Farm, PBC has the highest ROCE change at +24.5 percentage points, so level and change sit with different companies. 30 of 30 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: BellRing Brands, Inc. leads ROCE at 9.2%, 1.1 percentage points above Herbalife Ltd.. Once Upon A Farm, PBC has the strongest latest improvement at +24.5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
LeaderBellRing Brands, Inc. · 9.2%
Gap13.6% versus #2 · Herbalife Ltd.
Persistence3/8 recent comparable periods
Coverage30/30 companies · 536 observations
Investor read: BellRing Brands, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1BellRing Brands, Inc. BRBR9.2%
2Herbalife Ltd. HLF8.1%
3Mama's Creations, Inc. MAMA5.3%
4John B. Sanfilippo & Son, Inc. JBSS5.2%
5The Marzetti Company MZTI4.1%
ROCE changefastest improvers
1Once Upon A Farm, PBC OFRM+24.5 pp
2The J. M. Smucker Company SJM+6.9 pp
3Westrock Coffee Company WEST+2.0 pp
4Darling Ingredients Inc. DAR+1.6 pp
5Freshpet, Inc. FRPT+1.1 pp
Return on capital · company comparison
30/30 level · 30/30 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
JBS N.V. has the lowest Guarded PEG among the 30 Packaged Foods companies compared here, at 0.16×. Seneca Foods Corporation is next at 0.27×. Herbalife Ltd. has the lowest P/E at 6.46×, so level and change sit with different companies. 16 of 30 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: JBS N.V. has the lowest comparable Guarded PEG at 0.16×, 40.7% below Seneca Foods Corporation. Only 16 of 30 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
LeaderJBS N.V. · 0.16×
Gap40.7% versus #2 · Seneca Foods Corporation
Persistence0/4 recent comparable periods
Coverage16/30 companies · 83 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1JBS N.V. JBS0.2
2Seneca Foods Corporation SENEA0.3
3Central Garden & Pet Company CENT0.3
4The Campbell's Company CPB0.3
5Pilgrim's Pride Corporation PPC0.3
P/Elowest P/E
1Herbalife Ltd. HLF6.5
2McCormick & Company, Incorporated MKC7.9
3Seneca Foods Corporation SENEA9.1
4Nomad Foods Limited NOMD9.3
5Pilgrim's Pride Corporation PPC9.8
Valuation · company comparison
16/30 level · 28/30 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 20 companies with a series here. The remaining 8 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Herbalife Ltd. has the lowest EV/EBITDA among the 30 Packaged Foods companies compared here, at 5.23×. Pilgrim's Pride Corporation is next at 6.24×. Nomad Foods Limited has the lowest P/BV at 0.47×, so level and change sit with different companies. 29 of 30 companies report a comparable reading, the latest through Mar 2026.
What the numbers say: Herbalife Ltd. leads ev/ebitda at 5.23×; Nomad Foods Limited leads p/bv at 0.47×.
LeaderHerbalife Ltd. · 5.23×
Gap16.2% versus #2 · Pilgrim's Pride Corporation
Persistence8/8 recent comparable periods
Coverage29/30 companies · 476 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.
EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1Herbalife Ltd. HLF5.2
2Pilgrim's Pride Corporation PPC6.2
3JBS N.V. JBS6.5
4Seneca Foods Corporation SENEA6.6
5Ingredion Incorporated INGR6.9
P/BVlowest P/BV
1Nomad Foods Limited NOMD0.5
2The Kraft Heinz Company KHC0.6
3The Simply Good Foods Company SMPL0.7
4Utz Brands, Inc. UTZ0.9
5Conagra Brands, Inc. CAG1.0
Enterprise and book valuation · company comparison
29/30 level · 27/30 change
Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.
All-company data · latest reported quarter
Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
Showing the 12 largest of 29 companies with a series here. The remaining 17 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Mama's Creations, Inc. has the strongest one-year price move in Packaged Foods at +120.5%. Westrock Coffee Company leads on Mansfield relative strength against the S&P 500 at +37%. 11 of 28 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.
Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength
Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.
Before the conclusion · check the blind spots
What can make this comparison misleading?
This Packaged Foods comparison names 5 specific ways its own evidence can mislead, all listed below. 1 of the 30 companies reports on an older date than the sector's freshest reporters, so its rank is marked stale. A high growth rate can still be a low-base artefact.
Keep these limits visible
A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
1 company has an older fundamental reporting date than the sector’s freshest reporters; its rank carries a stale marker.
10 · the complete set
Which companies are included?
All 30 companies in the canonical Packaged Foods membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.
AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.
This comparison is built from the reported filings of 30 Packaged Foods companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
These 18 answers restate the Packaged Foods comparison above in question form. Every one is computed from the same 30 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.
Which Packaged Foods company is the biggest?
JBS N.V. is the largest, with trailing-twelve-month revenue of $88,267 million, ahead of The Kraft Heinz Company at $24,990 million. That covers 26 of 30 companies with comparable reporting through Mar 2026.
Which Packaged Foods company is growing fastest?
Once Upon A Farm, PBC has the fastest revenue growth at 48.6% year on year, across 25 of 30 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.
Which Packaged Foods company has the best profit margins?
The J. M. Smucker Company has the highest operating margin at 19.6%, from 29 of 30 comparable companies. The J. M. Smucker Company shows the biggest recent improvement, at +47.5 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Packaged Foods company makes the most profit?
JBS N.V. earns the most, at $1,915 million of trailing-twelve-month net profit, from 26 of 30 comparable companies. Seneca Foods Corporation has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.
Which Packaged Foods company earns the highest return on capital?
BellRing Brands, Inc. leads on return on capital employed at 9.2%, across 30 of 30 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which Packaged Foods stock is the cheapest?
On guarded PEG — where a LOWER number is cheaper — JBS N.V. screens cheapest at 0.16×. Only 16 of 30 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Which Packaged Foods company has the strongest balance sheet?
Once Upon A Farm, PBC carries the lowest comparable gross debt at $0 million, from 29 of 30 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.
Which Packaged Foods company is investing most in new capacity?
JBS N.V. reports the largest capital spending at $566 million, across 30 of 30 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.
Is the Packaged Foods sector beating the market?
Packaged Foods has underperformed S&P 500 by 19.5% over the last 52 weeks and 6.2% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 11 of 28 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Packaged Foods stock has the strongest price momentum?
Westrock Coffee Company has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which Packaged Foods company scores highest for research priority?
Central Garden & Pet Company scores 64.1 out of 100 with 82% evidence confidence, from 20.7 points on growth and earnings, 12.7 on capital efficiency, 14.6 on valuation and 16.1 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many Packaged Foods companies does this comparison cover, and over what period?
It compares 30 listed companies over up to 20 reported quarters of fundamentals and 10 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the Packaged Foods sector?
The 30 Packaged Foods companies on this page carry $203,201 million of combined market value. The Kraft Heinz Company is the largest at $32,372 million, about 16% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.
What is the Packaged Foods sector's P/E ratio?
The median price-to-earnings ratio across the 30 Packaged Foods companies on this page is 13.8×, measured on the 28 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.
How is the Packaged Foods sector performing?
11 of the 28 covered Packaged Foods companies are beating S&P 500 on Mansfield relative strength. The sector itself is 19.5% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.
How many Packaged Foods stocks are listed in the US?
This comparison covers 30 listed Packaged Foods companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.