Post Holdings Inc (POST)vsUnilever PLC ADR (UL)
POST
Post Holdings Inc
$104.75
+2.65%
CONSUMER DEFENSIVE · Cap: $4.89B
UL
Unilever PLC ADR
$58.98
+3.66%
CONSUMER DEFENSIVE · Cap: $128.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 504% more annual revenue ($50.50B vs $8.36B). UL leads profitability with a 18.8% profit margin vs 3.8%. POST appears more attractively valued with a PEG of 1.17. POST earns a higher WallStSmart Score of 58/100 (C).
POST
Buy58
out of 100
Grade: C
UL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+39.5%
Fair Value
$183.22
Current Price
$104.75
$78.47 discount
Intrinsic value data unavailable for UL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
3.8% margin — thin
Weak financial health signals
Earnings declined 3.9%
Distress zone — elevated risk
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
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.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
POST profiles as a value stock while UL is a declining play — different risk/reward profiles.
UL carries more volatility with a beta of 0.46 — expect wider price swings.
POST is growing revenue faster at 10.1% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
POST scores higher overall (58/100 vs 46/100) and 10.1% revenue growth. 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.
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.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
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