Hormel Foods Corporation (HRL)vsPost Holdings Inc (POST)
HRL
Hormel Foods Corporation
$23.62
+1.42%
CONSUMER DEFENSIVE · Cap: $13.62B
POST
Post Holdings Inc
$90.43
+1.93%
CONSUMER DEFENSIVE · Cap: $4.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Hormel Foods Corporation generates 45% more annual revenue ($12.22B vs $8.45B). POST leads profitability with a 4.0% profit margin vs 3.8%. POST appears more attractively valued with a PEG of 1.17. POST earns a higher WallStSmart Score of 64/100 (C+).
HRL
Hold49
out of 100
Grade: D+
POST
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.1%
Fair Value
$46.15
Current Price
$23.62
$22.53 discount
Margin of Safety
+26.6%
Fair Value
$151.07
Current Price
$90.43
$60.64 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Earnings expanding 51.1% YoY
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Moderate valuation
ROE of 5.9% — below average capital efficiency
3.8% margin — thin
4.7% revenue growth
4.0% margin — thin
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HRL
The strongest argument for HRL centers on Price/Book.
Bull Case : POST
The strongest argument for POST centers on Price/Book, EPS Growth, P/E Ratio. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bear Case : HRL
The primary concerns for HRL are PEG Ratio, P/E Ratio, Return on Equity. Thin 3.8% margins leave little buffer for downturns.
Bear Case : POST
The primary concerns for POST are Revenue Growth, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.39 is elevated, increasing financial risk. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
HRL carries more volatility with a beta of 0.34 — expect wider price swings.
POST is growing revenue faster at 4.7% — sustainability is the question.
POST generates stronger free cash flow (126M), providing more financial flexibility.
Monitor PACKAGED FOODS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
POST scores higher overall (64/100 vs 49/100). HRL offers better value entry with a 48.1% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Hormel Foods Corporation
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Hormel Foods Corporation is an American company founded in 1891 in Austin, Minnesota, by George A. Hormel as George A. Hormel & Company. Originally focusing on the packaging and selling of ham, Spam, sausage and other pork, chicken, beef and lamb products to consumers; by the 1980s, Hormel began offering a wider range of packaged and refrigerated foods.
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.
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