POST vs MKC vs LW Stock Comparison

Post Holdings, Mccormick and Lamb Weston Holdings Prices as of Oct 26, 2026 Peers: Industry group
POST Post Holdings, Inc.
$80.48 +10.0% 1M -26.4% 1Y
Market cap
$3.58B
P/E
12.2x
Revenue (TTM)
$8.41B
Div. yield
–
Packaged Foods Consumer Staples
2 wins
MKC Mccormick & Co Inc
$48.00 +0.1% 1M -28.2% 1Y
Market cap
$12.81B
P/E
8.6x
Revenue (TTM)
$7.69B
Div. yield
0.04%
Packaged Foods Consumer Staples
8 wins
LW Lamb Weston Holdings, Inc.
$53.64 +23.0% 1M -19.2% 1Y
Market cap
$7.40B
P/E
29.0x
Revenue (TTM)
$6.62B
Div. yield
0.03%
Packaged Foods Consumer Staples
2 wins

Head to Head

12 decided of 12

Mccormick leads on 8 of the 12 questions below (Mccormick 8, Post Holdings 2, Lamb Weston Holdings 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionPOSTMKCLWLeader
Larger companyMarket capitalisation $3.58B $12.81B $7.40B MKC
Cheaper on earningsLower P/E, profitable companies only 12.2x 8.6x 29.0x MKC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 10.9x 16.4x 17.5x POST
Faster revenue growthRevenue growth, trailing twelve months +6.2% +13.2% +2.6% MKC
More profitableNet margin, trailing twelve months 3.5% 19.4% 3.8% MKC
Better return on capitalReturn on invested capital 5.6% 6.0% 6.4% LW
Less leveragedLower net debt / EBITDA 5.3x 3.6x 4.1x MKC
Higher dividend yieldTrailing dividend yield 0.00% 0.04% 0.03% MKC
Better 1-year returnPrice return, last 12 months -26.4% -28.2% -19.2% LW
Better 5-year returnAnnualised price return, 5 years +3.9%/yr -9.8%/yr -1.4%/yr POST
Less volatileAnnualised volatility, 1 year 32.1% 31.4% 45.6% MKC
Higher overall scoreMean of the five percentile scores vs peers 71/100 72/100 47/100 MKC

Percentile Scorecard

POSTMKCLW

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisPOSTMKCLW
Valuation 80 #10 of 45 61 #18 of 45 52 #22 of 45
Growth 76 #11 of 42 83 #8 of 42 37 #27 of 42
Profitability 69 #13 of 40 92 #4 of 40 72 #12 of 40
Financial Health 33 #32 of 47 52 #23 of 47 35 #31 of 47
Shareholder Returns 100 #1 of 31 70 #10 of 31 40 #19 of 31
Overall 71 72 47
  • POST ranked among 48 companies in Branded Foods
  • MKC ranked among 48 companies in Branded Foods
  • LW ranked among 48 companies in Branded Foods

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodPOSTMKCLWSPY
1 month +10.0%+0.1%+23.0% -0.8%
3 months -11.8%-5.2%+0.9% +3.5%
6 months -22.5%-4.8%+23.8% +7.0%
Year to date -18.7%-29.5%+28.0% +12.2%
1 year -26.4%-28.2%-19.2% +13.0%
3 years -0.2%-23.8%-39.6% +86.3%
3 years, per year -0.1%-8.7%-15.5% +23.1%
5 years +20.9%-40.4%-6.6% +68.6%
5 years, per year +3.9%-9.8%-1.4% +11.0%
10 years +57.7%+0.6%— +258.0%
10 years, per year +4.7%+0.1%— +13.6%

