Post Holdings, Inc. (POST) vs Utz Brands, Inc. (UTZ)

Post Holdings, Inc. and Utz Brands, Inc. are both Packaged Foods companies. Post Holdings, Inc. is the larger, with a market value of $3.3B against $2.1B — 1.6× the size. Utz Brands, Inc. has negative trailing earnings, so its P/E is not meaningful; Post Holdings, Inc. trades at 12.3×. Post Holdings, Inc. grew revenue faster over the last twelve months: 6.20% against 1.95%. Post Holdings, Inc. has the higher net margin (3.48% vs −2.00%) and the higher return on invested capital (4.83% vs 0.29%). Across the 21 metrics below, Post Holdings, Inc. leads on 19 and Utz Brands, Inc. on 2.

Valuation

Metric POST UTZ Packaged Foods median
P/E 12.34 n/m 12.69
P/S 0.39 0.87 0.61
P/B 1.07 0.96 1.47
Price to free cash flow 5.63 16.54 8.50
EV/EBITDA 7.57 20.75 8.20
EV/Sales 1.27 1.41 0.85
Earnings yield 8.11% (2.32%) 0.00%
Free cash flow yield 17.75% 6.05% 6.05%

Profitability

Metric POST UTZ Packaged Foods median
Gross margin 28.82% 25.37% 27.54%
Operating margin 9.60% 0.67% 0.00%
Net margin 3.48% (2.00%) 0.00%
Free cash flow margin 6.96% 5.24% 2.56%
Return on equity 8.26% (2.15%) 0.00%
Return on assets 2.24% (1.03%) 0.00%
Return on invested capital 4.83% 0.29% 0.00%

Growth

Metric POST UTZ Packaged Foods median
Revenue growth (TTM) 6.20% 1.95% 5.69%
EPS growth (last fiscal year) (2.30%) (94.74%) —
Revenue growth, 5-year CAGR 11.61% 4.03% 3.81%
Net income growth, 5-year CAGR 234.64% (47.76%) 0.00%

Health

Metric POST UTZ Packaged Foods median
Debt to equity 2.47 0.65 0.26
Current ratio 1.85 1.06 1.64
Net debt to EBITDA 5.35 7.20 0.87

Dividend

Metric POST UTZ Packaged Foods median
Dividend yield — 1.17% 3.21%
Payout ratio 0.00 14.89 0.00

Size

Metric POST UTZ Packaged Foods median
Market cap 3.26b 2.05b 245.45m

Compare with another peer

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