The Marzetti Company (MZTI) vs Post Holdings, Inc. (POST)

The Marzetti Company and Post Holdings, Inc. are both Packaged Foods companies. Post Holdings, Inc. is the larger, with a market value of $3.3B against $2.8B — 1.2× the size. Post Holdings, Inc. trades at the lower P/E: 12.3× against 14.4×. Post Holdings, Inc. grew revenue faster over the last twelve months: 6.20% against 1.08%. The Marzetti Company has the higher net margin (9.91% vs 3.48%) and the higher return on invested capital (12.2% vs 4.83%). Across the 22 metrics below, Post Holdings, Inc. leads on 13 and The Marzetti Company on 9.

Valuation

Metric MZTI POST Packaged Foods median
P/E 14.41 12.34 12.69
P/S 1.43 0.39 0.61
P/B 2.61 1.07 1.47
Price to free cash flow 12.15 5.63 8.50
EV/EBITDA 9.43 7.57 8.20
EV/Sales 1.52 1.27 0.85
Earnings yield 6.94% 8.11% 0.00%
Free cash flow yield 8.23% 17.75% 6.05%

Profitability

Metric MZTI POST Packaged Foods median
Gross margin 24.73% 28.82% 27.54%
Operating margin 12.37% 9.60% 0.00%
Net margin 9.91% 3.48% 0.00%
Free cash flow margin 11.73% 6.96% 2.56%
Return on equity 18.64% 8.26% 0.00%
Return on assets 13.28% 2.24% 0.00%
Return on invested capital 12.16% 4.83% 0.00%

Growth

Metric MZTI POST Packaged Foods median
Revenue growth (TTM) 1.08% 6.20% 5.69%
EPS growth (last fiscal year) 14.99% (2.30%) —
Revenue growth, 5-year CAGR 5.64% 11.61% 3.81%
Net income growth, 5-year CAGR 6.13% 234.64% 0.00%

Health

Metric MZTI POST Packaged Foods median
Debt to equity 0.19 2.47 0.26
Current ratio 1.56 1.85 1.64
Net debt to EBITDA 0.56 5.35 0.87

Dividend

Metric MZTI POST Packaged Foods median
Dividend yield 1.89% — 3.21%
Payout ratio 0.83 0.00 0.00

Size

Metric MZTI POST Packaged Foods median
Market cap 2.76b 3.26b 245.45m

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