COMPARE · Reviewed July 29, 2026
COCO vs POST
Verdict: Side-by-side breakdown using the Bull Rankings model. COCO scored 68.6, POST scored 67.6 — COCO leads.
Compare another set
COCO
The Vita Coco Company, Inc.
68.6
$67.59 · $3.9B
fundamentals as of
Score gap
1.0
COCO leads
POST
Post Holdings, Inc.
67.6
$93.44 · $4.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
COCO
stronger →← stronger
POST
85
Qualityreturns · margins · balance sheet
54
97
Growthrevenue & earnings expansion
79
39
Valuevaluation vs sector peers
72
COCO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
COCO
POST
$124mC
FCF
$517mC+
+26.1%A-
Rev
+7.2%B
0.04A
D/E
2.38C
37.3xC
P/E
15.7xA-
2.05C
PEG
1.17B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
COCO
POST
31% above
Price vs fair valuelower is cheaper
53% below
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-11%/yr
-35%
1-yr DCF upside
+93%
-24%
5-yr DCF upside
+114%
-3%
10-yr DCF upside
+147%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
COCO
Why this score
- Durable high returns
POST
Why this score
- Buying back stock
The companies
COCOThe Vita Coco Company, Inc.
Why now
Beverages - Non-Alcoholic · market cap $3.9b. Down 21% from 52-week high of $85.83 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $83.89 (implying +24% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 28% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
POSTPost Holdings, Inc.
Why now
Packaged Foods · market cap $4.2b. Down 20% from 52-week high of $117.28 — deep drawdown territory. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $115.83 (implying +24% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 153% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.38 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 4.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.