COMPARE · Data as of August 21, 2026
POST vs USFD
Verdict: Side-by-side breakdown using the Bull Rankings model. POST scored 65.8, USFD scored 60.7 — POST leads.
Compare another set
POST
Post Holdings, Inc.
65.8
$80.50 · $3.6B
fundamentals as of
Score gap
5.1
POST leads
USFD
US Foods Holding Corp.
60.7
$109.62 · $23.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPOST14.6x
- Fastest growthPOST+6.2%
- Strongest balance sheetUSFD1.26
- Highest qualityUSFD66 / 100
- Largest discount to fair valuePOST-46%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
POST
stronger →← stronger
USFD
52
Qualityreturns · margins · balance sheet
66
72
Growthrevenue & earnings expansion
64
76
Valuevaluation vs sector peers
53
POST is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
POST
USFD
$553mC+
FCF
$946mC+
+6.2%C+
Rev
+3.8%C+
2.47D
D/E
1.26C+
14.6xA-
P/E
33.8xC
1.17B+
PEG
0.73A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
POST
USFD
46% below
Price vs fair valuelower is cheaper
11% above
~-16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
+106%
1-yr DCF upside
-23%
+85%
5-yr DCF upside
-10%
+60%
10-yr DCF upside
+14%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
POST
Why this score
- Buying back stock
USFD
Why this score
- Buying back stock
The companies
POSTPost Holdings, Inc.
Why now
Packaged Foods · market cap $3.6b. Down 31% 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 $105.17 (implying +31% upside).
Moat
FCF converts 189% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.47 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 3.5% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
USFDUS Foods Holding Corp.
Why now
Food Distribution · market cap $23.7b. Trading near 52-week high of $111.42 — momentum setup, limited technical margin of safety. PEG 0.73 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $115.88 (implying +6% 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 130% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 1.8% 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.
Where POST and USFD diverge
On the headline score the gap is 5.1 points in favor of POST. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValuePOST 75.6 · USFD 52.7POST +22.9
- QualityPOST 52.5 · USFD 66.3USFD +13.8
- GrowthPOST 71.7 · USFD 64.1POST +7.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.