WallStSmart

Colgate-Palmolive Company (CL)vsPost Holdings Inc (POST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Colgate-Palmolive Company generates 144% more annual revenue ($20.38B vs $8.36B). CL leads profitability with a 10.5% profit margin vs 3.8%. POST appears more attractively valued with a PEG of 1.17. CL earns a higher WallStSmart Score of 62/100 (C+).

CL

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 8.5Value: 6.0Quality: 3.3
Piotroski: 3/9

POST

Buy

58

out of 100

Grade: C

Growth: 5.3Profit: 5.5Value: 7.3Quality: 4.8
Piotroski: 2/9Altman Z: 1.32
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CLUndervalued (+17.8%)

Margin of Safety

+17.8%

Fair Value

$102.75

Current Price

$85.36

$17.39 discount

UndervaluedFair: $102.75Overvalued
POSTUndervalued (+39.5%)

Margin of Safety

+39.5%

Fair Value

$183.22

Current Price

$104.75

$78.47 discount

UndervaluedFair: $183.22Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CL4 strengths · Avg: 8.8/10
Return on EquityProfitability
49.7%10/10

Every $100 of equity generates 50 in profit

Market CapQuality
$67.91B9/10

Large-cap with strong market position

Operating MarginProfitability
20.4%8/10

Strong operational efficiency at 20.4%

Free Cash FlowQuality
$1.28B8/10

Generating 1.3B in free cash flow

POST1 strengths · Avg: 10.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Areas to Watch

CL4 concerns · Avg: 3.3/10
P/E RatioValuation
32.2x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
1.1%4/10

1.1% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
1219.4x2/10

Trading at 1219.4x book value

POST4 concerns · Avg: 2.5/10
Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-3.9%2/10

Earnings declined 3.9%

Altman Z-ScoreHealth
1.322/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CL

The strongest argument for CL centers on Return on Equity, Market Cap, Operating Margin.

Bull Case : POST

The strongest argument for POST centers on Price/Book. Revenue growth of 10.1% demonstrates continued momentum. PEG of 1.17 suggests the stock is reasonably priced for its growth.

Bear Case : CL

The primary concerns for CL are P/E Ratio, EPS Growth, Piotroski F-Score. Debt-to-equity of 147.93 is elevated, increasing financial risk.

Bear Case : POST

The primary concerns for POST are Profit Margin, Piotroski F-Score, EPS Growth. Thin 3.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

POST carries more volatility with a beta of 0.37 — expect wider price swings.

POST is growing revenue faster at 10.1% — sustainability is the question.

CL generates stronger free cash flow (1.3B), providing more financial flexibility.

Monitor HOUSEHOLD & PERSONAL PRODUCTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CL scores higher overall (62/100 vs 58/100). POST offers better value entry with a 39.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Colgate-Palmolive Company

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Colgate-Palmolive Company is an American multinational consumer products company headquartered on Park Avenue in Midtown Manhattan, New York City. It specializes in the production, distribution and provision of household, health care, personal care and veterinary products.

Visit Website →

Post Holdings Inc

CONSUMER DEFENSIVE · PACKAGED FOODS · USA

Post Holdings, Inc. is a consumer packaged goods holding company in the United States and internationally. The company is headquartered in St. Louis, Missouri.

Want to dig deeper into these stocks?