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Hormel Foods

HRL Consumer Defensive Unknown Updated July 31, 2026
$25.01
52W $19.70 – $29.35
54/100
$13.76B
29.4
0.33
AI Committee Verdict
Watch
Conviction: High · 83% agreement · 6 analysts
+1.0%
-5.2%
0.20:1
High

Is HRL Bullish or Bearish?

Mixed. Innellis AI committee rates Hormel Foods (HRL) Watch with a composite score of 54/100 , based on 6 analysts with 83% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +5.53 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -14.47 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.

Bull & Bear Case

Bull Case
  • Dividend yield of 4.6% pays you to wait — Value
  • 3 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 29.7 is moderate-to-rich — Value
  • EPS declining -37.7% YoY despite any revenue growth — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
54/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 34%
of 50 Consumer Defensive peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 4.6% pays you to wait
− P/E of 29.7 is moderate-to-rich
Growth Analyst neutral
56 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 3 consecutive earnings beats -- consistent execution
− EPS declining -37.7% YoY despite any revenue growth
Technical Analyst neutral
51 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 57.0 to 54.5.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: score 59->51 (-8); +1 bearish signal(s).
  • Value Analyst: +1 bearish signal(s); +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
44.0
Neutral
MACD Histogram
-0.061
Bearish Momentum
Trend Direction
Uptrend
Weekly: Downtrend
Market Structure
Hh Hl
Support
$23.71
Resistance
$25.27
Bollinger %B
0.46
Inside Bands
Price vs Moving Averages
EMA 9
$25.36 Below
EMA 21
$25.14 Below
EMA 50
$24.40 Above
EMA 200
$24.13 Above

Fundamental Analysis

Valuation
80
Growth
78
Profitability
0
Financial Health
97
Cash Flow
37
Valuation
P/E Ratio 29.4×
P/B Ratio 1.73×
PEG Ratio -0.78
Dividend Yield 0.05%
52W High $29.35
52W Low $19.70
Quality & Growth
ROE 6.0%
ROA 3.6%
Gross Margin 15.7%
Operating Margin 5.8%
Revenue Growth YoY
Debt / Equity 0.36
AI Fundamental Assessment
P/E ratio of 29.4 (moderate relative to a 15-40x range); Price-to-book of 1.7x; PEG ratio of -0.8 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.1%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.2%; Current ratio of 1.94 (healthy short-term liquidity); Debt-to-equity of 0.36; Free cash flow margin of 0.7% (thin cash generation); Free cash flow per share is positive (1.26); Most recent quarter beat estimates by 11.0%; 3 consecutive earnings beats; EPS growth accelerating (+6.3% -> +17.6% QoQ); Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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