Post vs Smithfield Foods
POST and SFD side by side, both in food and kindred products. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How POST and SFD compare
Smithfield Foods is the larger company, worth 2.1 times as much as Post ($7.5B against $3.6B).
On earnings, Smithfield Foods is cheaper: it trades at 8.4× trailing earnings, against 15.2× for Post.
Post grew revenue faster over the last twelve months (6.2% versus −0.60% for Smithfield Foods).
Smithfield Foods keeps more of each dollar of sales as profit, with a net margin of 5.9% compared with 3.5% at Post.
Smithfield Foods pays a dividend yielding 7.8%; Post does not pay one.
Smithfield Foods scores higher on the StockData Score (19 against 13 for Post), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | POST | SFD |
|---|---|---|
| Size and price | ||
| Market cap | $3.6B | $7.5B |
| Share price | $81.83 | $19.14 |
| Change, 1 year | −23.3% | −12.9% |
| Change, 5 years | −19.2% | – |
| Beta (5Y) | 0.35 | 0.21 |
| Employees | 13K | 32K |
| StockData Score | ||
| Total score | 13 | 19 (better) |
| Valuation score | 6 (better) | 4 |
| Growth score | 3 (better) | 1 |
| Performance score | 3 | 5 (better) |
| Health score | 1 | 6 (better) |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 15.2× | 8.4× (better) |
| P/S | 0.4× (better) | 0.5× |
| P/B | 1.2× | 1.1× (better) |
| EV/EBITDA | 8.0× | 5.6× (better) |
| P/FCF | 6.5× (better) | 8.1× |
| PEG | – | 2.70 |
| FCF yield | 15.4% (better) | 12.3% |
| Fair value | $157.36 | $42.84 |
| Margin of safety | 48.0% | 55.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 6.2% (better) | −0.60% |
| Revenue growth, 5Y average | 11.6% (better) | 3.3% |
| Net income growth (TTM) | −20.0% | 4.2% (better) |
| EPS growth (TTM) | −7.5% | 2.7% (better) |
| EPS growth, 5Y average | 253% | 1429% (better) |
| Profitability | ||
| Gross margin | 28.8% (better) | 12.6% |
| Operating margin | 9.6% (better) | 7.6% |
| Net margin | 3.5% | 5.9% (better) |
| FCF margin | 6.6% (better) | 6.1% |
| Return on equity | 8.3% | 13.4% (better) |
| Return on invested capital | 5.8% | 11.6% (better) |
| Financial health | ||
| Debt / equity | 2.48 | 0.29 (better) |
| Net debt / EBITDA | 5.34 | 0.56 (better) |
| Interest coverage | 1.9× | 38.3× (better) |
| Current ratio | 1.85 | 2.39 (better) |
| Altman Z-score | 1.43 | 3.19 (better) |
| Piotroski F-score | 4 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 7.8% |
| Years of dividend growth | – | 0 |
| Buyback yield | 33.1% (better) | 0.00% |
| Shareholder yield | 33.1% (better) | 7.8% |
| Ownership | ||
| Held by institutions | 103% | 13.8% |
| Held by insiders | 16.1% | – |
| Insider net buying, 12 months | −$33.9M | −$4.4M (better) |
| Short interest, % of float | 14.1% | – |
Go deeper
- POST stock overview
- POST income statement
- POST valuation and score
- SFD stock overview
- SFD income statement
- SFD valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.