Head-To-Head Survey: BellRing Brands (NYSE:BRBR) vs. Post (NYSE:POST)

BellRing Brands (NYSE:BRBR) and Post (NYSE:POST) are both mid-cap consumer staples companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, dividends, earnings, profitability, institutional ownership, valuation and risk.

Earnings and Valuation

This table compares BellRing Brands and Post”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
BellRing Brands	$2.32 billion	1.24	$216.20 million	$1.68	14.27
Post	$8.16 billion	0.63	$335.70 million	$5.48	18.12

Post has higher revenue and earnings than BellRing Brands. BellRing Brands is trading at a lower price-to-earnings ratio than Post, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership

95.0% of BellRing Brands shares are held by institutional investors. Comparatively, 94.8% of Post shares are held by institutional investors. 1.5% of BellRing Brands shares are held by insiders. Comparatively, 14.1% of Post shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Risk & Volatility

BellRing Brands has a beta of 0.65, meaning that its stock price is 35% less volatile than the S&P 500. Comparatively, Post has a beta of 0.45, meaning that its stock price is 55% less volatile than the S&P 500.

Profitability

This table compares BellRing Brands and Post’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
BellRing Brands	9.33%	-95.87%	29.63%
Post	4.11%	11.72%	3.46%

Analyst Recommendations

This is a summary of recent ratings and recommmendations for BellRing Brands and Post, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
BellRing Brands	0	8	11	0	2.58
Post	1	2	5	0	2.50

BellRing Brands presently has a consensus target price of $42.56, suggesting a potential upside of 77.49%. Post has a consensus target price of $125.33, suggesting a potential upside of 26.21%. Given BellRing Brands’ stronger consensus rating and higher probable upside, equities analysts clearly believe BellRing Brands is more favorable than Post.

Summary

BellRing Brands beats Post on 8 of the 14 factors compared between the two stocks.

About BellRing Brands

BellRing Brands, Inc., together with its subsidiaries, provides various nutrition products in the United States. The company offers ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and other products primarily under the Premier Protein and Dymatize brands. It distributes its products through club, food, drug, mass, eCommerce, specialty, and convenience channels. BellRing Brands, Inc. was incorporated in 2019 and is headquartered in Saint Louis, Missouri.

About Post

Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brand names; hot cereal; peanut butter under the Peter Pan brand; and branded and private label dog and cat food products under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brand names. The Weetabix segment primarily manufactures, markets, and distributes branded and private label RTE cereal under Weetabix and Alpen brands; hot cereals and other cereal-based food products; breakfast drinks; protein-based shakes under the UFIT brand, and nutritional snacks, such as muesli. The Foodservice segment produces and distributes egg products primarily under Papetti's and Abbotsford Farms brands, as well as potato products in the foodservice and food ingredient channels. The segment also manufactures certain meat products. The Refrigerated Retail segment produces and distributes side dish, potato, sausage products under Bob Evans, Bob Evans Farms, and Simply Potatoes brands; eggs and egg products under Bob Evans Egg Whites and Egg Beaters brands; and cheese, and other dairy and refrigerated products under Crystal Farms brand. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, dollar stores, discounters, wholesalers, convenience stores, pet supply retailers, drug store customers, foodservice distributors, and national restaurant chains, as well as sells its products in the military, ecommerce, and foodservice channels. The company was founded in 1895 and is headquartered in Saint Louis, Missouri.