WallStSmart

Kellanova (K)vsNomad Foods Ltd (NOMD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Kellanova generates 318% more annual revenue ($12.67B vs $3.03B). K leads profitability with a 10.1% profit margin vs 4.5%. NOMD appears more attractively valued with a PEG of 1.38. NOMD earns a higher WallStSmart Score of 53/100 (C-).

K

Buy

50

out of 100

Grade: C-

Growth: 3.3Profit: 7.5Value: 4.7Quality: 5.3
Piotroski: 5/9Altman Z: 2.20

NOMD

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 5.0Value: 7.3Quality: 5.5
Piotroski: 2/9Altman Z: 1.25
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KSignificantly Overvalued (-235.2%)

Margin of Safety

-235.2%

Fair Value

$24.89

Current Price

$83.44

$58.55 premium

UndervaluedFair: $24.89Overvalued
NOMDSignificantly Overvalued (-78.6%)

Margin of Safety

-78.6%

Fair Value

$7.21

Current Price

$9.60

$2.39 premium

UndervaluedFair: $7.21Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

K1 strengths · Avg: 10.0/10
Return on EquityProfitability
32.1%10/10

Every $100 of equity generates 32 in profit

NOMD2 strengths · Avg: 10.0/10
P/E RatioValuation
9.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Areas to Watch

K3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
0.8%4/10

0.8% revenue growth

PEG RatioValuation
3.632/10

Expensive relative to growth rate

EPS GrowthGrowth
-16.2%2/10

Earnings declined 16.2%

NOMD4 concerns · Avg: 3.0/10
Market CapQuality
$1.41B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Profit MarginProfitability
4.5%3/10

4.5% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : K

The strongest argument for K centers on Return on Equity.

Bull Case : NOMD

The strongest argument for NOMD centers on P/E Ratio, Price/Book. PEG of 1.38 suggests the stock is reasonably priced for its growth.

Bear Case : K

The primary concerns for K are Revenue Growth, PEG Ratio, EPS Growth.

Bear Case : NOMD

The primary concerns for NOMD are Market Cap, Return on Equity, Profit Margin. Thin 4.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

NOMD carries more volatility with a beta of 0.69 — expect wider price swings.

K is growing revenue faster at 0.8% — sustainability is the question.

K generates stronger free cash flow (359M), providing more financial flexibility.

Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NOMD scores higher overall (53/100 vs 50/100). 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.

Kellanova

CONSUMER DEFENSIVE · PACKAGED FOODS · USA

The Kellogg Company, doing business as Kellogg's, is an American multinational food manufacturing company headquartered in Battle Creek, Michigan, United States.

Nomad Foods Ltd

CONSUMER DEFENSIVE · PACKAGED FOODS · USA

Nomad Foods Limited produces, markets and distributes frozen foods in the UK, Italy, Germany, Sweden, France, Norway, Austria, Spain and the rest of Europe. The company is headquartered in Feltham, the United Kingdom.

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