Stocks priced for less growth than they delivered: Consumer Defensive
Companies worth over $1 billion whose price implies free cash flow growth at least 3 points a year below what they delivered over the years on file. Ranked by the size of that gap. A one-off cash flow year can distort both numbers, so check each company's history.
Top of the list: ELF Beauty (ELF) -38.7%; Adecoagro SA (AGRO) -38.5%; Performance Food Group (PFGC) -36.5%.
The median priced in minus delivered across these 45 companies is -13.3%.
| # | Company | Priced in minus delivered | Growth priced in | FCF growth delivered | P/FCF | Market cap |
|---|---|---|---|---|---|---|
| 1 | ELF Beauty IncELF | -38.7% | +11.6% | +50.4% | 34.6x | $6.6B |
| 2 | Adecoagro SAAGRO | -38.5% | +5.5% | +44.0% | 20.7x | $1.4B |
| 3 | Performance Food Group CoPFGC | -36.5% | +0.3% | +36.8% | 20.4x | $14.4B |
| 4 | McGraw Hill, Inc.MH | -29.5% | -3.1% | +26.4% | 5.59x | $2.7B |
| 5 | Bellring Brands LLCBRBR | -28.1% | -18.7% | +9.4% | 4.07x | $1.0B |
| 6 | Stride IncLRN | -28.1% | -5.5% | +22.5% | 9.71x | $3.6B |
| 7 | Kroger CompanyKR | -24.7% | -2.6% | +22.1% | 12.1x | $40.5B |
| 8 | Sprouts Farmers Market LLCSFM | -23.1% | -0.3% | +22.9% | 13.4x | $6.2B |
| 9 | Flowers Foods IncFLO | -21.6% | -19.1% | +2.5% | 3.59x | $1.1B |
| 10 | Pilgrims Pride CorpPPC | -21.4% | -10.9% | +10.5% | 10.6x | $7.0B |
| 11 | Strategic Education IncSTRA | -21.0% | -1.6% | +19.3% | 12.4x | $1.9B |
| 12 | Universal Technical Institute IncUTI | -20.0% | +4.0% | +23.9% | 19.2x | $1.1B |
| 13 | Darling Ingredients IncDAR | -18.1% | +0.4% | +18.5% | 14.1x | $9.6B |
| 14 | Turning Point Brands IncTPB | -16.9% | +8.0% | +24.9% | 25.2x | $1.1B |
| 15 | Central Garden & Pet CompanyCENT | -16.5% | -6.5% | +10.0% | 8.53x | $2.5B |
| 16 | Coca-Cola Consolidated Inc.COKE | -15.9% | +5.5% | +21.4% | 21.6x | $13.5B |
| 17 | Lamb Weston Holdings IncLW | -15.7% | -1.2% | +14.5% | 29.2x | $6.7B |
| 18 | Herbalife Nutrition LtdHLF | -15.3% | -13.9% | +1.4% | 5.16x | $1.3B |
| 19 | Boston Beer Company IncSAM | -15.1% | -6.7% | +8.4% | 8.43x | $1.8B |
| 20 | Cal-Maine Foods IncCALM | -13.8% | -6.0% | +7.8% | 2.76x | $2.9B |
| 21 | Grand Canyon Education IncLOPE | -13.7% | +3.0% | +16.7% | 17.6x | $4.2B |
| 22 | Post Holdings IncPOST | -13.4% | -10.6% | +2.8% | 6.48x | $3.2B |
| 23 | Molson Coors Brewing Co Class BTAP | -13.3% | -9.8% | +3.5% | 6.71x | $7.2B |
| 24 | Dollar General CorporationDG | -12.2% | -2.5% | +9.7% | 11.8x | $28.2B |
| 25 | United Natural Foods IncUNFI | -11.9% | -7.3% | +4.5% | 10.9x | $2.6B |
| 26 | Inter Parfums IncIPAR | -11.6% | +4.4% | +16.1% | 19.4x | $3.7B |
| 27 | ConAgra Foods IncCAG | -11.5% | -10.9% | +0.6% | 4.72x | $6.2B |
| 28 | Covista Inc.CVSA | -11.4% | -2.9% | +8.5% | 15.2x | $4.4B |
| 29 | Altria GroupMO | -11.3% | -0.6% | +10.7% | 13.5x | $122.3B |
| 30 | Constellation Brands Inc Class ASTZ | -11.0% | -1.5% | +9.6% | 12.7x | $22.7B |
| 31 | Coty IncCOTY | -10.6% | -9.9% | +0.8% | 8.46x | $2.3B |
| 32 | Anheuser Busch Inbev NV ADRBUD | -9.8% | -0.7% | +9.1% | 13.4x | $151.1B |
| 33 | Monster Beverage CorpMNST | -8.2% | +5.9% | +14.1% | 21.8x | $42.9B |
| 34 | Hershey CoHSY | -7.2% | +3.3% | +10.5% | 18.6x | $32.5B |
| 35 | Smithfield Foods, Inc. Common StockSFD | -6.9% | -3.4% | +3.6% | 10.7x | $7.7B |
| 36 | The Marzetti CompanyMZTI | -6.7% | -0.5% | +6.3% | 13.2x | $2.7B |
| 37 | New Oriental Education & TechnologyEDU | -6.6% | -2.0% | +4.7% | 14.8x | $9.4B |
| 38 | Ollie's Bargain Outlet HldgOLLI | -6.4% | +9.8% | +16.1% | 28.5x | $5.6B |
| 39 | Brown-Forman CorporationBF-B | -6.0% | -0.2% | +5.7% | 28.3x | $12.2B |
| 40 | TAL Education GroupTAL | -5.5% | +0.3% | +5.7% | 25.0x | $7.2B |
| 41 | US Foods Holding CorpUSFD | -5.0% | +5.7% | +10.7% | 21.3x | $20.5B |
| 42 | Albertsons CompaniesACI | -4.3% | -2.3% | +2.1% | 11.5x | $6.1B |
| 43 | Ingredion IncorporatedINGR | -3.4% | -2.9% | +0.5% | 11.1x | $5.7B |
| 44 | The Clorox CompanyCLX | -3.4% | -0.8% | +2.6% | 12.8x | $9.8B |
| 45 | Campbell’s CoCPB | -3.2% | -6.9% | -3.7% | 7.99x | $5.6B |
Ranked from each company's latest price and reported results. Companies need a page on Investingly (SEC statements on file). Open any company for its reverse DCF, insider buying and 13F holders.
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Questions
Which company ranks first on the stocks priced for less growth than they delivered: consumer defensive list?
ELF Beauty (ELF), with a priced in minus delivered of -38.7%, as of October 12, 2026.
How is this list built?
Companies worth over $1 billion whose price implies free cash flow growth at least 3 points a year below what they delivered over the years on file. Ranked by the size of that gap. A one-off cash flow year can distort both numbers, so check each company's history. It shows the top 45 and is rebuilt every day.
Prices and ratios as of Oct 11, 2026. Statements from SEC filings. Information only, not investment advice.