COMPARE · Reviewed July 29, 2026
MZTI vs POST
Verdict: Side-by-side breakdown using the Bull Rankings model. MZTI scored 66.5, POST scored 67.6 — POST leads.
Compare another set
MZTI
The Marzetti Company
66.5
$107.93 · $3.0B
fundamentals as of
Score gap
1.1
POST leads
POST
Post Holdings, Inc.
67.6
$93.44 · $4.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
MZTI
stronger →← stronger
POST
83
Qualityreturns · margins · balance sheet
54
60
Growthrevenue & earnings expansion
79
59
Valuevaluation vs sector peers
72
POST is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MZTI
POST
$248mC
FCF
$517mC+
+2.8%C
Rev
+7.2%B
0.04A
D/E
2.38C
16.9xB+
P/E
15.7xA-
3.12D
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
MZTI
POST
26% below
Price vs fair valuelower is cheaper
53% below
~-2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-11%/yr
+28%
1-yr DCF upside
+93%
+35%
5-yr DCF upside
+114%
+45%
10-yr DCF upside
+147%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MZTI
Why this score
- Raising its dividend
- Durable high returns
POST
Why this score
- Buying back stock
The companies
MZTIThe Marzetti Company
Why now
Packaged Foods · market cap $3.0b. Down 43% from 52-week high of $190.96 — deep drawdown territory. 5 sell-side analysts publish a mean 1-yr target of $159.40 (implying +48% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 141% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.