Head-To-Head Analysis: Grupo Bimbo (OTCMKTS:BMBOY) vs. Post (NYSE:POST)

Grupo Bimbo (OTCMKTS:BMBOY) and Post (NYSE:POST) are both consumer defensive companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, profitability, analyst recommendations, valuation, institutional ownership, risk and dividends.

Profitability

This table compares Grupo Bimbo and Post’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Grupo Bimbo	N/A	N/A	N/A
Post	4.82%	8.52%	2.63%

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for Grupo Bimbo and Post, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Grupo Bimbo	1	0	0	0	1.00
Post	0	3	4	0	2.57

Post has a consensus target price of $103.00, indicating a potential upside of 18.70%. Given Post’s stronger consensus rating and higher probable upside, analysts plainly believe Post is more favorable than Grupo Bimbo.

Institutional & Insider Ownership

92.0% of Post shares are held by institutional investors. 10.7% of Post shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Earnings & Valuation

This table compares Grupo Bimbo and Post’s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Grupo Bimbo	N/A	N/A	N/A	N/A	N/A
Post	$5.85 billion	0.91	$756.60 million	$5.14	16.88

Post has higher revenue and earnings than Grupo Bimbo.

Summary

Post beats Grupo Bimbo on 9 of the 9 factors compared between the two stocks.

About Grupo Bimbo

Grupo Bimbo, S.A.B. de C.V., together with its subsidiaries, produces, distributes, and sells various bakery products. It offers sliced bread, buns and rolls, pastries, cakes, cookies, toast, English muffins, bagels, tortillas and flatbreads, and salty snacks. The company provides its products under various brands. It operates bakeries and other plants in Mexico, the United States, Europe, Asia, and Africa. Grupo Bimbo, S.A.B. de C.V. was founded in 1945 and is headquartered in Mexico City, Mexico.

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) cereal, hot cereal, and peanut and nut butter. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, and drug store customers, as well as sells its products in the military, ecommerce, and foodservice channels. The Weetabix segment primarily markets and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, breakfast drinks, and muesli. This segment sells its products to grocery stores, discounters, wholesalers, and convenience stores, as well as through ecommerce. The Foodservice segment produces and distributes egg and potato products in the foodservice and food ingredient channels. It serves foodservice distributors and national restaurant chains. The Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausages, cheese, and other dairy and refrigerated products for grocery stores and mass merchandise customers. Post Holdings, Inc. was founded in 1895 and is headquartered in Saint Louis, Missouri.