General Mills Inc (GIS)vsPost Holdings Inc (POST)
GIS
General Mills Inc
$33.15
+2.95%
CONSUMER DEFENSIVE · Cap: $18.42B
POST
Post Holdings Inc
$90.43
+1.93%
CONSUMER DEFENSIVE · Cap: $4.22B
Smart Verdict
WallStSmart Research — data-driven comparison
General Mills Inc generates 117% more annual revenue ($18.37B vs $8.45B). GIS leads profitability with a 12.0% profit margin vs 4.0%. POST appears more attractively valued with a PEG of 1.17. POST earns a higher WallStSmart Score of 64/100 (C+).
GIS
Buy59
out of 100
Grade: C
POST
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GIS.
Margin of Safety
+26.6%
Fair Value
$151.07
Current Price
$90.43
$60.64 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Earnings expanding 51.1% YoY
Attractively priced relative to earnings
Areas to Watch
2.2% revenue growth
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
4.7% revenue growth
4.0% margin — thin
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GIS
The strongest argument for GIS centers on P/E Ratio, Return on Equity.
Bull Case : POST
The strongest argument for POST centers on Price/Book, EPS Growth, P/E Ratio. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bear Case : GIS
The primary concerns for GIS are Revenue Growth, Altman Z-Score, Debt/Equity.
Bear Case : POST
The primary concerns for POST are Revenue Growth, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.39 is elevated, increasing financial risk. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
POST carries more volatility with a beta of 0.33 — expect wider price swings.
POST is growing revenue faster at 4.7% — sustainability is the question.
GIS generates stronger free cash flow (296M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
POST scores higher overall (64/100 vs 59/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
General Mills Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
General Mills, Inc., is an American multinational manufacturer and marketer of branded consumer foods sold through retail stores. It is headquartered in Golden Valley, Minnesota, a suburb of Minneapolis.
Post Holdings Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Post Holdings, Inc. is a consumer packaged goods holding company in the United States and internationally. The company is headquartered in St. Louis, Missouri.
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