General Mills Inc (GIS)vsPost Holdings Inc (POST)
GIS
General Mills Inc
$36.17
-1.71%
CONSUMER DEFENSIVE · Cap: $19.30B
POST
Post Holdings Inc
$97.21
+1.24%
CONSUMER DEFENSIVE · Cap: $5.01B
Smart Verdict
WallStSmart Research — data-driven comparison
General Mills Inc generates 120% more annual revenue ($18.37B vs $8.36B). GIS leads profitability with a 12.0% profit margin vs 3.8%. POST appears more attractively valued with a PEG of 1.19. POST earns a higher WallStSmart Score of 58/100 (C).
GIS
Buy53
out of 100
Grade: C-
POST
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-76.2%
Fair Value
$27.81
Current Price
$36.17
$8.36 premium
Margin of Safety
-199.7%
Fair Value
$36.99
Current Price
$97.21
$60.22 premium
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
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
Revenue declined 8.4%
3.8% margin — thin
Weak financial health signals
Earnings declined 3.9%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GIS
The strongest argument for GIS centers on P/E Ratio, Return on Equity, Price/Book.
Bull Case : POST
The strongest argument for POST centers on Price/Book, P/E Ratio. Revenue growth of 10.1% demonstrates continued momentum. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : GIS
The primary concerns for GIS are Altman Z-Score, Piotroski F-Score, PEG Ratio.
Bear Case : POST
The primary concerns for POST are Profit Margin, Piotroski F-Score, EPS Growth. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
GIS profiles as a declining stock while POST is a value play — different risk/reward profiles.
POST carries more volatility with a beta of 0.34 — expect wider price swings.
POST is growing revenue faster at 10.1% — sustainability is the question.
GIS generates stronger free cash flow (296M), providing more financial flexibility.
Bottom Line
POST scores higher overall (58/100 vs 53/100) and 10.1% revenue growth. 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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