Conagra Brands (CAG) vs Post Holdings, Inc. (POST)

Conagra Brands and Post Holdings, Inc. are both Packaged Foods companies. Conagra Brands is the larger, with a market value of $6.8B against $3.4B — 2.0× the size. Conagra Brands has negative trailing earnings, so its P/E is not meaningful; Post Holdings, Inc. trades at 13.2×. Post Holdings, Inc. grew revenue faster over the last twelve months: 6.20% against −1.80%. Post Holdings, Inc. has the higher net margin (3.48% vs −17.0%) and the higher return on invested capital (4.83% vs −7.75%). Across the 20 metrics below, Post Holdings, Inc. leads on 15 and Conagra Brands on 5.

Valuation

Metric CAG POST Packaged Foods median
P/E n/m 13.25 13.41
P/S 0.62 0.42 0.62
P/B 1.08 1.15 1.47
Price to free cash flow 7.62 6.05 8.73
EV/EBITDA n/m 7.74 8.26
EV/Sales 1.27 1.30 0.91
Earnings yield (27.48%) 7.55% 0.68%
Free cash flow yield 13.12% 16.53% 5.21%

Profitability

Metric CAG POST Packaged Foods median
Gross margin 23.80% 28.82% 27.54%
Operating margin (15.18%) 9.60% 0.00%
Net margin (16.95%) 3.48% 0.00%
Free cash flow margin 8.22% 6.96% 2.37%
Return on equity (24.89%) 8.26% 0.00%
Return on assets (9.81%) 2.24% 0.00%
Return on invested capital (7.75%) 4.83% 0.00%

Growth

Metric CAG POST Packaged Foods median
Revenue growth (TTM) (1.80%) 6.20% 5.69%
EPS growth (last fiscal year) (266.67%) (2.30%) 4.57%
Revenue growth, 5-year CAGR 0.17% 11.61% 3.81%
Net income growth, 5-year CAGR 0.00% 234.64% 0.00%

Health

Metric CAG POST Packaged Foods median
Debt to equity 1.21 2.47 0.24
Current ratio 1.10 1.85 1.68
Net debt to EBITDA (5.69) 5.35 0.84

Dividend

Metric CAG POST Packaged Foods median
Dividend yield 8.47% — 4.06%
Payout ratio — — 0.57

Size

Metric CAG POST Packaged Foods median
Market cap 6.77b 3.40b 263.30m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack