Treehouse Foods Inc (THS)vsUnilever PLC ADR (UL)
THS
Treehouse Foods Inc
$24.43
0.00%
CONSUMER DEFENSIVE · Cap: $1.23B
UL
Unilever PLC ADR
$58.98
+3.66%
CONSUMER DEFENSIVE · Cap: $128.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 1414% more annual revenue ($50.50B vs $3.34B). UL leads profitability with a 18.8% profit margin vs -0.1%. THS appears more attractively valued with a PEG of 0.30. THS earns a higher WallStSmart Score of 60/100 (C+).
THS
Buy60
out of 100
Grade: C+
UL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.1%
Fair Value
$74.20
Current Price
$24.43
$49.77 discount
Intrinsic value data unavailable for UL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
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
0.0% revenue growth
Smaller company, higher risk/reward
Operating margin of 0.1%
Elevated debt levels
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : THS
The strongest argument for THS centers on PEG Ratio, Price/Book. PEG of 0.30 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 : THS
The primary concerns for THS are Revenue Growth, Market Cap, Operating Margin.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
THS profiles as a turnaround 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.
THS is growing revenue faster at 0.0% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
THS scores higher overall (60/100 vs 46/100). 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.
Treehouse Foods Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
TreeHouse Foods, Inc. manufactures and distributes private label packaged foods and beverages in the United States and internationally. The company is headquartered in Oak Brook, Illinois.
Visit Website →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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