Evenly matched
13 companies value 83 bn revenue 90 bn margin 0.5% free cash flow 7.6 bn avg. score 5.3
GIS holds 20.9% of the group's value, 1.3x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GIS | General Mills United States · score 3.8 | 21% | 17 bn | 18 bn | -4.9% | 1.6 bn | 8.9% | 7.5% | Branded foods: Cheerios, Häagen-Dazs and Blue Buffalo · Cheerios, Häagen-Dazs and Blue Buffalo pet food; 125 years of paying dividends | |
| 2 | SJM | J.M. Smucker United States · score 6.3 | 16% | 14 bn | 9.2 bn | 2.5% | 1.6 bn | 11.7% | 3.4% | Smucker's jams, Jif peanut butter and Folgers coffee · Owner of Folgers, Jif and Uncrustables | |
| 3 | MKC | McCormick United States · score 7.2 | 15% | 12 bn | 7.7 bn | 19.4% | 0.9 bn | 7.4% | 4.1% | McCormick spices, seasonings and condiments · Global leader in spices and seasonings; above-average pricing power for the sector | |
| 4 | HRL | Hormel Foods United States · score 6.9 | 14% | 11 bn | 12 bn | 2.8% | 0.8 bn | 7.0% | 5.7% | Branded meats and foods: Spam, Skippy and Planters · Dividend King with 55+ years of consecutive increases | |
| 5 | LW | Lamb Weston United States · score 5.8 | 9% | 7.4 bn | 6.6 bn | 3.9% | 0.4 bn | 5.6% | 2.8% | Frozen french fries for restaurants and retail · Largest supplier of frozen french fries to fast-food chains | |
| 6 | CAG | Conagra Brands United States · score 4.8 | 8% | 6.7 bn | 11 bn | -17.0% | 0.9 bn | 13.1% | 10.0% | Branded packaged foods, for 100 years · Frozen food and snacks portfolio; high yield in a pressured sector | |
| 7 | CPB | Campbell's United States · score 6.1 | 7% | 5.8 bn | 9.7 bn | 4.1% | 0.7 bn | 11.7% | 8.1% | Branded soups, sauces and snacks · Soups and the Pepperidge Farm and Goldfish snack lines | |
| 8 | POST | Post Holdings United States · score 5.4 | 4% | 3.4 bn | 8.4 bn | 3.5% | 0.6 bn | 16.3% | — | Cereals, eggs and branded foods · Cereals, eggs and nutrition; a sector consolidator through acquisitions | |
| 9 | TR | TOOTSIE ROLL INDUSTRIES INC United States · score 5.6 | 3% | 2.8 bn | 0.7 bn | 13.0% | 0.1 bn | 2.9% | 0.9% | Tootsie Roll candy and chocolates · Illinois — revenue of $735m | |
| 10 | DMC | DEL MONTE CORP United States · score 6.3 | 2% | 1.4 bn | 4.3 bn | 0.8% | 0.1 bn | 7.0% | 4.1% | Canned fruit and vegetables, a brand since 1892 · Florida — revenue of $4.3bn | |
| 11 | JBSS | SANFILIPPO JOHN B & SON INC United States · score 6.2 | 1% | 0.8 bn | 1.2 bn | 5.3% | 0.0 bn | 4.7% | 6.1% | Processing and distribution of peanuts, pecans and other nuts · Illinois — revenue of $1.2bn | |
| 12 | NATH | NATHANS FAMOUS, INC. United States · score 4.4 | 1% | 0.4 bn | 0.2 bn | 11.8% | 0.0 bn | 4.6% | — | Licensing, wholesale and retail of the Nathan's Famous brand · New York — revenue of $169m | |
| 13 | RMCF | Rocky Mountain Chocolate Factory, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -22.3% | 0.0 bn | -31.0% | — | Handcrafted chocolates through franchising and wholesale · Colorado — revenue of $27m |
Other industries in the same sector
- Sector overview
- Food retail and wholesale 5 companies
- Non-alcoholic beverages 18 companies
- Tobacco and nicotine 7 companies
- Cleaning and personal care products 12 companies
- Alcoholic beverages 12 companies
- Cosmetics 11 companies
- Processed foods 29 companies
- Pharmacies and retail health 6 companies
- Foodservice distribution 8 companies
- Discount retail (dollar stores) 5 companies
- Agribusiness and agricultural trading 15 companies
- Supermarkets 10 companies
and 9 industries more
- Bottled water and delivery 3 companies
- Animal protein 10 companies
- Convenience stores and fuel 3 companies
- American spirits 3 companies
- Pet retail 5 companies
- Animal feed and nutrition 3 companies
- Nutrition and supplements 18 companies
- Industrial baking 2 companies
- Fresh produce and foods 6 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.