COMPARE · Reviewed August 1, 2026
HSY vs POST
Verdict: Side-by-side breakdown using the Bull Rankings model. HSY scored 68.0, POST scored 67.9 — HSY leads.
Compare another set
HSY
The Hershey Company
68
$175.05 · $35.2B
fundamentals as of
Score gap
0.1
HSY leads
POST
Post Holdings, Inc.
67.9
$91.41 · $4.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
HSY
stronger →← stronger
POST
82
Qualityreturns · margins · balance sheet
54
76
Growthrevenue & earnings expansion
79
51
Valuevaluation vs sector peers
74
POST is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
HSY
POST
$2.2bB
FCF
$517mC+
+7.7%B
Rev
+7.2%B
1.30C+
D/E
2.38C
23.9xC+
P/E
15.3xA-
1.06B+
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
HSY
POST
21% below
Price vs fair valuelower is cheaper
54% below
~5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-11%/yr
+6%
1-yr DCF upside
+98%
+26%
5-yr DCF upside
+119%
+62%
10-yr DCF upside
+153%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HSY
No notable signals flagged.
POST
Why this score
- Buying back stock
The companies
HSYThe Hershey Company
Why now
Confectioners · market cap $35.2b. Down 27% from 52-week high of $239.48 — deep drawdown territory. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $207.71 (implying +19% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 150% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
POSTPost Holdings, Inc.
Why now
Packaged Foods · market cap $4.1b. Down 22% 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 +27% 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.