Risk

MeasurePOSTMKCLWSPY
Volatility, 1Y 32.1%31.4%45.6% 12.7%
Downside volatility, 1Y 33.2%34.4%54.4% 12.7%
Beta vs S&P 500, 1Y -0.11-0.340.22 1.00
Return / volatility, 1Y -0.82-0.90-0.42 1.02
Max drawdown, 5Y -39.9%-57.7%-66.6% -25.4%
From 52-week high -29.8%-33.0%-19.4% -1.8%
52-week high $114.61$71.65$66.57 $779.14
52-week low $72.50$44.15$38.48 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultiplePOSTMKCLW
P/E now vs peer median 12.4xmedian 20.5x 8.7xmedian 20.5x 29.0xmedian 20.5x
P/S now vs peer median 0.4xmedian 0.8x 1.7xmedian 0.8x 1.1xmedian 0.8x
EV/EBITDA now vs peer median 7.9xmedian 12.3x 13.5xmedian 12.3x 12.1xmedian 12.3x
P/FCF now vs peer median 6.4xmedian 14.0x 14.0xmedian 14.0x 18.3xmedian 14.0x
P/B now vs peer median 1.1xmedian 1.4x 1.7xmedian 1.4x 4.1xmedian 1.4x
PEG now vs peer median 1.77median 0.42 0.27median 0.42 -0.81median 0.42

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsPOSTMKCLW
Revenue $8.41B $7.69B $6.62B
Gross profit $2.42B $3.00B $1.28B
Operating income $808.00M $1.03B $516.80M
Net income $293.10M $1.51B $254.80M
Free cash flow $553.10M $925.90M $403.80M
EPS (diluted) $5.71 $5.53 $1.85
Cash & equivalents $265.60M $331.10M $166.30M
Total debt $7.63B $5.02B $3.93B
Shares (diluted) 51.30M 269.40M 138.10M
Enterprise value $2.59B $11.87B $7.03B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricPOSTMKCLW
P/E 12.4x 8.7x 29.0x
P/FCF 6.4x 14.0x 18.3x
P/Operating cash flow 3.6x 11.3x 9.0x
P/S 0.4x 1.7x 1.1x
P/B 1.1x 1.7x 4.1x
P/Tangible book 11.8x 4.9x 4.3x
EV/EBITDA 7.9x 13.5x 12.1x
EV/EBIT 13.5x 17.1x 21.6x
EV/Revenue 1.3x 2.3x 1.7x
EV/FCF 19.7x 19.0x 27.6x
EV/Operating cash flow 11.0x 15.4x 13.5x
PEG (3Y EPS CAGR) 1.77 0.27 -0.81

Growth

14 metrics
MetricPOSTMKCLW
Revenue growth (1Y) 6.2% 13.2% 2.6%
Revenue CAGR (3Y) 8.3% 5.2% 4.0%
Gross profit growth (1Y) 4.8% 15.7% -7.3%
Gross profit CAGR (3Y) 12.1% 7.4% -8.2%
Operating income growth (1Y) -1.7% -3.2% -15.2%
Operating income CAGR (3Y) 11.8% 3.5% -21.0%
Net income growth (1Y) -20.0% 93.3% -13.4%
Net income CAGR (3Y) -2.8% 32.7% -36.9%
EPS growth (1Y) -2.7% 91.5% -12.3%
EPS CAGR (3Y) 7.0% 32.2% -35.6%
Operating cash flow growth (1Y) 6.5% 29.8% -7.2%
Operating cash flow CAGR (3Y) 15.5% 2.4% -3.0%
Free cash flow growth (1Y) 27.8% 41.3% -17.8%
Free cash flow CAGR (3Y) 15.9% 5.9% 205.1%

Profitability

14 metrics
MetricPOSTMKCLW
Gross margin 28.8% 39.1% 19.4%
EBITDA margin 16.4% 17.0% 13.9%
Operating margin 9.6% 13.4% 7.8%
Pretax margin 4.7% 10.8% 5.1%
Net margin 3.5% 19.4% 3.8%
FCF margin 6.6% 12.0% 6.1%
Operating cash flow margin 11.8% 14.8% 12.5%
Return on equity 9.3% 19.0% 13.2%
Return on assets 2.3% 8.7% 3.3%
Return on invested capital 5.6% 6.0% 6.4%
Return on capital employed 6.8% 8.5% 8.7%
Asset turnover 0.7x 0.5x 0.9x
Cash conversion (OCF / net income) 3.4x 0.8x 3.2x
Stock comp / revenue 1.0% 0.6% 0.8%

