BellRing Brands Inc. (BRBR) vs Westrock Coffee Company (WEST)

BellRing Brands Inc. and Westrock Coffee Company are both Packaged Foods companies. BellRing Brands Inc. is the larger, with a market value of $911.1M against $778.1M — 1.2× the size. Westrock Coffee Company has negative trailing earnings, so its P/E is not meaningful; BellRing Brands Inc. trades at 5.5×. Westrock Coffee Company grew revenue faster over the last twelve months: 38.6% against 5.86%. BellRing Brands Inc. has the higher net margin (7.28% vs −4.85%) and the higher return on invested capital (31.6% vs −2.61%). Across the 19 metrics below, BellRing Brands Inc. leads on 15 and Westrock Coffee Company on 4.

Valuation

Metric BRBR WEST Packaged Foods median
P/E 5.53 n/m 12.69
P/S 0.39 0.60 0.61
P/B n/m n/m 1.47
Price to free cash flow 4.09 n/m 8.50
EV/EBITDA 6.05 22.73 8.20
EV/Sales 0.85 0.91 0.85
Earnings yield 18.08% (8.16%) 0.00%
Free cash flow yield 24.44% (1.94%) 6.05%

Profitability

Metric BRBR WEST Packaged Foods median
Gross margin 28.59% 12.52% 27.54%
Operating margin 13.25% (1.19%) 0.00%
Net margin 7.28% (4.85%) 0.00%
Free cash flow margin 9.56% (1.17%) 2.56%
Return on equity (44.11%) 975.07% 0.00%
Return on assets 16.76% (5.66%) 0.00%
Return on invested capital 31.61% (2.61%) 0.00%

Growth

Metric BRBR WEST Packaged Foods median
Revenue growth (TTM) 5.86% 38.57% 5.69%
EPS growth (last fiscal year) (9.68%) (5.62%) —
Revenue growth, 5-year CAGR 18.57% 11.24% 3.81%
Net income growth, 5-year CAGR 55.87% 0.00% 0.00%

Health

Metric BRBR WEST Packaged Foods median
Debt to equity (2.43) (14.48) 0.26
Current ratio 2.25 0.97 1.64
Net debt to EBITDA 2.65 24.63 0.87

Dividend

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

Size

Metric BRBR WEST Packaged Foods median
Market cap 911.12m 778.09m 245.45m

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