COMPARE · Data as of August 21, 2026
POST vs SYY
Verdict: Side-by-side breakdown using the Bull Rankings model. POST scored 65.8, SYY scored 58.8 — POST leads.
Compare another set
Different reporting periods. POST's fundamentals are as of June 2026, but SYY's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
POST
Post Holdings, Inc.
65.8
$80.50 · $3.6B
fundamentals as of
Score gap
7.0
POST leads
SYY
Sysco Corporation
58.8
$84.10 · $40.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPOST14.6x
- Fastest growthPOST+6.2%
- Strongest balance sheetPOST2.47
- Highest qualitySYY71 / 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
SYY
52
Qualityreturns · margins · balance sheet
71
72
Growthrevenue & earnings expansion
63
76
Valuevaluation vs sector peers
46
POST is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
POST
SYY
$553mC+
FCF
$1.8bC+
+6.2%C+
Rev
+3.4%C+
2.47D
D/E
5.61D
14.6xA-
P/E
23.0xB
1.17B+
PEG
1.55C+
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
SYY
46% below
Price vs fair valuelower is cheaper
1% above
~-16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
+106%
1-yr DCF upside
-4%
+85%
5-yr DCF upside
-1%
+60%
10-yr DCF upside
+5%
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
SYY
Why this score
- Durable high returns
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.
SYYSysco Corporation
Why now
Food Distribution · market cap $40.2b. 8% off the 52-week high of $91.85. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $90.31 (implying +7% upside).
Moat
ROE 76% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 105% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 5.61 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Net margin 2.1% 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 SYY diverge
On the headline score the gap is 7.0 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 · SYY 45.9POST +29.7
- QualityPOST 52.5 · SYY 70.5SYY +18.0
- GrowthPOST 71.7 · SYY 62.8POST +8.9
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.