BellRing Brands Inc. (BRBR) vs The Simply Good Foods Company (SMPL)

BellRing Brands Inc. and The Simply Good Foods Company are both Packaged Foods companies. BellRing Brands Inc. and The Simply Good Foods Company are of similar size ($911.1M and $834.2M). The Simply Good Foods Company has negative trailing earnings, so its P/E is not meaningful; BellRing Brands Inc. trades at 5.5×. BellRing Brands Inc. grew revenue faster over the last twelve months: 5.86% against −4.48%. BellRing Brands Inc. has the higher net margin (7.28% vs −14.3%) and the higher return on invested capital (31.6% vs −8.77%). Across the 19 metrics below, BellRing Brands Inc. leads on 14 and The Simply Good Foods Company on 5.

Valuation

Metric BRBR SMPL Packaged Foods median
P/E 5.53 n/m 12.69
P/S 0.39 0.62 0.61
P/B n/m 0.61 1.47
Price to free cash flow 4.09 7.36 8.50
EV/EBITDA 6.05 n/m 8.20
EV/Sales 0.85 0.82 0.85
Earnings yield 18.08% (22.60%) 0.00%
Free cash flow yield 24.44% 13.59% 6.05%

Profitability

Metric BRBR SMPL Packaged Foods median
Gross margin 28.59% 32.73% 27.54%
Operating margin 13.25% (17.05%) 0.00%
Net margin 7.28% (14.28%) 0.00%
Free cash flow margin 9.56% 8.58% 2.56%
Return on equity (44.11%) (12.20%) 0.00%
Return on assets 16.76% (8.85%) 0.00%
Return on invested capital 31.61% (8.77%) 0.00%

Growth

Metric BRBR SMPL Packaged Foods median
Revenue growth (TTM) 5.86% (4.48%) 5.69%
EPS growth (last fiscal year) (9.68%) (26.09%) —
Revenue growth, 5-year CAGR 18.57% 12.18% 3.81%
Net income growth, 5-year CAGR 55.87% 9.56% 0.00%

Health

Metric BRBR SMPL Packaged Foods median
Debt to equity (2.43) 0.28 0.26
Current ratio 2.25 4.80 1.64
Net debt to EBITDA 2.65 0.81 0.87

Dividend

Metric BRBR SMPL Packaged Foods median
Dividend yield — — 3.21%
Payout ratio 0.00 0.00 0.00

Size

Metric BRBR SMPL Packaged Foods median
Market cap 911.12m 834.18m 245.45m

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