General Mills Inc (GIS)vsPost Holdings Inc (POST)
GIS
General Mills Inc
$35.85
-0.31%
CONSUMER DEFENSIVE · Cap: $20.15B
POST
Post Holdings Inc
$80.19
-0.11%
CONSUMER DEFENSIVE · Cap: $3.67B
Smart Verdict
WallStSmart Research — data-driven comparison
General Mills Inc generates 119% more annual revenue ($18.42B vs $8.41B). POST leads profitability with a 3.5% profit margin vs -0.5%. POST appears more attractively valued with a PEG of 1.17. POST earns a higher WallStSmart Score of 52/100 (C-).
GIS
Hold42
out of 100
Grade: D
POST
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GIS.
Margin of Safety
+25.2%
Fair Value
$148.26
Current Price
$80.19
$68.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
2.2% revenue growth
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
3.5% margin — thin
Weak financial health signals
Revenue declined 1.8%
Earnings declined 27.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : GIS
GIS has a balanced fundamental profile.
Bull Case : POST
The strongest argument for POST centers on Price/Book, 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. Debt-to-equity of 1.84 is elevated, increasing financial risk.
Bear Case : POST
The primary concerns for POST are Profit Margin, Piotroski F-Score, Revenue Growth. Debt-to-equity of 2.48 is elevated, increasing financial risk. Thin 3.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
GIS profiles as a turnaround stock while POST is a value play — different risk/reward profiles.
POST carries more volatility with a beta of 0.31 — expect wider price swings.
GIS is growing revenue faster at 2.2% — sustainability is the question.
GIS generates stronger free cash flow (368M), providing more financial flexibility.
Bottom Line
POST scores higher overall (52/100 vs 42/100). Both earn "Buy" and "Hold" 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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