Financial Health

11 metrics
MetricPOSTMKCLW
Debt / assets 59.4% 30.1% 53.6%
Debt / equity 2.5x 0.7x 2.2x
Net debt / EBITDA 5.3x 3.6x 4.1x
Debt / FCF 13.8x 5.4x 9.7x
Liabilities / assets 76.0% 54.4% 75.3%
Equity / assets 24.0% 45.6% 24.7%
Interest coverage 1.9x 4.6x –
Current ratio 1.9x 0.7x 1.5x
Quick ratio 0.9x 0.3x 0.7x
Cash ratio 0.2x 0.1x 0.1x
Altman Z-score 1.42 1.82 2.60

Shareholder Returns

7 metrics
MetricPOSTMKCLW
Dividend yield – 4.0% 2.8%
Net buyback yield 33.7% -0.1% 1.5%
Shareholder yield 33.7% 3.9% 4.3%
Payout ratio (earnings) – 33.6% 81.6%
Payout ratio (FCF) – 54.8% 51.5%
Dividend growth (1Y) – 6.9% 0.5%
Dividend CAGR (3Y) – 7.1% 11.1%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusPOSTMKCLW
Forward P/E 10.9xFY2026 16.4xFY2026 17.5xFY2026
EPS, next fiscal year $7.40FY2026 $2.93FY2026 $3.07FY2026
EPS growth, next FY +2.4%FY2026 -2.3%FY2026 +2.0%FY2026
EPS growth, the year after -6.6% +11.9% +13.0%
Revenue, next fiscal year $7.73BFY2026 $7.53BFY2026 $6.42BFY2026
Revenue growth, next FY -5.2%FY2026 +10.1%FY2026 -2.9%FY2026
Revenue growth, the year after +8.9% +12.6% -1.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersPOSTMKCLW
Held by institutions 100.0% 88.9% 93.7%
Institutions holding 418 948 557
Change in shares held, QoQ -0.3% +4.8% +1.0%
Institutions buying 177 478 266
Institutions selling 178 342 190
Buyers to sellers 0.99 1.40 1.40

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

POSTMKCLW
POST 1.00 0.29 0.27
MKC 0.29 1.00 0.31
LW 0.27 0.31 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, POST, MKC and LW?

Mccormick (MKC) is the largest by market capitalisation: Post Holdings (POST) $3.58B, Mccormick (MKC) $12.81B, Lamb Weston Holdings (LW) $7.40B.

Which stock is cheaper, POST, MKC and LW?

Mccormick (MKC) trades on the lowest price-to-earnings ratio (Post Holdings (POST) 12.2x, Mccormick (MKC) 8.6x, Lamb Weston Holdings (LW) 29.0x). On next year's consensus earnings, Post Holdings (POST) is cheapest (Post Holdings (POST) 10.9x, Mccormick (MKC) 16.4x, Lamb Weston Holdings (LW) 17.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Mccormick (MKC) grew revenue fastest over the trailing twelve months: Post Holdings (POST) +6.2%, Mccormick (MKC) +13.2%, Lamb Weston Holdings (LW) +2.6%.

Which company is more profitable?

Mccormick (MKC) has the highest net margin (Post Holdings (POST) 3.5%, Mccormick (MKC) 19.4%, Lamb Weston Holdings (LW) 3.8%). On return on invested capital, Lamb Weston Holdings (LW) leads (Post Holdings (POST) 5.6%, Mccormick (MKC) 6.0%, Lamb Weston Holdings (LW) 6.4%).

Which stock has performed better?

Over the past year Lamb Weston Holdings (LW) returned the most: Post Holdings (POST) -26.4%, Mccormick (MKC) -28.2%, Lamb Weston Holdings (LW) -19.2%. Over five years, Post Holdings (POST) compounded fastest (Post Holdings (POST) +3.9%/yr, Mccormick (MKC) -9.8%/yr, Lamb Weston Holdings (LW) -1.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Mccormick (MKC) has the highest dividend yield: Post Holdings (POST) 0.00%, Mccormick (MKC) 0.04%, Lamb Weston Holdings (LW) 0.03%. Post Holdings (POST) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Mccormick (MKC) has been the steadiest (Post Holdings (POST) 32.1%, Mccormick (MKC) 31.4%, Lamb Weston Holdings (LW) 45.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, POST, MKC and LW?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Mccormick (MKC) leads on 8. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.