Post Holdings vs J.M. Smucker
Post Holdings and J.M. Smucker are similar in size: $8.16bn and $9.05bn of revenue in their latest fiscal years. J.M. Smucker grew faster (3.7% against 3.0%). Post Holdings kept more of each dollar of sales as profit: a net margin of 4.1% against -1.5%.
| Latest fiscal year | Post HoldingsPOST, 2025 | J.M. SmuckerSJM, 2026 |
|---|---|---|
| Revenue | $8.16bn | $9.05bn |
| Revenue growth | 3.0% | 3.7% |
| Net income | $336m | −$139m |
| Operating margin | 9.8% | — |
| Net margin | 4.1% | -1.5% |
| Return on equity | 8.6% | -2.4% |
| Free cash flow | $488m | $1.16bn |
| Cash | $177m | $58.6m |
| Total debt | $7.45bn | $6.96bn |
| Debt to equity | 198.6% | — |
| Dividend per share | — | — |
| Dividend yield | — | 3.3% |
| Share buybacks | $709m | $5.6m |
| Employees | 13,180 | — |
| Market value | $4.28bn | $13.65bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 61 (Moderate) | 62 (Moderate) |
| Insider trades, 12 months | 1 buys, 8 sales | 1 buys, 11 sales |