The Campbell's Company (CPB) vs Post Holdings, Inc. (POST)

The Campbell's Company and Post Holdings, Inc. are both Packaged Foods companies. The Campbell's Company is the larger, with a market value of $7.0B against $3.7B — 1.9× the size. Post Holdings, Inc. trades at the lower P/E: 14.2× against 17.5×. Post Holdings, Inc. grew revenue faster over the last twelve months: 6.20% against −4.96%. The Campbell's Company has the higher net margin (4.14% vs 3.48%) and the higher return on invested capital (5.54% vs 4.83%). Across the 21 metrics below, Post Holdings, Inc. leads on 14 and The Campbell's Company on 7.

Valuation

Metric CPB POST Packaged Foods median
P/E 17.51 14.24 12.84
P/S 0.72 0.45 0.67
P/B 1.81 1.23 1.58
Price to free cash flow 10.31 6.50 8.97
EV/EBITDA 10.06 7.93 8.34
EV/Sales 1.31 1.33 0.97
Earnings yield 5.71% 7.02% 2.16%
Free cash flow yield 9.70% 15.38% 5.54%

Profitability

Metric CPB POST Packaged Foods median
Gross margin 28.14% 28.82% 28.37%
Operating margin 8.74% 9.60% 2.53%
Net margin 4.14% 3.48% 0.53%
Free cash flow margin 6.96% 6.96% 2.31%
Return on equity 10.39% 8.26% 0.00%
Return on assets 2.64% 2.24% 0.00%
Return on invested capital 5.54% 4.83% 0.00%

Growth

Metric CPB POST Packaged Foods median
Revenue growth (TTM) (4.96%) 6.20% 3.59%
EPS growth (last fiscal year) (34.83%) (2.30%) 4.57%
Revenue growth, 5-year CAGR 2.83% 11.61% 3.81%
Net income growth, 5-year CAGR (16.65%) 234.64% 0.00%

Health

Metric CPB POST Packaged Foods median
Debt to equity 1.60 2.47 0.18
Current ratio 0.82 1.85 1.84
Net debt to EBITDA 4.55 5.35 0.73

Dividend

Metric CPB POST Packaged Foods median
Dividend yield 6.05% — 3.68%
Payout ratio 1.08 — 0.62

Size

Metric CPB POST Packaged Foods median
Market cap 6.99b 3.72b 268.23m

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